Oxbow Advisors’s ClearBridge Energy Midstream Opportunity Fund EMO Stock Holding History

Oxbow Advisors’s Portfolio EMO Stock Details EMO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.93M	Hold	58,484	–	–	0.24%	114
2026 Q1	$3.09M	Hold	58,484	–	–	0.26%	101
2025 Q4	$2.61M	Buy	58,484 +6,679	+13%	+$292K	0.23%	109
2025 Q3	$2.33M	Hold	51,805	–	–	0.22%	100
2025 Q2	$2.49M	Hold	51,805	–	–	0.27%	84
2025 Q1	$2.57M	Hold	51,805	–	–	0.27%	76
2024 Q4	$2.41M	Hold	51,805	–	–	0.28%	84
2024 Q3	$2.19M	Buy	+51,805	New	+$2.1M	0.22%	78
2020 Q4	–	Sell	-14,743	Closed	-$129K	–	270
2020 Q3	$129K	Buy	+14,743	New	+$163K	0.02%	253

Other funds holding EMO

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ZCP

Z3 Capital Partners Richmond, Virginia $476M AUM

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Oxbow Advisors's EMO Position: Q2 2026 in Review

Oxbow Advisors held its ClearBridge Energy Midstream Opportunity Fund (EMO) position steady in Q2 2026 at 58,484 shares worth $2.93M. The position accounts for 0.24% of the portfolio, ranked #114.

Oxbow Advisors first reported a position in EMO in Q3 2020 and has held it in 9 quarters since. The position peaked at $3.09M in Q1 2026. 117 funds tracked by Wall St. Rank hold EMO as of Q2 2026.

Oxbow Advisors held 58,484 shares of ClearBridge Energy Midstream Opportunity Fund worth $2.93M as of Q2 2026.
Oxbow Advisors left its ClearBridge Energy Midstream Opportunity Fund share count unchanged in Q2 2026.
ClearBridge Energy Midstream Opportunity Fund made up 0.24% of Oxbow Advisors's portfolio in Q2 2026, its #114 holding.
Oxbow Advisors first reported a position in ClearBridge Energy Midstream Opportunity Fund in Q3 2020 and has held it in 9 quarters since.
Oxbow Advisors's ClearBridge Energy Midstream Opportunity Fund position peaked at $3.09M in Q1 2026.
117 funds tracked by Wall St. Rank held ClearBridge Energy Midstream Opportunity Fund as of Q2 2026.

Based on Oxbow Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.