Sovereign Investment Advisors, LLC
Position in EPD — Enterprise Products Partners L.P.
CIK 1908165
PHOENIX, AZ
Position in EPD
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$12,577,334
+$1,971,630 QoQ
Shares Held
332,382
+0.5% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
7.90%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
23 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in EPD Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Mar 31, 2026Sovereign Investment Advisors, LLC holds $69,521,117 across 7 Oil & Gas Midstream names. EPD ranks #2 (18.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MPLX |
Mplx LP
|
373,955 | $21,341,611 | |
| 2 | EPD |
Enterprise Products Partners L.P.
This page
|
332,382 | $12,577,334 | |
| 3 | PAA |
Plains All American Pipeline LP
|
528,931 | $11,811,029 | |
| 4 | WES |
Western Midstream Partners, LP
|
274,479 | $11,300,300 | |
| 5 | OKE |
Oneok Inc /New/
|
95,849 | $8,663,791 | |
| 6 | TRP |
Tc Energy Corp
|
55,254 | $3,458,900 | |
| 7 | SOBO |
South Bow Corp
|
11,049 | $368,152 |
All Filings in EPD
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,577,334 | 332,382 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $10,605,704 | 330,808 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $10,393,585 | 332,382 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $10,307,165 | 332,382 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $11,347,521 | 332,382 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $10,423,499 | 332,382 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $9,675,640 | 332,382 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $9,632,430 | 332,382 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $9,698,906 | 332,382 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $8,758,265 | 332,382 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $9,097,295 | 332,382 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $8,758,265 | 332,382 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $8,608,693 | 332,382 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $8,017,053 | 332,382 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $7,904,043 | 332,382 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $8,100,149 | 332,382 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $8,578,779 | 332,382 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $7,299,108 | 332,382 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $7,192,746 | 332,382 | Shares | Sole | 2022-02-07 | |
| 2021-06-30 | $8,020,377 | 332,382 | Shares | Sole | 2022-02-07 | |
| 2021-03-31 | $7,319,051 | 332,382 | Shares | Sole | 2022-02-07 | |
| 2020-12-31 | $6,511,363 | 332,382 | Shares | Sole | 2022-02-07 | |
| 2020-09-30 | $5,248,311 | 332,382 | Shares | Sole | 2022-02-07 | |
| No filing history on record for this holder in this stock. | ||||||