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Crumly & Associates’s Enterprise Products Partners EPD Stock Holding History

Crumly & Associates’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 		$1.24M Sell
33,637
-558
-2% -$21.1K 0.24% 65
2026
Q1 		$1.29M Buy
34,195
+2,343
+7% +$82.9K 0.27% 64
2025
Q4 		$1.02M Buy
31,852
+1,841
+6% +$58.2K 0.21% 74
2025
Q3 		$938K Buy
30,011
+12,227
+69% +$386K 0.21% 72
2025
Q2 		$551K Buy
17,784
+265
+2% +$8.26K 0.13% 91
2025
Q1 		$598K Buy
17,519
+1,029
+6% +$34.3K 0.17% 85
2024
Q4 		$517K Buy
16,490
+592
+4% +$18.2K 0.14% 92
2024
Q3 		$463K Buy
15,898
+473
+3% +$13.8K 0.13% 105
2024
Q2 		$447K Buy
15,425
+4,603
+43% +$132K 0.13% 105
2024
Q1 		$316K Hold
10,822
– – 0.08% 116
2023
Q4 		$285K Sell
10,822
-37
-0.3% -$986 0.08% 114
2023
Q3 		$297K Hold
10,859
– – 0.12% 95
2023
Q2 		$286K Buy
10,859
+137
+1% +$3.58K 0.11% 100
2023
Q1 		$278K Buy
10,722
+191
+2% +$4.91K 0.12% 94
2022
Q4 		$254K Sell
10,531
-87
-0.8% -$2.14K 0.1% 83
2022
Q3 		$252K Buy
10,618
+59
+0.6% +$1.52K 0.1% 95
2022
Q2 		$257K Sell
10,559
-187
-2% -$4.92K 0.11% 97
2022
Q1 		$277K Sell
10,746
-1,170
-10% -$28.4K 0.1% 95
2021
Q4 		$285K Buy
11,916
+67
+0.6% +$1.5K 0.11% 89
2021
Q3 		$256K Buy
11,849
+578
+5% +$13.1K 0.12% 92
2021
Q2 		$272K Buy
11,271
+36
+0.3% +$852 0.13% 89
2021
Q1 		$247K Buy
11,235
+879
+8% +$19.3K 0.14% 86
2020
Q4 		$223K Buy
+10,356
New +$193K 0.16% 75

Other funds holding EPD

HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
PDM
Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
TC
Tetrad Corporation Omaha, Nebraska $1.05B AUM 4.93% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $658M AUM 24.19% 1-Year Est. Return

Crumly & Associates's EPD Position: Q2 2026 in Review

Crumly & Associates reduced its Enterprise Products Partners (EPD) stake by 1.6% in Q2 2026, selling an estimated $21.1K and leaving 33,637 shares worth $1.24M. The position accounts for 0.24% of the portfolio, ranked #65.

Crumly & Associates first reported a position in EPD in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.29M in Q1 2026. 422 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Crumly & Associates held 33,637 shares of Enterprise Products Partners worth $1.24M as of Q2 2026.
  • Crumly & Associates sold 558 Enterprise Products Partners shares in Q2 2026, an estimated $21.1K.
  • Enterprise Products Partners made up 0.24% of Crumly & Associates's portfolio in Q2 2026, its #65 holding.
  • Crumly & Associates first reported a position in Enterprise Products Partners in Q4 2020 and has held it in 23 quarters since.
  • Crumly & Associates's Enterprise Products Partners position peaked at $1.29M in Q1 2026.
  • 422 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Crumly & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.