Position in EPD
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$158,509
-$12,792 QoQ
Shares Held
4,312
-4.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#164
of 194 holders
Holding Since
Mar 2020
14 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in EPD Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026CX Institutional holds $5,569,470 across 16 Oil & Gas Midstream names. EPD ranks #7 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OKE |
Oneok Inc /New/
|
20,357 | $1,769,837 | |
| 2 | TRGP |
Targa Resources Corp.
|
3,324 | $891,297 | |
| 3 | WMB |
Williams Companies, Inc.
|
10,709 | $796,107 | |
| 4 | KMI |
Kinder Morgan, Inc.
|
24,011 | $767,631 | |
| 5 | DTM |
DT Midstream, Inc.
|
3,388 | $497,155 | |
| 6 | LNG |
Cheniere Energy, Inc.
|
946 | $226,103 | |
| 7 | EPD |
Enterprise Products Partners L.P.
This page
|
4,312 | $158,509 | |
| 8 | ENB |
Enbridge Inc
|
2,502 | $135,633 |
All Filings in EPD
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $158,509 | 4,312 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $171,301 | 4,527 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $183,543 | 5,725 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $59,600 | 1,906 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $50,515 | 1,629 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $55,614 | 1,629 | Shares | Sole | 2025-04-15 | |
| 2022-06-30 | $111,492 | 4,575 | Shares | Sole | 2022-08-02 | |
| 2021-09-30 | $10,279 | 475 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $11,461 | 475 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $10,459 | 475 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $12,733 | 650 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $131,262 | 8,313 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $26,800 | 1,475 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $34,034 | 2,380 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||