LongView Wealth Management’s Enterprise Products Partners EPD Stock Holding History

LongView Wealth Management’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	$330K	Sell	8,978 -1,140	-11%	-$43K	0.08%	164
2026 Q1	$377K	Sell	10,118 -219	-2%	-$7.75K	0.09%	167
2025 Q4	$332K	Buy	10,337 +45	+0.4%	+$1.42K	0.08%	185
2025 Q3	$322K	Buy	10,292 +172	+2%	+$5.43K	0.09%	165
2025 Q2	$314K	Buy	10,120 +186	+2%	+$5.79K	0.1%	162
2025 Q1	$339K	Sell	9,934 -121	-1%	-$4.03K	0.1%	154
2024 Q4	$315K	Buy	10,055 +2,177	+28%	+$66.9K	0.1%	154
2024 Q3	$229K	Buy	+7,878	New	+$230K	0.07%	183

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

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

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

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

LongView Wealth Management's EPD Position: Q2 2026 in Review

LongView Wealth Management reduced its Enterprise Products Partners (EPD) stake by 11% in Q2 2026, selling an estimated $43K and leaving 8,978 shares worth $330K. The position accounts for 0.08% of the portfolio, ranked #164.

LongView Wealth Management first reported a position in EPD in Q3 2024 and has held it in 8 quarters since. The position peaked at $377K in Q1 2026. 300 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

LongView Wealth Management held 8,978 shares of Enterprise Products Partners worth $330K as of Q2 2026.
LongView Wealth Management sold 1,140 Enterprise Products Partners shares in Q2 2026, an estimated $43K.
Enterprise Products Partners made up 0.08% of LongView Wealth Management's portfolio in Q2 2026, its #164 holding.
LongView Wealth Management first reported a position in Enterprise Products Partners in Q3 2024 and has held it in 8 quarters since.
LongView Wealth Management's Enterprise Products Partners position peaked at $377K in Q1 2026.
300 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.