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Livermore
Livermore
ZHEN

Grey Fox Wealth Advisors, LLC

SEC CIK
0001965362
Latest filing
Jul 17, 2026

ET holding history

Energy Transfer LP in every 13F filed by Grey Fox Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ET overviewAll 13F holders of ETFull Q2 2026 holdings

Shares (Q2 2026)
18,422
Value
$352.2K
% of portfolio
0.1%
Quarters held
14
Since Q4 2022
Holdings of ET by Grey Fox Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202618,422$352.2K0.1%−60.0%ReducedHolders
Q1 202618,428$355.7K0.1%+120+0.7%AddedHolders
Q4 202518,308$301.9K0.1%+18,308NewHolders
Q3 20250$00.0%−18,050−100.0%Sold outHolders
Q2 202518,050$327.2K0.1%−367−2.0%ReducedHolders
Q1 202518,417$342.4K0.1%+110+0.6%AddedHolders
Q4 202418,307$358.6K0.1%+122+0.7%AddedHolders
Q3 202418,185$291.9K0.1%+129+0.7%AddedHolders
Q2 202418,056$292.9K0.1%+128+0.7%AddedHolders
Q1 202417,928$282.0K0.1%+136+0.8%AddedHolders
Q4 202317,792$245.5K0.1%+141+0.8%AddedHolders
Q3 202317,651$247.6K0.1%+145+0.8%AddedHolders
Q2 202317,506$222.3K0.1%+409+2.4%AddedHolders
Q1 202317,097$213.2K0.1%00.0%UnchangedHolders
Q4 202217,097$202.9K0.1%–No prior filingHolders