Holders — by stockHoldings — by fund
Sourcerock Group LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001822531
$1.92B
disclosed book value
36
positions
15.8%
largest position share
Positions, as of 2026-06-30
top 36 of 36 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | ARANTERO RESOURCES CORP | 8.7M | $304.7M | 15.8% |
| 2 | CRCCALIFORNIA RES CORP | 4.9M | $258.6M | 13.4% |
| 3 | PTENPATTERSON-UTI ENERGY INC | 14.6M | $133.6M | 6.9% |
| 4 | CHRDCHORD ENERGY CORPORATION | 1.1M | $125.3M | 6.5% |
| 5 | HALHALLIBURTON CO | 3.3M | $111.5M | 5.8% |
| 6 | PUMPPROPETRO HLDG CORP | 7.7M | $110.6M | 5.8% |
| 7 | CENXCENTURY ALUM CO | 2.3M | $104.3M | 5.4% |
| 8 | TDWTIDEWATER INC NEW | 1.4M | $93.6M | 4.9% |
| 9 | OXYOCCIDENTAL PETE CORP | 1.8M | $89.2M | 4.6% |
| 10 | TALOTALOS ENERGY INC | 6.9M | $89.0M | 4.6% |
| 11 | OKEONEOK INC NEW | 1.0M | $88.8M | 4.6% |
| 12 | OVVOVINTIV INC | 977,630 | $51.5M | 2.7% |
| 13 | LNGCHENIERE ENERGY INC | 214,753 | $51.3M | 2.7% |
| 14 | BTUPEABODY ENGR CORP | 1.6M | $36.4M | 1.9% |
| 15 | NOBLE CORP PLC | 792,981 | $29.6M | 1.5% |
| 16 | PCGPG&E CORP | 1.7M | $28.5M | 1.5% |
| 17 | RICE ACQUISITION CORP 3 | 2.6M | $27.5M | 1.4% |
| 18 | LNTALLIANT ENERGY CORP | 273,921 | $20.9M | 1.1% |
| 19 | VGVENTURE GLOBAL INC | 1.7M | $18.5M | 1% |
| 20 | CRKCOMSTOCK RES INC | 1.2M | $17.3M | 0.9% |
| 21 | ETRENTERGY CORP NEW | 146,703 | $16.9M | 0.9% |
| 22 | NJRNEW JERSEY RES CORP | 289,573 | $16.2M | 0.8% |
| 23 | GPREGREEN PLAINS INC | 1.0M | $15.7M | 0.8% |
| 24 | XELXCEL ENERGY INC | 163,771 | $13.2M | 0.7% |
| 25 | RUNSUNRUN INC | 855,841 | $11.5M | 0.6% |
| 26 | SWXSOUTHWEST GAS HLDGS INC | 117,443 | $10.4M | 0.5% |
| 27 | GOLAR LNG LTD | 205,009 | $10.2M | 0.5% |
| 28 | TRPTC ENERGY CORP | 150,776 | $10.0M | 0.5% |
| 29 | ASTLALGOMA STL GROUP INC | 1.2M | $5.1M | 0.3% |
| 30 | PBFPBF ENERGY INC | 100,000 | $4.6M | 0.2% |
| 31 | NEXTNEXTDECADE CORP | 538,230 | $4.1M | 0.2% |
| 32 | EROKEAGLEROCK LD LLC | 167,460 | $3.6M | 0.2% |
| 33 | XEX-ENERGY INC | 179,848 | $3.3M | 0.2% |
| 34 | HNRGHALLADOR ENERGY COMPANY | 183,394 | $3.2M | 0.2% |
| 35 | CNRCORE NATURAL RESOURCES INC | 34,665 | $2.8M | 0.1% |
| 36 | NPWRNET POWER INC | 1.4M | $2.3M | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.