Worth Asset Management’s Energy Transfer Partners ET Stock Holding History

Worth Asset Management’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 Q3	$214K	Buy	10,810 +256	+2%	+$5.28K	0.06%	221
2026 Q2	$202K	Buy	10,554 +27	+0.3%	+$523	0.06%	203
2026 Q1	$203K	Buy	+10,527	New	+$193K	0.08%	178
2023 Q3	–	Sell	-9,254	Closed	-$118K	–	190
2023 Q2	$118K	Buy	9,254 +31	+0.3%	+$393	0.09%	124
2023 Q1	$115K	Buy	9,223 +30	+0.3%	+$379	0.09%	118
2022 Q4	$109K	Sell	9,193 -4,172	-31%	-$50K	0.08%	113
2022 Q3	$147K	Buy	13,365 +1,314	+11%	+$14.6K	0.11%	70
2022 Q2	$120K	Sell	12,051 -4,158	-26%	-$46.6K	0.08%	110
2022 Q1	$173K	Buy	+16,209	New	+$161K	0.11%	85

Other funds holding ET

CCM

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

Stephens Group Little Rock, Arkansas $204M AUM 38.91% 1-Year Est. Return

PCA

Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Chapin Davis Baltimore, Maryland $520M AUM 117.57% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

HWG Holdings Houston, Texas $434M AUM 42.17% 1-Year Est. Return

Worth Asset Management's ET Position: Q3 2026 in Review

Worth Asset Management increased its Energy Transfer Partners (ET) stake by 2.4% in Q3 2026, buying an estimated $5.28K and bringing the position to 10,810 shares worth $214K. The position accounts for 0.06% of the portfolio, ranked #221.

Worth Asset Management first reported a position in ET in Q1 2022 and has held it in 9 quarters since. 55 funds tracked by Wall St. Rank hold ET as of Q3 2026.

Worth Asset Management held 10,810 shares of Energy Transfer Partners worth $214K as of Q3 2026.
Worth Asset Management bought 256 Energy Transfer Partners shares in Q3 2026, an estimated $5.28K.
Energy Transfer Partners made up 0.06% of Worth Asset Management's portfolio in Q3 2026, its #221 holding.
Worth Asset Management first reported a position in Energy Transfer Partners in Q1 2022 and has held it in 9 quarters since.
55 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q3 2026.

Based on Worth Asset Management's 13F filing for Q3 2026, filed 7 Oct 2026.