Position in EPD
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$6,043,956
+$754,698 QoQ
Shares Held
159,724
-3.2% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 3.285021130067303.ToString("F0")%
Shared 0.ToString("F0")%
None 96.7149788699327.ToString("F0")%
Common Shares in EPD Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Mar 31, 2026CWM, LLC holds $79,383,676 across 43 Oil & Gas Midstream names. EPD ranks #4 (7.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KMI |
Kinder Morgan, Inc.
|
727,046 | $24,377,852 | |
| 2 | WMB |
Williams Companies, Inc.
|
120,923 | $8,800,775 | |
| 3 | ENB |
Enbridge Inc
|
126,400 | $6,843,296 | |
| 4 | EPD |
Enterprise Products Partners L.P.
This page
|
159,724 | $6,043,956 | |
| 5 | ET |
Energy Transfer LP
|
283,200 | $5,465,760 | |
| 6 | OKE |
Oneok Inc /New/
|
59,806 | $5,405,864 | |
| 7 | DTM |
DT Midstream, Inc.
|
35,063 | $4,721,934 | |
| 8 | STNG |
Scorpio Tankers Inc.
|
46,615 | $3,480,275 |
All Filings in EPD
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,043,956 | 159,724 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $5,289,258 | 164,980 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $4,628,804 | 148,027 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $3,779,591 | 121,883 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $3,361,902 | 98,474 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $3,499,964 | 111,606 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $2,097,200 | 72,044 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $1,925,836 | 66,454 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $1,395,387 | 47,820 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $1,146,567 | 43,513 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $1,565,974 | 57,215 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $1,285,010 | 48,767 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $1,016,704 | 39,255 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $951,847 | 39,463 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $658,230 | 27,680 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $523,102 | 21,465 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $515,193 | 19,961 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $407,665 | 18,564 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $333,355 | 13,815 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $304,206 | 13,815 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $270,635 | 13,815 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $218,138 | 13,815 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $251,018 | 13,815 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $197,554 | 13,815 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||