Physician Wealth Advisors, Inc.
Position in EPD — Enterprise Products Partners L.P.
CIK 1795173
MIDVALE, UT
Position in EPD
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$340,691
-$10,010 QoQ
Shares Held
9,268
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#1,073
of 1,584 holders
Holding Since
Jun 2020
25 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, 2026Physician Wealth Advisors, Inc. holds $1,601,964 across 20 Oil & Gas Midstream names. EPD ranks #1 (21.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EPD |
Enterprise Products Partners L.P.
This page
|
9,268 | $340,691 | |
| 2 | TRP |
Tc Energy Corp
|
4,053 | $268,673 | |
| 3 | KMI |
Kinder Morgan, Inc.
|
8,035 | $256,878 | |
| 4 | OKE |
Oneok Inc /New/
|
2,745 | $238,650 | |
| 5 | PAA |
Plains All American Pipeline LP
|
9,700 | $215,922 | |
| 6 | WMB |
Williams Companies, Inc.
|
1,748 | $129,946 | |
| 7 | PBA |
Pembina Pipeline Corp
|
930 | $43,012 | |
| 8 | SOBO |
South Bow Corp
|
715 | $25,196 |
All Filings in EPD
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $340,691 | 9,268 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $350,701 | 9,268 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $297,132 | 9,268 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $289,810 | 9,268 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $287,400 | 9,268 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $316,375 | 9,267 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $290,613 | 9,267 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $269,762 | 9,267 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $268,557 | 9,267 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $270,411 | 9,267 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $244,185 | 9,267 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $245,809 | 8,981 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $236,649 | 8,981 | Shares | Sole | 2023-07-05 | |
| 2023-03-31 | $232,607 | 8,981 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $216,621 | 8,981 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $213,568 | 8,981 | Shares | Sole | 2022-10-06 | |
| 2022-06-30 | $218,866 | 8,981 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $268,424 | 10,400 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $228,384 | 10,400 | Shares | Sole | 2022-01-11 | |
| 2021-09-30 | $225,056 | 10,400 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $250,952 | 10,400 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $229,008 | 10,400 | Shares | Sole | 2021-04-06 | |
| 2020-12-31 | $203,736 | 10,400 | Shares | Sole | 2021-02-19 | |
| 2020-09-30 | $164,216 | 10,400 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $188,968 | 10,400 | Shares | Sole | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||