Q2 2024 |
58 |
$1.85B |
+$725M |
-$716M |
+$8.88M |
KEX, NFE, SLB, TDW, PBR
|
13F-HR |
8/14/2024, 04:05 PM |
Q1 2024 |
57 |
$1.84B |
+$720M |
-$639M |
+$80.9M |
NFE, SU, TDW, SLB, AA
|
13F-HR |
5/15/2024, 04:09 PM |
Q4 2023 |
57 |
$1.71B |
+$716M |
-$545M |
+$171M |
NFE, SHLS, TDW, VALE, SWN
|
13F-HR |
2/14/2024, 04:09 PM |
Q3 2023 |
46 |
$1.6B |
+$493M |
-$648M |
-$155M |
NFE, SHLS, TDW, KOS, NXT
|
13F-HR |
11/14/2023, 04:07 PM |
Q2 2023 |
48 |
$1.68B |
+$744M |
-$733M |
+$10.8M |
NFE, SHLS, TDW, COP, ERF
|
13F-HR |
8/14/2023, 04:16 PM |
Q1 2023 |
54 |
$1.65B |
+$551M |
-$629M |
-$77.8M |
RIO, NFE, SHLS, ERF, ARRY
|
13F-HR |
5/15/2023, 04:24 PM |
Q4 2022 |
51 |
$1.82B |
+$567M |
-$590M |
-$23.4M |
NFE, CRC, RIO, ERF, SU
|
13F-HR |
2/14/2023, 04:53 PM |
Q3 2022 |
58 |
$1.73B |
+$622M |
-$470M |
+$152M |
CRC, MRO, FTI, NFE, ERF
|
13F-HR |
11/14/2022, 04:29 PM |
Q2 2022 |
53 |
$1.43B |
+$681M |
-$387M |
+$294M |
CRC, MRO, NFE, OVV, AR
|
13F-HR |
8/15/2022, 05:36 PM |
Q1 2022 |
49 |
$1.27B |
+$445M |
-$468M |
-$23.6M |
NFE, CRC, OVV, FREY, PDS
|
13F-HR |
5/16/2022, 04:12 PM |
Q4 2021 |
54 |
$1.1B |
+$473M |
-$362M |
+$112M |
CRC, FREY, DEN, IMO, TS
|
13F-HR |
2/14/2022, 04:21 PM |
Q3 2021 |
47 |
$995M |
+$363M |
-$499M |
-$136M |
CRC, AR, FREY, BKR, OVV
|
13F-HR |
11/15/2021, 04:30 PM |
Q2 2021 |
48 |
$1.09B |
+$309M |
-$393M |
-$84.2M |
CRC, ERF, ENPH, DEN, NESR
|
13F-HR |
8/16/2021, 04:24 PM |
Q1 2021 |
50 |
$987M |
+$403M |
-$454M |
-$50.7M |
ERF, DEN, NESR, CVE, DVN
|
13F-HR |
5/17/2021, 04:08 PM |
Q4 2020 |
42 |
$847M |
+$310M |
-$483M |
-$173M |
ERF, DEN, PBR, SLB, NESR
|
13F-HR |
2/16/2021, 04:05 PM |
Q3 2020 |
43 |
$781M |
+$330M |
-$289M |
+$40.5M |
XEC, PBR, CXO, HFC, CVE
|
13F-HR |
11/16/2020, 04:19 PM |
Q2 2020 |
37 |
$734M |
+$331M |
-$551M |
-$220M |
XEC, PBR, PE, EQT, ERF
|
13F-HR |
8/14/2020, 04:46 PM |
Q1 2020 |
38 |
$757M |
+$521M |
-$566M |
-$44.8M |
PXD, KMI, EOG, XEC, PE
|
13F-HR |
5/15/2020, 04:09 PM |
Q4 2019 |
39 |
$1.23B |
+$407M |
-$342M |
+$65.1M |
ERF, XEC, PXD, MRO, JAG
|
13F-HR |
2/14/2020, 04:16 PM |
Q3 2019 |
41 |
$1.06B |
+$550M |
-$443M |
+$107M |
XEC, PXD, ERF, MGY, JAG
|
13F-HR |
11/14/2019, 04:09 PM |
Q2 2019 |
41 |
$1.03B |
+$561M |
-$442M |
+$119M |
MRO, OXY, XEC, WLL, MGY
|
13F-HR |
8/14/2019, 04:02 PM |
Q1 2019 |
39 |
$968M |
+$346M |
-$368M |
-$21.8M |
