HB Wealth Management, LLC
Position in EPD — Enterprise Products Partners L.P.
CIK 1911253
Atlanta, GA
Position in EPD
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$6,036,653
+$305,596 QoQ
Shares Held
164,218
+8.4% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#244
of 1,587 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EPD Over Time
Shares Held
Position Value (USD)
Derivatives in EPD
reported options exposure · as of Dec 31, 2021CallValue
$109,800
CallShares
5,000
PutValue
$0
PutShares
0
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, 2026HB Wealth Management, LLC holds $33,359,088 across 17 Oil & Gas Midstream names. EPD ranks #2 (18.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMB |
Williams Companies, Inc.
|
81,436 | $6,053,952 | |
| 2 | EPD |
Enterprise Products Partners L.P.
This page
|
164,218 | $6,036,653 | |
| 3 | ET |
Energy Transfer LP
|
215,505 | $4,120,455 | |
| 4 | KMI |
Kinder Morgan, Inc.
|
107,117 | $3,424,530 | |
| 5 | OKE |
Oneok Inc /New/
|
35,263 | $3,065,765 | |
| 6 | TRGP |
Targa Resources Corp.
|
11,197 | $3,002,363 | |
| 7 | ENB |
Enbridge Inc
|
29,571 | $1,603,043 | |
| 8 | LNG |
Cheniere Energy, Inc.
|
5,553 | $1,327,222 |
All Filings in EPD
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,036,653 | 164,218 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $5,731,057 | 151,455 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $4,698,585 | 146,556 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $4,258,129 | 136,173 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $3,674,126 | 118,482 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $4,879,083 | 142,914 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $3,591,378 | 114,521 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $3,470,756 | 119,229 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $3,304,676 | 114,033 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $3,065,679 | 105,061 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $2,885,008 | 109,488 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $2,884,606 | 105,393 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $2,824,720 | 107,200 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $2,725,741 | 105,241 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $2,479,897 | 102,815 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $2,338,620 | 98,344 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $2,220,813 | 91,129 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $2,463,048 | 95,430 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,964,980 | 89,480 | Shares | Sole | 2022-02-15 | |
| 2021-12-31 | $109,800 | 5,000 | Call | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||