Position in EPD
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$488,540
+$202,848 QoQ
Shares Held
13,290
+76.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#929
of 1,589 holders
Holding Since
Mar 2020
26 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, 2026Caldwell Trust Co holds $2,298,207 across 13 Oil & Gas Midstream names. EPD ranks #2 (21.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OKE |
Oneok Inc /New/
|
6,595 | $573,369 | |
| 2 | EPD |
Enterprise Products Partners L.P.
This page
|
13,290 | $488,540 | |
| 3 | TRGP |
Targa Resources Corp.
|
1,635 | $438,408 | |
| 4 | ENB |
Enbridge Inc
|
6,577 | $356,539 | |
| 5 | KMI |
Kinder Morgan, Inc.
|
3,419 | $109,305 | |
| 6 | MPLX |
Mplx LP
|
1,935 | $108,998 | |
| 7 | WMB |
Williams Companies, Inc.
|
1,126 | $83,706 | |
| 8 | LNG |
Cheniere Energy, Inc.
|
274 | $65,488 |
All Filings in EPD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $488,540 | 13,290 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $285,692 | 7,550 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $218,969 | 6,830 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $178,239 | 5,700 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $176,757 | 5,700 | Shares | Sole | 2025-09-22 | |
| 2025-03-31 | $194,598 | 5,700 | Shares | Sole | 2025-09-23 | |
| 2024-12-31 | $178,752 | 5,700 | Shares | Sole | 2025-09-24 | |
| 2024-09-30 | $165,927 | 5,700 | Shares | Sole | 2025-09-24 | |
| 2024-06-30 | $165,186 | 5,700 | Shares | Sole | 2025-09-24 | |
| 2024-03-31 | $29,180 | 1,000 | Shares | Sole | 2025-09-24 | |
| 2023-12-31 | $26,350 | 1,000 | Shares | Sole | 2025-10-01 | |
| 2023-09-30 | $38,318 | 1,400 | Shares | Sole | 2025-10-01 | |
| 2023-06-30 | $36,890 | 1,400 | Shares | Sole | 2025-10-01 | |
| 2023-03-31 | $36,260 | 1,400 | Shares | Sole | 2025-10-01 | |
| 2022-12-31 | $24,120 | 1,000 | Shares | Sole | 2025-10-01 | |
| 2022-09-30 | $23,780 | 1,000 | Shares | Sole | 2025-10-01 | |
| 2022-06-30 | $24,370 | 1,000 | Shares | Sole | 2025-10-02 | |
| 2022-03-31 | $25,810 | 1,000 | Shares | Sole | 2025-10-02 | |
| 2021-12-31 | $21,960 | 1,000 | Shares | Sole | 2025-10-02 | |
| 2021-09-30 | $21,640 | 1,000 | Shares | Sole | 2025-10-02 | |
| 2021-06-30 | $43,675 | 1,810 | Shares | Sole | 2025-10-02 | |
| 2021-03-31 | $39,856 | 1,810 | Shares | Sole | 2025-10-02 | |
| 2020-12-31 | $35,457 | 1,810 | Shares | Sole | 2025-10-02 | |
| 2020-09-30 | $28,579 | 1,810 | Shares | Sole | 2025-10-02 | |
| 2020-06-30 | $47,423 | 2,610 | Shares | Sole | 2025-10-02 | |
| 2020-03-31 | $140,283 | 9,810 | Shares | Sole | 2025-10-02 | |
| No filing history on record for this holder in this stock. | ||||||