Position in EPD
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$1,405,260
-$151,401 QoQ
Shares Held
38,228
-7.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#527
of 1,589 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 9%
Shared 0%
None 91%
Common Shares in EPD Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026NEVILLE RODIE & SHAW INC holds $2,661,033 across 4 Oil & Gas Midstream names. EPD ranks #1 (52.8% of the industry book) .
All Filings in EPD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,405,260 | 38,228 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $1,556,661 | 41,138 | Shares | Other | 2026-04-01 | |
| 2025-12-31 | $1,442,891 | 45,006 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $1,417,562 | 45,333 | Shares | Sole | 2025-10-01 | |
| 2025-06-30 | $1,587,463 | 51,192 | Shares | Sole | 2025-07-02 | |
| 2025-03-31 | $1,778,420 | 52,092 | Shares | Sole | 2025-04-01 | |
| 2024-12-31 | $2,324,152 | 74,112 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $2,190,031 | 75,233 | Shares | Sole | 2024-10-01 | |
| 2024-06-30 | $2,625,326 | 90,591 | Shares | Sole | 2024-07-01 | |
| 2024-03-31 | $2,671,515 | 91,553 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $2,490,416 | 94,513 | Shares | Sole | 2024-01-02 | |
| 2023-09-30 | $2,727,584 | 99,656 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $2,637,634 | 100,100 | Shares | Sole | 2023-07-06 | |
| 2023-03-31 | $2,590,853 | 100,033 | Shares | Sole | 2023-04-04 | |
| 2022-12-31 | $2,480,404 | 102,836 | Shares | Sole | 2023-01-03 | |
| 2022-09-30 | $2,253,653 | 94,771 | Shares | Sole | 2022-10-04 | |
| 2022-06-30 | $2,528,679 | 103,762 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $2,699,776 | 104,602 | Shares | Sole | 2022-04-05 | |
| 2021-12-31 | $2,279,249 | 103,791 | Shares | Sole | 2022-01-05 | |
| 2021-09-30 | $2,266,334 | 104,729 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $2,493,859 | 103,351 | Shares | Sole | 2021-07-06 | |
| 2021-03-31 | $2,270,107 | 103,093 | Shares | Sole | 2021-04-08 | |
| 2020-12-31 | $2,071,250 | 105,730 | Shares | Sole | 2021-03-04 | |
| 2020-09-30 | $2,339,272 | 148,149 | Shares | Sole | 2020-10-01 | |
| 2020-06-30 | $2,937,180 | 161,650 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $2,399,596 | 167,804 | Shares | Sole | 2020-04-01 | |
| No filing history on record for this holder in this stock. | ||||||