Amplius Wealth Advisors
EPD icon

Amplius Wealth Advisors’s Enterprise Products Partners EPD Stock Holding History

Amplius Wealth Advisors’s Portfolio EPD Stock Details EPD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$254K Buy
7,122
+250
+4% +$9.5K 0.02% 186
2026
Q2 		$253K Buy
+6,872
New +$259K 0.02% 180
2022
Q1 		– Sell
-331
Closed -$7K – 393
2021
Q4 		$7K Buy
+331
New +$7.42K ﹤0.01% 657

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Chickasaw Capital Management
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Penn Davis McFarland
Penn Davis McFarland Dallas, Texas $1.17B AUM 26.22% 1-Year Est. Return
Northside Capital Management
Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return
Tetrad Corporation
Tetrad Corporation Omaha, Nebraska $1.04B AUM 0.51% 1-Year Est. Return
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Sanders Morris Harris
Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Amplius Wealth Advisors's EPD Position: Q3 2026 in Review

Amplius Wealth Advisors increased its Enterprise Products Partners (EPD) stake by 3.6% in Q3 2026, buying an estimated $9.5K and bringing the position to 7,122 shares worth $254K. The position accounts for 0.02% of the portfolio, ranked #186.

Amplius Wealth Advisors first reported a position in EPD in Q4 2021 and has held it in 3 quarters since. 484 funds tracked by Wall St. Rank hold EPD as of Q3 2026.

  • Amplius Wealth Advisors held 7,122 shares of Enterprise Products Partners worth $254K as of Q3 2026.
  • Amplius Wealth Advisors bought 250 Enterprise Products Partners shares in Q3 2026, an estimated $9.5K.
  • Enterprise Products Partners made up 0.02% of Amplius Wealth Advisors's portfolio in Q3 2026, its #186 holding.
  • Amplius Wealth Advisors first reported a position in Enterprise Products Partners in Q4 2021 and has held it in 3 quarters since.
  • 484 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2026.

Based on Amplius Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.