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 Q2	$275K	Sell	7,480 -112	-1%	-$4.23K	0.01%	215
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

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

Oxford Financial Group's EPD Position: Q2 2026 in Review

Oxford Financial Group reduced its Enterprise Products Partners (EPD) stake by 1.5% in Q2 2026, selling an estimated $4.23K and leaving 7,480 shares worth $275K. The position accounts for 0.01% of the portfolio, ranked #215.

Oxford Financial Group first reported a position in EPD in Q1 2022 and has held it in 13 quarters since. The position peaked at $330K in Q2 2022. 1,591 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

Oxford Financial Group held 7,480 shares of Enterprise Products Partners worth $275K as of Q2 2026.
Oxford Financial Group sold 112 Enterprise Products Partners shares in Q2 2026, an estimated $4.23K.
Enterprise Products Partners made up 0.01% of Oxford Financial Group's portfolio in Q2 2026, its #215 holding.
Oxford Financial Group first reported a position in Enterprise Products Partners in Q1 2022 and has held it in 13 quarters since.
Oxford Financial Group's Enterprise Products Partners position peaked at $330K in Q2 2022.
1,591 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Oxford Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.