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Phillips Wealth Planners’s Enterprise Products Partners EPD Stock Holding History

Phillips Wealth Planners’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 		$329K Buy
8,674
+150
+2% +$5.31K 0.25% 135
2025
Q4 		$281K Sell
8,524
-2,371
-22% -$75K 0.23% 155
2025
Q3 		$343K Sell
10,895
-226
-2% -$7.13K 0.28% 119
2025
Q2 		$353K Buy
11,121
+99
+0.9% +$3.08K 0.32% 109
2025
Q1 		$327K Sell
11,022
-57
-0.5% -$1.9K 0.35% 101
2024
Q4 		$356K Sell
11,079
-26
-0.2% -$799 0.36% 95
2024
Q3 		$324K Sell
11,105
-227
-2% -$6.63K 0.31% 121
2024
Q2 		$330K Sell
11,332
-209
-2% -$5.99K 0.35% 99
2024
Q1 		$327K Buy
11,541
+413
+4% +$11.3K 0.38% 97
2023
Q4 		$297K Sell
11,128
-544
-5% -$14.5K 0.36% 98
2023
Q3 		$322K Buy
11,672
+1,172
+11% +$31.3K 0.44% 88
2023
Q2 		$277K Buy
10,500
+26
+0.2% +$680 0.36% 101
2023
Q1 		$275K Sell
10,474
-278
-3% -$7.14K 0.36% 103
2022
Q4 		$284K Buy
+10,752
New +$265K 0.5% 76

Other funds holding EPD

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 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

Phillips Wealth Planners's EPD Position: Q1 2026 in Review

Phillips Wealth Planners increased its Enterprise Products Partners (EPD) stake by 1.8% in Q1 2026, buying an estimated $5.31K and bringing the position to 8,674 shares worth $329K. The position accounts for 0.25% of the portfolio, ranked #135.

Phillips Wealth Planners first reported a position in EPD in Q4 2022 and has held it in 14 quarters since. The position peaked at $356K in Q4 2024. 1,606 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

  • Phillips Wealth Planners held 8,674 shares of Enterprise Products Partners worth $329K as of Q1 2026.
  • Phillips Wealth Planners bought 150 Enterprise Products Partners shares in Q1 2026, an estimated $5.31K.
  • Enterprise Products Partners made up 0.25% of Phillips Wealth Planners's portfolio in Q1 2026, its #135 holding.
  • Phillips Wealth Planners first reported a position in Enterprise Products Partners in Q4 2022 and has held it in 14 quarters since.
  • Phillips Wealth Planners's Enterprise Products Partners position peaked at $356K in Q4 2024.
  • 1,606 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on Phillips Wealth Planners's 13F filing for Q1 2026, filed 14 May 2026.