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Chapman Financial Group’s Enterprise Products Partners EPD Stock Holding History

Chapman Financial Group’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 		$417K Sell
11,011
-568
-5% -$20.1K 0.3% 83
2025
Q4 		$371K Hold
11,579
– – 0.25% 93
2025
Q3 		$362K Hold
11,579
– – 0.25% 92
2025
Q2 		$359K Buy
+11,579
New +$361K 0.3% 78
2024
Q4 		$392K Buy
+12,498
New +$384K 0.31% 79

Other funds holding EPD

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fayez Sarofim & Co
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
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

Chapman Financial Group's EPD Position: Q1 2026 in Review

Chapman Financial Group reduced its Enterprise Products Partners (EPD) stake by 4.9% in Q1 2026, selling an estimated $20.1K and leaving 11,011 shares worth $417K. The position accounts for 0.3% of the portfolio, ranked #83.

Chapman Financial Group first reported a position in EPD in Q4 2024 and has held it in 5 quarters since. 1,606 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

  • Chapman Financial Group held 11,011 shares of Enterprise Products Partners worth $417K as of Q1 2026.
  • Chapman Financial Group sold 568 Enterprise Products Partners shares in Q1 2026, an estimated $20.1K.
  • Enterprise Products Partners made up 0.3% of Chapman Financial Group's portfolio in Q1 2026, its #83 holding.
  • Chapman Financial Group first reported a position in Enterprise Products Partners in Q4 2024 and has held it in 5 quarters since.
  • 1,606 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on Chapman Financial Group's 13F filing for Q1 2026, filed 12 May 2026.