Ownership history in ORG Partners LLC Β· 10 quarters on record
This page tracks every 13F SEC filing in which ORG Partners LLC reported a position in ENERGY TRANSFER L P LP (ET). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π ORG Partners LLC outperformed the S&P 500 by +0.7% annually on this ET position. Timing score: 50% (4/8 decisions correct). Average cost basis: $10.55. Maximum drawdown during holding period: β7.6%.
β‘οΈ Roughly in line with S&P 500 (Β±1% alpha range).
9 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
4 of 8 add/trim decisions correct
Best entry: $9.76 (2023 Q1) Β· Worst: $17.86 (2024 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
4 adds Β· 5 trims. Bought during 0 of 3 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.0% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size