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PICKERING ENERGY PARTNERS LP

Q2 2025 · Filed 2025-08-14
Market Value
$752M
-66.4%
Holdings
13
-12
New Purchases
1
Added To
2
Closed
6
Reduced
4
Top 10 Concentration
100.0%
Turnover
53.8%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SOC 64.30% 34.02% +30.28% $484M
PR 18.11% 0.00% +18.11% $136M
VST 0.13% 0.02% +0.11% $969K
CEG 0.12% 0.02% +0.11% $939K
CRGY 17.15% 17.08% +0.07% $129M
EQT 0.10% 0.03% +0.06% $717K
EXE 0.09% 0.03% +0.06% $696K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
BTU 0.00% 24.83% -24.83% $0
VTLE 0.00% 18.97% -18.97% $0
NESR 0.00% 4.93% -4.93% $0
FANG 0.00% 0.02% -0.02% $0
CNR 0.00% 0.02% -0.02% $0
VLO 0.00% 0.02% -0.02% $0

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 7 $140M 18.6%
Mid Cap 4 $129M 17.2%
Small Cap 2 $484M 64.3%

Portfolio Analytics

Avg Market Cap
$29.2B
Median Market Cap
$14.6B
Avg P/E
36.7
Median P/E
24.6
Avg Dividend Yield
0.01%
Avg Beta
0.60
# Stocks
13
# ETFs / Funds
0

Top Holdings (13 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 SOC 64.30% 22,000 $484M $21,980.00 -$278M -8,000 -26.7%
2 PR 18.11% 10,000 $136M $13,620.00 +10,000 NEW
3 CRGY 17.15% 15,000 $129M $8,600.00 -$253M -19,000 -55.9%
4 VST 0.13% 5,000 $969K $193.81 $544K +1,380 +38.1%
5 CEG 0.12% 2,910 $939K $322.76 $530K +880 +43.4%
6 EQT 0.10% 12,300 $717K $58.32 $17K -800 -6.1%
7 EXE 0.09% 5,950 $696K $116.94 -$6K -350 -5.6%
8 CNR —% -$501K -6,500 -100.0% SOLD
9 BTU —% -$556M -41,000 -100.0% SOLD
10 NESR —% -$110M -15,000 -100.0% SOLD
11 VLO —% -$396K -3,000 -100.0% SOLD
12 VTLE —% -$424M -20,000 -100.0% SOLD
13 FANG —% -$520K -3,250 -100.0% SOLD

New Positions

SymbolValue% Port
PR $136M 18.11%

Sold Out Positions

SymbolValue% Port
CNR —%
BTU —%
VLO —%
FANG —%
NESR —%
VTLE —%
View SEC EDGAR Filings for PICKERING ENERGY PARTNERS LP →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms