Position in WDS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,029,107
+$406,957 QoQ
Shares Held
43,095
+8.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 68.06016524256762.ToString("F0")%
Shared 18.449732834310197.ToString("F0")%
None 13.490101923122191.ToString("F0")%
Common Shares in WDS Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Mar 31, 2026Corient Private Wealth LLC holds $236,896,887 across 34 Oil & Gas E&P names. WDS ranks #20 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COP |
Conocophillips
|
540,281 | $71,317,092 | |
| 2 | EOG |
Eog Resources Inc
|
300,366 | $43,423,911 | |
| 3 | CNQ |
CANADIAN NATURAL RESOURCES Ltd
|
457,255 | $22,282,035 | |
| 4 | FANG |
Diamondback Energy, Inc.
|
60,419 | $11,950,273 | |
| 5 | OVV |
Ovintiv Inc.
|
199,046 | $11,815,369 | |
| 6 | OXY |
Occidental Petroleum Corp /De/
|
164,916 | $10,719,540 | |
| 7 | CTRA |
Coterra Energy Inc.
|
262,588 | $9,227,342 | |
| 8 | APA |
APA Corp
|
215,468 | $9,144,461 |
All Filings in WDS
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,029,107 | 43,095 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $622,150 | 39,907 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $643,146 | 42,734 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $410,283 | 26,590 | Shares | Sole | 2025-09-26 | |
| 2025-03-31 | $694,127 | 47,904 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $1,685,470 | 108,043 | Shares | Other | 2025-02-10 | |
| 2024-09-30 | $1,275,570 | 73,989 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,505,684 | 80,047 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,790,669 | 89,668 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,873,677 | 88,842 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $2,316,912 | 99,481 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $2,136,471 | 92,129 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $2,482,058 | 110,658 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||