SOURCEROCK GROUP LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PTEN | 15.60M | $95.29M |
 | TALO | 10.57M | $116.52M |
 | AR | 9.16M | $315.80M |
 | PUMP | 6.85M | $65.11M |
 | NE | 4.91M | $138.61M |
 | CRC | 4.28M | $191.14M |
 | CENX | 3.62M | $141.91M |
 | HAL | 3.29M | $93.01M |
 | PCG | 2.45M | $39.31M |
 | BTU | 1.94M | $57.53M |
 | NPWR | 1.50M | $3.41M |
 | CHRD | 1.12M | $103.48M |
 | LBRT | 1.00M | $18.50M |
 | OKE | 741K | $54.45M |
 | PR | 734K | $10.30M |
 | RRC | 690K | $24.33M |
 | UGI | 505K | $18.89M |
 | OVV | 475K | $18.60M |
 | NEXT | 400K | $2.11M |
 | EE | 388K | $10.89M |
Patterson-UTI Energy, Inc.
PTEN
Shares Held
15.60M
Value
$95.29M
Talos Energy Inc.
TALO
Shares Held
10.57M
Value
$116.52M
Antero Resources Corporation
AR
Shares Held
9.16M
Value
$315.80M
ProPetro Holding Corp.
PUMP
Shares Held
6.85M
Value
$65.11M
Noble Corporation Plc
NE
Shares Held
4.91M
Value
$138.61M
California Resources Corporation
CRC
Shares Held
4.28M
Value
$191.14M
Century Aluminum Company
CENX
Shares Held
3.62M
Value
$141.91M
Halliburton Company
HAL
Shares Held
3.29M
Value
$93.01M
Pacific Gas & Electric Co.
PCG
Shares Held
2.45M
Value
$39.31M
Peabody Energy Corporation
BTU
Shares Held
1.94M
Value
$57.53M
NET Power Inc.
NPWR
Shares Held
1.50M
Value
$3.41M
Chord Energy Corporation
CHRD
Shares Held
1.12M
Value
$103.48M
Liberty Energy Inc.
LBRT
Shares Held
1.00M
Value
$18.50M
ONEOK, Inc.
OKE
Shares Held
741K
Value
$54.45M
Permian Resources Corporation
PR
Shares Held
734K
Value
$10.30M
Range Resources Corporation
RRC
Shares Held
690K
Value
$24.33M
UGI Corporation
UGI
Shares Held
505K
Value
$18.89M
Ovintiv Inc.
OVV
Shares Held
475K
Value
$18.60M
NextDecade Corporation
NEXT
Shares Held
400K
Value
$2.11M
Excelerate Energy, Inc.
EE
Shares Held
388K
Value
$10.89M