OXFORD FINANCIAL GROUP, LTD. LLC
Position in EPD — Enterprise Products Partners L.P.
CIK 1245862
INDIANAPOLIS, IN
Position in EPD
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$274,964
-$12,317 QoQ
Shares Held
7,480
-1.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,188
of 1,589 holders
Holding Since
Mar 2022
13 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, 2026OXFORD FINANCIAL GROUP, LTD. LLC holds $554,128 across 2 Oil & Gas Midstream names. EPD ranks #2 (49.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OKE |
Oneok Inc /New/
|
3,211 | $279,164 | |
| 2 | EPD |
Enterprise Products Partners L.P.
This page
|
7,480 | $274,964 |
All Filings in EPD
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $274,964 | 7,480 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $287,281 | 7,592 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $236,602 | 7,380 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $229,021 | 7,324 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $217,597 | 7,017 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $237,785 | 6,965 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $216,854 | 6,915 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $254,537 | 8,744 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $251,865 | 8,691 | Shares | Sole | 2024-08-14 | |
| 2022-12-31 | $243,419 | 10,092 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $239,987 | 10,092 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $330,042 | 13,543 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $292,375 | 11,328 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||