Evercore Wealth Management, LLC
Position in EPD — Enterprise Products Partners L.P.
CIK 1482689
New York, NY
Position in EPD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$8,085,803
-$237,559 QoQ
Shares Held
219,962
0.0% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#205
of 1,590 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in EPD Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Evercore Wealth Management, LLC holds $195,076,712 across 7 Oil & Gas Midstream names. EPD ranks #3 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMB |
Williams Companies, Inc.
|
2,347,956 | $174,547,047 | |
| 2 | MPLX |
Mplx LP
|
152,053 | $8,565,145 | |
| 3 | EPD |
Enterprise Products Partners L.P.
This page
|
219,962 | $8,085,803 | |
| 4 | KMI |
Kinder Morgan, Inc.
|
53,090 | $1,697,287 | |
| 5 | ENB |
Enbridge Inc
|
22,834 | $1,237,830 | |
| 6 | GLNG |
Golar Lng Ltd
|
10,000 | $498,400 | |
| 7 | PAA |
Plains All American Pipeline LP
|
20,000 | $445,200 |
All Filings in EPD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,085,803 | 219,962 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $8,323,362 | 219,962 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $6,940,765 | 216,493 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $6,769,736 | 216,493 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $6,713,447 | 216,493 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $7,414,969 | 217,193 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $6,842,532 | 218,193 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $6,351,598 | 218,193 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $6,350,474 | 219,133 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $6,397,218 | 219,233 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $6,281,576 | 238,390 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $4,856,806 | 177,450 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $4,693,909 | 178,137 | Shares | Defined | 2023-08-04 | |
| 2023-03-31 | $4,627,863 | 178,682 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $4,427,443 | 183,559 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $3,178,862 | 133,678 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $3,553,097 | 145,798 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $3,780,235 | 146,464 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $2,981,487 | 135,769 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $3,002,961 | 138,769 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $3,348,495 | 138,769 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $3,089,163 | 140,289 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $3,161,315 | 161,374 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $2,701,336 | 171,079 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $3,321,821 | 182,819 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $2,320,946 | 162,304 | Shares | Other | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||