Q4 2022 |
37 |
$34.4M |
+$1.34M |
-$3.13M |
-$1.79M |
SLB, HAL, COP, BKR, EOG
|
13F-HR |
2/14/2023, 03:44 PM |
Q3 2022 |
39 |
$31M |
+$1.36M |
-$5.1M |
-$3.74M |
SLB, GTLS, DVN, COP, LNG
|
13F-HR |
11/15/2022, 02:38 PM |
Q2 2022 |
42 |
$34.9M |
+$2.17M |
-$5.21M |
-$3.04M |
GTLS, HP, SLB, HAL, DVN
|
13F-HR |
8/15/2022, 02:52 PM |
Q1 2022 |
40 |
$42M |
+$7.71M |
-$7.68M |
+$29.1K |
BKR, HAL, HP, SLB, GTLS
|
13F-HR |
5/13/2022, 12:07 PM |
Q4 2021 |
41 |
$33.7M |
+$3.79M |
-$9.64M |
-$5.85M |
BKR, DVN, SLB, HAL, EOG
|
13F-HR |
2/15/2022, 11:21 AM |
Q3 2021 |
40 |
$38.8M |
+$1.76M |
-$1.56M |
+$194K |
BKR, SLB, HAL, DVN, GTLS
|
13F-HR |
11/18/2021, 12:06 PM |
Q2 2021 |
40 |
$39.3M |
+$5.45M |
-$8.97M |
-$3.51M |
SLB, BKR, HAL, ET, EOG
|
13F-HR |
8/13/2021, 12:09 PM |
Q1 2021 |
40 |
$39.7M |
+$7.12M |
-$6.6M |
+$514K |
SLB, FSLR, PWR, BKR, HAL
|
13F-HR |
5/17/2021, 03:45 PM |
Q4 2020 |
35 |
$37.3M |
+$5.24M |
-$4.08M |
+$1.16M |
ENPH, SEDG, FSLR, PWR, APD
|
13F-HR |
2/19/2021, 01:05 PM |
Q3 2020 |
35 |
$27.5M |
+$3.12M |
-$1.89M |
+$1.23M |
SEDG, FSLR, APD, PWR, BKR
|
13F-HR |
11/13/2020, 10:43 AM |
Q2 2020 |
35 |
$25.2M |
+$2.92M |
-$4.79M |
-$1.87M |
BKR, APD, FSLR, EPD, SEDG
|
13F-HR |
8/14/2020, 02:09 PM |
Q1 2020 |
28 |
$17.9M |
+$6.73M |
-$13.8M |
-$7.06M |
EPD, APD, FSLR, BKR, NEE
|
13F-HR |
5/15/2020, 03:43 PM |
Q4 2019 |
35 |
$38.6M |
+$3.88M |
-$3.43M |
+$444K |
SLB, HAL, BKR, NOV, HLX
|
13F-HR |
2/14/2020, 03:10 PM |
Q3 2019 |
39 |
$34.8M |
+$9.17M |
-$9.49M |
-$317K |
HAL, NOV, SLB, HLX, PSX
|
13F-HR |
11/15/2019, 02:27 PM |
Q2 2019 |
41 |
$40.1M |
+$2.56M |
-$2.81M |
-$259K |
HLX, SLB, OIS, NOV, HAL
|
13F-HR |
8/15/2019, 03:48 PM |
Q1 2019 |
40 |
$43.1M |
+$1.37M |
-$25.6M |
-$24.2M |
NOV, HAL, HLX, OIS, SLB
|
13F-HR |
5/15/2019, 03:20 PM |
Q4 2018 |
38 |
$56.8M |
+$12.8M |
-$44.1M |
-$31.3M |
NOV, HAL, SLB, EOG, CTRA
|
13F-HR |
2/15/2019, 03:05 PM |
Q3 2018 |
42 |
$129M |
+$6.66M |
-$40.7M |
-$34.1M |
HAL, SLB, NOV, EOG, HP
|
13F-HR |
11/15/2018, 02:56 PM |
Q2 2018 |
51 |
$164M |
+$41.1M |
-$14.4M |
