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Oxford Financial Group’s Enterprise Products Partners EPD Stock Holding History

Oxford Financial 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
2026
Q1 		$287K Buy
7,592
+212
+3% +$7.5K 0.02% 219
2025
Q4 		$237K Buy
7,380
+56
+0.8% +$1.77K 0.01% 215
2025
Q3 		$229K Buy
7,324
+307
+4% +$9.69K 0.01% 211
2025
Q2 		$218K Buy
7,017
+52
+0.7% +$1.62K 0.01% 201
2025
Q1 		$238K Buy
6,965
+50
+0.7% +$1.67K 0.02% 194
2024
Q4 		$217K Sell
6,915
-1,829
-21% -$56.2K 0.01% 235
2024
Q3 		$255K Buy
8,744
+53
+0.6% +$1.55K 0.02% 217
2024
Q2 		$252K Buy
+8,691
New +$249K 0.02% 234
2023
Q1 		– Sell
-10,092
Closed -$243K – 267
2022
Q4 		$243K Hold
10,092
– – 0.03% 175
2022
Q3 		$240K Sell
10,092
-3,451
-25% -$89K 0.04% 158
2022
Q2 		$330K Buy
13,543
+2,215
+20% +$58.3K 0.05% 140
2022
Q1 		$292K Buy
+11,328
New +$275K 0.04% 160

Other funds holding EPD

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 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
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
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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Oxford Financial Group's EPD Position: Q1 2026 in Review

Oxford Financial Group increased its Enterprise Products Partners (EPD) stake by 2.9% in Q1 2026, buying an estimated $7.5K and bringing the position to 7,592 shares worth $287K. The position accounts for 0.02% of the portfolio, ranked #219.

Oxford Financial Group first reported a position in EPD in Q1 2022 and has held it in 12 quarters since. The position peaked at $330K in Q2 2022. 1,609 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

  • Oxford Financial Group held 7,592 shares of Enterprise Products Partners worth $287K as of Q1 2026.
  • Oxford Financial Group bought 212 Enterprise Products Partners shares in Q1 2026, an estimated $7.5K.
  • Enterprise Products Partners made up 0.02% of Oxford Financial Group's portfolio in Q1 2026, its #219 holding.
  • Oxford Financial Group first reported a position in Enterprise Products Partners in Q1 2022 and has held it in 12 quarters since.
  • Oxford Financial Group's Enterprise Products Partners position peaked at $330K in Q2 2022.
  • 1,609 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.