Octavia Wealth Advisors’s Enterprise Products Partners EPD Stock Holding History

Octavia Wealth Advisors’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	$312K	Buy	+8,499	New	+$321K	0.03%	170

Other funds holding EPD

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Octavia Wealth Advisors's EPD Position: Q2 2026 in Review

Octavia Wealth Advisors opened a new position in Enterprise Products Partners (EPD) in Q2 2026: 8,499 shares worth $312K. The stake represents 0.03% of the portfolio and ranks #170 among its holdings.

1,584 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

Octavia Wealth Advisors held 8,499 shares of Enterprise Products Partners worth $312K as of Q2 2026.
Enterprise Products Partners was a new Octavia Wealth Advisors position in Q2 2026.
Enterprise Products Partners made up 0.03% of Octavia Wealth Advisors's portfolio in Q2 2026, its #170 holding.
1,584 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Octavia Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.