Whittier Trust Co reports 4.06% increase in ownership of ET / Energy Transfer LP - Limited Partnership - 13F, 13D, 13G Filings

Energy Transfer LP - Limited Partnership

US ˙ NYSE ˙ US29273V1008

Security	ET / Energy Transfer LP - Limited Partnership
Institution	Whittier Trust Co
Latest Disclosed Ownership	26,760 shares
Latest Disclosed Value	$ 507,370

Whittier Trust Co reports 4.06% increase in ownership of ET / Energy Transfer LP - Limited Partnership

On April 28, 2026 - Whittier Trust Co filed a 13F-HR form disclosing ownership of 26,760 shares of Energy Transfer LP - Limited Partnership (US:ET) valued at $516,468 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 25,717 shares of Energy Transfer LP - Limited Partnership. This represents a change in shares of 4.06% during the quarter. The current value of the position is $523,158 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.

Upgrade to unlock premium data and export to Excel Premium Registration Required .

Disclosed Equity Positions (from 13F/NPORT Filings)

File Date	Effective Date	Form	Security	Class	ID	Reported Shares	ΔShares	ΔShares (%)	Reported Value (x1000)	ΔValue (%)	Alloc (%)
2026-04-28	2026-03-31	13F	ENERGY TRANSFER	common	29273V100	26,760	1,043	4.06	507	21.58	0.0030
2026-01-26	2025-12-31	13F	ENERGY TRANSFER	common	29273V100	25,717	0	0.00	418	-3.47	0.0045
2025-10-31	2025-09-30	13F	ENERGY TRANSFER L P	common	29273V100	25,717	100	0.39	432	-6.90	0.0049
2025-07-30	2025-06-30	13F	ENERGY TRANSFER EQUITY L P COM UT LTD PTN	MLP'S	29273V100	25,617	0	0.00	464	-2.52	0.0056
2025-05-02	2025-03-31	13F	ENERGY TRANSFER EQUITY L P COM UT LTD PTN	MLP'S	29273V100	25,617	0	0.00	476	-4.99	0.0066
2025-02-11	2024-12-31	13F	ENERGY TRANSFER EQUITY L P COM UT LTD PTN	MLP'S	29273V100	25,617	0	0.00	502	22.20	0.0066
2024-10-21	2024-09-30	13F	ENERGY TRANSFER EQUITY L P COM UT LTD PTN	MLP'S	29273V100	25,617	0	0.00	411	-1.20	0.0055
2024-07-29	2024-06-30	13F	ENERGY TRANSFER EQUITY L P COM UT LTD PTN	MLP'S	29273V100	25,617	-480	-1.84	415	1.22	0.0059
2024-05-02	2024-03-31	13F	ENERGY TRANSFER EQUITY L P COM UT LTD PTN	MLP'S	29273V100	26,097	0	0.00	411	13.89	0.0060
2024-01-11	2023-12-31	13F	ENERGY TRANSFER EQUITY L P COM UT LTD PTN	MLP'S	29273V100	26,097	480	1.87	360	0.28	0.0058
2023-10-27	2023-09-30	13F	ENERGY TRANSFER EQUITY L P COM UT LTD PTN	MLP'S	29273V100	25,617	6,507	34.05	359	48.35	0.0064
2023-07-24	2023-06-30	13F	ENERGY TRANSFER EQUITY L P COM UT LTD PTN	MLP'S	29273V100	19,110	-7,170	-27.28	243	-25.99	0.0042
