GoalVest Advisory’s Enterprise Products Partners EPD Stock Holding History

GoalVest Advisory’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	–	Sell	-273	Closed	-$10K	–	741
2026 Q2	$10K	Hold	273	–	–	﹤0.01%	349
2026 Q1	$10.3K	Hold	273	–	–	﹤0.01%	369
2025 Q4	$8.75K	Hold	273	–	–	﹤0.01%	430
2025 Q3	$8.54K	Buy	+273	New	+$8.61K	﹤0.01%	339

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

GoalVest Advisory's EPD Position: Q3 2026 in Review

GoalVest Advisory sold out of Enterprise Products Partners (EPD) in Q3 2026, closing a stake of 273 shares — an estimated $10K sold.

GoalVest Advisory first reported a position in EPD in Q3 2025 and held it in 4 quarters. The position peaked at $10.3K in Q1 2026. 84 funds tracked by Wall St. Rank hold EPD as of Q3 2026.

GoalVest Advisory reported no remaining Enterprise Products Partners position as of Q3 2026 after selling out during the quarter.
GoalVest Advisory sold 273 Enterprise Products Partners shares in Q3 2026, an estimated $10K.
GoalVest Advisory first reported a position in Enterprise Products Partners in Q3 2025 and held it in 4 quarters.
GoalVest Advisory's Enterprise Products Partners position peaked at $10.3K in Q1 2026.
84 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.