Position in EPD
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,987,502
-$4,660 QoQ
Shares Held
54,067
+2.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#438
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, 2026Patten Group, Inc. holds $5,436,274 across 3 Oil & Gas Midstream names. EPD ranks #1 (36.6% of the industry book) .
All Filings in EPD
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,987,502 | 54,067 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,992,162 | 52,647 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,679,655 | 52,391 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,580,385 | 50,540 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,568,330 | 50,575 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,728,303 | 50,624 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,643,420 | 52,405 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,531,098 | 52,597 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $1,456,621 | 50,263 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $1,403,032 | 48,082 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $1,219,820 | 46,293 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $1,234,469 | 45,103 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $1,184,353 | 44,947 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $1,166,613 | 45,043 | Shares | Sole | 2023-04-06 | |
| 2022-12-31 | $1,086,437 | 45,043 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,040,945 | 43,774 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $1,064,579 | 43,684 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $1,122,864 | 43,505 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $1,009,347 | 45,963 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $743,507 | 34,358 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $794,214 | 32,914 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $619,356 | 28,127 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $528,283 | 26,967 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $275,803 | 17,467 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $350,172 | 19,272 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $274,159 | 19,172 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||