Oliver Lagore Vanvalin Investment Group’s Enterprise Products Partners EPD Stock Holding History

Oliver Lagore Vanvalin Investment Group’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	$12.2K	Buy	+357	New	+$11.1K	﹤0.01%	401
2024 Q4	$43.2K	Buy	1,377 +6	+0.4%	+$184	0.01%	274
2024 Q3	$39.9K	Sell	1,371 -95	-6%	-$2.77K	0.01%	268
2024 Q2	$42.5K	Buy	1,466 +107	+8%	+$3.07K	0.01%	258
2024 Q1	$39.6K	Sell	1,359 -594	-30%	-$16.3K	0.01%	262
2023 Q4	$51.4K	Sell	1,953 -390	-17%	-$10.4K	0.02%	213
2023 Q3	$64.1K	Buy	2,343 +3	+0.1%	+$80	0.03%	213
2023 Q2	$61.7K	Buy	2,340 +5	+0.2%	+$131	0.02%	230
2023 Q1	$60.5K	Buy	2,335 +6	+0.3%	+$154	0.03%	178
2022 Q4	$56.2K	Buy	2,329 +304	+15%	+$7.48K	0.03%	173
2022 Q3	$48K	Hold	2,025	–	–	0.03%	172
2022 Q2	$49K	Buy	2,025 +1,000	+98%	+$26.3K	0.03%	174
2022 Q1	$26K	Buy	+1,025	New	+$24.9K	0.02%	231

Other funds holding EPD

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

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

Oliver Lagore Vanvalin Investment Group's EPD Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in Enterprise Products Partners (EPD) in Q2 2025: 357 shares worth $12.2K. The stake represents ﹤0.01% of the portfolio and ranks #401 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in EPD as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in EPD in Q1 2022 and has held it in 13 quarters since. The position peaked at $64.1K in Q3 2023. 1,439 funds tracked by Wall St. Rank hold EPD as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 357 shares of Enterprise Products Partners worth $12.2K as of Q2 2025.
Enterprise Products Partners was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
Enterprise Products Partners made up ﹤0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #401 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in Enterprise Products Partners in Q1 2022 and has held it in 13 quarters since.
Oliver Lagore Vanvalin Investment Group's Enterprise Products Partners position peaked at $64.1K in Q3 2023.
1,439 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.