Tevis Investment Management’s Enterprise Products Partners EPD Stock Holding History

Tevis Investment 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 Q2	$221K	Sell	6,000 -719	-11%	-$27.1K	0.12%	99
2026 Q1	$254K	Hold	6,719	–	–	0.14%	88
2025 Q4	$210K	Hold	6,719	–	–	0.13%	106
2025 Q3	$210K	Hold	6,719	–	–	0.13%	106
2025 Q2	$208K	Hold	6,719	–	–	0.13%	103
2025 Q1	$211K	Hold	6,719	–	–	0.16%	93
2024 Q4	$211K	Buy	+6,719	New	+$206K	0.16%	93
2022 Q4	–	Sell	-6,792	Closed	-$162K	–	111
2022 Q3	$162K	Hold	6,792	–	–	0.16%	97
2022 Q2	$166K	Hold	6,792	–	–	0.16%	96
2022 Q1	$176K	Hold	6,792	–	–	0.16%	98
2021 Q4	$150K	Buy	+6,792	New	+$152K	0.13%	124

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

Tevis Investment Management's EPD Position: Q2 2026 in Review

Tevis Investment Management reduced its Enterprise Products Partners (EPD) stake by 11% in Q2 2026, selling an estimated $27.1K and leaving 6,000 shares worth $221K. The position accounts for 0.12% of the portfolio, ranked #99.

Tevis Investment Management first reported a position in EPD in Q4 2021 and has held it in 11 quarters since. The position peaked at $254K in Q1 2026. 1,586 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

Tevis Investment Management held 6,000 shares of Enterprise Products Partners worth $221K as of Q2 2026.
Tevis Investment Management sold 719 Enterprise Products Partners shares in Q2 2026, an estimated $27.1K.
Enterprise Products Partners made up 0.12% of Tevis Investment Management's portfolio in Q2 2026, its #99 holding.
Tevis Investment Management first reported a position in Enterprise Products Partners in Q4 2021 and has held it in 11 quarters since.
Tevis Investment Management's Enterprise Products Partners position peaked at $254K in Q1 2026.
1,586 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Tevis Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.