LYELL WEALTH MANAGEMENT, LP

Position in EPD — Enterprise Products Partners L.P.

CIK 1686444 MENLO PARK, CA

Position in EPD

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$297,608

+$10,441 QoQ

Shares Held

8,096

+6.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,151

of 1,589 holders

Holding Since

Mar 2020

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

LYELL WEALTH MANAGEMENT, LP holds $2,766,797 across 7 Oil & Gas Midstream names. EPD ranks #5 (10.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TRGP	Targa Resources Corp.	3,563	$955,382
2	KMI	Kinder Morgan, Inc.	13,135	$419,925
3	ENB	Enbridge Inc	6,220	$337,186
4	PAA	Plains All American Pipeline LP	13,400	$298,284
5	EPD	Enterprise Products Partners L.P. This page	8,096	$297,608
6	LNG	Cheniere Energy, Inc.	1,090	$260,520
7	ET	Energy Transfer LP	10,350	$197,892

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$297,608	8,096	+6.7%	Shares	Sole	2026-08-05
2026-03-31	$287,167	7,589	0.0%	Shares	Sole	2026-05-07
2025-09-30	$237,308	7,589	0.0%	Shares	Sole	2025-11-06
2025-06-30	$235,334	7,589	0.0%	Shares	Sole	2025-07-29
2025-03-31	$259,088	7,589	0.0%	Shares	Sole	2025-05-08
2024-12-31	$237,991	7,589	0.0%	Shares	Sole	2025-02-03
2024-09-30	$220,915	7,589	0.0%	Shares	Sole	2024-10-23
2024-06-30	$219,929	7,589	0.0%	Shares	Sole	2024-08-08
2024-03-31	$221,447	7,589	0.0%	Shares	Sole	2024-05-03
2023-09-30	$207,710	7,589	0.0%	Shares	Sole	2023-10-31
2022-03-31	$195,872	7,589	-29.2%	Shares	Sole	2022-05-04
2020-09-30	$169,174	10,714	-20.7%	Shares	Sole	2020-11-04
2020-06-30	$245,549	13,514	-38.9%	Shares	Sole	2020-07-30
2020-03-31	$316,487	22,132	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.