| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2024 | 91 | $1.7B | +$822M | -$550M | +$272M | FANG, TRP, PPL, PR, PSX | 13F-HR | 11/14/2024, 02:53 PM |
| Q2 2024 | 89 | $1.43B | +$667M | -$555M | +$113M | FANG, CHRD, PR, ED, VST | 13F-HR | 8/14/2024, 04:06 PM |
| Q1 2024 | 74 | $1.31B | +$644M | -$646M | -$1.63M | ERF, FANG, COP, ENLC, PR | 13F-HR | 5/15/2024, 02:21 PM |
| Q4 2023 | 66 | $1.18B | +$415M | -$639M | -$225M | PR, FANG, GPOR, ETR, PPL | 13F-HR | 2/14/2024, 01:25 PM |
| Q3 2023 | 74 | $1.44B | +$703M | -$371M | +$332M | PR, ERF, FANG, PXD, LNG | 13F-HR | 11/14/2023, 02:59 PM |
| Q2 2023 | 52 | $983M | +$575M | -$786M | -$211M | FANG, ERF, SWN, PAGP, LNG | 13F-HR | 8/14/2023, 02:09 PM |
| Q1 2023 | 47 | $1.18B | +$829M | -$459M | +$370M | TRGP, OKE, MPC, LNG, OXY | 13F-HR | 5/15/2023, 03:43 PM |
| Q4 2022 | 47 | $832M | +$383M | -$913M | -$530M | GLNG, ENLC, OXY, NOG, XOM | 13F-HR | 2/14/2023, 03:26 PM |
| Q3 2022 | 51 | $1.31B | +$826M | -$195M | +$631M | CHRD, GLNG, DVN, HES, ETRN | 13F-HR | 11/14/2022, 02:27 PM |
| Q2 2022 | 39 | $655M | +$485M | -$461M | +$23.8M | DVN, PDCE, MRO, GLNG, GPOR | 13F-HR | 8/15/2022, 01:57 PM |
| Q1 2022 | 50 | $670M | +$500M | -$197M | +$302M | LNG, KNTK, WMB, AR, SWX | 13F-HR | 5/16/2022, 10:35 AM |
| Q4 2021 | 41 | $320M | +$203M | -$234M | -$31.3M | SM, CHRD, LNG, TRGP, DEN | 13F-HR | 2/14/2022, 12:26 PM |
| Q3 2021 | 38 | $341M | +$258M | -$181M | +$76.8M | DTM, DEN, LNG, FE, MGY | 13F-HR | 11/15/2021, 07:36 AM |
| Q2 2021 | 52 | $261M | +$158M | -$144M | +$14.5M | MIC, DAR, TRGP, RRC, KMI | 13F-HR | 8/16/2021, 11:13 AM |
| Q1 2021 | 55 | $224M | +$150M | -$135M | +$15.3M | BEPC, VEI, MIC, MGY, COP | 13F-HR | 5/17/2021, 09:48 AM |
| Q4 2020 | 56 | $192M | $0 | $0 | NEE, NFE, D, CHRD, MIC | 13F-HR | 2/16/2021, 04:41 PM |