Segment Wealth Management, LLC
Position in EPD — Enterprise Products Partners L.P.
CIK 1575581
HOUSTON, TX
Position in EPD
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$11,816,538
-$347,167 QoQ
Shares Held
321,451
0.0% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.79%
of 13F equity value
Holder Rank
#164
of 1,589 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, 2026Segment Wealth Management, LLC holds $21,308,757 across 9 Oil & Gas Midstream names. EPD ranks #1 (55.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EPD |
Enterprise Products Partners L.P.
This page
|
321,451 | $11,816,538 | |
| 2 | OKE |
Oneok Inc /New/
|
28,851 | $2,508,305 | |
| 3 | WMB |
Williams Companies, Inc.
|
31,748 | $2,360,146 | |
| 4 | KMI |
Kinder Morgan, Inc.
|
40,614 | $1,298,429 | |
| 5 | TRGP |
Targa Resources Corp.
|
3,412 | $914,893 | |
| 6 | MPLX |
Mplx LP
|
15,447 | $870,129 | |
| 7 | ENB |
Enbridge Inc
|
12,685 | $687,653 | |
| 8 | PAA |
Plains All American Pipeline LP
|
24,400 | $543,144 |
All Filings in EPD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,816,538 | 321,451 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $12,163,705 | 321,451 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $8,071,137 | 251,751 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $7,872,253 | 251,751 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $7,896,727 | 254,651 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $8,585,697 | 251,485 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $7,454,428 | 237,705 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $6,919,592 | 237,705 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $7,094,159 | 244,795 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $7,143,118 | 244,795 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $6,502,178 | 246,762 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $6,752,890 | 246,726 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $6,500,281 | 246,690 | Shares | Sole | 2023-08-22 | |
| 2023-03-31 | $6,313,254 | 243,755 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $5,932,362 | 245,952 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $5,748,577 | 241,740 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $5,604,783 | 229,987 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $5,961,025 | 230,958 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $2,172,458 | 98,928 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $2,140,131 | 98,897 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $3,284,623 | 136,122 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $2,400,135 | 108,998 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $2,174,039 | 110,977 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $2,042,199 | 129,335 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $2,523,685 | 138,893 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $1,916,928 | 134,051 | Shares | Other | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||