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

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 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. 1,591 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.
1,591 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.