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Oak Harvest Investment Services’s Enterprise Products Partners EPD Stock Holding History

Oak Harvest Investment Services’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
2025
Q2 		– Sell
-10,963
Closed -$374K – 162
2025
Q1 		$374K Buy
10,963
+41
+0.4% +$1.36K 0.05% 113
2024
Q4 		$343K Sell
10,922
-64
-0.6% -$1.97K 0.05% 127
2024
Q3 		$320K Buy
10,986
+194
+2% +$5.67K 0.05% 119
2024
Q2 		$313K Sell
10,792
-4,888
-31% -$140K 0.05% 108
2024
Q1 		$458K Sell
15,680
-968
-6% -$26.6K 0.07% 99
2023
Q4 		$439K Buy
16,648
+2,070
+14% +$55.1K 0.09% 95
2023
Q3 		$399K Buy
14,578
+194
+1% +$5.19K 0.08% 90
2023
Q2 		$379K Buy
14,384
+266
+2% +$6.95K 0.09% 93
2023
Q1 		$366K Sell
14,118
-1,303
-8% -$33.5K 0.08% 89
2022
Q4 		$372K Buy
15,421
+4,013
+35% +$98.8K 0.1% 75
2022
Q3 		$271K Buy
11,408
+196
+2% +$5.06K 0.07% 82
2022
Q2 		$273K Buy
+11,212
New +$295K 0.07% 79

Other funds holding EPD

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Oak Harvest Investment Services's EPD Position: Q2 2025 in Review

Oak Harvest Investment Services sold out of Enterprise Products Partners (EPD) in Q2 2025, closing a stake of 10,963 shares — an estimated $374K sold.

Oak Harvest Investment Services first reported a position in EPD in Q2 2022 and held it in 12 quarters. The position peaked at $458K in Q1 2024. 1,439 funds tracked by Wall St. Rank hold EPD as of Q2 2025.

  • Oak Harvest Investment Services reported no remaining Enterprise Products Partners position as of Q2 2025 after selling out during the quarter.
  • Oak Harvest Investment Services sold 10,963 Enterprise Products Partners shares in Q2 2025, an estimated $374K.
  • Oak Harvest Investment Services first reported a position in Enterprise Products Partners in Q2 2022 and held it in 12 quarters.
  • Oak Harvest Investment Services's Enterprise Products Partners position peaked at $458K in Q1 2024.
  • 1,439 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2025.

Based on Oak Harvest Investment Services's 13F filing for Q2 2025, filed 8 Aug 2025.