KELLEHER FINANCIAL ADVISORS

Position in EPD — Enterprise Products Partners L.P.

CIK 1507971 NEW YORK, NY

Position in EPD

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$534,968

+$383,608 QoQ

Shares Held

14,553

+263.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#879

of 1,589 holders

Holding Since

Mar 2020

14 quarters on record

Energy · as of Jun 30, 2026

KELLEHER FINANCIAL ADVISORS holds $1,621,552 across 8 Oil & Gas Midstream names. EPD ranks #2 (33.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ET	Energy Transfer LP	43,696	$835,467
2	EPD	Enterprise Products Partners L.P. This page	14,553	$534,968
3	OKE	Oneok Inc /New/	1,558	$135,452
4	SOBO	South Bow Corp	1,925	$67,837
5	KMI	Kinder Morgan, Inc.	664	$21,228
6	AM	Antero Midstream Corp	636	$14,469
7	ENB	Enbridge Inc	196	$10,625
8	NAT	NORDIC AMERICAN TANKERS Ltd	272	$1,506

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$534,968	14,553	+263.8%	Shares	Sole	2026-08-06
2026-03-31	$151,360	4,000	-62.1%	Shares	Sole	2026-05-08
2025-12-31	$338,329	10,553	0.0%	Shares	Sole	2026-01-20
2025-09-30	$329,992	10,553	0.0%	Shares	Sole	2025-11-14
2024-03-31	$307,936	10,553	+17.2%	Shares	Sole	2024-05-09
2023-06-30	$237,255	9,004	+0.3%	Shares	Sole	2024-04-25
2023-03-31	$232,478	8,976	+0.3%	Shares	Sole	2024-04-25
2022-12-31	$215,825	8,948	+0.3%	Shares	Sole	2024-04-25
2022-09-30	$212,117	8,920	0.0%	Shares	Sole	2022-11-14
2022-06-30	$217,380	8,920	-10.0%	Shares	Sole	2022-08-15
2021-06-30	$239,200	9,913	-40.0%	Shares	Sole	2021-08-16
2021-03-31	$363,902	16,526	+49.4%	Shares	Sole	2021-05-13
2020-06-30	$201,032	11,064	-7.9%	Shares	Sole	2021-11-02
2020-03-31	$171,757	12,011	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.