Phillips Financial Management’s Enterprise Products Partners EPD Stock Holding History

Phillips Financial Management’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 Q3	$357K	Hold	10,028	–	–	0.03%	150
2026 Q2	$369K	Hold	10,028	–	–	0.03%	156
2026 Q1	$379K	Hold	10,028	–	–	0.03%	154
2025 Q4	$321K	Hold	10,028	–	–	0.02%	163
2025 Q3	$314K	Buy	10,028 +106	+1%	+$3.34K	0.02%	167
2025 Q2	$308K	Hold	9,922	–	–	0.02%	160
2025 Q1	$339K	Buy	9,922 +1,542	+18%	+$51.4K	0.03%	152
2024 Q4	$263K	Hold	8,380	–	–	0.02%	157
2024 Q3	$244K	Hold	8,380	–	–	0.02%	170
2024 Q2	$243K	Hold	8,380	–	–	0.02%	164
2024 Q1	$245K	Buy	+8,380	New	+$230K	0.02%	162
2016 Q4	–	Sell	-14,644	Closed	-$394K	–	68
2016 Q3	$394K	Hold	14,644	–	–	0.1%	63
2016 Q2	$431K	Hold	14,644	–	–	0.12%	59
2016 Q1	$354K	Hold	14,644	–	–	0.1%	58
2015 Q4	$319K	Hold	14,644	–	–	0.1%	56
2015 Q3	$408K	Hold	14,644	–	–	0.12%	58
2015 Q2	$417K	Hold	14,644	–	–	0.12%	59
2015 Q1	$496K	Hold	14,644	–	–	0.14%	57
2014 Q4	$498K	Hold	14,644	–	–	0.14%	62
2014 Q3	$531K	Buy	+14,644	New	+$575K	0.16%	64

Other funds holding EPD

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

Penn Davis McFarland Dallas, Texas $1.17B AUM 26.22% 1-Year Est. Return

Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return

Tetrad Corporation Omaha, Nebraska $1.04B AUM 0.51% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Phillips Financial Management's EPD Position: Q3 2026 in Review

Phillips Financial Management held its Enterprise Products Partners (EPD) position steady in Q3 2026 at 10,028 shares worth $357K. The position accounts for 0.03% of the portfolio, ranked #150.

Phillips Financial Management first reported a position in EPD in Q3 2014 and has held it in 20 quarters since. The position peaked at $531K in Q3 2014. 484 funds tracked by Wall St. Rank hold EPD as of Q3 2026.

Phillips Financial Management held 10,028 shares of Enterprise Products Partners worth $357K as of Q3 2026.
Phillips Financial Management left its Enterprise Products Partners share count unchanged in Q3 2026.
Enterprise Products Partners made up 0.03% of Phillips Financial Management's portfolio in Q3 2026, its #150 holding.
Phillips Financial Management first reported a position in Enterprise Products Partners in Q3 2014 and has held it in 20 quarters since.
Phillips Financial Management's Enterprise Products Partners position peaked at $531K in Q3 2014.
484 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2026.

Based on Phillips Financial Management's 13F filing for Q3 2026, filed 19 Oct 2026.