Investor
Sourcerock Group LLC
CIK 0001822531 · filed 2026-05-15 · SEC filing
13F book
$2.48B
Positions
39
14 new · 11 sold
Largest name
14.2%
Antero Resources Corp · AR
Est. mark
$576.7M
Price effect on 25 names still held. Flow $53.3M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Antero Resources Corp | AR | 8.31M | $352.5M | 14.2% | $66.3M | Cut$36.7M |
| California Res Corp | — | 4.55M | $314.7M | 12.7% | $104.8M | Added$123.5M |
| Chord Energy Corp | CHRD | 1.29M | $183.6M | 7.4% | $55.2M | Added$80.2M |
| Noble Corp Plc | — | 3.68M | $180.6M | 7.3% | $76.7M | Cut$42M |
| Patterson Uti Energy Inc | PTEN | 16.3M | $176.6M | 7.1% | $73.6M | Added$81.3M |
| Century Alum Co | — | 2.69M | $157.7M | 6.4% | $52.4M | Cut$15.8M |
| Talos Energy Inc. | TALO | 7.95M | $125.3M | 5.1% | $37.7M | Cut$8.76M |
| Propetro Hldg Corp | — | 7.24M | $104.4M | 4.2% | $33.5M | Added$39.2M |
| Halliburton Co | HAL | 2.48M | $96.6M | 3.9% | $26.6M | Cut$3.57M |
| Oneok Inc /New/ | OKE | 1.02M | $91.8M | 3.7% | $12.5M | Added$37.4M |
| Cheniere Energy, Inc. | LNG | 225.1K | $63.9M | 2.6% | $4.47M | Added$54.2M |
| Ovintiv Inc. | OVV | 942K | $55.9M | 2.3% | $9.57M | Added$37.3M |
| Peabody Energy Corp | BTU | 1.42M | $46.8M | 1.9% | $4.62M | Cut−$10.7M |
| Pg&E Corp | — | 2.45M | $43M | 1.7% | $3.67M | Added$3.67M |
| Occidental Pete Corp | — | 611.1K | $39.7M | 1.6% | — | New |
| Diamondback Energy, Inc. | FANG | 180.3K | $35.7M | 1.4% | — | New |
| Tidewater Inc New | — | 423.5K | $35.4M | 1.4% | — | New |
| Rice Acquisition Corp 3 | — | 2.57M | $27.2M | 1.1% | $256.7K | Cut$231.3K |
| Xcel Energy Inc | — | 307.6K | $24.4M | 1.0% | $1.71M | Added$1.76M |
| Alliant Energy Corp | LNT | 299.1K | $21.5M | 0.9% | $2.02M | Cut$2M |
| New Jersey Res Corp | — | 349.9K | $19.2M | 0.8% | $1.67M | Added$10.4M |
| Andersons, Inc. | ANDE | 258.7K | $18.6M | 0.7% | $4.76M | Added$4.97M |
| Venture Global, Inc. | VG | 1.08M | $17M | 0.7% | — | New |
| Eqt Corp | EQT | 242.5K | $15.4M | 0.6% | — | New |
| Vaneck Etf Trust | — | 165K | $15.1M | 0.6% | — | New |
| Green Plains Inc. | GPRE | 851.9K | $14M | 0.6% | — | New |
| Murphy USA Inc. | MUSA | 24.9K | $12.3M | 0.5% | — | New |
| Golar Lng Ltd | GLNG | 216.8K | $11.7M | 0.5% | $2.83M | Added$5.5M |
| Southwest Gas Hldgs Inc | — | 128.7K | $11.2M | 0.5% | $885.2K | Cut−$4.77M |
| Vistra Corp. | VST | 70.9K | $10.7M | 0.4% | — | New |
| Generac Hldgs Inc | — | 54K | $10.5M | 0.4% | — | New |
| Tc Energy Corp | — | 165.6K | $10.4M | 0.4% | $1.26M | Cut−$8.64M |
| Ugi Corp New | — | 268.8K | $9.79M | 0.4% | −$271.5K | Cut−$9.1M |
| Compass Minerals Intl Inc | — | 235.2K | $5.49M | 0.2% | — | New |
| Algoma Stl Group Inc | — | 1.31M | $5.4M | 0.2% | — | New |
| Nextdecade Corp | NEXT | 591.2K | $4.53M | 0.2% | $956K | Added$2.42M |
| Core Natural Resources, Inc. | CNR | 38.6K | $4.04M | 0.2% | — | New |
| Hallador Energy Company | — | 147K | $2.39M | 0.1% | — | New |
| Net Power Inc | — | 1.5M | $2.35M | 0.1% | −$1.08M | Added−$1.07M |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.