EP Wealth Advisors, LLC
Position in EPD — Enterprise Products Partners L.P.
CIK 1540569
TORRANCE, CA
Position in EPD
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$9,393,319
+$1,849,045 QoQ
Shares Held
255,531
+28.2% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#187
of 1,589 holders
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in EPD Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026EP Wealth Advisors, LLC holds $29,285,102 across 14 Oil & Gas Midstream names. EPD ranks #1 (32.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EPD |
Enterprise Products Partners L.P.
This page
|
255,531 | $9,393,319 | |
| 2 | KMI |
Kinder Morgan, Inc.
|
171,310 | $5,476,780 | |
| 3 | OKE |
Oneok Inc /New/
|
30,843 | $2,681,490 | |
| 4 | ET |
Energy Transfer LP
|
139,116 | $2,659,897 | |
| 5 | ENB |
Enbridge Inc
|
44,804 | $2,428,824 | |
| 6 | DTM |
DT Midstream, Inc.
|
13,854 | $2,032,935 | |
| 7 | WMB |
Williams Companies, Inc.
|
22,347 | $1,661,275 | |
| 8 | TRP |
Tc Energy Corp
|
12,348 | $818,548 |
All Filings in EPD
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,393,319 | 255,531 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $7,544,274 | 199,373 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $7,168,840 | 223,607 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $6,201,069 | 199,970 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $6,261,617 | 183,410 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $5,727,715 | 182,644 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $5,691,005 | 195,500 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $4,285,968 | 147,894 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $4,955,435 | 169,823 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $3,495,037 | 132,639 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $3,078,796 | 112,488 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $88,931 | 3,375 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $171,224 | 6,611 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $241,658 | 10,019 | Shares | Sole | 2023-06-12 | |
| 2022-09-30 | $426,137 | 17,920 | Shares | Sole | 2022-12-02 | |
| 2022-06-30 | $208,607 | 8,560 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $246,846 | 9,564 | Shares | Sole | 2022-05-20 | |
| No filing history on record for this holder in this stock. | ||||||