Beverly Hills Private Wealth

(USA)



Total value of assets invested/managed by Beverly Hills Private Wealth: $ 40 M in 27 companies

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27 results  Total investment of current selection: $ 40 M


# Name Name Name Type HQ Country of HQ Country of HQ Sectors subsidiaries Shares $M Bonds $M Total $M
1 Kinder Morgan Inc Beverly Hills Private Wealth investment USA USA North America North America Coastal Finance I, Colorado Interstate Gas Company LLC, El Paso Energy Capital Trust I, El Paso Natural Gas Co LLC, Elba Express Company LLC, Gulf LNG Liquefaction Company LLC, Kinder Morgan Energy Partners LP, Kinder Morgan Inc, Tennessee Gas Pipeline Company LLC, Trident Intrastate Pipeline LLC <1 M 5 M 5 M
2 Chevron Corporation Beverly Hills Private Wealth investment USA USA North America North America Chevron Corporation, Texaco Capital Inc, Texaco Capital LLC 5 M 5 M
3 Exxon Mobil Corporation Beverly Hills Private Wealth investment USA USA North America North America Exxon Mobil Corporation, Imperial Oil Ltd 4 M 4 M
4 Suncor Energy Inc Beverly Hills Private Wealth investment USA Canada North America North America Suncor Energy Inc 4 M 4 M
5 Cenovus Energy Inc Beverly Hills Private Wealth investment USA Canada North America North America Cenovus Energy Inc 4 M 4 M
6 Energy Transfer LP Beverly Hills Private Wealth investment USA USA North America North America Energy Transfer LP, Hugh Brinson Pipeline LLC, Lake Charles LNG Export Company LLC, Oasis Pipe Line Finance Co 3 M 3 M
7 Dominion Energy Inc Beverly Hills Private Wealth investment USA USA North America North America Dominion Energy Inc 2 M 2 M
8 WEC Energy Group Inc Beverly Hills Private Wealth investment USA USA North America North America Elm Road Generating Station Supercritical LLC, Wec Capital Trust I, WEC Energy Group Inc, Wisconsin Electric Power Company, Wisconsin Public Service Corporation 2 M 2 M
9 Marathon Petroleum Corporation Beverly Hills Private Wealth investment USA USA North America North America Marathon Petroleum Corporation, MPLX LP 2 M 2 M
10 Greenfire Resources Ltd Beverly Hills Private Wealth investment USA Canada North America North America Greenfire Resources Ltd 2 M 2 M
11 Enterprise Products Partners LP Beverly Hills Private Wealth investment USA USA North America North America Enterprise Products Partners LP, SPOT Terminal Services LLC <1 M <1 M
12 Enbridge Inc Beverly Hills Private Wealth investment USA Canada North America North America Alliance Pipeline LP, East Tennessee Natural Gas LLC, Enbridge Gas Inc, Enbridge Inc, Rio Bravo Pipeline Company LLC, Westcoast Connector Gas Transmission Ltd, Westcoast Energy Inc <1 M <1 M
13 Vistra Corp Beverly Hills Private Wealth investment USA USA North America North America Dynegy Midwest Generation LLC, Luminant Mining Co LLC, Permian Power I LLC, Permian Power II LLC, Vistra Corp, Vistra Finance Corp <1 M <1 M
14 Shell plc Beverly Hills Private Wealth investment USA United Kingdom North America Europe (non EU) Shell Finance Netherlands BV, Shell Finance Switzerland AG, Shell International Finance BV, Shell plc, Shell Treasury Centre East Pte Ltd, Shell Treasury Centre Ltd, Shell Treasury Luxembourg SARL <1 M <1 M
15 TC Energy Corporation Beverly Hills Private Wealth investment USA Canada North America North America TC Energy Corporation, TC PipeLines LP, TransCanada PipeLines Ltd, TransCanada Trust <1 M <1 M
16 Entergy Corporation Beverly Hills Private Wealth investment USA USA North America North America Entergy Corporation <1 M <1 M
17 Barrick Mining Corporation Beverly Hills Private Wealth investment USA Canada North America North America Barrick (PD) Australia Finance Pty Ltd, Barrick Mining Corporation, Barrick North America Finance LLC <1 M <1 M
18 American Electric Power Company Inc (AEP) Beverly Hills Private Wealth investment USA USA North America North America AEP Credit Inc, AEP Generating Co, American Electric Power Company Inc (AEP), Appalachian Power Co, Indiana Michigan Power Co, Kentucky Power Co, Ohio Power Co, Public Service Co of Oklahoma, Southwestern Electric Power Company, Wheeling Power Co <1 M <1 M
19 Fortis Inc Beverly Hills Private Wealth investment USA Canada North America North America Fortis Inc, Tucson Electric Power Co, UNS Energy Corporation <1 M <1 M
20 GE Vernova Inc Beverly Hills Private Wealth investment USA USA North America North America GE Vernova Inc, Wolf Summit Energy LLC <1 M <1 M
21 NiSource Inc Beverly Hills Private Wealth investment USA USA North America North America NISOURCE CAPITAL MARKETS INC, NiSource Finance Corp, NiSource Inc, Northern Indiana Public Service Company LLC <1 M <1 M
22 Duke Energy Corporation Beverly Hills Private Wealth investment USA USA North America North America Duke Capital Financing Trust I, Duke Capital Financing Trust II, Duke Energy Capital Trust II, Duke Energy Carolinas LLC, Duke Energy Corporation, Duke Energy Florida LLC, Duke Energy Florida Project Finance LLC, Duke Energy Indiana LLC, Duke Energy Kentucky Inc, Duke Energy Ohio Inc, Duke Energy Progress LLC, Duke Energy Progress NC Storm Funding LLC, PROGRESS CAPITAL HOLDINGS INC, Progress Energy Inc <1 M <1 M
23 ConocoPhillips Beverly Hills Private Wealth investment USA USA North America North America Conoco Funding Co, ConocoPhillips, Polar Tankers Inc <1 M <1 M
24 ONEOK Inc Beverly Hills Private Wealth investment USA USA North America North America ONEOK Inc, Saguaro Connector Pipeline LLC <1 M <1 M
25 Pembina Pipeline Corporation Beverly Hills Private Wealth investment USA Canada North America North America Pembina Pipeline Corporation <1 M <1 M





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Detailed information about data protection can be found on the page Privacy Policy


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On this website we use cookies and similar technologies to process device information and (anonymised) personal data. Processing serves the integration of content, external services and third-party elements, statistical analysis/measurement, integration of social media and IT security. Depending on the function, data is passed on to and processed by third parties. When integrating social media and interactive elements, data may also be stored by providers outside the jurisdiction of the European Union; despite careful selection, a level of protection equivalent to European data protection standards cannot be guaranteed. All consents are voluntary, not required for the use of our website and can be revoked or individually adjusted at any time via the "Adjust privacy settings" link in the footer.