Kercheville Advisors, LLC EPD — ENTERPRISE PRODS PARTNERS L

Ownership history in Kercheville Advisors, LLC  ·  4 quarters on record

AI Ownership Summary

Kercheville Advisors, LLC reported ENTERPRISE PRODS PARTNERS L (EPD) in 4 quarterly 13F filings from 2025 Q4 through 2026 Q3. Peak portfolio weight reached 1.15% in 2026 Q2. The latest visible filing shows EPD at 0.95% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this EPD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Kercheville Advisors, LLC's position in ENTERPRISE PRODS PARTNERS L, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

EPD was reported at 0.95% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.15% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

EPD stock page Kercheville Advisors, LLC fund profile Kercheville Advisors, LLC full holdings
How Kercheville Advisors, LLC held EPD — position size vs. price
% of Fund (quarterly)    EPD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 REDUCED — — — 96,470 -6,450 -6.3% 0.95% $3.4M 2026-10-19 $36.80
2026 Q2 ADDED — — — 102,920 +9,600 +10.3% 1.15% $3.8M 2026-07-30 $37.56
2026 Q1 ADDED — — — 93,320 +52,620 +129.3% 1.13% $3.5M 2026-04-20 $35.85
2025 Q4 INITIATED — — — 40,700 — — 0.35% $1.4M 2026-01-29 $32.60

🏢 Other funds also holding EPD

As of 2026 Q3 — sorted by position size

CHICKASAW CAPITAL MANAGEMENT LLC 3Y 7Y 5.83% Bridgelight Financial Advisors, Inc. 5.68% WALNUT PRIVATE EQUITY PARTNERS, LLC 3Y 7Y 5.05% SL ADVISORS, LLC 3Y 7Y 4.98% Hamlin Capital Management, LLC 3Y 7Y 4.2% TETRAD CORP 3.77% SANDERS MORRIS HARRIS LLC 3Y 7Y 3.71% A. D. Beadell Investment Counsel, Inc. 3Y 7Y 3.61% Northside Capital Management, LLC 3Y 7Y 3.2% WP Advisors, LLC 3Y 7Y 3.13%

FAQ About Kercheville Advisors, LLC and EPD

These are the practical questions this page is built to answer before you even open the full history table.

How long has Kercheville Advisors, LLC reported owning EPD?

Kercheville Advisors, LLC reported EPD across 4 quarterly 13F filings, from 2025 Q4 through 2026 Q3.

What was the largest reported EPD position in Kercheville Advisors, LLC's portfolio?

The largest reported portfolio weight for EPD was 1.15% in 2026 Q2.

What is the latest reported EPD position on this page?

The most recent filing on this page is 2026 Q3, when Kercheville Advisors, LLC reported 96,470 shares, equal to 0.95% of portfolio, with an estimated market value of $3.4M.

What does the chart on this EPD ownership page compare?

The chart compares Kercheville Advisors, LLC's quarterly EPD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Kercheville Advisors, LLC time their EPD position?

Based on 13F filing dates vs. subsequent EPD price moves, Kercheville Advisors, LLC correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on EPD relative to SPY over the holding period was +2.0%.

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