Q2 2024 |
40 |
$152M |
+$43.9M |
-$4.51M |
+$39.3M |
TPL, PHYS, XOM, JPST, ET
|
13F-HR |
8/14/2024, 11:27 AM |
Q1 2024 |
37 |
$110M |
+$12.5M |
-$52.8M |
-$40.3M |
PHYS, TPL, ABBV, JPM, JPST
|
13F-HR |
5/15/2024, 10:47 AM |
Q4 2023 |
36 |
$146M |
+$88.2M |
-$523K |
+$87.7M |
PHYS, TPL, JPST, JPM, ABBV
|
13F-HR |
2/14/2024, 10:36 AM |
Q3 2023 |
29 |
$58.6M |
+$3.65M |
-$99.2M |
-$95.5M |
TPL, PHYS, BSM, FNV, HHH
|
13F-HR |
11/14/2023, 12:35 PM |
Q2 2023 |
35 |
$153M |
+$17.1M |
-$2.84M |
+$14.3M |
PHYS, TPL, JPST, JPM, XOM
|
13F-HR |
8/14/2023, 12:53 PM |
Q1 2023 |
33 |
$137M |
+$13.6M |
-$27.4M |
-$13.9M |
PHYS, TPL, JPST, ABBV, XOM
|
13F-HR |
5/10/2023, 01:42 PM |
Q4 2022 |
58 |
$101M |
$0 |
$0 |
|
PHYS, MSFT, PXD, JPST, ABBV
|
13F-HR |
2/14/2023, 03:13 PM |
Q3 2022 |
55 |
$148M |
+$67.6M |
-$5.45M |
+$62.2M |
TPL, PHYS, MSFT, PXD, JPST
|
13F-HR |
11/14/2022, 12:21 PM |
Q2 2022 |
34 |
$89.5M |
+$3.48M |
-$66.2M |
-$62.7M |
PHYS, TPL, ABBV, JPST, XOM
|
13F-HR |
8/12/2022, 05:21 PM |
Q1 2022 |
59 |
$158M |
+$24.5M |
-$13.8M |
+$10.7M |
PHYS, TPL, MSFT, PXD, JPST
|
13F-HR |
5/16/2022, 03:33 PM |
Q4 2021 |
133 |
$159M |
$0 |
$0 |
|
MSFT, PHYS, TPL, JPST, ABBV
|
13F-HR |
2/17/2022, 10:19 AM |