account_balance
Investment manager · 13F filer · SEC CIK 1822531
Sourcerock Group LLC
Reported value$1.92Bas of Jun 30, 2026
Positions36 6 new, 9 sold out
Top 10 weight73.9%AR alone is 16%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
ARAntero Resources Corp
15.8%Added +4%
CRCCalifornia Res Corp
13.4%Added +8%
PTENPatterson-uti Energy Inc
6.9%Trimmed −11%
CHRDChord Energy Corporation
6.5%Trimmed −15%
HALHalliburton Co
5.8%Added +33%
PUMPPropetro HLDG Corp
5.8%Added +7%
CENXCentury Alum Co
5.4%Trimmed −16%
TDWTidewater Inc New
4.9%Added +232%
OXYOccidental Pete Corp
4.6%Added +200%
TALOTalos Energy Inc
4.6%Trimmed −13%
OKEOneok Inc New
4.6%
OVVOvintiv Inc
2.7%Added +4%
ARAntero Resources Corp
15.8%Added +4%
CRCCalifornia Res Corp
13.4%Added +8%
PTENPatterson-uti Energy Inc
6.9%Trimmed −11%
CHRDChord Energy Corporation
6.5%Trimmed −15%
HAL5.8%PUMP5.8%CENX5.4%TDW4.9%OXY4.6%TALO4.6%OKE4.6%OVVBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AR Antero Resources Corp 15.8% Added +4%CRC California Res Corp 13.4% Added +8%PTEN Patterson-uti Energy Inc 6.9% Trimmed −11%CHRD Chord Energy Corporation 6.5% Trimmed −15%HAL Halliburton Co 5.8% Added +33%PUMP Propetro HLDG Corp 5.8% Added +7%CENX Century Alum Co 5.4% Trimmed −16%TDW Tidewater Inc New 4.9% Added +232%OXY Occidental Pete Corp 4.6% Added +200%TALO Talos Energy Inc 4.6% Trimmed −13%OKE Oneok Inc New 4.6% HeldOVV Ovintiv Inc 2.7% Added +4%
What changed