Central Valley Advisors’s Enterprise Products Partners EPD Stock Holding History

Central Valley 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	$209K	Hold	5,881	–	–	0.06%	154
2026 Q2	$216K	Sell	5,881 -72,139	-92%	-$2.72M	0.06%	181
2026 Q1	$2.95M	Buy	78,020 +15,253	+24%	+$540K	0.81%	35
2025 Q4	$2.01M	Buy	62,767 +4,246	+7%	+$134K	0.6%	50
2025 Q3	$1.83M	Buy	58,521 +2,735	+5%	+$86.3K	0.57%	52
2025 Q2	$1.73M	Buy	55,786 +45,797	+458%	+$1.43M	0.59%	52
2025 Q1	$341K	Buy	9,989 +978	+11%	+$32.6K	0.13%	95
2024 Q4	$283K	Hold	9,011	–	–	0.13%	116
2024 Q3	$262K	Hold	9,011	–	–	0.15%	110
2024 Q2	$290K	Hold	9,011	–	–	0.12%	98
2024 Q1	$263K	Hold	9,011	–	–	0.14%	120
2023 Q4	$237K	Buy	+9,011	New	+$240K	0.14%	122

Other funds holding EPD

ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return

Eagle Global Advisors Houston, Texas $3.02B AUM 27.86% 1-Year Est. Return

W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

Central Valley Advisors's EPD Position: Q3 2026 in Review

Central Valley Advisors held its Enterprise Products Partners (EPD) position steady in Q3 2026 at 5,881 shares worth $209K. The position accounts for 0.06% of the portfolio, ranked #154.

Central Valley Advisors first reported a position in EPD in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.95M in Q1 2026. 971 funds tracked by Wall St. Rank hold EPD as of Q3 2026.

Central Valley Advisors held 5,881 shares of Enterprise Products Partners worth $209K as of Q3 2026.
Central Valley Advisors left its Enterprise Products Partners share count unchanged in Q3 2026.
Enterprise Products Partners made up 0.06% of Central Valley Advisors's portfolio in Q3 2026, its #154 holding.
Central Valley Advisors first reported a position in Enterprise Products Partners in Q4 2023 and has held it in 12 quarters since.
Central Valley Advisors's Enterprise Products Partners position peaked at $2.95M in Q1 2026.
971 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2026.

Based on Central Valley Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.