Hollow Brook Wealth Management LLC ET ENERGY TRANSFER EQUITY L P COM UT LTD PTN

Ownership history in Hollow Brook Wealth Management LLC  ·  27 quarters on record

AI Ownership Summary

Hollow Brook Wealth Management LLC reported ENERGY TRANSFER EQUITY L P COM UT LTD PTN (ET) in 27 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.09% in 2024 Q4. The latest visible filing shows ET at 0.06% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ET ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Hollow Brook Wealth Management LLC's position in ENERGY TRANSFER EQUITY L P COM UT LTD PTN, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

ET was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.09% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Hollow Brook Wealth Management LLC held ET — position size vs. price
% of Fund (quarterly)    ET price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 14,470 0% 0.06% $248K 2025-11-14 $16.41
2025 Q2 UNCHANGED 14,470 0% 0.08% $262K 2025-08-13 $16.54
2025 Q1 UNCHANGED 14,470 0% 0.08% $269K 2025-05-14 $16.86
2024 Q4 UNCHANGED 14,470 0% 0.09% $283K 2025-02-12 $17.89
2024 Q3 UNCHANGED 14,470 0% 0.07% $232K 2024-11-14 $15.37
2024 Q2 UNCHANGED 14,470 0% 0.08% $235K 2024-08-13 $13.70
2024 Q1 UNCHANGED 14,470 0% 0.08% $228K 2024-05-15 $13.70
2023 Q4 UNCHANGED 14,470 0% 0.08% $200K 2024-02-05 $11.83
19 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Hollow Brook Wealth Management LLC and ET

These are the practical questions this page is built to answer before you even open the full history table.

How long has Hollow Brook Wealth Management LLC reported owning ET?

Hollow Brook Wealth Management LLC reported ET across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported ET position in Hollow Brook Wealth Management LLC's portfolio?

The largest reported portfolio weight for ET was 0.09% in 2024 Q4.

What is the latest reported ET position on this page?

The most recent filing on this page is 2025 Q3, when Hollow Brook Wealth Management LLC reported 14,470 shares, equal to 0.06% of portfolio, with an estimated market value of $248K.

What does the chart on this ET ownership page compare?

The chart compares Hollow Brook Wealth Management LLC's quarterly ET portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Hollow Brook Wealth Management LLC time their ET position?

Based on 13F filing dates vs. subsequent ET price moves, Hollow Brook Wealth Management LLC correctly timed 11 out of 17 reported position changes (65%). The annualised alpha on ET relative to SPY over the holding period was -0.8%.

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