Position in EPD
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$5,580,302
+$1,115,723 QoQ
Shares Held
147,471
+5.9% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
19 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in EPD Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Mar 31, 2026CAPITAL ADVISORS INC/OK holds $235,226,215 across 9 Oil & Gas Midstream names. EPD ranks #4 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMB |
Williams Companies, Inc.
|
2,011,526 | $146,398,862 | |
| 2 | ENB |
Enbridge Inc
|
1,277,016 | $69,137,646 | |
| 3 | OKE |
Oneok Inc /New/
|
115,038 | $10,398,284 | |
| 4 | EPD |
Enterprise Products Partners L.P.
This page
|
147,471 | $5,580,302 | |
| 5 | ET |
Energy Transfer LP
|
95,663 | $1,846,295 | |
| 6 | MPLX |
Mplx LP
|
11,151 | $636,387 | |
| 7 | KMI |
Kinder Morgan, Inc.
|
16,487 | $552,809 | |
| 8 | AM |
Antero Midstream Corp
|
19,521 | $445,078 |
All Filings in EPD
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,580,302 | 147,471 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $4,464,579 | 139,257 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $4,157,690 | 132,961 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $4,554,345 | 146,867 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $4,545,604 | 133,146 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,049,242 | 33,458 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,006,652 | 34,581 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $14,043,157 | 484,581 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $13,604,999 | 466,244 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $12,176,203 | 462,095 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $311,853 | 11,394 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $367,002 | 13,928 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $201,450 | 7,778 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $1,326,262 | 54,986 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $1,297,983 | 54,583 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $1,384,557 | 56,814 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $1,310,709 | 50,783 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $943,774 | 42,977 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $936,232 | 43,264 | Shares | Sole | 2021-10-25 | |
| No filing history on record for this holder in this stock. | ||||||