Oakworth Capital, Inc. ET — ENERGY TRANSFER EQUITY LP CM UT LTD PT

Ownership history in Oakworth Capital, Inc.  ·  37 quarters on record

AI Ownership Summary

Oakworth Capital, Inc. reported ENERGY TRANSFER EQUITY LP CM UT LTD PT (ET) in 37 quarterly 13F filings from 2025 Q2 through 2025 Q3. The latest visible filing shows ET at 0.00% 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 Oakworth Capital, Inc.'s position in ENERGY TRANSFER EQUITY LP CM UT LTD PT, 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 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q2

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

Time in book
Holding Window
2025 Q2 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.

ET stock page Oakworth Capital, Inc. fund profile Oakworth Capital, Inc. full holdings
How Oakworth Capital, Inc. 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 2 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED — — — 2,867 — 0% 0.00% $49K 2025-11-04 $15.92
2025 Q2 REDUCED 35.1% -3.3% ✅ 2,867 -1,549 -35.1% 0.00% $52K 2025-07-17 $16.56
35 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding ET

As of 2026 Q1 — sorted by position size

Stephens Group, LLC 3Y 61.27% WALNUT PRIVATE EQUITY PARTNERS, LLC 3Y 7Y 21.79% Garrett Wealth Advisory Group, LLC 3Y 7Y 18.8% SL ADVISORS, LLC 3Y 7Y 13.88% Fractal Investments LLC 3Y 11.01% CHICKASAW CAPITAL MANAGEMENT LLC 3Y 7Y 10.57% CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 3Y 7Y 7.64% FFG Partners, LLC 6.79% Westend Capital Management, LLC 3Y 7Y 4.69% ELCO Management Co., LLC 3Y 7Y 4.61%

FAQ About Oakworth Capital, Inc. and ET

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

How long has Oakworth Capital, Inc. reported owning ET?

Oakworth Capital, Inc. reported ET across 2 quarterly 13F filings, from 2025 Q2 through 2025 Q3.

What was the largest reported ET position in Oakworth Capital, Inc.'s portfolio?

The largest reported portfolio weight for ET was 0.00% in 2025 Q2.

What is the latest reported ET position on this page?

The most recent filing on this page is 2025 Q3, when Oakworth Capital, Inc. reported 2,867 shares, equal to 0.00% of portfolio, with an estimated market value of $49K.

What does the chart on this ET ownership page compare?

The chart compares Oakworth Capital, Inc.'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 Oakworth Capital, Inc. time their ET position?

Based on 13F filing dates vs. subsequent ET price moves, Oakworth Capital, Inc. correctly timed 6 out of 11 reported position changes (55%).

← Back to Oakworth Capital, Inc. Holdings