Position in EPD
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,717,280
+$4,188 QoQ
Shares Held
46,716
+3.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#480
of 1,589 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EPD Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Obermeyer Wealth Partners holds $6,617,553 across 8 Oil & Gas Midstream names. EPD ranks #2 (26.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MPLX |
Mplx LP
|
32,346 | $1,822,050 | |
| 2 | EPD |
Enterprise Products Partners L.P.
This page
|
46,716 | $1,717,280 | |
| 3 | ET |
Energy Transfer LP
|
61,445 | $1,174,828 | |
| 4 | WMB |
Williams Companies, Inc.
|
9,189 | $683,110 | |
| 5 | WES |
Western Midstream Partners, LP
|
8,000 | $350,080 | |
| 6 | KMI |
Kinder Morgan, Inc.
|
10,445 | $333,926 | |
| 7 | OKE |
Oneok Inc /New/
|
3,608 | $313,679 | |
| 8 | PAA |
Plains All American Pipeline LP
|
10,000 | $222,600 |
All Filings in EPD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,717,280 | 46,716 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,713,092 | 45,272 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,371,270 | 42,772 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,337,480 | 42,772 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $1,326,359 | 42,772 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $2,241,393 | 65,653 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,584,746 | 50,534 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,609,637 | 55,295 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $1,640,412 | 56,605 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $1,651,733 | 56,605 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,453,307 | 55,154 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $1,492,595 | 54,534 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,440,923 | 54,684 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,502,381 | 58,007 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $1,464,807 | 60,730 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $1,430,462 | 60,154 | Shares | Sole | 2022-12-09 | |
| 2022-06-30 | $1,465,952 | 60,154 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,723,333 | 66,770 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,466,269 | 66,770 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $1,558,339 | 72,012 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $1,743,078 | 72,237 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $1,533,715 | 69,651 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $1,762,414 | 89,965 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $1,717,099 | 108,746 | Shares | Sole | 2020-10-22 | |
| 2020-06-30 | $2,160,649 | 118,913 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $1,732,545 | 121,157 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||