2023-04-21	2023-03-31	13F	ENERGY TRANSFER EQUITY L P COM UT LTD PTN	MLP'S	29273V100	26,280	0	0.00	328	5.14	0.0060
2023-01-25	2022-12-31	13F	ENERGY TRANSFER EQUITY L P COM UT LTD PTN	MLP'S	29273V100	26,280	-2,905	-9.95	312	-3.42	0.0061
2022-10-21	2022-09-30	13F	ENERGY TRANSFER EQUITY L P COM UT LTD PTN	MLP'S	29273V100	29,185	1,750	6.38	322	17.52	0.0067
2022-07-28	2022-06-30	13F	ENERGY TRANSFER EQUITY L P COM UT LTD PTN	MLP'S	29273V100	27,435	-1,500	-5.18	274	-15.43	0.0055
2022-04-29	2022-03-31	13F	ENERGY TRANSFER EQUITY L P COM UT LTD PTN	MLP'S	29273V100	28,935	70	0.24	324	36.13	0.0055
2022-01-19	2021-12-31	13F	ENERGY TRANSFER EQUITY L P COM UT LTD PTN	MLP'S	29273V100	28,865	-7,680	-21.02	238	-32.00	0.0039
2021-11-01	2021-09-30	13F	ENERGY TRANSFER EQUITY L P COM UT LTD PTN	MLP'S	29273V100	36,545	0	0.00	350	-9.79	0.0064
2021-07-29	2021-06-30	13F	ENERGY TRANSFER EQUITY L P COM UT LTD PTN	MLP'S	29273V100	36,545	480	1.33	388	40.07	0.0069
2021-04-26	2021-03-31	13F	ENERGY TRANSFER EQUITY L P COM UT LTD PTN	MLP'S	29273V100	36,065	-646	-1.76	277	22.03	0.0054
2021-01-29	2020-12-31	13F	ENERGY TRANSFER EQUITY L P COM UT LTD PTN	MLP'S	29273V100	36,711	-6,079	-14.21	227	-2.16	0.0048
2020-10-30	2020-09-30	13F	ENERGY TRANSFER EQUITY L P COM UT LTD PTN	MLP'S	29273V100	42,790	-6,800	-13.71	232	-34.28	0.0055
2020-07-10	2020-06-30	13F	ENERGY TRANSFER EQUITY L P COM UT LTD PTN	MLP'S	29273V100	49,590	-480	-0.96	353	53.48	0.0098
2020-04-27	2020-03-31	13F	ENERGY TRANSFER EQUITY L P COM UT LTD PTN	MLP'S	29273V100	50,070	225	0.45	230	-64.06	0.0075
2020-01-31	2019-12-31	13F	ENERGY TRANSFER EQUITY L P COM UT LTD PTN	MLP'S	29273V100	49,845	-15,848	-24.12	640	-25.49	0.0168
2019-10-18	2019-09-30	13F	ENERGY TRANSFER EQUITY L P COM UT LTD PTN	MLP'S	29273V100	65,693	8,500	14.86	859	6.71	0.0246
2019-07-23	2019-06-30	13F	ENERGY TRANSFER EQUITY L P COM UT LTD PTN	MLP'S	29273V100	57,193	-1,000	-1.72	805	-9.96	0.0236
2019-04-29	2019-03-31	13F	ENERGY TRANSFER EQUITY L P COM UT LTD PTN	MLP'S	29273V100	58,193	-7,171	-10.97	894	3.59	0.0273
2019-02-07	2018-12-31	13F	ENERGY TRANSFER EQUITY L P COM UT LTD PTN	MLP'S	29273V100	65,364	33,234	103.44	863	54.11	0.0297
2018-10-23	2018-09-30	13F	ENERGY TRANSFER EQUITY L P COM UT LTD PTN	MLP'S	29273V100	32,130	24,450	318.36	560	324.24	0.0175
2018-07-27	2018-06-30	13F/A-1	ENERGY TRANSFER EQUITY L P COM UT LTD PTN	MLP'S	29273V100	7,680	0	0.00	132	21.10	0.0044
2018-07-20	2018-06-30	13F	ENERGY TRANSFER EQUITY L P COM UT LTD PTN	US LARGE CAP EQUITIES	29273V100	16,616	8,936		979
