Soltis Investment Advisors LLC

Position in EPD — Enterprise Products Partners L.P.

CIK 1802530 ST. GEORGE, UT

Back to EPD Full portfolio

Position in EPD

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$522,065

-$10,987 QoQ

Shares Held

14,202

+0.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#890

of 1,589 holders

Holding Since

Dec 2023

4 quarters on record

Voting authority Sole 40% Shared 0% None 60%

Common Shares in EPD Over Time

Shares Held

Position Value (USD)

Derivatives in EPD

reported options exposure · as of Jun 30, 2026

CallValue

CallShares

PutValue

$294,080

PutShares

8,000

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Oil & Gas Midstream

Energy · as of Jun 30, 2026

Soltis Investment Advisors LLC holds $14,938,904 across 8 Oil & Gas Midstream names. EPD ranks #4 (3.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ENB	Enbridge Inc	199,679	$10,824,598
2	LNG	Cheniere Energy, Inc.	7,260	$1,735,212
3	TRGP	Targa Resources Corp.	2,387	$640,050
4	EPD	Enterprise Products Partners L.P. This page	14,202	$522,065
5	KMI	Kinder Morgan, Inc.	12,756	$407,809
6	ET	Energy Transfer LP	17,492	$334,447
7	WMB	Williams Companies, Inc.	3,620	$269,110
8	OKE	Oneok Inc /New/	2,365	$205,613

All Filings in EPD

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5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$294,080	8,000	—	Put	Sole	2026-07-31
2026-06-30	$522,065	14,202	+0.8%	Shares	Sole	2026-07-31
2026-03-31	$533,052	14,087	+0.9%	Shares	Sole	2026-04-27
2025-12-31	$447,782	13,967	+41.7%	Shares	Sole	2026-04-02
2023-12-31	$259,811	9,860	—	Shares	Sole	2024-01-26
No filing history on record for this holder in this stock.