Position in PBT
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$406,534
+$85,765 QoQ
Shares Held
18,891
0.0% QoQ
Ownership
0.041%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0.26467630088401883.ToString("F0")%
Shared 0.ToString("F0")%
None 99.73532369911598.ToString("F0")%
Common Shares in PBT Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Mar 31, 2026Corient Private Wealth LLC holds $336,703,288 across 27 Oil & Gas Midstream names. PBT ranks #24 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EPD |
Enterprise Products Partners L.P.
|
2,741,683 | $103,745,284 | |
| 2 | WMB |
Williams Companies, Inc.
|
975,242 | $70,978,112 | |
| 3 | ET |
Energy Transfer LP
|
1,733,600 | $33,458,480 | |
| 4 | KMI |
Kinder Morgan, Inc.
|
768,587 | $25,770,721 | |
| 5 | MPLX |
Mplx LP
|
337,721 | $19,273,737 | |
| 6 | OKE |
Oneok Inc /New/
|
188,699 | $17,056,501 | |
| 7 | TRGP |
Targa Resources Corp.
|
50,169 | $12,578,873 | |
| 8 | ENB |
Enbridge Inc
|
206,872 | $11,200,049 |
All Filings in PBT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||