CLR, MRO, FANG, APC, MGY
|
13F-HR |
5/15/2019, 04:28 PM |
Q4 2018 |
36 |
$853M |
+$575M |
-$448M |
+$127M |
FANG, ERF, PXD, MGY, EQT
|
13F-HR |
2/14/2019, 04:17 PM |
Q3 2018 |
41 |
$881M |
+$562M |
-$460M |
+$102M |
RRC, ERF, XEC, MGY, MRO
|
13F-HR |
11/14/2018, 04:13 PM |
Q2 2018 |
37 |
$763M |
+$439M |
-$413M |
+$26M |
HES, ECA, PE, TPGE, MRO
|
13F-HR |
8/14/2018, 04:00 PM |
Q1 2018 |
35 |
$623M |
+$412M |
-$429M |
-$16.2M |
OASPQ, RSPP, EGN, ECA, FANG
|
13F-HR |
5/15/2018, 10:05 AM |
Q4 2017 |
30 |
$661M |
+$285M |
-$260M |
+$25.4M |
GPORQ, MRO, WPX, SWN, REI
|
13F-HR |
2/14/2018, 12:25 PM |
Q3 2017 |
27 |
$614M |
+$258M |
-$232M |
+$25.5M |
WPX, GPORQ, MRO, SWN, XOGAQ
|
13F-HR |
11/14/2017, 07:51 AM |
Q2 2017 |
24 |
$541M |
+$318M |
-$226M |
+$92.1M |
LPI, WPX, GPORQ, XOGAQ, CTRA
|
13F-HR |
8/14/2017, 07:59 AM |
Q1 2017 |
24 |
$508M |
+$327M |
-$314M |
+$14M |
SWN, MRO, PE, XOGAQ, SND
|
13F-HR |
5/15/2017, 10:14 AM |
Q4 2016 |
26 |
$507M |
+$308M |
-$278M |
+$29.6M |
CWEI, APC, SND, PE, XEC
|
13F-HR |
2/14/2017, 06:48 AM |
Q3 2016 |
23 |
$425M |
+$236M |
-$203M |
+$32.3M |
CWEI, APC, WPX, PE, SRAQ
|
13F-HR |
11/14/2016, 07:28 AM |
Q2 2016 |
24 |
$337M |
+$221M |
-$194M |
+$26.9M |
APC, EGN, NFX, XEC, CHK
|
13F-HR |
8/15/2016, 10:08 AM |
Q1 2016 |
19 |
$271M |
+$175M |
-$322M |
-$147M |
NFX, HES, CLR, EGN, CTRA
|
13F-HR |
5/16/2016, 06:46 AM |
Q4 2015 |
26 |
$415M |
+$258M |
-$359M |
-$101M |
DVN, ECA, NFX, OASPQ, PXD
|
13F-HR |
2/16/2016, 06:44 AM |
Q3 2015 |
29 |
$538M |
+$363M |
-$229M |
+$134M |
OXY, CLR, EOG, MRO, ECA
|
13F-HR |
11/16/2015, 06:48 AM |
Q2 2015 |
27 |
$465M |
+$293M |
-$244M |
+$48.8M |
EGN, NFX, CLR, XEC, PE
|
13F-HR |
8/14/2015, 06:59 AM |
Q1 2015 |
26 |
$421M |
+$301M |
-$218M |
+$83.6M |
NFX, GPORQ, OASPQ, PDCE, RICE
|
13F-HR |
5/15/2015, 06:45 AM |
Q4 2014 |
22 |
$325M |
+$205M |
-$247M |
-$42.4M |
XEC, GPORQ, APC, NFX, EGN
|
13F-HR |
2/17/2015, 06:58 AM |
Q3 2014 |
27 |
$408M |
+$300M |
-$160M |
+$140M |
MRO, APC, NFX, MHRCQ, EGN
|
13F-HR |
11/14/2014, 07:07 AM |
Q2 2014 |
19 |
$278M |
+$205M |
-$303M |
-$98M |
CRRTQ, XEC, WPX, MRO, RES
|
13F-HR |
8/14/2014, 07:36 AM |
Q1 2014 |
20 |
$362M |
+$225M |
-$400M |
-$175M |
GPORQ, XEC, WLL, ECA, NFX
|
13F-HR |
5/15/2014, 07:43 AM |
Q4 2013 |
23 |
$510M |
$0 |
$0 |
|
GPORQ, XEC, WLL, SM, BRSWQ
|
13F-HR |
2/14/2014, 07:01 AM |