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Rhodes Investment Advisors’s Enterprise Products Partners EPD Stock Holding History

Rhodes Investment Advisors’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 		$472K Sell
13,265
-300
-2% -$11.4K 0.33% 73
2026
Q2 		$499K Sell
13,565
-645
-5% -$24.3K 0.37% 72
2026
Q1 		$538K Buy
14,210
+1,600
+13% +$56.6K 0.46% 62
2025
Q4 		$404K Buy
+12,610
New +$399K 0.33% 71

Other funds holding EPD

HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
TC
Tetrad Corporation Omaha, Nebraska $1.04B AUM 0.51% 1-Year Est. Return
PCA
Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Rhodes Investment Advisors's EPD Position: Q3 2026 in Review

Rhodes Investment Advisors reduced its Enterprise Products Partners (EPD) stake by 2.2% in Q3 2026, selling an estimated $11.4K and leaving 13,265 shares worth $472K. The position accounts for 0.33% of the portfolio, ranked #73.

Rhodes Investment Advisors first reported a position in EPD in Q4 2025 and has held it in 4 quarters since. The position peaked at $538K in Q1 2026. 64 funds tracked by Wall St. Rank hold EPD as of Q3 2026.

  • Rhodes Investment Advisors held 13,265 shares of Enterprise Products Partners worth $472K as of Q3 2026.
  • Rhodes Investment Advisors sold 300 Enterprise Products Partners shares in Q3 2026, an estimated $11.4K.
  • Enterprise Products Partners made up 0.33% of Rhodes Investment Advisors's portfolio in Q3 2026, its #73 holding.
  • Rhodes Investment Advisors first reported a position in Enterprise Products Partners in Q4 2025 and has held it in 4 quarters since.
  • Rhodes Investment Advisors's Enterprise Products Partners position peaked at $538K in Q1 2026.
  • 64 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2026.

Based on Rhodes Investment Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.