Perigon Wealth Management, LLC
Position in EPD — Enterprise Products Partners L.P.
CIK 1575239
SAN FRANCISCO, CA
Position in EPD
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$3,552,964
-$46,566 QoQ
Shares Held
96,653
+1.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#328
of 1,589 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in EPD Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Perigon Wealth Management, LLC holds $11,453,439 across 12 Oil & Gas Midstream names. EPD ranks #1 (31.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EPD |
Enterprise Products Partners L.P.
This page
|
96,653 | $3,552,964 | |
| 2 | WMB |
Williams Companies, Inc.
|
26,082 | $1,938,935 | |
| 3 | OKE |
Oneok Inc /New/
|
14,570 | $1,266,715 | |
| 4 | ET |
Energy Transfer LP
|
54,676 | $1,045,405 | |
| 5 | KMI |
Kinder Morgan, Inc.
|
19,539 | $624,661 | |
| 6 | ENB |
Enbridge Inc
|
10,512 | $569,855 | |
| 7 | FRO |
Frontline plc
|
15,565 | $541,506 | |
| 8 | TEN |
Tsakos Energy Navigation Ltd
|
14,901 | $527,048 |
All Filings in EPD
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,552,964 | 96,653 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $3,599,530 | 95,125 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $3,057,882 | 95,380 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $3,071,558 | 98,227 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $3,149,375 | 101,560 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $3,374,465 | 98,842 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $3,040,508 | 96,955 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $2,903,576 | 99,745 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $2,904,375 | 100,220 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,910,064 | 65,458 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $1,856,331 | 70,449 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $1,034,969 | 37,814 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $1,030,653 | 39,114 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $964,127 | 37,225 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $936,507 | 38,827 | Shares | Sole | 2023-05-01 | |
| 2022-09-30 | $360,100 | 15,143 | Shares | Sole | 2022-12-13 | |
| 2022-06-30 | $369,351 | 15,156 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $390,582 | 15,133 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $428,417 | 19,509 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $338,666 | 15,650 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $262,920 | 10,896 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $256,180 | 11,634 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $123,025 | 6,280 | Shares | Sole | 2021-01-28 | |
| No filing history on record for this holder in this stock. | ||||||