Position in EPD
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$213,979
-$3,411 QoQ
Shares Held
5,821
+1.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,329
of 1,589 holders
Holding Since
Mar 2026
2 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, 2026SWEENEY & MICHEL, LLC holds $1,308,913 across 3 Oil & Gas Midstream names. EPD ranks #3 (16.3% of the industry book) .
All Filings in EPD
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $213,979 | 5,821 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $217,390 | 5,745 | Shares | Sole | 2026-04-16 | |
| No filing history on record for this holder in this stock. | ||||||