Robertson Stephens Wealth Management, LLC
Position in EPD — Enterprise Products Partners L.P.
CIK 1767307
San Francisco, CA
Position in EPD
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$2,090,761
-$65,248 QoQ
Shares Held
56,876
-0.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#131
of 689 holders
Holding Since
Jun 2020
25 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, 2026Robertson Stephens Wealth Management, LLC holds $5,435,553 across 6 Oil & Gas Midstream names. EPD ranks #1 (38.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EPD |
Enterprise Products Partners L.P.
This page
|
56,876 | $2,090,761 | |
| 2 | MPLX |
Mplx LP
|
24,368 | $1,372,649 | |
| 3 | SBR |
Sabine Royalty Trust
|
10,600 | $775,920 | |
| 4 | KMI |
Kinder Morgan, Inc.
|
17,885 | $571,783 | |
| 5 | OKE |
Oneok Inc /New/
|
3,846 | $334,371 | |
| 6 | ET |
Energy Transfer LP
|
15,171 | $290,069 |
All Filings in EPD
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,090,761 | 56,876 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $2,156,009 | 56,977 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,903,626 | 59,377 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,066,807 | 34,116 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $943,510 | 30,426 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,034,305 | 30,296 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,065,612 | 33,980 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,473,286 | 50,611 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,466,706 | 50,611 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,602,332 | 54,912 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,298,422 | 49,276 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $2,027,460 | 74,076 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,951,902 | 74,076 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,888,912 | 72,931 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,504,870 | 62,391 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,483,657 | 62,391 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,296,896 | 94,251 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,457,000 | 56,451 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,239,246 | 56,432 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,160,401 | 53,623 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,362,669 | 56,472 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $1,378,077 | 62,583 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $1,187,957 | 60,641 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $667,932 | 42,301 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $969,514 | 53,358 | Shares | Sole | 2020-08-12 | |
| No filing history on record for this holder in this stock. | ||||||