PERSONAL CFO SOLUTIONS, LLC
Position in EPD — Enterprise Products Partners L.P.
CIK 1677501
CHESTER, NJ
Position in EPD
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$693,109
-$19,569 QoQ
Shares Held
18,855
+0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#783
of 1,584 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in EPD Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026PERSONAL CFO SOLUTIONS, LLC holds $4,210,700 across 6 Oil & Gas Midstream names. EPD ranks #2 (16.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ET |
Energy Transfer LP
|
88,931 | $1,700,360 | |
| 2 | EPD |
Enterprise Products Partners L.P.
This page
|
18,855 | $693,109 | |
| 3 | TRP |
Tc Energy Corp
|
9,831 | $651,696 | |
| 4 | ENB |
Enbridge Inc
|
9,062 | $491,251 | |
| 5 | EE |
Excelerate Energy, Inc.
|
9,002 | $341,985 | |
| 6 | WMB |
Williams Companies, Inc.
|
4,470 | $332,299 |
All Filings in EPD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $693,109 | 18,855 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $712,678 | 18,834 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $603,080 | 18,811 | Shares | Defined | 2026-01-22 | |
| 2025-09-30 | $587,438 | 18,786 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $611,641 | 19,724 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $734,010 | 21,500 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $669,222 | 21,340 | Shares | Defined | 2025-02-07 | |
| 2024-09-30 | $629,067 | 21,610 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $625,562 | 21,586 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $629,179 | 21,562 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $567,526 | 21,538 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $588,838 | 21,514 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $718,485 | 27,267 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $691,245 | 26,689 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $612,961 | 25,413 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $669,454 | 28,152 | Shares | Defined | 2022-11-01 | |
| 2022-06-30 | $734,316 | 30,132 | Shares | Defined | 2022-08-05 | |
| 2022-03-31 | $690,262 | 26,744 | Shares | Defined | 2022-05-02 | |
| 2021-12-31 | $454,176 | 20,682 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $393,328 | 18,176 | Shares | Defined | 2021-11-18 | |
| 2021-06-30 | $337,047 | 13,968 | Shares | Defined | 2021-07-22 | |
| 2021-03-31 | $307,156 | 13,949 | Shares | Defined | 2021-04-21 | |
| 2020-12-31 | $287,522 | 14,677 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $214,538 | 13,587 | Shares | Defined | 2020-11-02 | |
| 2020-06-30 | $254,598 | 14,012 | Shares | Defined | 2020-08-03 | |
| 2020-03-31 | $168,725 | 11,799 | Shares | Defined | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||