Position in SBR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$516,079
-$30,844 QoQ
Shares Held
6,850
-0.5% QoQ
Ownership
0.047%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SBR 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. SBR ranks #22 (0.2% 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 SBR
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $516,079 | 6,850 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $546,923 | 6,883 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $458,958 | 6,883 | Shares | Sole | 2025-09-26 | |
| 2025-03-31 | $465,910 | 6,883 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $446,087 | 6,883 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $425,162 | 6,883 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $445,261 | 6,883 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $437,689 | 6,883 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,214,218 | 17,893 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,176,974 | 17,860 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $1,177,688 | 17,860 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $790,628 | 11,010 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||