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 Q3	$385K	Hold	10,811	–	–	0.25%	90
2026 Q2	$397K	Sell	10,811 -200	-2%	-$7.55K	0.26%	89
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

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

Chapman Financial Group's EPD Position: Q3 2026 in Review

Chapman Financial Group held its Enterprise Products Partners (EPD) position steady in Q3 2026 at 10,811 shares worth $385K. The position accounts for 0.25% of the portfolio, ranked #90.

Chapman Financial Group first reported a position in EPD in Q4 2024 and has held it in 7 quarters since. The position peaked at $417K in Q1 2026. 971 funds tracked by Wall St. Rank hold EPD as of Q3 2026.

Chapman Financial Group held 10,811 shares of Enterprise Products Partners worth $385K as of Q3 2026.
Chapman Financial Group left its Enterprise Products Partners share count unchanged in Q3 2026.
Enterprise Products Partners made up 0.25% of Chapman Financial Group's portfolio in Q3 2026, its #90 holding.
Chapman Financial Group first reported a position in Enterprise Products Partners in Q4 2024 and has held it in 7 quarters since.
Chapman Financial Group's Enterprise Products Partners position peaked at $417K in Q1 2026.
971 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2026.

Based on Chapman Financial Group's 13F filing for Q3 2026, filed 26 Oct 2026.