Valeo Financial Advisors’s Enterprise Products Partners EPD Stock Holding History

Valeo Financial 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
2020 Q4	–	Sell	-2,000	Closed	-$32K	–	1720
2020 Q3	$32K	Sell	2,000 -2,500	-56%	-$43.8K	﹤0.01%	786
2020 Q2	$81K	Hold	4,500	–	–	0.01%	575
2020 Q1	$74K	Buy	+4,500	New	+$105K	0.01%	494
2019 Q1	–	Sell	-10,000	Closed	-$246K	–	1571
2018 Q4	$246K	Buy	+10,000	New	+$268K	0.03%	233

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

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

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return

ACL

Applied Capital LLC Hollywood, Florida $252M AUM 11.35% 1-Year Est. Return

Valeo Financial Advisors's EPD Position: Q3 2026 in Review

Valeo Financial Advisors reduced its Enterprise Products Partners (EPD) stake by 1.9% in Q3 2026, selling an estimated $67.2K and leaving 91,511 shares worth $3.26M. The position accounts for 0.07% of the portfolio, ranked #131.

Valeo Financial Advisors first reported a position in EPD in Q3 2017 and has held it in 37 quarters since. The position peaked at $4.7M in Q4 2019. 70 funds tracked by Wall St. Rank hold EPD as of Q3 2026.

Valeo Financial Advisors held 91,511 shares of Enterprise Products Partners worth $3.26M as of Q3 2026.
Valeo Financial Advisors sold 1,760 Enterprise Products Partners shares in Q3 2026, an estimated $67.2K.
Enterprise Products Partners made up 0.07% of Valeo Financial Advisors's portfolio in Q3 2026, its #131 holding.
Valeo Financial Advisors first reported a position in Enterprise Products Partners in Q3 2017 and has held it in 37 quarters since.
Valeo Financial Advisors's Enterprise Products Partners position peaked at $4.7M in Q4 2019.
70 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.