Merewether Investment Management, Lp Top Holdings and 13F Report (2025) About Merewether Investment Management, LpInvestment ActivityMerewether Investment Management, Lp has $2.50 billion in total holdings as of December 31, 2024.Merewether Investment Management, Lp owns shares of 52 different stocks, but just 26 companies or ETFs make up 80% of its holdings.Approximately 36.35% of the portfolio was purchased this quarter.About 26.21% of the portfolio was sold this quarter.This quarter, Merewether Investment Management, Lp has purchased 46 new stocks and bought additional shares in 17 stocks.Merewether Investment Management, Lp sold shares of 16 stocks and completely divested from 11 stocks this quarter.Largest Holdings Targa Resources $167,347,499TC Energy $164,169,120Shell $141,776,762ConocoPhillips $139,249,060Vistra $134,442,828 Largest New Holdings this Quarter Entergy $107,627,021 HoldingPPL $70,063,157 HoldingPinnacle West Capital $69,232,507 HoldingChesapeake Energy $49,764,149 HoldingAtmos Energy $47,817,380 Holding Largest Purchases this Quarter Entergy 1,419,507 shares (about $107.63M)PPL 2,158,446 shares (about $70.06M)Pinnacle West Capital 816,710 shares (about $69.23M)Chesapeake Energy 499,891 shares (about $49.76M)Atmos Energy 343,343 shares (about $47.82M) Largest Sales this Quarter GE VERNOVA INC 367,747 shares (about $120.96M)TALEN ENERGY CORP 325,001 shares (about $65.48M)Diamondback Energy 336,580 shares (about $55.14M)TC Energy 572,951 shares (about $26.69M)Kinetik 463,456 shares (about $26.28M) Sector Allocation Over TimeMap of 500 Largest Holdings ofMerewether Investment Management, Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorTRGPTarga Resources$167,347,499$14,624,148 ▲9.6%937,5216.7%Oils/EnergyTRPTC Energy$164,169,120$26,686,590 ▼-14.0%3,524,6496.6%Oils/EnergySHELShell$141,776,762$44,997,297 ▲46.5%2,262,9975.7%Oils/EnergyCOPConocoPhillips$139,249,060$21,583,855 ▲18.3%1,404,1455.6%Oils/EnergyVSTVistra$134,442,828$13,120,123 ▲10.8%975,1425.4%UtilitiesETREntergy$107,627,021$107,627,021 ▲New Holding1,419,5074.3%UtilitiesEQTEQT$99,428,007$20,118,807 ▲25.4%2,156,3224.0%Oils/EnergyGE VERNOVA INC$82,978,842$120,963,020 ▼-59.3%252,2693.3%COMPPLPPL$70,063,157$70,063,157 ▲New Holding2,158,4462.8%UtilitiesPNWPinnacle West Capital$69,232,507$69,232,507 ▲New Holding816,7102.8%UtilitiesCVECenovus Energy$65,321,861$8,855,539 ▼-11.9%4,311,6742.6%Oils/EnergyARAntero Resources$63,303,630$6,223,233 ▼-9.0%1,806,0952.5%Oils/EnergyFLEXFlex$62,767,151$9,255,330 ▲17.3%1,634,9872.5%Computer and TechnologyNGGNational Grid$62,596,653$5,850,553 ▲10.3%1,053,4612.5%UtilitiesCVXChevron$53,865,417$41,945,085 ▲351.9%371,8962.2%Oils/EnergyPERMIAN RESOURCES CORP$52,070,196$15,362,643 ▼-22.8%3,621,0152.1%CLASS A COMETEnergy Transfer$51,290,773$13,713,000 ▲36.5%2,618,2122.0%Oils/EnergyCHKChesapeake Energy$49,764,149$49,764,149 ▲New Holding499,8912.0%Oils/EnergyTALEN ENERGY CORP$49,402,056$65,477,952 ▼-57.0%245,2082.0%COMATOAtmos