Chase Investment Counsel’s Enterprise Products Partners EPD Stock Holding History

Chase Investment Counsel’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	$483K	Buy	13,148 +6,020	+84%	+$227K	0.1%	102
2026 Q1	$269K	Hold	7,128	–	–	0.07%	130
2025 Q4	$228K	Hold	7,128	–	–	0.06%	126
2025 Q3	$222K	Sell	7,128 -7,049	-50%	-$222K	0.07%	125
2025 Q2	$439K	Buy	14,177 +2,802	+25%	+$87.3K	0.14%	104
2025 Q1	$388K	Buy	+11,375	New	+$379K	0.14%	104
2024 Q2	–	Sell	-10,423	Closed	-$304K	–	134
2024 Q1	$304K	Hold	10,423	–	–	0.11%	121
2023 Q4	$274K	Buy	10,423 +465	+5%	+$12.4K	0.12%	114
2023 Q3	$272K	Sell	9,958 -1,020	-9%	-$27.3K	0.14%	106
2023 Q2	$289K	Hold	10,978	–	–	0.15%	84
2023 Q1	$284K	Buy	+10,978	New	+$282K	0.16%	84
2020 Q2	–	Sell	-11,785	Closed	-$168K	–	99
2020 Q1	$168K	Buy	+11,785	New	+$274K	0.11%	67

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

Chase Investment Counsel's EPD Position: Q2 2026 in Review

Chase Investment Counsel increased its Enterprise Products Partners (EPD) stake by 84% in Q2 2026, buying an estimated $227K and bringing the position to 13,148 shares worth $483K. The position accounts for 0.1% of the portfolio, ranked #102.

Chase Investment Counsel first reported a position in EPD in Q1 2020 and has held it in 12 quarters since. 1,584 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

Chase Investment Counsel held 13,148 shares of Enterprise Products Partners worth $483K as of Q2 2026.
Chase Investment Counsel bought 6,020 Enterprise Products Partners shares in Q2 2026, an estimated $227K.
Enterprise Products Partners made up 0.1% of Chase Investment Counsel's portfolio in Q2 2026, its #102 holding.
Chase Investment Counsel first reported a position in Enterprise Products Partners in Q1 2020 and has held it in 12 quarters since.
1,584 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Chase Investment Counsel's 13F filing for Q2 2026, filed 6 Aug 2026.