Position in EPD
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$14,974,222
+$7,542,901 QoQ
Shares Held
407,351
+107.4% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#138
of 1,590 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 78%
Shared 0%
None 22%
Common Shares in EPD Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Lido Advisors, LLC holds $122,206,437 across 21 Oil & Gas Midstream names. EPD ranks #4 (12.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LNG |
Cheniere Energy, Inc.
|
84,034 | $20,084,965 | |
| 2 | WMB |
Williams Companies, Inc.
|
238,011 | $17,693,735 | |
| 3 | OKE |
Oneok Inc /New/
|
202,981 | $17,647,167 | |
| 4 | EPD |
Enterprise Products Partners L.P.
This page
|
407,351 | $14,974,222 | |
| 5 | ET |
Energy Transfer LP
|
521,197 | $9,965,286 | |
| 6 | ENB |
Enbridge Inc
|
180,411 | $9,780,080 | |
| 7 | KMI |
Kinder Morgan, Inc.
|
304,173 | $9,724,410 | |
| 8 | MPLX |
Mplx LP
|
103,806 | $5,847,391 |
All Filings in EPD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,974,222 | 407,351 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $7,431,321 | 196,388 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $8,165,489 | 254,694 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $7,908,245 | 252,902 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $6,194,960 | 199,773 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $6,896,723 | 202,013 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $6,158,915 | 196,394 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $3,351,783 | 115,142 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,202,840 | 110,519 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $2,625,266 | 89,968 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,888,539 | 109,622 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,751,652 | 63,999 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,681,893 | 63,829 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,429,809 | 55,205 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $531,339 | 22,029 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $598,162 | 25,154 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $640,638 | 26,288 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $694,134 | 26,894 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $6,893,617 | 313,917 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $6,514,094 | 301,021 | Shares | Sole | 2022-02-15 | |
| 2021-06-30 | $539,763 | 22,369 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $498,180 | 22,624 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $373,659 | 19,074 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $466,736 | 29,559 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,041,031 | 57,294 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $537,823 | 37,610 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||