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Energy Transfer Equity shares owned by Phillips Wealth Planners

Quarter-by-quarter ownership of Energy Transfer Equity (ET) shares owned by Phillips Wealth Planners from 13F filings

Historical chart of Phillips Wealth Planners investment in Energy Transfer Equity

Tip: Access up to 7 years of quarterly data

All positions including Energy Transfer Equity held by Phillips Wealth Planners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Energy Transfer Equity by Phillips Wealth Planners

Quarter filed Position value Share count Share price at filing
2026-03-31 $241k 12k 19.61

More positions owned by Phillips Wealth Planners

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Broadcom (AVGO)
Select Sector Spdr Tr State Street Tec (XLK)
JPMorgan Chase & Co. (JPM)
Wal-Mart Stores (WMT)
Apple (AAPL)
Alphabet Cap Stk Cl A (GOOGL)
Williams Companies (WMB)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Select Sector Spdr Tr State Street Fin (XLF)
TJX Companies (TJX)
Ishares Tr Core Msci Euro (IEUR)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Texas Instruments Incorporated (TXN)

View all positions for Phillips Wealth Planners

Top funds holding Energy Transfer Equity

Morgan Stanley
ALPS Advisors
Goldman Sachs Group
Invesco
Tortoise Capital Advisors
Blackstone Group
UBS Group
Bank of America Corporation
Energy Income Partners
Kayne Anderson Capital Advisors, L.p
Mirae Asset Global Etfs Holdings
FMR
Natixis
Westwood Holdings
Susquehanna International

View all funds holding Energy Transfer Equity