Avondale Wealth Management
Position in EPD — Enterprise Products Partners L.P.
CIK 1738720
WEST LAKE HILLS, TX
Position in EPD
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$219,420
+$19,247 QoQ
Shares Held
5,969
+12.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#152
of 194 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in EPD Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Avondale Wealth Management holds $1,379,523 across 2 Oil & Gas Midstream names. EPD ranks #2 (15.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PBT |
Permian Basin Royalty Trust
|
46,330 | $1,160,103 | |
| 2 | EPD |
Enterprise Products Partners L.P.
This page
|
5,969 | $219,420 |
All Filings in EPD
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $219,420 | 5,969 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $200,173 | 5,290 | Shares | Sole | 2026-04-15 | |
| 2025-06-30 | $164,042 | 5,290 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $180,600 | 5,290 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $165,894 | 5,290 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $153,991 | 5,290 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $153,304 | 5,290 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $154,362 | 5,290 | Shares | Sole | 2024-04-02 | |
| 2023-12-31 | $139,391 | 5,290 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $144,787 | 5,290 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $139,391 | 5,290 | Shares | Sole | 2023-07-06 | |
| 2023-03-31 | $137,011 | 5,290 | Shares | Sole | 2023-04-05 | |
| 2022-12-31 | $127,594 | 5,290 | Shares | Sole | 2023-01-06 | |
| 2022-09-30 | $125,796 | 5,290 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $128,917 | 5,290 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $136,534 | 5,290 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $116,168 | 5,290 | Shares | Sole | 2022-01-11 | |
| 2021-09-30 | $114,475 | 5,290 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $127,647 | 5,290 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $116,485 | 5,290 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $103,631 | 5,290 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $117,477 | 7,440 | Shares | Sole | 2020-10-15 | |
| 2020-06-30 | $96,119 | 5,290 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $75,647 | 5,290 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||