Position in EPD
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$1,008,767
-$29,638 QoQ
Shares Held
27,442
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.62%
of 13F equity value
Holder Rank
#629
of 1,584 holders
Holding Since
Dec 2022
15 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, 2026Olistico Wealth, LLC holds $11,901,195 across 9 Oil & Gas Midstream names. EPD ranks #3 (8.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OKE |
Oneok Inc /New/
|
106,793 | $9,284,583 | |
| 2 | ET |
Energy Transfer LP
|
56,246 | $1,075,423 | |
| 3 | EPD |
Enterprise Products Partners L.P.
This page
|
27,442 | $1,008,767 | |
| 4 | WMB |
Williams Companies, Inc.
|
4,722 | $351,033 | |
| 5 | TRP |
Tc Energy Corp
|
1,400 | $92,806 | |
| 6 | TRGP |
Targa Resources Corp.
|
146 | $39,148 | |
| 7 | SBR |
Sabine Royalty Trust
|
427 | $31,256 | |
| 8 | SOBO |
South Bow Corp
|
280 | $9,867 |
All Filings in EPD
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,008,767 | 27,442 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $1,038,405 | 27,442 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $1,075,677 | 33,552 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $1,049,171 | 33,552 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $1,042,990 | 33,634 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $982,958 | 28,792 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $760,229 | 24,242 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $705,684 | 24,242 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $702,533 | 24,242 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $707,381 | 24,242 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $638,776 | 24,242 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $700,453 | 25,592 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $673,716 | 25,568 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $661,589 | 25,544 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $615,566 | 25,521 | Shares | Sole | 2023-02-02 | |
| No filing history on record for this holder in this stock. | ||||||