| Q2 2024 |
44 |
$1.89B |
+$719M |
-$705M |
+$14.6M |
VST, GEV, FANG, TRP, CVE
|
13F-HR |
8/14/2024, 04:37 PM |
| Q1 2024 |
39 |
$1.81B |
+$816M |
-$964M |
-$148M |
VST, CVE, FANG, TRGP, XOM
|
13F-HR |
5/15/2024, 04:19 PM |
| Q4 2023 |
45 |
$1.69B |
+$614M |
-$588M |
+$25.3M |
VST, TRGP, PSX, XOM, BKR
|
13F-HR |
2/14/2024, 04:10 PM |
| Q3 2023 |
50 |
$1.65B |
+$708M |
-$515M |
+$193M |
TRGP, CVE, XOM, VST, PXD
|
13F-HR |
11/14/2023, 04:12 PM |
| Q2 2023 |
47 |
$1.38B |
+$533M |
-$328M |
+$205M |
TRGP, SHEL, SLB, VST, CVE
|
13F-HR |
8/14/2023, 05:22 PM |
| Q1 2023 |
36 |
$1.13B |
+$434M |
-$119M |
+$315M |
TRGP, SHEL, SLB, MRO, WFRD
|
13F-HR |
5/15/2023, 04:18 PM |
| Q4 2022 |
31 |
$1.02B |
+$338M |
-$330M |
+$7.44M |
CVE, XOM, TRGP, HAL, SHEL
|
13F-HR |
2/14/2023, 03:19 PM |
| Q3 2022 |
33 |
$989M |
+$389M |
-$112M |
+$277M |
XOM, MPC, FANG, COP, CNQ
|
13F-HR |
11/14/2022, 03:27 PM |
| Q2 2022 |
33 |
$771M |
+$260M |
-$233M |
+$26.2M |
XOM, COP, SU, FANG, HAL
|
13F-HR |
8/15/2022, 06:23 PM |
| Q1 2022 |
1 |
$2.79M |
|
|
|
MPLX
|
New Holdings |
8/15/2022, 06:16 PM |
| Q1 2022 |
34 |
$984M |
+$361M |
-$198M |
+$163M |
OVV, PSX, HAL, MRO, XOM
|
13F-HR |
5/16/2022, 04:09 PM |
| Q4 2021 |
40 |
$943M |
+$381M |
-$49M |
+$332M |
OVV, COP, SLB, TRGP, AES
|
13F-HR |
2/14/2022, 03:25 PM |
| Q3 2021 |
32 |
$701M |
+$269M |
-$148M |
+$122M |
OVV, COP, SLB, AES, PXD
|
13F-HR |
11/15/2021, 12:19 PM |
| Q2 2021 |
34 |
$569M |
+$190M |
-$335M |
-$145M |
OVV, SLB, DAR, COP, XOM
|
13F-HR |
8/16/2021, 04:36 PM |
| Q1 2021 |
32 |
$621M |
+$315M |
-$158M |
+$157M |
DEN, XEC, DAR, OVV, NOVA
|
13F-HR |
5/17/2021, 04:51 PM |
| Q4 2020 |
27 |
$388M |
|
|
|
AES, NOVA, DAR, CNQ, XEC
|
Restatement |
5/19/2021, 10:33 AM |