CVA Family Office’s Enterprise Products Partners EPD Stock Holding History

CVA Family Office’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	$327K	Buy	8,906 +5	+0.1%	+$189	0.03%	250
2026 Q1	$337K	Sell	8,901 -1,995	-18%	-$70.6K	0.04%	228
2025 Q4	$349K	Buy	10,896 +6	+0.1%	+$190	0.04%	217
2025 Q3	$341K	Buy	10,890 +6	+0.1%	+$189	0.04%	218
2025 Q2	$338K	Buy	10,884 +5	+0%	+$156	0.05%	214
2025 Q1	$371K	Buy	10,879 +6	+0.1%	+$200	0.06%	196
2024 Q4	$341K	Buy	10,873 +5	+0%	+$154	0.05%	201
2024 Q3	$316K	Buy	10,868 +6	+0.1%	+$175	0.05%	192
2024 Q2	$315K	Buy	10,862 +6	+0.1%	+$172	0.06%	186
2024 Q1	$317K	Buy	10,856 +6	+0.1%	+$165	0.06%	188
2023 Q4	$286K	Buy	10,850 +5	+0%	+$133	0.06%	191
2023 Q3	$297K	Buy	10,845 +6	+0.1%	+$160	0.07%	169
2023 Q2	$286K	Buy	10,839 +6	+0.1%	+$157	0.06%	176
2023 Q1	$281K	Buy	10,833 +5	+0%	+$128	0.06%	176
2022 Q4	$261K	Buy	10,828 +5	+0%	+$123	0.06%	167
2022 Q3	$257K	Buy	10,823 +10,545	+3,793%	+$272K	0.07%	153
2022 Q2	$7K	Buy	278 +5	+2%	+$132	﹤0.01%	698
2022 Q1	$7K	Sell	273 -472	-63%	-$11.5K	﹤0.01%	722
2021 Q4	$16K	Buy	745 +503	+208%	+$11.3K	﹤0.01%	559
2021 Q3	$4K	Sell	242 -493	-67%	-$11.2K	﹤0.01%	327
2021 Q2	$18K	Buy	735 +482	+191%	+$11.4K	0.01%	547
2021 Q1	$6K	Buy	253 +5	+2%	+$110	﹤0.01%	592
2020 Q4	$5K	Buy	248 +6	+2%	+$112	﹤0.01%	322
2020 Q3	$4K	Buy	242 +6	+3%	+$105	﹤0.01%	327
2020 Q2	$4K	Sell	236 -2,994	-93%	-$53.5K	﹤0.01%	292
2020 Q1	$46K	Buy	+3,230	New	+$75K	0.05%	148

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

CVA Family Office's EPD Position: Q2 2026 in Review

CVA Family Office increased its Enterprise Products Partners (EPD) stake by 0.06% in Q2 2026, buying an estimated $189 and bringing the position to 8,906 shares worth $327K. The position accounts for 0.03% of the portfolio, ranked #250.

CVA Family Office first reported a position in EPD in Q1 2020 and has held it in 26 quarters since. The position peaked at $371K in Q1 2025. 1,584 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

CVA Family Office held 8,906 shares of Enterprise Products Partners worth $327K as of Q2 2026.
CVA Family Office bought 5 Enterprise Products Partners shares in Q2 2026, an estimated $189.
Enterprise Products Partners made up 0.03% of CVA Family Office's portfolio in Q2 2026, its #250 holding.
CVA Family Office first reported a position in Enterprise Products Partners in Q1 2020 and has held it in 26 quarters since.
CVA Family Office's Enterprise Products Partners position peaked at $371K in Q1 2025.
1,584 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.