Position in EPD
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,099,307
-$31,087 QoQ
Shares Held
29,905
+0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#602
of 1,587 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EPD Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Advisor OS, LLC holds $8,016,515 across 9 Oil & Gas Midstream names. EPD ranks #4 (13.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMB |
Williams Companies, Inc.
|
28,257 | $2,100,623 | |
| 2 | OKE |
Oneok Inc /New/
|
17,499 | $1,521,360 | |
| 3 | KMI |
Kinder Morgan, Inc.
|
37,115 | $1,186,563 | |
| 4 | EPD |
Enterprise Products Partners L.P.
This page
|
29,905 | $1,099,307 | |
| 5 | ET |
Energy Transfer LP
|
46,950 | $897,683 | |
| 6 | MPLX |
Mplx LP
|
7,748 | $436,444 | |
| 7 | AM |
Antero Midstream Corp
|
14,460 | $328,965 | |
| 8 | LNG |
Cheniere Energy, Inc.
|
1,013 | $242,114 |
All Filings in EPD
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,099,307 | 29,905 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,130,394 | 29,873 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $956,669 | 29,840 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $931,939 | 29,803 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $929,276 | 29,967 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,022,969 | 29,964 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $933,899 | 29,780 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $859,297 | 29,519 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $854,474 | 29,485 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $849,312 | 29,106 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $766,942 | 29,106 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $796,630 | 29,106 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $781,514 | 29,659 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $715,461 | 27,624 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $666,290 | 27,624 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $656,898 | 27,624 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $673,196 | 27,624 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $712,975 | 27,624 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $606,623 | 27,624 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $597,783 | 27,624 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $666,567 | 27,624 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $608,280 | 27,624 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $541,154 | 27,624 | Shares | Sole | 2021-02-10 | |
| No filing history on record for this holder in this stock. | ||||||