| Q2 2024 |
35 |
$231M |
+$111M |
-$66.2M |
+$44.9M |
BTU, MPC, GSM, VOO, PSX
|
13F-HR |
8/12/2024, 11:39 AM |
| Q1 2024 |
26 |
$239M |
+$139M |
-$114M |
+$25.3M |
BTU, ASTL, MPC, SBOW, VOO
|
13F-HR |
4/30/2024, 02:01 PM |
| Q4 2023 |
28 |
$226M |
+$118M |
-$48.8M |
+$69.6M |
ASTL, SGML, TECK, MUR, RIO
|
13F-HR |
2/14/2024, 03:25 PM |
| Q3 2023 |
24 |
$151M |
+$58.1M |
-$71.8M |
-$13.7M |
SGML, ASTL, RIO, MPC, BTE
|
13F-HR |
11/14/2023, 11:47 AM |
| Q2 2023 |
20 |
$158M |
+$96.9M |
-$109M |
-$12.2M |
SGML, VOO, ASTL, BTE, MPC
|
13F-HR |
8/10/2023, 05:42 PM |
| Q1 2023 |
20 |
$169M |
+$112M |
-$154M |
-$41.6M |
SGML, PDCE, CHRD, BTU, ROCC
|
13F-HR |
5/15/2023, 09:33 AM |
| Q4 2022 |
29 |
$203M |
+$144M |
-$82.9M |
+$60.6M |
MPC, PDCE, MGY, FCX, TECK
|
13F-HR |
2/9/2023, 12:19 PM |
| Q3 2022 |
20 |
$134M |
+$104M |
-$80.8M |
+$23.5M |
BTU, BGXXXX, PDCE, MPC, DINO
|
13F-HR |
10/21/2022, 05:12 PM |
| Q2 2022 |
18 |
$109M |
+$88.4M |
-$165M |
-$77M |
PDCE, CHRD, DK, PARR, CRC
|
13F-HR |
8/12/2022, 04:47 PM |
| Q1 2022 |
17 |
$188M |
+$163M |
-$84.3M |
+$78.3M |
PBF, SM, DEN, MPC, PSX
|
13F-HR |
5/13/2022, 09:20 AM |
| Q4 2021 |
13 |
$102M |
$0 |
$0 |
|
PDCE, CHRD, VLO, NOG, DEN
|
13F-HR |
2/11/2022, 09:52 AM |