Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 10 buys in history.
Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| WildHorse Resource Development Corp | 1,020,565 | reported | 21 Jun 2018 | tx 4+1,028,834−8,269 |
| Energy Transfer LP | 180,317 | reported | 02 Jan 2025 | tx 63+1,082,227−398,954 |
| SunocoCorp LLC | 4,936 | reported | 06 Mar 2026 | tx 2+4,936 |
| Sunoco LP | 3,913 | reported | 04 Jan 2016 | tx 4+6,695 |
| Regency Energy Partners LP | 2,500 | reported | 30 Apr 2015 | tx 4+5,000−5,000 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 06 Mar 2026 | GRANT_AWARD | SunocoCorp LLC | 2,436 | 0.00 USD | |
| 06 Mar 2026 | GRANT_AWARD | SunocoCorp LLC | 2,500 | 0.00 USD | |
| 23 Dec 2024 | GIFT | Energy Transfer LP | 10 | 0.00 USD | |
| 02 Jan 2025 | GRANT_AWARD | Energy Transfer LP | 7,760 | 0.00 USD | |
| 02 Jan 2024 | EXERCISE | Energy Transfer LP | 3,019 | 0.00 USD | |
| 28 Dec 2023 | GIFT | Energy Transfer LP | 10 | 0.00 USD | |
| 02 Jan 2024 | GRANT_AWARD | Energy Transfer LP | 9,882 | 0.00 USD | |
| 02 Jan 2024 | EXERCISE | Energy Transfer LP | 3,019 | 0.00 USD | deriv |
| 04 Jan 2023 | GRANT_AWARD | Energy Transfer LP | 12,691 | 0.00 USD | |
| 02 Jan 2023 | EXERCISE | Energy Transfer LP | 2,255 | 0.00 USD | deriv |
| 15 Dec 2022 | PURCHASE | Energy Transfer LP | 2,000 | 11.50 USD | |
| 15 Dec 2022 | PURCHASE | Energy Transfer LP | 3,000 | 11.52 USD | |
| 15 Dec 2022 | PURCHASE | Energy Transfer LP | 75,000 | 11.55 USD | |
| 14 Dec 2022 | GIFT | Energy Transfer LP | 10 | 0.00 USD | |
| 14 Jul 2022 | PURCHASE | Energy Transfer LP | 1,027 | 9.57 USD | |
| 15 Jul 2022 | PURCHASE | Energy Transfer LP | 61,653 | 9.75 USD | |
| 15 Jul 2022 | PURCHASE | Energy Transfer LP | 50,000 | 9.74 USD | |
| 14 Jul 2022 | PURCHASE | Energy Transfer LP | 25,000 | 9.47 USD | |
| 03 Jan 2022 | GRANT_AWARD | Energy Transfer LP | 11,481 | 0.00 USD | |
| 03 Jan 2022 | EXERCISE | Energy Transfer LP | 6,615 | 0.00 USD | |
| 03 Jan 2022 | EXERCISE | Energy Transfer LP | 6,615 | 0.00 USD | deriv |
| 17 Sept 2021 | PURCHASE | Energy Transfer LP | 40,000 | 9.18 USD | |
| 17 Sept 2021 | PURCHASE | Energy Transfer LP | 4,000 | 9.17 USD | |
| 15 Sept 2021 | PURCHASE | Energy Transfer LP | 24,500 | 9.33 USD | first after silence |
| 04 Jan 2021 | GRANT_AWARD | Energy Transfer LP | 16,181 | 0.00 USD |
2 purchases reported after at least 12 months of silence — most recent on 15 Sept 2021.