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 Q3	$311K	Sell	8,731 -247	-3%	-$9.42K	0.08%	178
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%	+$5.8K	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

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

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

Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return

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

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return

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

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

Turtle Creek Wealth Advisors Dallas, Texas $1.98B AUM 28.66% 1-Year Est. Return

LongView Wealth Management's EPD Position: Q3 2026 in Review

LongView Wealth Management reduced its Enterprise Products Partners (EPD) stake by 2.8% in Q3 2026, selling an estimated $9.42K and leaving 8,731 shares worth $311K. The position accounts for 0.08% of the portfolio, ranked #178.

LongView Wealth Management first reported a position in EPD in Q3 2024 and has held it in 9 quarters since. The position peaked at $377K in Q1 2026. 403 funds tracked by Wall St. Rank hold EPD as of Q3 2026.

LongView Wealth Management held 8,731 shares of Enterprise Products Partners worth $311K as of Q3 2026.
LongView Wealth Management sold 247 Enterprise Products Partners shares in Q3 2026, an estimated $9.42K.
Enterprise Products Partners made up 0.08% of LongView Wealth Management's portfolio in Q3 2026, its #178 holding.
LongView Wealth Management first reported a position in Enterprise Products Partners in Q3 2024 and has held it in 9 quarters since.
LongView Wealth Management's Enterprise Products Partners position peaked at $377K in Q1 2026.
403 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2026.

Based on LongView Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.