Whittier Trust’s Energy Transfer Partners ET Stock Holding History

Whittier Trust’s Portfolio ET Stock Details ET Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$515K	Hold	26,760	–	–	0.01%	475
2026 Q1	$507K	Buy	26,760 +1,043	+4%	+$19.1K	0.01%	441
2025 Q4	$418K	Hold	25,717	–	–	﹤0.01%	464
2025 Q3	$432K	Buy	25,717 +100	+0.4%	+$1.75K	﹤0.01%	455
2025 Q2	$464K	Hold	25,617	–	–	0.01%	498
2025 Q1	$476K	Hold	25,617	–	–	0.01%	496
2024 Q4	$502K	Hold	25,617	–	–	0.01%	497
2024 Q3	$411K	Hold	25,617	–	–	0.01%	538
2024 Q2	$415K	Sell	25,617 -480	-2%	-$7.54K	0.01%	518
2024 Q1	$411K	Hold	26,097	–	–	0.01%	524
2023 Q4	$360K	Buy	26,097 +480	+2%	+$6.52K	0.01%	536
2023 Q3	$359K	Buy	25,617 +6,507	+34%	+$86.3K	0.01%	529
2023 Q2	$243K	Sell	19,110 -7,170	-27%	-$90.9K	﹤0.01%	596
2023 Q1	$328K	Hold	26,280	–	–	0.01%	546
2022 Q4	$312K	Sell	26,280 -2,905	-10%	-$34.8K	0.01%	550
2022 Q3	$322K	Buy	29,185 +1,750	+6%	+$19.5K	0.01%	527
2022 Q2	$274K	Sell	27,435 -1,500	-5%	-$16.8K	0.01%	568
2022 Q1	$324K	Buy	28,935 +70	+0.2%	+$694	0.01%	574
2021 Q4	$238K	Sell	28,865 -7,680	-21%	-$69.8K	﹤0.01%	638
2021 Q3	$350K	Hold	36,545	–	–	0.01%	529
2021 Q2	$388K	Buy	36,545 +480	+1%	+$4.6K	0.01%	518
2021 Q1	$277K	Sell	36,065 -646	-2%	-$4.72K	0.01%	582
2020 Q4	$227K	Sell	36,711 -6,079	-14%	-$36.8K	﹤0.01%	570
2020 Q3	$232K	Sell	42,790 -6,800	-14%	-$43.2K	0.01%	541
2020 Q2	$353K	Sell	49,590 -480	-1%	-$3.56K	0.01%	448
2020 Q1	$230K	Buy	50,070 +225	+0.5%	+$2.4K	0.01%	490
2019 Q4	$640K	Sell	49,845 -15,848	-24%	-$195K	0.02%	368
2019 Q3	$859K	Buy	65,693 +8,500	+15%	+$119K	0.02%	329
2019 Q2	$805K	Sell	57,193 -1,000	-2%	-$14.8K	0.02%	327
2019 Q1	$894K	Sell	58,193 -7,171	-11%	-$107K	0.03%	304
2018 Q4	$863K	Buy	65,364 +33,234	+103%	+$505K	0.03%	298
2018 Q3	$560K	Buy	32,130 +24,450	+318%	+$434K	0.02%	353
2018 Q2	$132K	Hold	7,680	–	–	﹤0.01%	575
2018 Q1	$109K	Hold	7,680	–	–	﹤0.01%	629
2017 Q4	$132K	Hold	7,680	–	–	﹤0.01%	574
2017 Q3	$133K	Hold	7,680	–	–	﹤0.01%	557
2017 Q2	$138K	Hold	7,680	–	–	0.01%	523
2017 Q1	$151K	Hold	7,680	–	–	0.01%	506
2016 Q4	$148K	Hold	7,680	–	–	0.01%	511
2016 Q3	$129K	Hold	7,680	–	–	0.01%	525
2016 Q2	$110K	Hold	7,680	–	–	﹤0.01%	567
2016 Q1	$55K	Sell	7,680 -11,892	-61%	-$93.3K	﹤0.01%	700
2015 Q4	$269K	Sell	19,572 -2,260	-10%	-$42.2K	0.01%	417
2015 Q3	$454K	Sell	21,832 -1,072	-5%	-$30.3K	0.02%	346
2015 Q2	$735K	Hold	22,904	–	–	0.03%	309
2015 Q1	$726K	Sell	22,904 -5,000	-18%	-$148K	0.03%	296
2014 Q4	$801K	Hold	27,904	–	–	0.04%	286
2014 Q3	$861K	Sell	27,904 -5,328	-16%	-$156K	0.04%	270
2014 Q2	$979K	Hold	33,232	–	–	0.05%	257
2014 Q1	$777K	Hold	33,232	–	–	0.04%	276
2013 Q4	$679K	Buy	33,232 +17,100	+106%	+$308K	0.03%	285
2013 Q3	$265K	Hold	16,132	–	–	0.01%	401
2013 Q2	$241K	Buy	+16,132	New	+$236K	0.01%	400

Other funds holding ET

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Whittier Trust's ET Position: Q2 2026 in Review

Whittier Trust held its Energy Transfer Partners (ET) position steady in Q2 2026 at 26,760 shares worth $515K. The position accounts for 0.01% of the portfolio, ranked #475.

Whittier Trust first reported a position in ET in Q2 2013 and has held it in 53 quarters since. The position peaked at $979K in Q2 2014. 1,293 funds tracked by Wall St. Rank hold ET as of Q2 2026.

Whittier Trust held 26,760 shares of Energy Transfer Partners worth $515K as of Q2 2026.
Whittier Trust left its Energy Transfer Partners share count unchanged in Q2 2026.
Energy Transfer Partners made up 0.01% of Whittier Trust's portfolio in Q2 2026, its #475 holding.
Whittier Trust first reported a position in Energy Transfer Partners in Q2 2013 and has held it in 53 quarters since.
Whittier Trust's Energy Transfer Partners position peaked at $979K in Q2 2014.
1,293 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.