+$26.7M |
HAL, NOV, SLB, TS, OIS
|
13F-HR |
8/20/2018, 02:59 PM |
Q1 2018 |
54 |
$125M |
+$6.6M |
-$13.7M |
-$7.12M |
HAL, SLB, TS, HP, NOV
|
13F-HR |
5/15/2018, 04:55 PM |
Q4 2017 |
56 |
$145M |
+$5.07M |
-$24.2M |
-$19.1M |
HAL, PTEN, SLB, NOV, HP
|
13F-HR |
2/9/2018, 03:25 PM |
Q3 2017 |
61 |
$154M |
+$18M |
-$52.8M |
-$34.8M |
HAL, PTEN, NOV, EOG, SLB
|
13F-HR |
11/20/2017, 10:21 AM |
Q2 2017 |
56 |
$183M |
+$2.82M |
-$92.7M |
-$89.9M |
HAL, PTEN, BHI, EOG, SLCA
|
13F-HR |
8/15/2017, 03:23 PM |
Q1 2017 |
54 |
$339M |
+$33.3M |
-$40M |
-$6.63M |
HAL, PTEN, SLCA, SPNV, OIS
|
13F-HR |
5/15/2017, 03:16 PM |
Q4 2016 |
51 |
$378M |
+$1.26M |
-$151K |
+$1.11M |
HAL, PTEN, SLCA, SPNV, OIS
|
13F-HR |
2/15/2017, 11:33 AM |
Q3 2016 |
50 |
$342M |
+$34.8M |
-$38.8M |
-$3.98M |
HAL, SPNV, PTEN, SLCA, HP
|
13F-HR |
11/15/2016, 04:07 PM |
Q2 2016 |
53 |
$332M |
+$34.6M |
-$33.4M |
+$1.25M |
HAL, SPNV, SLB, HP, PTEN
|
13F-HR |
8/15/2016, 12:39 PM |
Q1 2016 |
50 |
$298M |
+$31M |
-$25.7M |
+$5.38M |
HAL, SLB, BHI, SPNV, DRQ
|
13F-HR |
5/18/2016, 03:19 PM |
Q4 2015 |
40 |
$286M |
+$31.4M |
-$50.8M |
-$19.4M |
BHI, SLB, HAL, DRQ, FTI
|
13F-HR |
2/5/2016, 03:58 PM |
Q3 2015 |
46 |
$305M |
+$23.1M |
-$62.1M |
-$39M |
HAL, BHI, SLB, CAM, PTEN
|
13F-HR |
11/13/2015, 03:14 PM |
Q2 2015 |
51 |
$427M |
+$30.8M |
-$24.6M |
+$6.14M |
HAL, SLB, BHI, PTEN, CAM
|
13F-HR |
8/24/2015, 11:31 AM |
Q1 2015 |
51 |
$425M |
+$85.8M |
-$62.6M |
+$23.2M |
HAL, BHI, SLB, OII, NOV
|
13F-HR |
5/15/2015, 12:51 PM |
Q4 2014 |
47 |
$407M |
+$59.7M |
-$43.2M |
+$16.5M |
SLB, CAM, HAL, FTI, NOV
|
13F-HR |
2/13/2015, 04:13 PM |
Q3 2014 |
37 |
$501M |
+$98.6M |
-$120M |
-$21.6M |
HAL, BHI, CAM, SLB, FTI
|
13F-HR |
11/13/2014, 03:45 PM |
Q2 2014 |
42 |
$585M |
+$72.2M |
-$101M |
-$28.4M |
HAL, BHI, SLB, NOV, CAM
|
13F-HR |
8/15/2014, 11:32 AM |
Q1 2014 |
40 |
$576M |
+$27.5M |
-$40.3M |
-$12.8M |
HAL, SLB, NOV, CAM, FTI
|
Restatement |
5/15/2014, 04:13 PM |
Q4 2013 |
37 |
$572M |
$0 |
$0 |
|
HAL, SLB, NOV, OII, FTI
|
13F-HR |
2/14/2014, 01:07 PM |