CX Institutional’s Enterprise Products Partners EPD Stock Holding History

CX Institutional’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 Q3	$194K	Buy	5,453 +1,141	+26%	+$43.5K	0.01%	751
2026 Q2	$159K	Sell	4,312 -215	-5%	-$8.11K	﹤0.01%	781
2026 Q1	$171K	Sell	4,527 -1,198	-21%	-$42.4K	0.01%	758
2025 Q4	$184K	Buy	5,725 +3,819	+200%	+$121K	0.01%	737
2025 Q3	$60K	Buy	1,906 +277	+17%	+$8.74K	﹤0.01%	909
2025 Q2	$51K	Hold	1,629	–	–	﹤0.01%	852
2025 Q1	$56K	Buy	+1,629	New	+$54.3K	﹤0.01%	820
2022 Q3	–	Sell	-4,575	Closed	-$111K	–	667
2022 Q2	$111K	Buy	+4,575	New	+$120K	0.01%	539
2021 Q4	–	Sell	-475	Closed	-$10K	–	505
2021 Q3	$10K	Hold	475	–	–	﹤0.01%	831
2021 Q2	$11K	Hold	475	–	–	﹤0.01%	824
2021 Q1	$10K	Sell	475 -175	-27%	-$3.85K	﹤0.01%	762
2020 Q4	$13K	Sell	650 -7,663	-92%	-$143K	﹤0.01%	690
2020 Q3	$131K	Buy	8,313 +6,838	+464%	+$120K	0.01%	288
2020 Q2	$27K	Sell	1,475 -905	-38%	-$16.2K	﹤0.01%	398
2020 Q1	$34K	Buy	2,380 +475	+25%	+$11K	0.01%	336
2019 Q4	$54K	Sell	1,905 -575	-23%	-$15.6K	0.01%	276
2019 Q3	$71K	Hold	2,480	–	–	0.01%	272
2019 Q2	$72K	Sell	2,480 -425	-15%	-$12.2K	0.01%	299
2019 Q1	$85K	Hold	2,905	–	–	0.02%	287
2018 Q4	$71K	Hold	2,905	–	–	0.02%	235
2018 Q3	$83K	Sell	2,905 -1,200	-29%	-$34.7K	0.03%	158
2018 Q2	$114K	Buy	+4,105	New	+$112K	0.04%	125

Other funds holding EPD

HCM

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

Tetrad Corporation Omaha, Nebraska $1.04B AUM 0.51% 1-Year Est. Return

PCA

Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return

AMBIA

Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

CX Institutional's EPD Position: Q3 2026 in Review

CX Institutional increased its Enterprise Products Partners (EPD) stake by 26% in Q3 2026, buying an estimated $43.5K and bringing the position to 5,453 shares worth $194K. The position accounts for 0.01% of the portfolio, ranked #751.

CX Institutional first reported a position in EPD in Q2 2018 and has held it in 22 quarters since. 84 funds tracked by Wall St. Rank hold EPD as of Q3 2026.

CX Institutional held 5,453 shares of Enterprise Products Partners worth $194K as of Q3 2026.
CX Institutional bought 1,141 Enterprise Products Partners shares in Q3 2026, an estimated $43.5K.
Enterprise Products Partners made up 0.01% of CX Institutional's portfolio in Q3 2026, its #751 holding.
CX Institutional first reported a position in Enterprise Products Partners in Q2 2018 and has held it in 22 quarters since.
84 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.