Position in EPD
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$450,015
-$13,222 QoQ
Shares Held
12,242
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#965
of 1,590 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, 2026Welch Group, LLC holds $3,672,122 across 6 Oil & Gas Midstream names. EPD ranks #5 (12.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OKE |
Oneok Inc /New/
|
14,913 | $1,296,536 | |
| 2 | KMI |
Kinder Morgan, Inc.
|
21,803 | $697,041 | |
| 3 | ET |
Energy Transfer LP
|
34,263 | $655,108 | |
| 4 | PBT |
Permian Basin Royalty Trust
|
19,298 | $483,221 | |
| 5 | EPD |
Enterprise Products Partners L.P.
This page
|
12,242 | $450,015 | |
| 6 | MARPS |
Marine Petroleum Trust
|
19,956 | $90,201 |
All Filings in EPD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $450,015 | 12,242 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $463,237 | 12,242 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $392,478 | 12,242 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $376,553 | 12,042 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $403,192 | 13,002 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $441,532 | 12,933 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $403,571 | 12,869 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $372,637 | 12,801 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $374,740 | 12,931 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $375,342 | 12,863 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $269,455 | 10,226 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $277,969 | 10,156 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $265,845 | 10,089 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $259,543 | 10,021 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $963,762 | 39,957 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $866,947 | 36,457 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $888,457 | 36,457 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $940,955 | 36,457 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $866,475 | 39,457 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $853,849 | 39,457 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $952,097 | 39,457 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $868,843 | 39,457 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $772,962 | 39,457 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $662,279 | 41,943 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $785,725 | 43,243 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $618,374 | 43,243 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||