SOURCEROCK GROUP LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PTEN | 16.31M | $176.63M |
 | AR | 8.31M | $352.50M |
 | TALO | 7.95M | $125.28M |
 | PUMP | 7.24M | $104.35M |
 | CRC | 4.55M | $314.67M |
 | NE | 3.68M | $180.64M |
 | CENX | 2.69M | $157.71M |
 | HAL | 2.48M | $96.58M |
 | PCG | 2.45M | $42.98M |
 | NPWR | 1.50M | $2.35M |
 | BTU | 1.42M | $46.82M |
 | ASTL | 1.31M | $5.40M |
 | CHRD | 1.29M | $183.64M |
 | VG | 1.08M | $17.02M |
 | OKE | 1.02M | $91.85M |
 | OVV | 942K | $55.91M |
 | GPRE | 852K | $14.01M |
 | OXY | 611K | $39.72M |
 | NEXT | 591K | $4.53M |
 | TDW | 424K | $35.38M |
Patterson-UTI Energy, Inc.
PTEN
Shares Held
16.31M
Value
$176.63M
Antero Resources Corporation
AR
Shares Held
8.31M
Value
$352.50M
Talos Energy Inc.
TALO
Shares Held
7.95M
Value
$125.28M
ProPetro Holding Corp.
PUMP
Shares Held
7.24M
Value
$104.35M
California Resources Corp
CRC
Shares Held
4.55M
Value
$314.67M
Noble Corporation Plc
NE
Shares Held
3.68M
Value
$180.64M
Century Aluminum Company
CENX
Shares Held
2.69M
Value
$157.71M
Halliburton Company
HAL
Shares Held
2.48M
Value
$96.58M
PG&E Corporation
PCG
Shares Held
2.45M
Value
$42.98M
NET Power Inc.
NPWR
Shares Held
1.50M
Value
$2.35M
Peabody Energy Corporation
BTU
Shares Held
1.42M
Value
$46.82M
Algoma Steel Group Inc.
ASTL
Shares Held
1.31M
Value
$5.40M
Chord Energy Corporation
CHRD
Shares Held
1.29M
Value
$183.64M
Venture Global, Inc.
VG
Shares Held
1.08M
Value
$17.02M
ONEOK, Inc.
OKE
Shares Held
1.02M
Value
$91.85M
Ovintiv Inc.
OVV
Shares Held
942K
Value
$55.91M
Green Plains Inc.
GPRE
Shares Held
852K
Value
$14.01M
Occidental Petroleum Corporation
OXY
Shares Held
611K
Value
$39.72M
Nextdecade Corp
NEXT
Shares Held
591K
Value
$4.53M
Tidewater Inc.
TDW
Shares Held
424K
Value
$35.38M