Universe · entity
Sourcerock Group LLC
Institutional manager (13F) · CIK 1822531
13F holdings · as of 2026-03-31 · top 39 · reported portfolio $2.4B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | ANTERO RESOURCES CORP | $353M | 8,305,886 |
| 2 | CALIFORNIA RES CORP | $315M | 4,545,993 |
| 3 | CHORD ENERGY CORPORATION | $184M | 1,291,570 |
| 4 | NOBLE CORP PLC | $181M | 3,681,172 |
| 5 | PATTERSON-UTI ENERGY INC | $177M | 16,309,517 |
| 6 | CENTURY ALUM CO | $158M | 2,687,249 |
| 7 | TALOS ENERGY INC | $125M | 7,949,403 |
| 8 | PROPETRO HLDG CORP | $104M | 7,241,813 |
| 9 | HALLIBURTON CO | $97M | 2,477,128 |
| 10 | ONEOK INC NEW | $92M | 1,016,145 |
| 11 | CHENIERE ENERGY INC | $64M | 225,114 |
| 12 | OVINTIV INC | $56M | 941,950 |
| 13 | PEABODY ENGR CORP | $47M | 1,420,791 |
| 14 | PG&E CORP | $43M | 2,446,097 |
| 15 | OCCIDENTAL PETE CORP | $40M | 611,101 |
| 16 | DIAMONDBACK ENERGY INC | $36M | 180,344 |
| 17 | TIDEWATER INC NEW | $35M | 423,513 |
| 18 | RICE ACQUISITION CORP 3 | $27M | 2,566,967 |
| 19 | XCEL ENERGY INC | $24M | 307,575 |
| 20 | ALLIANT ENERGY CORP | $21M | 299,150 |
| 21 | NEW JERSEY RES CORP | $19M | 349,872 |
| 22 | ANDERSONS INC | $19M | 258,746 |
| 23 | VENTURE GLOBAL INC | $17M | 1,080,000 |
| 24 | EQT CORP | $15M | 242,527 |
| 25 | VANECK ETF TRUST | $15M | 165,000 |
| 26 | GREEN PLAINS INC | $14M | 851,878 |
| 27 | MURPHY USA INC | $12M | 24,929 |
| 28 | GOLAR LNG LTD | $12M | 216,820 |
| 29 | SOUTHWEST GAS HLDGS INC | $11M | 128,669 |
| 30 | VISTRA CORP | $11M | 70,900 |
| 31 | GENERAC HLDGS INC | $11M | 54,000 |
| 32 | TC ENERGY CORP | $10M | 165,584 |
| 33 | UGI CORP NEW | $10M | 268,804 |
| 34 | COMPASS MINERALS INTL INC | $5M | 235,198 |
| 35 | ALGOMA STL GROUP INC | $5M | 1,306,403 |
| 36 | NEXTDECADE CORP | $5M | 591,171 |
| 37 | CORE NATURAL RESOURCES INC | $4M | 38,584 |
| 38 | HALLADOR ENERGY COMPANY | $2M | 146,969 |
| 39 | NET POWER INC | $2M | 1,504,126 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.