Schear Investment Advisers’s Enterprise Products Partners EPD Stock Holding History

Schear Investment Advisers’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	$563K	Hold	15,311	–	–	0.19%	65
2026 Q1	$579K	Hold	15,311	–	–	0.26%	64
2025 Q4	$491K	Buy	15,311 +1,560	+11%	+$49.3K	0.21%	68
2025 Q3	$430K	Hold	13,751	–	–	0.19%	74
2025 Q2	$426K	Hold	13,751	–	–	0.21%	76
2025 Q1	$469K	Hold	13,751	–	–	0.27%	72
2024 Q4	$431K	Hold	13,751	–	–	0.23%	76
2024 Q3	$400K	Hold	13,751	–	–	0.25%	76
2024 Q2	$399K	Hold	13,751	–	–	0.29%	72
2024 Q1	$401K	Sell	13,751 -173	-1%	-$4.75K	0.32%	72
2023 Q4	$367K	Hold	13,924	–	–	0.35%	65
2023 Q3	$381K	Hold	13,924	–	–	0.41%	66
2023 Q2	$367K	Hold	13,924	–	–	0.39%	68
2023 Q1	$361K	Hold	13,924	–	–	0.43%	69
2022 Q4	$336K	Buy	+13,924	New	+$343K	0.41%	74

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

Schear Investment Advisers's EPD Position: Q2 2026 in Review

Schear Investment Advisers held its Enterprise Products Partners (EPD) position steady in Q2 2026 at 15,311 shares worth $563K. The position accounts for 0.19% of the portfolio, ranked #65.

Schear Investment Advisers first reported a position in EPD in Q4 2022 and has held it in 15 quarters since. The position peaked at $579K in Q1 2026. 1,584 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

Schear Investment Advisers held 15,311 shares of Enterprise Products Partners worth $563K as of Q2 2026.
Schear Investment Advisers left its Enterprise Products Partners share count unchanged in Q2 2026.
Enterprise Products Partners made up 0.19% of Schear Investment Advisers's portfolio in Q2 2026, its #65 holding.
Schear Investment Advisers first reported a position in Enterprise Products Partners in Q4 2022 and has held it in 15 quarters since.
Schear Investment Advisers's Enterprise Products Partners position peaked at $579K in Q1 2026.
1,584 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Schear Investment Advisers's 13F filing for Q2 2026, filed 27 Jul 2026.