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 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

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

PDM

Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return

NCM

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

Tetrad Corporation Omaha, Nebraska $1.05B AUM 4.93% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AMBIA

Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $658M AUM 24.19% 1-Year Est. Return

Central Valley Advisors's EPD Position: Q2 2026 in Review

Central Valley Advisors reduced its Enterprise Products Partners (EPD) stake by 92% in Q2 2026, selling an estimated $2.72M and leaving 5,881 shares worth $216K. The position accounts for 0.06% of the portfolio, ranked #181.

Central Valley Advisors first reported a position in EPD in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.95M in Q1 2026. 431 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

Central Valley Advisors held 5,881 shares of Enterprise Products Partners worth $216K as of Q2 2026.
Central Valley Advisors sold 72,139 Enterprise Products Partners shares in Q2 2026, an estimated $2.72M.
Enterprise Products Partners made up 0.06% of Central Valley Advisors's portfolio in Q2 2026, its #181 holding.
Central Valley Advisors first reported a position in Enterprise Products Partners in Q4 2023 and has held it in 11 quarters since.
Central Valley Advisors's Enterprise Products Partners position peaked at $2.95M in Q1 2026.
431 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Central Valley Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.