SOURCEROCK GROUP LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PTEN | 13.13M | $68.01M |
 | TALO | 10.70M | $102.63M |
 | AR | 7.79M | $261.30M |
 | PUMP | 5.42M | $28.41M |
 | NE | 4.25M | $120.27M |
 | CRC | 3.18M | $169.14M |
 | CENX | 2.64M | $77.52M |
 | TMC | 2.53M | $16.13M |
 | PCG | 2.45M | $36.98M |
 | BTU | 2.41M | $63.85M |
 | AA | 1.22M | $40.03M |
 | HAL | 1.12M | $27.60M |
 | RIG | 1.00M | $3.12M |
 | CHRD | 943K | $93.67M |
 | VAL | 880K | $42.93M |
 | WFRD | 729K | $49.91M |
 | UGI | 716K | $23.82M |
 | OKE | 642K | $46.87M |
 | FLR | 533K | $22.42M |
 | SDRL | 391K | $11.81M |
Patterson-UTI Energy, Inc.
PTEN
Shares Held
13.13M
Value
$68.01M
Talos Energy Inc.
TALO
Shares Held
10.70M
Value
$102.63M
Antero Resources Corporation
AR
Shares Held
7.79M
Value
$261.30M
ProPetro Holding Corp.
PUMP
Shares Held
5.42M
Value
$28.41M
Noble Corporation Plc
NE
Shares Held
4.25M
Value
$120.27M
California Resources Corporation
CRC
Shares Held
3.18M
Value
$169.14M
Century Aluminum Company
CENX
Shares Held
2.64M
Value
$77.52M
TMC the metals company Inc.
TMC
Shares Held
2.53M
Value
$16.13M
Pacific Gas & Electric Co.
PCG
Shares Held
2.45M
Value
$36.98M
Peabody Energy Corporation
BTU
Shares Held
2.41M
Value
$63.85M
Alcoa Corporation
AA
Shares Held
1.22M
Value
$40.03M
Halliburton Company
HAL
Shares Held
1.12M
Value
$27.60M
Transocean Ltd.
RIG
Shares Held
1.00M
Value
$3.12M
Chord Energy Corporation
CHRD
Shares Held
943K
Value
$93.67M
Valaris Limited
VAL
Shares Held
880K
Value
$42.93M
Weatherford International plc
WFRD
Shares Held
729K
Value
$49.91M
UGI Corporation
UGI
Shares Held
716K
Value
$23.82M
ONEOK, Inc.
OKE
Shares Held
642K
Value
$46.87M
Fluor Corporation
FLR
Shares Held
533K
Value
$22.42M
Seadrill Limited
SDRL
Shares Held
391K
Value
$11.81M