Heritage Wealth Advisors
Position in EPD — Enterprise Products Partners L.P.
CIK 1591122
RICHMOND, VA
Position in EPD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$12,618,568
-$389,650 QoQ
Shares Held
343,269
-0.1% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
1.06%
of 13F equity value
Holder Rank
#158
of 1,589 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 34%
Shared 0%
None 66%
Common Shares in EPD Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Heritage Wealth Advisors holds $37,084,879 across 10 Oil & Gas Midstream names. EPD ranks #2 (34.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMB |
Williams Companies, Inc.
|
318,516 | $23,678,479 | |
| 2 | EPD |
Enterprise Products Partners L.P.
This page
|
343,269 | $12,618,568 | |
| 3 | ENB |
Enbridge Inc
|
5,011 | $271,646 | |
| 4 | KMI |
Kinder Morgan, Inc.
|
5,879 | $187,951 | |
| 5 | MPLX |
Mplx LP
|
1,819 | $102,464 | |
| 6 | ET |
Energy Transfer LP
|
5,100 | $97,512 | |
| 7 | OKE |
Oneok Inc /New/
|
984 | $85,548 | |
| 8 | DTM |
DT Midstream, Inc.
|
150 | $22,011 |
All Filings in EPD
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,618,568 | 343,269 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $13,008,218 | 343,769 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $11,552,532 | 360,341 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $11,489,067 | 367,415 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $11,266,708 | 363,325 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $12,401,969 | 363,268 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $11,661,655 | 371,864 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $10,780,364 | 370,332 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $10,785,109 | 372,157 | Shares | Sole | 2024-12-12 | |
| 2024-03-31 | $10,890,442 | 373,216 | Shares | Sole | 2024-12-12 | |
| 2023-12-31 | $9,150,748 | 347,277 | Shares | Sole | 2024-12-12 | |
| 2023-09-30 | $9,581,060 | 350,057 | Shares | Sole | 2024-12-12 | |
| 2023-06-30 | $9,226,030 | 350,134 | Shares | Sole | 2024-12-12 | |
| 2023-03-31 | $9,075,282 | 350,397 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $7,395,698 | 306,621 | Shares | Sole | 2024-12-12 | |
| 2022-09-30 | $6,862,598 | 288,587 | Shares | Sole | 2024-12-12 | |
| 2022-06-30 | $6,245,641 | 256,284 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $6,419,901 | 248,737 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $4,549,101 | 207,154 | Shares | Sole | 2022-03-28 | |
| 2021-09-30 | $4,576,210 | 211,470 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $5,163,096 | 213,970 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $4,755,549 | 215,965 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $4,249,071 | 216,900 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $3,107,835 | 196,823 | Shares | Sole | 2020-11-03 | |
| No filing history on record for this holder in this stock. | ||||||