EVERMAY WEALTH MANAGEMENT LLC
Position in EPD — Enterprise Products Partners L.P.
CIK 1066816
ARLINGTON, VA
Position in EPD
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$861,838
-$25,320 QoQ
Shares Held
23,445
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#692
of 1,584 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EPD Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026EVERMAY WEALTH MANAGEMENT LLC holds $1,837,941 across 11 Oil & Gas Midstream names. EPD ranks #1 (46.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EPD |
Enterprise Products Partners L.P.
This page
|
23,445 | $861,838 | |
| 2 | KMI |
Kinder Morgan, Inc.
|
22,140 | $707,815 | |
| 3 | ET |
Energy Transfer LP
|
2,938 | $56,174 | |
| 4 | OKE |
Oneok Inc /New/
|
560 | $48,686 | |
| 5 | PAA |
Plains All American Pipeline LP
|
2,000 | $44,520 | |
| 6 | WMB |
Williams Companies, Inc.
|
450 | $33,453 | |
| 7 | CQP |
Cheniere Energy Partners, L.P.
|
485 | $29,560 | |
| 8 | LPG |
Dorian Lpg Ltd.
|
660 | $22,954 |
All Filings in EPD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $861,838 | 23,445 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $887,158 | 23,445 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $789,124 | 24,614 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $769,679 | 24,614 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $763,280 | 24,614 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $840,321 | 24,614 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $772,679 | 24,639 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $716,513 | 24,614 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $749,133 | 25,850 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $754,303 | 25,850 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $460,598 | 17,480 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $478,427 | 17,480 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $460,598 | 17,480 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $420,719 | 16,244 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $391,805 | 16,244 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $358,483 | 15,075 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $367,377 | 15,075 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $389,085 | 15,075 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $347,517 | 15,825 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $309,993 | 14,325 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $474,033 | 19,645 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $432,582 | 19,645 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $384,845 | 19,645 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $310,194 | 19,645 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $389,655 | 21,445 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $306,663 | 21,445 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||