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SkyOak Wealth’s Enterprise Products Partners EPD Stock Holding History

SkyOak Wealth’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
2025
Q2 		– Sell
-12,678
Closed -$433K – 257
2025
Q1 		$433K Hold
12,678
– – 0.09% 130
2024
Q4 		$398K Hold
12,678
– – 0.09% 137
2024
Q3 		$369K Hold
12,678
– – 0.08% 142
2024
Q2 		$367K Hold
12,678
– – 0.09% 144
2024
Q1 		$370K Hold
12,678
– – 0.09% 155
2023
Q4 		$334K Sell
12,678
-400
-3% -$10.7K 0.09% 158
2023
Q3 		$358K Hold
13,078
– – 0.1% 136
2023
Q2 		$345K Sell
13,078
-200
-2% -$5.23K 0.1% 152
2023
Q1 		$344K Sell
13,278
-1,000
-7% -$25.7K 0.1% 151
2022
Q4 		$344K Hold
14,278
– – 0.12% 146
2022
Q3 		$340K Sell
14,278
-2,000
-12% -$51.6K 0.12% 139
2022
Q2 		$397K Hold
16,278
– – 0.14% 132
2022
Q1 		$420K Hold
16,278
– – 0.12% 144
2021
Q4 		$357K Sell
16,278
-100
-0.6% -$2.24K 0.09% 165
2021
Q3 		$354K Hold
16,378
– – 0.1% 154
2021
Q2 		$395K Sell
16,378
-1,500
-8% -$35.5K 0.11% 147
2021
Q1 		$423K Buy
17,878
+1,740
+11% +$38.3K 0.12% 143
2020
Q4 		$316K Buy
16,138
+43
+0.3% +$801 0.1% 156
2020
Q3 		$254K Hold
16,095
– – 0.09% 165
2020
Q2 		$292K Hold
16,095
– – 0.11% 185
2020
Q1 		$230K Sell
16,095
-13,000
-45% -$302K 0.12% 181
2019
Q4 		$819K Buy
+29,095
New +$789K 0.25% 86

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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

SkyOak Wealth's EPD Position: Q2 2025 in Review

SkyOak Wealth sold out of Enterprise Products Partners (EPD) in Q2 2025, closing a stake of 12,678 shares — an estimated $433K sold.

SkyOak Wealth first reported a position in EPD in Q4 2019 and held it in 22 quarters. The position peaked at $819K in Q4 2019. 1,439 funds tracked by Wall St. Rank hold EPD as of Q2 2025.

  • SkyOak Wealth reported no remaining Enterprise Products Partners position as of Q2 2025 after selling out during the quarter.
  • SkyOak Wealth sold 12,678 Enterprise Products Partners shares in Q2 2025, an estimated $433K.
  • SkyOak Wealth first reported a position in Enterprise Products Partners in Q4 2019 and held it in 22 quarters.
  • SkyOak Wealth's Enterprise Products Partners position peaked at $819K in Q4 2019.
  • 1,439 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2025.

Based on SkyOak Wealth's 13F filing for Q2 2025, filed 30 Jul 2025.