Sourcerock Group LLC
Top Portfolio Positions
37 positions ·
$2,751,786,868 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| CRC |
California Resources Corp
Energy
|
9,091,986 | $629,347,270 | 22.87% | |
| AR |
ANTERO RESOURCES Corp
Energy
|
8,305,886 | $352,501,801 | 12.81% | |
| CHRD |
Chord Energy Corp
Energy
|
1,291,570 | $183,635,422 | 6.67% | |
| NE |
Noble Corp plc
Energy
|
3,681,172 | $180,635,110 | 6.56% | |
| PTEN |
Patterson Uti Energy Inc
Energy
|
16,309,517 | $176,632,069 | 6.42% | |
| CENX |
Century Aluminum Co
Basic Materials
|
2,687,249 | $157,714,643 | 5.73% | |
| OKE |
Oneok Inc /New/
Energy
|
1,516,145 | $137,044,346 | 4.98% | |
| TALO |
Talos Energy Inc.
Energy
|
7,949,403 | $125,282,591 | 4.55% | |
| LNG |
Cheniere Energy, Inc.
Energy
|
425,114 | $120,630,348 | 4.38% | |
| PUMP |
ProPetro Holding Corp.
Energy
|
7,241,813 | $104,354,525 | 3.79% |
Portfolio Trend
22 quarters · across all stocks
Holdings in OVV
Shares Held
Position Value (USD)
7 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $55,914,152 | 941,950 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $18,597,300 | 474,542 | Shares | Sole | 2026-02-13 | |
| 2024-06-30 | $25,667,746 | 547,637 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $58,743,741 | 1,131,864 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $39,744,876 | 904,938 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $61,786,912 | 1,298,863 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $40,072,558 | 1,052,602 | Shares | Sole | 2023-08-14 | |
| No 13F history on record for this holder in this stock. | ||||||