Position in EPD
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$10,035
-$295 QoQ
Shares Held
273
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,541
of 1,584 holders
Holding Since
Mar 2023
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EPD Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026GoalVest Advisory LLC holds $5,210,281 across 7 Oil & Gas Midstream names. EPD ranks #6 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMB |
Williams Companies, Inc.
|
25,846 | $1,921,391 | |
| 2 | OKE |
Oneok Inc /New/
|
18,116 | $1,575,005 | |
| 3 | DHT |
DHT Holdings, Inc.
|
87,485 | $1,446,127 | |
| 4 | PAA |
Plains All American Pipeline LP
|
9,399 | $209,221 | |
| 5 | KMI |
Kinder Morgan, Inc.
|
1,405 | $44,917 | |
| 6 | EPD |
Enterprise Products Partners L.P.
This page
|
273 | $10,035 | |
| 7 | LNG |
Cheniere Energy, Inc.
|
15 | $3,585 |
All Filings in EPD
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,035 | 273 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $10,330 | 273 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $8,752 | 273 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $8,536 | 273 | Shares | Sole | 2025-10-22 | |
| 2023-03-31 | $0 | 0 | Shares | Sole | 2023-04-03 | |
| No filing history on record for this holder in this stock. | ||||||