JFS WEALTH ADVISORS, LLC
Position in EPD — Enterprise Products Partners L.P.
CIK 1568068
HERMITAGE, PA
Position in EPD
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$4,522,141
-$128,697 QoQ
Shares Held
123,018
+0.1% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
1.47%
of 13F equity value
Holder Rank
#284
of 1,584 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, 2026JFS WEALTH ADVISORS, LLC holds $5,051,136 across 22 Oil & Gas Midstream names. EPD ranks #1 (89.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EPD |
Enterprise Products Partners L.P.
This page
|
123,018 | $4,522,141 | |
| 2 | OKE |
Oneok Inc /New/
|
1,483 | $128,932 | |
| 3 | LNG |
Cheniere Energy, Inc.
|
333 | $79,590 | |
| 4 | KMI |
Kinder Morgan, Inc.
|
2,350 | $75,129 | |
| 5 | WMB |
Williams Companies, Inc.
|
795 | $59,100 | |
| 6 | ENB |
Enbridge Inc
|
829 | $44,940 | |
| 7 | TRGP |
Targa Resources Corp.
|
164 | $43,974 | |
| 8 | ET |
Energy Transfer LP
|
1,982 | $37,895 |
All Filings in EPD
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,522,141 | 123,018 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $4,650,838 | 122,908 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $3,940,430 | 122,908 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $3,957,468 | 126,558 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $3,847,038 | 124,058 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $4,233,633 | 124,008 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $3,953,680 | 126,074 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $3,708,730 | 127,404 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $3,718,597 | 128,316 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $3,791,094 | 129,921 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $3,438,121 | 130,479 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $3,680,690 | 134,479 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $3,565,523 | 135,314 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $3,504,632 | 135,314 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $3,263,773 | 135,314 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $3,217,766 | 135,314 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $3,327,114 | 136,525 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $3,542,964 | 137,271 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $3,014,471 | 137,271 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $2,984,545 | 137,918 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $3,372,215 | 139,752 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $3,192,723 | 144,992 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $2,844,311 | 145,192 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $2,382,979 | 150,917 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $2,970,031 | 163,458 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $2,346,386 | 164,083 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||