Position in PBT
as of Jun 30, 2026
· filed Aug 27, 2026
Position Value
$522,459
+$115,925 QoQ
Shares Held
20,865
+10.4% QoQ
Ownership
0.045%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#44
of 101 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PBT Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Corient Private Wealth LLC holds $326,731,415 across 30 Oil & Gas Midstream names. PBT ranks #19 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EPD |
Enterprise Products Partners L.P.
|
2,643,627 | $97,179,728 | |
| 2 | WMB |
Williams Companies, Inc.
|
1,062,982 | $79,022,081 | |
| 3 | ET |
Energy Transfer LP
|
1,821,330 | $34,823,829 | |
| 4 | KMI |
Kinder Morgan, Inc.
|
694,124 | $22,191,143 | |
| 5 | MPLX |
Mplx LP
|
348,098 | $19,608,360 | |
| 6 | OKE |
Oneok Inc /New/
|
200,232 | $17,408,169 | |
| 7 | TRGP |
Targa Resources Corp.
|
42,659 | $11,438,583 | |
| 8 | ENB |
Enbridge Inc
|
204,592 | $11,090,931 |
All Filings in PBT
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $522,459 | 20,865 | Shares | Sole | 2026-08-27 | |
| 2026-03-31 | $406,534 | 18,891 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $320,769 | 18,891 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $343,830 | 18,840 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||