Phillips Wealth Planners LLC
Position in EPD — Enterprise Products Partners L.P.
CIK 1962628
STARKVILLE, MS
Position in EPD
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$316,319
-$11,905 QoQ
Shares Held
8,605
-0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#1,118
of 1,587 holders
Holding Since
Dec 2022
15 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, 2026Phillips Wealth Planners LLC holds $3,543,240 across 7 Oil & Gas Midstream names. EPD ranks #4 (8.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMB |
Williams Companies, Inc.
|
23,357 | $1,736,359 | |
| 2 | KMI |
Kinder Morgan, Inc.
|
12,735 | $407,137 | |
| 3 | OKE |
Oneok Inc /New/
|
3,994 | $347,238 | |
| 4 | EPD |
Enterprise Products Partners L.P.
This page
|
8,605 | $316,319 | |
| 5 | ENB |
Enbridge Inc
|
5,519 | $299,184 | |
| 6 | ET |
Energy Transfer LP
|
12,212 | $233,493 | |
| 7 | TRP |
Tc Energy Corp
|
3,070 | $203,510 |
All Filings in EPD
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $316,319 | 8,605 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $328,224 | 8,674 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $273,279 | 8,524 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $340,686 | 10,895 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $344,862 | 11,121 | Shares | Defined | 2025-07-11 | |
| 2025-03-31 | $376,291 | 11,022 | Shares | Defined | 2025-04-23 | |
| 2024-12-31 | $347,437 | 11,079 | Shares | Defined | 2025-01-17 | |
| 2024-09-30 | $323,266 | 11,105 | Shares | Defined | 2024-10-29 | |
| 2024-06-30 | $328,401 | 11,332 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $336,766 | 11,541 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $293,222 | 11,128 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $319,462 | 11,672 | Shares | Defined | 2023-10-30 | |
| 2023-06-30 | $276,675 | 10,500 | Shares | Defined | 2023-07-26 | |
| 2023-03-31 | $271,276 | 10,474 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $259,338 | 10,752 | Shares | Defined | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||