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Conservest Capital Advisors’s Enterprise Products Partners EPD Stock Holding History

Conservest Capital Advisors’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 		$298K Hold
8,102
– – 0.02% 118
2026
Q1 		$307K Hold
8,102
– – 0.03% 104
2025
Q4 		$260K Hold
8,102
– – 0.02% 109
2025
Q3 		$253K Hold
8,102
– – 0.02% 110
2025
Q2 		$251K Hold
8,102
– – 0.02% 111
2025
Q1 		$277K Buy
+8,102
New +$270K 0.03% 93
2020
Q1 		– Sell
-9,399
Closed -$265K – 71
2019
Q4 		$265K Hold
9,399
– – 0.03% 70
2019
Q3 		$269K Sell
9,399
-2,707
-22% -$78.8K 0.04% 71
2019
Q2 		$350K Sell
12,106
-669
-5% -$19.3K 0.05% 63
2019
Q1 		$372K Buy
12,775
+26
+0.2% +$726 0.06% 61
2018
Q4 		$314K Sell
12,749
-3,753
-23% -$100K 0.05% 64
2018
Q3 		$474K Buy
16,502
+24
+0.1% +$693 0.07% 57
2018
Q2 		$456K Buy
16,478
+148
+0.9% +$4.05K 0.07% 57
2018
Q1 		$400K Buy
16,330
+25
+0.2% +$666 0.09% 54
2017
Q4 		$432K Buy
16,305
+471
+3% +$11.9K 0.09% 54
2017
Q3 		$413K Sell
15,834
-288
-2% -$7.61K 0.07% 64
2017
Q2 		$437K Buy
16,122
+84
+0.5% +$2.28K 0.09% 51
2017
Q1 		$443K Buy
+16,038
New +$448K 0.09% 52

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

Conservest Capital Advisors's EPD Position: Q2 2026 in Review

Conservest Capital Advisors held its Enterprise Products Partners (EPD) position steady in Q2 2026 at 8,102 shares worth $298K. The position accounts for 0.02% of the portfolio, ranked #118.

Conservest Capital Advisors first reported a position in EPD in Q1 2017 and has held it in 18 quarters since. The position peaked at $474K in Q3 2018. 1,591 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Conservest Capital Advisors held 8,102 shares of Enterprise Products Partners worth $298K as of Q2 2026.
  • Conservest Capital Advisors left its Enterprise Products Partners share count unchanged in Q2 2026.
  • Enterprise Products Partners made up 0.02% of Conservest Capital Advisors's portfolio in Q2 2026, its #118 holding.
  • Conservest Capital Advisors first reported a position in Enterprise Products Partners in Q1 2017 and has held it in 18 quarters since.
  • Conservest Capital Advisors's Enterprise Products Partners position peaked at $474K in Q3 2018.
  • 1,591 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Conservest Capital Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.