Energy Transfer LP - Limited Partnership
US ˙ NYSE ˙ US29273V1008

SecurityET / Energy Transfer LP - Limited Partnership
InstitutionLevel Four Advisory Services, Llc
Latest Disclosed Ownership164,961 shares
Latest Disclosed Value $ 3,183,757
Level Four Advisory Services, Llc reports 11.82% decrease in ownership of ET / Energy Transfer LP - Limited Partnership

On May 14, 2026 - Level Four Advisory Services, Llc filed a 13F-HR form disclosing ownership of 164,961 shares of Energy Transfer LP - Limited Partnership (US:ET) valued at $3,183,747 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 187,066 shares of Energy Transfer LP - Limited Partnership. This represents a change in shares of -11.82% during the quarter. The current value of the position is $3,224,988 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F ENERGY TRANSFER L P COM UT LTD PTN 29273V100 164,961 -22,105 -11.82 3,184 3.21 0.1045
2026-02-13 2025-12-31 13F ENERGY TRANSFER L P COM UT LTD PTN 29273V100 187,066 -4,699 -2.45 3,085 -6.26 0.1009
2025-11-12 2025-09-30 13F ENERGY TRANSFER L P COM UT LTD PTN 29273V100 191,765 1,007 0.53 3,291 -4.86 0.1127
2025-08-13 2025-06-30 13F ENERGY TRANSFER L P COM UT LTD PTN 29273V100 190,758 35,130 22.57 3,458 19.53 0.1275
2025-05-14 2025-03-31 13F ENERGY TRANSFER L P COM UT LTD PTN 29273V100 155,628 26,334 20.37 2,893 14.26 0.1190
2025-02-12 2024-12-31 13F ENERGY TRANSFER L P COM UT LTD PTN 29273V100 129,294 92,232 248.86 2,533 315.08 0.1035
2024-11-14 2024-09-30 13F ENERGY TRANSFER L P COM UT LTD PTN 29273V100 37,062 2,803 8.18 611 9.91 0.0257
2024-08-09 2024-06-30 13F ENERGY TRANSFER L P COM UT LTD PTN 29273V100 34,259 -27,348 -44.39 556 -34.71 0.0250
2024-05-13 2024-03-31 13F ENERGY TRANSFER L P COM UT LTD PTN 29273V100 61,607 0 0.00 850 0.00 0.0467
2024-02-08 2023-12-31 13F ENERGY TRANSFER L P COM UT LTD PTN 29273V100 61,607 3,804 6.58 850 4.94 0.0477
2023-11-13 2023-09-30 13F ENERGY TRANSFER L P COM UT LTD PTN 29273V100 57,803 3,028 5.53 811 16.55 0.0523
2023-07-10 2023-06-30 13F ENERGY TRANSFER L P COM UT LTD PTN 29273V100 54,775 9,782 21.74 696 23.89 0.0418
2023-06-05 2023-03-31 13F ENERGY TRANSFER L P COM UT LTD PTN 29273V100 44,993 -22,502 -33.34 561 -29.96 0.0368
2023-02-13 2022-12-31 13F ENERGY TRANSFER L P COM UT LTD PTN 29273V100 67,495 15,158 28.96 801 38.82 0.0595
2022-11-07 2022-09-30 13F ENERGY TRANSFER L P COM UT LTD PTN 29273V100 52,337 2,090 4.16 577 15.17 0.0561
2022-08-08 2022-06-30 13F ENERGY TRANSFER L P COM UT LTD PTN 29273V100 50,247 3,805 8.19 501 -3.65 0.0473
2022-05-10 2022-03-31 13F ENERGY TRANSFER L P COM UT LTD PTN 29273V100 46,442 -217 -0.47 520 35.42 0.0407
2022-02-11 2021-12-31 13F ENERGY TRANSFER L P COM UT LTD PTN 29273V100 46,659 36,153 344.12 384 280.20 0.0293
2021-10-12 2021-09-30 13F ENERGY TRANSFER L P COM UT LTD PTN 29273V100 10,506 10,506 101 0.0105
2021-05-10 2021-03-31 13F ENERGY TRANSFER COM UT LTD PTN 29273V100 0 -14,375 -100.00 0 -100.00
2021-02-10 2020-12-31 13F ENERGY TRANSFER COM UT LTD PTN 29273V100 14,375 -3,743 -20.66 89 -9.18 0.0071
2020-11-02 2020-09-30 13F ENERGY TRANSFER COM UT LTD PTN 29273V100 18,118 18,118 98 0.0075
2020-08-17 2020-06-30 13F/A-1 ENERGY TRANSFER COM UT LTD PTN 29273V100 0 -18,036 -100.00 0 -100.00
2020-05-13 2020-03-31 13F ENERGY TRANSFER COM UT LTD PTN 29273V100 18,036 18,036 84 0.0101
2020-02-13 2019-12-31 13F ENERGY TRANSFER COM UT LTD PTN 29273V100 0 -15,736 -100.00 0 -100.00
2019-11-12 2019-09-30 13F ENERGY TRANSFER COM UT LTD PTN 29273V100 15,736 -985 -5.89 206 -13.08 0.0213
2019-08-14 2019-06-30 13F ENERGY TRANSFER COM UT LTD PTN 29273V100 16,721 -826 -4.71 237 -11.90 0.0239
2019-05-15 2019-03-31 13F ENERGY TRANSFER COM UT LTD PTN 29273V100 17,547 -16,095 -47.84 269 -39.41 0.0296
2019-02-07 2018-12-31 13F ENERGY TRANSFER COM UT LTD PTN 29273V100 33,642 33,642 444 0.0554
2018-11-14 2018-09-30 13F ENERGY TRANSFER EQUITY L P COM UT LTD PTN 29273V100 0 -72,782 -100.00 0 -100.00
2018-08-14 2018-06-30 13F ENERGY TRANSFER EQUITY L P COM UT LTD PTN 29273V100 72,782 -8,595 -10.56 1,257 8.74 0.0916
2018-05-14 2018-03-31 13F ENERGY TRANSFER EQUITY L P COM UT LTD PTN 29273V100 81,377 458 0.57 1,156 -17.25 0.0896
2018-02-13 2017-12-31 13F ENERGY TRANSFER EQUITY L P COM UT LTD PTN 29273V100 80,919 -32,176 -28.45 1,397 -28.94 0.1087
2018-04-03 2017-09-30 13F/A-1 ENERGY TRANSFER EQUITY L P COM UT LTD PTN 29273V100 113,095 37,076 48.77 1,966 35.49 0.1743
2017-11-15 2017-09-30 13F ENERGY TRANSFER EQUITY L P COM UT LTD PTN 29273V100 113,095 37,076 1,988
2017-09-20 2017-06-30 13F/A-1 ENERGY TRANSFER EQUITY L P COM UT LTD PTN 29273V100 76,019 -68,677 -47.46 1,451 -48.29 0.2234
2017-07-12 2017-06-30 13F ENERGY TRANSFER EQUITY L P COM UT LTD PTN 29273V100 76,019 1,451
2017-09-20 2017-03-31 13F/A-1 ENERGY TRANSFER EQUITY L P COM UT LTD PTN 29273V100 144,696 -56,776 -28.18 2,806 -27.87 0.2858
2017-05-15 2017-03-31 13F ENERGY TRANSFER EQUITY L P COM UT LTD PTN 29273V100 144,696 -56,776 2,806
2017-02-14 2016-12-31 13F ENERGY TRANSFER EQUITY L P COM UT LTD PTN 29273V100 201,472 201,472 3,890 0.4965
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.