Energy$47,817,380$47,817,380 ▲New Holding343,3431.9%UtilitiesNINiSource$47,389,411$47,389,411 ▲New Holding1,289,1571.9%UtilitiesMTZMasTec$46,612,022$46,612,022 ▲New Holding342,3831.9%ConstructionSOUTH BOW CORP$46,048,066$46,048,066 ▲New Holding1,952,4951.8%COMOGEOGE Energy$44,470,016$44,470,016 ▲New Holding1,078,0611.8%UtilitiesPSXPhillips 66$44,289,148$44,289,148 ▲New Holding388,7401.8%Oils/EnergyVIPER ENERGY INC$42,953,964$724,322 ▲1.7%875,3611.7%CL AXOMExxon Mobil$42,312,767$9,262,638 ▲28.0%393,3511.7%Oils/EnergyKGSKodiak Gas Services$38,155,594$27,539,794 ▲259.4%934,4991.5%Oils/EnergyVLOValero Energy$36,859,380$24,497,037 ▲198.2%300,6721.5%Oils/EnergyFANGDiamondback Energy$36,035,883$55,141,901 ▼-60.5%219,9591.4%Oils/EnergyFSLRFirst Solar$31,957,247$24,956,994 ▼-43.9%181,3281.3%Oils/EnergyWLKWestlake$31,372,482$512,485 ▲1.7%273,6371.3%Basic MaterialsCCJCameco$29,946,135$1,954,002 ▲7.0%582,7231.2%Basic MaterialsEPDEnterprise Products Partners$26,850,432$6,272,000 ▼-18.9%856,2001.1%Oils/EnergyHCCWarrior Met Coal$26,820,649$16,207,942 ▼-37.7%494,4811.1%Oils/EnergyKGCKinross Gold$23,764,591$23,764,591 ▲New Holding2,563,6020.9%Basic MaterialsTSTenaris$20,271,047$20,271,047 ▲New Holding536,4130.8%Industrial ProductsTECKTeck Resources$19,797,932$8,679,297 ▲78.1%488,4760.8%Basic MaterialsBKV CORP$19,364,886$340,886 ▲1.8%814,3350.8%COMCNQCanadian Natural Resources$19,255,749$21,252,328 ▼-52.5%623,7690.8%Oils/EnergyMTDRMatador Resources$15,700,534$15,700,534 ▲New Holding279,0710.6%Oils/EnergyEXPEagle Materials$15,372,161$3,973,823 ▼-20.5%62,2960.6%ConstructionFTITechnipFMC$14,046,868$14,214,633 ▼-50.3%485,3790.6%Oils/EnergyKNTKKinetik$11,276,443$26,282,589 ▼-70.0%198,8440.5%Oils/EnergyRSReliance$9,962,620$9,962,620 ▲New Holding37,0000.4%Basic MaterialsLPXLouisiana-Pacific$6,850,557$7,209,461 ▼-51.3%66,1570.3%ConstructionITRIItron$6,836,957$9,642,339 ▼-58.5%62,9670.3%Computer and TechnologyCHENIERE ENERGY INC$6,123,7950.0%28,5000.2%COM NEWBTUPeabody Energy$3,634,472$3,634,472 ▲New Holding173,5660.1%Oils/EnergyPAASPan American Silver$3,550,127$3,550,127 ▲New Holding175,5750.1%Basic MaterialsTTETotalEnergies$1,405,283$1,405,283 ▲New Holding25,7850.1%Oils/EnergyALVAutoliv$600,2560.0%6,4000.0%Auto/Tires/TrucksENLCEnLink Midstream$0$64,476,636 ▼-100.0%00.0%Oils/EnergyXELXcel Energy$0$64,300,910 ▼-100.0%00.0%UtilitiesKEXKirby$0$28,709,835 ▼-100.0%00.0%TransportationSTSensata Technologies$0$25,446,256 ▼-100.0%00.0%Computer and TechnologyAESAES$0$19,079,066 ▼-100.0%00.0%UtilitiesWFRDWeatherford International$0$6,758,783 ▼-100.0%00.0%Oils/EnergySLBSchlumberger$0$6,703,610 ▼-100.0%00.0%Oils/EnergyXPROExpro Group$0$4,987,610 ▼-100.0%00.0%Oils/EnergyNVTnVent Electric$0$3,092,143 ▼-100.0%00.0%Computer and TechnologyTNKTeekay Tankers$0$2,964,051 ▼-100.0%00.0%TransportationPEGPublic Service Enterprise Group$0$1,195,414 ▼-100.0%00.0%UtilitiesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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