Octavia Wealth Advisors, LLC
Position in EPD — Enterprise Products Partners L.P.
CIK 1841259
CINCINNATI, OH
Position in EPD
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$312,423
New position
Shares Held
8,499
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,130
of 1,590 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Octavia Wealth Advisors, LLC holds $663,541 across 2 Oil & Gas Midstream names. EPD ranks #2 (47.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ENB |
Enbridge Inc
|
6,477 | $351,118 | |
| 2 | EPD |
Enterprise Products Partners L.P.
This page
|
8,499 | $312,423 |
All Filings in EPD
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $312,423 | 8,499 | Shares | Sole | 2026-07-14 | |
| No filing history on record for this holder in this stock. | ||||||