2018-05-01	2018-03-31	13F	ENERGY TRANSFER EQUITY L P COM UT LTD PTN	MLP'S	29273V100	7,680	0	0.00	109	-17.42	0.0037
2018-02-07	2017-12-31	13F	ENERGY TRANSFER EQUITY L P COM UT LTD PTN	MLP'S	29273V100	7,680	0	0.00	132	-0.75	0.0046
2017-10-23	2017-09-30	13F	ENERGY TRANSFER EQUITY L P COM UT LTD PTN	MLP'S	29273V100	7,680	0	0.00	133	-3.62	0.0048
2017-07-20	2017-06-30	13F	ENERGY TRANSFER EQUITY L P COM UT LTD PTN	MLP'S	29273V100	7,680	0	0.00	138	-8.61	0.0053
2017-04-26	2017-03-31	13F	ENERGY TRANSFER EQUITY L P	MLP'S	29273V100	7,680	0	0.00	151	2.03	0.0061
2017-01-18	2016-12-31	13F	ENERGY TRANSFER EQUITY L P COM UT LTD PTN	MLP'S	29273V100	7,680	0	0.00	148	14.73	0.0063
2016-11-10	2016-09-30	13F	ENERGY TRANSFER EQUITY L P COM UT LTD PTN	MLP'S	29273V100	7,680	0	0.00	129	17.27	0.0056
2016-07-28	2016-06-30	13F	ENERGY TRANSFER EQUITY L P COM UT LTD PTN	MLP'S	29273V100	7,680	0	0.00	110	100.00	0.0048
2016-04-28	2016-03-31	13F	ENERGY TRANSFER EQUITY L P COM UT LTD PTN	MLP'S	29273V100	7,680	-11,892	-60.76	55	-79.55	0.0024
2016-02-10	2015-12-31	13F	ENERGY TRANSFER EQUITY L P COM UT LTD PTN	MLP?S	29273V100	19,572	-2,260	-10.35	269	-40.75	0.0122
2015-11-12	2015-09-30	13F	ENERGY TRANSFER EQUITY L P COM UT LTD PTN	MLP?S	29273V100	21,832	10,380	90.64	454	-38.23	0.0221
2015-08-13	2015-06-30	13F	ENERGY TRANSFER EQUITY L P COM UT LTD PTN	MLP?S	29273V100	11,452	0	0.00	735	1.24	0.0326
2015-05-05	2015-03-31	13F	ENERGY TRANSFER EQUITY L P COM UT LTD PTN	US LARGE CAP EQUITIES	29273V100	11,452	11,452	0.00	726		0.0333
2015-02-04	2014-12-31	13F	ENERGY TRANSFER EQUITY L P COM UT LTD PTN	US LARGE CAP EQUITIES	29273V100	0	-13,952	-100.00	0	-100.00
2014-11-07	2014-09-30	13F	ENERGY TRANSFER EQUITY L P COM UT LTD PTN	US LARGE CAP EQUITIES	29273V100	13,952	-2,664	-16.03	861	-12.05	0.0420
2014-08-04	2014-06-30	13F	ENERGY TRANSFER EQUITY L P COM UT LTD PTN	US LARGE CAP EQUITIES	29273V100	16,616	0	0.00	979	26.00	0.0483
2014-05-01	2014-03-31	13F	ENERGY TRANSFER EQUITY L P COM UT LTD PTN	US LARGE CAP EQUITIES	29273V100	16,616	8,308	100.00	777	14.43	0.0398
2014-02-05	2013-12-31	13F	ENERGY TRANSFER EQUITY L P COM UT LTD PTN	US SMALL AND MID-CAP EQUITIES	29273V100	8,308	4,275	106.00	679	156.23	0.0348
2013-11-18	2013-09-30	13F	ENERGY TRANSFER EQUITY L P	COM UT LTD PTN	29273V100	4,033	0	0.00	265	9.96	0.0143
2013-08-14	2013-06-30	13F	ENERGY TRANSFER EQUITY L P	COM UT LTD PTN	29273V100	4,033	4,033		241		0.0135

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.