13F Filings History of Merewether Investment Management, LP

Latest 13F report
Q4 2025 - 17 Feb 2026
Value $
$4,348,190,973
Signature - Title
Janice Ezell - CFO/CCO
Location
Dallas, TX
Summary
This page shows a list of all the recent 13F filings made by Merewether Investment Management, LP. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Merewether Investment Management, LP reported 77 stock holdings with total value $4,348,190,973 as of Q4 2025. Top holdings included ETR, XEL, EXE, SU, and OVV.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 77 $4,348,190,973 +$1,566,037,365 -$1,509,027,996 +$57,009,369 ETR, XEL, EXE, SU, OVV 13F-HR 17 Feb 2026, 16:25
Q3 2025 70 $4,180,073,839 +$1,781,906,861 -$1,372,802,453 +$409,104,408 ETR, MTZ, SRE, NVT, EXE 13F-HR 14 Nov 2025, 16:13
Q2 2025 63 $3,472,034,921 +$1,322,432,072 -$777,080,287 +$545,351,785 VST, EQT, TRGP, SHEL, KMI 13F-HR 14 Aug 2025, 16:00
Q1 2025 54 $2,753,415,749 +$1,011,342,683 -$834,890,951 +$176,451,732 SHEL, VST, SU, TRGP, XOM 13F-HR 15 May 2025, 16:16
Q4 2024 52 $2,504,401,543 +$910,320,210 -$656,437,301 +$253,882,909 TRGP, TRP, SHEL, COP, VST 13F-HR 14 Feb 2025, 16:27
Q3 2024 46 $2,169,194,030 +$824,795,571 -$683,519,622 +$141,275,949 TRP, GEV, TRGP, COP, VST 13F-HR 14 Nov 2024, 16:08
Q2 2024 44 $1,889,096,004 +$719,163,239 -$704,575,388 +$14,587,851 VST, GEV, FANG, TRP, CVE 13F-HR 14 Aug 2024, 16:37
Q1 2024 43 $1,833,769,932 +$816,019,302 -$963,757,437 -$147,738,135 VST, CVE, FANG, TRGP, XOM 13F-HR 15 May 2024, 16:19
Q4 2023 45 $1,693,340,979 +$613,532,428 -$588,250,652 +$25,281,776 VST, TRGP, PSX, XOM, BKR 13F-HR 14 Feb 2024, 16:10
Q3 2023 40 $1,653,408,886 +$708,444,330 -$515,306,840 +$193,137,490 TRGP, CVE, XOM, VST, PXD 13F-HR 14 Nov 2023, 16:12
Q2 2023 34 $1,376,284,554 +$532,931,841 -$327,586,449 +$205,345,392 TRGP, SHEL, SLB, VST, CVE 13F-HR 14 Aug 2023, 16:22
Q1 2023 36 $1,129,183,925 +$434,068,522 -$300,117,377 +$133,951,145 TRGP, SHEL, SLB, MRO, WFRD 13F-HR 15 May 2023, 16:18
Q4 2022 31 $1,023,677,506 +$337,511,569 -$444,200,540 -$106,688,971 CVE, XOM, TRGP, HAL, SHEL 13F-HR 14 Feb 2023, 16:19
Q3 2022 34 $988,870,000 +$389,037,982 -$174,013,106 +$215,024,876 XOM, MPC, FANG, COP, CNQ 13F-HR 14 Nov 2022, 16:27
Q2 2022 33 $771,478,000 +$259,576,637 -$362,474,146 -$102,897,509 XOM, COP, SU, FANG, HAL 13F-HR 15 Aug 2022, 18:23
Q1 2022 1 $2,791,000 $0 $0 $0 MPLX New Holdings 15 Aug 2022, 18:16
Q1 2022 34 $984,322,000 +$360,503,282 -$491,622,427 -$131,119,145 OVV, PSX, HAL, MRO, XOM 13F-HR 16 May 2022, 16:09
Q4 2021 39 $933,983,000 +$380,888,341 -$167,879,636 +$213,008,705 OVV, COP, SLB, TRGP, AES 13F-HR 14 Feb 2022, 16:25
Q3 2021 32 $701,106,000 +$269,416,337 -$147,780,056 +$121,636,281 OVV, COP, SLB, AES, PXD 13F-HR 15 Nov 2021, 12:19
Q2 2021 34 $568,702,000 +$189,690,750 -$334,638,341 -$144,947,591 OVV, SLB, DAR, COP, XOM 13F-HR 16 Aug 2021, 16:36
Q1 2021 32 $621,231,000 +$314,562,278 -$157,827,357 +$156,734,921 DEN, XEC, DAR, OVV, NOVA 13F-HR 17 May 2021, 16:51
Q4 2020 27 $388,496,000 $0 $0 $0 AES, NOVA, DAR, CNQ, XEC Restatement 19 May 2021, 10:33