Chancellor Financial Group WB’s Enterprise Products Partners EPD Stock Holding History

Chancellor Financial Group WB’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 Q1	$320K	Sell	8,445 -435	-5%	-$15.4K	0.23%	89
2025 Q4	$285K	Buy	8,880 +1,000	+13%	+$31.6K	0.19%	104
2025 Q3	$246K	Buy	7,880 +750	+11%	+$23.7K	0.17%	111
2025 Q2	$221K	Buy	7,130 +800	+13%	+$24.9K	0.17%	118
2025 Q1	$216K	Buy	+6,330	New	+$211K	0.18%	118

Other funds holding EPD

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Chancellor Financial Group WB's EPD Position: Q1 2026 in Review

Chancellor Financial Group WB reduced its Enterprise Products Partners (EPD) stake by 4.9% in Q1 2026, selling an estimated $15.4K and leaving 8,445 shares worth $320K. The position accounts for 0.23% of the portfolio, ranked #89.

Chancellor Financial Group WB first reported a position in EPD in Q1 2025 and has held it in 5 quarters since. 1,608 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

Chancellor Financial Group WB held 8,445 shares of Enterprise Products Partners worth $320K as of Q1 2026.
Chancellor Financial Group WB sold 435 Enterprise Products Partners shares in Q1 2026, an estimated $15.4K.
Enterprise Products Partners made up 0.23% of Chancellor Financial Group WB's portfolio in Q1 2026, its #89 holding.
Chancellor Financial Group WB first reported a position in Enterprise Products Partners in Q1 2025 and has held it in 5 quarters since.
1,608 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on Chancellor Financial Group WB's 13F filing for Q1 2026, filed 14 May 2026.