WCM
EPD icon

Whitener Capital Management’s Enterprise Products Partners EPD Stock Holding History

Whitener Capital 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 		$1.23M Sell
33,398
-384
-1% -$14.5K 0.26% 73
2026
Q1 		$1.28M Sell
33,782
-97
-0.3% -$3.43K 0.29% 68
2025
Q4 		$1.09M Buy
33,879
+2
+0% +$63 0.25% 78
2025
Q3 		$1.06M Buy
33,877
+183
+0.5% +$5.77K 0.25% 76
2025
Q2 		$1.04M Sell
33,694
-1,167
-3% -$36.4K 0.28% 76
2025
Q1 		$1.19M Sell
34,861
-82
-0.2% -$2.73K 0.34% 64
2024
Q4 		$1.1M Sell
34,943
-651
-2% -$20K 0.31% 65
2024
Q3 		$1.04M Sell
35,594
-317
-0.9% -$9.26K 0.29% 67
2024
Q2 		$1.04M Buy
35,911
+1,197
+3% +$34.3K 0.32% 64
2024
Q1 		$1.01M Sell
34,714
-68
-0.2% -$1.87K 0.33% 64
2023
Q4 		$916K Buy
34,782
+63
+0.2% +$1.68K 0.33% 63
2023
Q3 		$950K Sell
34,719
-404
-1% -$10.8K 0.38% 59
2023
Q2 		$925K Sell
35,123
-707
-2% -$18.5K 0.36% 62
2023
Q1 		$928K Buy
35,830
+391
+1% +$10K 0.39% 58
2022
Q4 		$855K Buy
35,439
+2,172
+7% +$53.5K 0.37% 63
2022
Q3 		$791K Buy
33,267
+1,670
+5% +$43.1K 0.37% 61
2022
Q2 		$770K Buy
31,597
+103
+0.3% +$2.71K 0.35% 61
2022
Q1 		$812K Buy
31,494
+552
+2% +$13.4K 0.31% 71
2021
Q4 		$679K Buy
30,942
+15,748
+104% +$353K 0.24% 83
2021
Q3 		$297K Sell
15,194
-3,984
-21% -$90.5K 0.14% 108
2021
Q2 		$462K Buy
19,178
+2,232
+13% +$52.8K 0.18% 94
2021
Q1 		$373K Buy
16,946
+1,752
+12% +$38.5K 0.16% 98
2020
Q4 		$297K Buy
15,194
+563
+4% +$10.5K 0.14% 109
2020
Q3 		$231K Sell
14,631
-2,197
-13% -$38.5K 0.11% 116
2020
Q2 		$305K Sell
16,828
-2,946
-15% -$52.7K 0.16% 100
2020
Q1 		$282K Buy
19,774
+203
+1% +$4.71K 0.18% 92
2019
Q4 		$551K Buy
19,571
+401
+2% +$10.9K 0.29% 78
2019
Q3 		$547K Buy
19,170
+183
+1% +$5.33K 0.3% 76
2019
Q2 		$548K Buy
18,987
+6
+0% +$173 0.31% 75
2019
Q1 		$552K Buy
18,981
+462
+2% +$12.9K 0.36% 71
2018
Q4 		$455K Buy
18,519
+2,354
+15% +$63K 0.34% 74
2018
Q3 		$464K Buy
16,165
+1,726
+12% +$49.9K 0.3% 81
2018
Q2 		$399K Buy
14,439
+520
+4% +$14.2K 0.31% 84
2018
Q1 		$340K Buy
13,919
+1,830
+15% +$48.7K 0.26% 87
2017
Q4 		$320K Buy
+12,089
New +$306K 0.28% 89

Other funds holding EPD

HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
PDM
Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
TC
Tetrad Corporation Omaha, Nebraska $1.05B AUM 4.93% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $658M AUM 24.19% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

Whitener Capital Management's EPD Position: Q2 2026 in Review

Whitener Capital Management reduced its Enterprise Products Partners (EPD) stake by 1.1% in Q2 2026, selling an estimated $14.5K and leaving 33,398 shares worth $1.23M. The position accounts for 0.26% of the portfolio, ranked #73.

Whitener Capital Management first reported a position in EPD in Q4 2017 and has held it in 35 quarters since. The position peaked at $1.28M in Q1 2026. 300 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Whitener Capital Management held 33,398 shares of Enterprise Products Partners worth $1.23M as of Q2 2026.
  • Whitener Capital Management sold 384 Enterprise Products Partners shares in Q2 2026, an estimated $14.5K.
  • Enterprise Products Partners made up 0.26% of Whitener Capital Management's portfolio in Q2 2026, its #73 holding.
  • Whitener Capital Management first reported a position in Enterprise Products Partners in Q4 2017 and has held it in 35 quarters since.
  • Whitener Capital Management's Enterprise Products Partners position peaked at $1.28M in Q1 2026.
  • 300 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Whitener Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.