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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
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

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Morgan Stanley
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fayez Sarofim & Co
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
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

Chapman Financial Group's EPD Position: Q2 2026 in Review

Chapman Financial Group reduced its Enterprise Products Partners (EPD) stake by 1.8% in Q2 2026, selling an estimated $7.55K and leaving 10,811 shares worth $397K. The position accounts for 0.26% of the portfolio, ranked #89.

Chapman Financial Group first reported a position in EPD in Q4 2024 and has held it in 6 quarters since. The position peaked at $417K in Q1 2026. 1,588 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Chapman Financial Group held 10,811 shares of Enterprise Products Partners worth $397K as of Q2 2026.
  • Chapman Financial Group sold 200 Enterprise Products Partners shares in Q2 2026, an estimated $7.55K.
  • Enterprise Products Partners made up 0.26% of Chapman Financial Group's portfolio in Q2 2026, its #89 holding.
  • Chapman Financial Group first reported a position in Enterprise Products Partners in Q4 2024 and has held it in 6 quarters since.
  • Chapman Financial Group's Enterprise Products Partners position peaked at $417K in Q1 2026.
  • 1,588 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Chapman Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.