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Castleview Partners’s Enterprise Products Partners EPD Stock Holding History

Castleview Partners’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 		$677K Hold
19,000
– – 0.3% 79
2026
Q2 		$698K Hold
19,000
– – 0.31% 77
2026
Q1 		$719K Sell
19,000
-357
-2% -$12.6K 0.37% 62
2025
Q4 		$621K Buy
19,357
+2,092
+12% +$66.1K 0.31% 70
2025
Q3 		$540K Buy
17,265
+2,190
+15% +$69.1K 0.29% 75
2025
Q2 		$467K Sell
15,075
-2,061
-12% -$64.2K 0.3% 84
2025
Q1 		$585K Buy
17,136
+3,136
+22% +$104K 0.4% 68
2024
Q4 		$445K Hold
14,000
– – 0.24% 100
2024
Q3 		$408K Hold
14,000
– – 0.24% 106
2024
Q2 		$406K Sell
14,000
-187
-1% -$5.36K 0.23% 102
2024
Q1 		$414K Buy
14,187
+187
+1% +$5.13K 0.23% 105
2023
Q4 		$369K Buy
14,000
+1,000
+8% +$26.6K 0.26% 90
2023
Q3 		$356K Sell
13,000
-1,244
-9% -$33.3K 0.33% 67
2023
Q2 		$375K Buy
14,244
+23
+0.2% +$601 0.34% 63
2023
Q1 		$368K Buy
14,221
+22
+0.2% +$565 0.33% 73
2022
Q4 		$342K Buy
14,199
+6,544
+85% +$161K 0.33% 74
2022
Q3 		$182K Buy
7,655
+7,594
+12,449% +$196K 0.17% 125
2022
Q2 		$40.1K Sell
61
-7,939
-99% -$209K 0.03% 329
2022
Q1 		$206K Buy
+8,000
New +$194K 0.13% 158
2021
Q2 		$1.46M Buy
+60,449
New +$1.43M 0.64% 31

Other funds holding EPD

HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
TC
Tetrad Corporation Omaha, Nebraska $1.04B AUM 0.51% 1-Year Est. Return
PCA
Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Castleview Partners's EPD Position: Q3 2026 in Review

Castleview Partners held its Enterprise Products Partners (EPD) position steady in Q3 2026 at 19,000 shares worth $677K. The position accounts for 0.3% of the portfolio, ranked #79.

Castleview Partners first reported a position in EPD in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.46M in Q2 2021. 84 funds tracked by Wall St. Rank hold EPD as of Q3 2026.

  • Castleview Partners held 19,000 shares of Enterprise Products Partners worth $677K as of Q3 2026.
  • Castleview Partners left its Enterprise Products Partners share count unchanged in Q3 2026.
  • Enterprise Products Partners made up 0.3% of Castleview Partners's portfolio in Q3 2026, its #79 holding.
  • Castleview Partners first reported a position in Enterprise Products Partners in Q2 2021 and has held it in 20 quarters since.
  • Castleview Partners's Enterprise Products Partners position peaked at $1.46M in Q2 2021.
  • 84 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2026.

Based on Castleview Partners's 13F filing for Q3 2026, filed 9 Oct 2026.