Sourcerock Group LLC
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| HALLIBURTON CO | 0 | 3,291,218 | +3,291,218 | 0 | 93,009,821 | +93,009,821 |
| CENTURY ALUM CO | 0 | 3,621,984 | +3,621,984 | 0 | 141,909,333 | +141,909,333 |
| ANTERO RESOURCES CORP | 0 | 9,164,128 | +9,164,128 | 0 | 315,795,851 | +315,795,851 |
| ONEOK INC NEW(Call) | 0 | 600,000 | +600,000 | 0 | 44,100,000 | +44,100,000 |
| PROPETRO HLDG CORP | 0 | 6,846,650 | +6,846,650 | 0 | 65,111,642 | +65,111,642 |
| EXPAND ENERGY CORPORATION | 0 | 325,425 | +325,425 | 0 | 35,913,903 | +35,913,903 |
| PATTERSON-UTI ENERGY INC | 0 | 15,596,390 | +15,596,390 | 0 | 95,293,943 | +95,293,943 |
| RICE ACQUISITION CORP 3 | 0 | 2,569,384 | +2,569,384 | 0 | 26,978,532 | +26,978,532 |
| RANGE RES CORP | 0 | 689,987 | +689,987 | 0 | 24,328,942 | +24,328,942 |
| CALIFORNIA RES CORP | 0 | 4,275,206 | +4,275,206 | 0 | 191,144,460 | +191,144,460 |
| OVINTIV INC | 0 | 474,542 | +474,542 | 0 | 18,597,301 | +18,597,301 |
| LIBERTY ENERGY INC | 0 | 1,002,402 | +1,002,402 | 0 | 18,504,341 | +18,504,341 |
| NOBLE CORP PLC | 0 | 4,908,297 | +4,908,297 | 0 | 138,610,307 | +138,610,307 |
| CHURCHILL DOWNS INC | 0 | 126,789 | +126,789 | 0 | 14,426,052 | +14,426,052 |
| TALOS ENERGY INC | 0 | 10,573,333 | +10,573,333 | 0 | 116,518,130 | +116,518,130 |
| TALEN ENERGY CORP | 0 | 28,000 | +28,000 | 0 | 10,495,520 | +10,495,520 |
| PERMIAN RESOURCES CORP | 0 | 734,314 | +734,314 | 0 | 10,302,425 | +10,302,425 |
| CHORD ENERGY CORPORATION | 0 | 1,116,320 | +1,116,320 | 0 | 103,482,864 | +103,482,864 |
| ALLIANT ENERGY CORP | 0 | 299,473 | +299,473 | 0 | 19,468,740 | +19,468,740 |
| NEW JERSEY RES CORP | 0 | 190,084 | +190,084 | 0 | 8,766,674 | +8,766,674 |
| ONEOK INC NEW | 0 | 740,760 | +740,760 | 0 | 54,445,860 | +54,445,860 |
| DOMINION ENERGY INC | 0 | 100,000 | +100,000 | 0 | 5,859,000 | +5,859,000 |
| KINDER MORGAN INC DEL | 0 | 199,989 | +199,989 | 0 | 5,497,698 | +5,497,698 |
| ANDERSONS INC | 0 | 255,906 | +255,906 | 0 | 13,606,522 | +13,606,522 |
| XCEL ENERGY INC | 0 | 307,019 | +307,019 | 0 | 22,676,423 | +22,676,423 |
| NET POWER INC | 0 | 1,496,482 | +1,496,482 | 0 | 3,411,979 | +3,411,979 |
| PG&E CORP | 0 | 2,445,867 | +2,445,867 | 0 | 39,305,083 | +39,305,083 |
| NEXTDECADE CORP | 0 | 399,979 | +399,979 | 0 | 2,107,889 | +2,107,889 |
| EXCELERATE ENERGY INC | 0 | 388,200 | +388,200 | 0 | 10,889,010 | +10,889,010 |
| SOUTHWEST GAS HLDGS INC | 0 | 199,334 | +199,334 | 0 | 15,950,707 | +15,950,707 |
| TC ENERGY CORP | 0 | 345,557 | +345,557 | 0 | 19,009,091 | +19,009,091 |
| CMS ENERGY CORP | 0 | 156,508 | +156,508 | 0 | 10,944,604 | +10,944,604 |
| GOLAR LNG LTD | 0 | 167,499 | +167,499 | 0 | 6,232,638 | +6,232,638 |
| TRANSOCEAN LTD | 0 | 0 | 0 | 0 | 0 | 0 |
| ESSENTIAL UTILS INC | 0 | 0 | 0 | 0 | 0 | 0 |
| HCM II ACQUISITION CORP | 0 | 0 | 0 | 0 | 0 | 0 |
| UGI CORP NEW | 0 | 504,585 | +504,585 | 0 | 18,886,617 | +18,886,617 |
| MDU RES GROUP INC | 0 | 0 | 0 | 0 | 0 | 0 |
| PEABODY ENERGY CORP | 0 | 1,937,005 | +1,937,005 | 0 | 57,529,048 | +57,529,048 |
| CHENIERE ENERGY INC | 0 | 50,000 | +50,000 | 0 | 9,719,500 | +9,719,500 |
| APA CORPORATION | 0 | 0 | 0 | 0 | 0 | 0 |
| SPIRE INC | 0 | 0 | 0 | 0 | 0 | 0 |
| SEADRILL LTD | 0 | 0 | 0 | 0 | 0 | 0 |
| TMC THE METALS COMPANY INC | 0 | 0 | 0 | 0 | 0 | 0 |
| GENERAC HLDGS INC | 0 | 0 | 0 | 0 | 0 | 0 |
| FLUOR CORP NEW | 0 | 0 | 0 | 0 | 0 | 0 |
| ALCOA CORP | 0 | 53,465 | +53,465 | 0 | 2,841,130 | +2,841,130 |
| VALARIS LTD | 0 | 0 | 0 | 0 | 0 | 0 |
| WEATHERFORD INTL PLC | 0 | 0 | 0 | 0 | 0 | 0 |