Position in EPD
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$203,870
-$1,412 QoQ
Shares Held
5,546
+2.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,354
of 1,589 holders
Holding Since
Dec 2025
3 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, 2026SHP Wealth Management holds $1,019,233 across 18 Oil & Gas Midstream names. EPD ranks #2 (20.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LNG |
Cheniere Energy, Inc.
|
1,288 | $307,844 | |
| 2 | EPD |
Enterprise Products Partners L.P.
This page
|
5,546 | $203,870 | |
| 3 | ENB |
Enbridge Inc
|
2,350 | $127,393 | |
| 4 | OKE |
Oneok Inc /New/
|
1,263 | $109,805 | |
| 5 | KMI |
Kinder Morgan, Inc.
|
3,099 | $99,075 | |
| 6 | SBR |
Sabine Royalty Trust
|
836 | $61,195 | |
| 7 | WMB |
Williams Companies, Inc.
|
671 | $49,882 | |
| 8 | TRGP |
Targa Resources Corp.
|
74 | $19,842 |
All Filings in EPD
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $203,870 | 5,546 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $205,282 | 5,425 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $170,142 | 5,307 | Shares | Sole | 2026-03-04 | |
| No filing history on record for this holder in this stock. | ||||||