Merewether Investment Management as of Dec. 31, 2022
Portfolio Holdings for Merewether Investment Management
Merewether Investment Management holds 31 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Cenovus Energy (CVE) | 7.6 | $78M | 4.0M | 19.41 | |
| Exxon Mobil Corporation (XOM) | 7.1 | $73M | 661k | 110.30 | |
| Targa Res Corp (TRGP) | 6.9 | $71M | 966k | 73.50 | |
| Halliburton Company (HAL) | 6.7 | $68M | 1.7M | 39.35 | |
| Shell Spon Ads (SHEL) | 6.6 | $68M | 1.2M | 56.95 | |
| Schlumberger Com Stk (SLB) | 5.7 | $58M | 1.1M | 53.46 | |
| ConocoPhillips (COP) | 5.2 | $54M | 453k | 118.00 | |
| Marathon Oil Corporation (MRO) | 5.1 | $53M | 1.9M | 27.07 | |
| Nextera Energy (NEE) | 4.8 | $49M | 589k | 83.60 | |
| Chord Energy Corporation Com New (CHRD) | 4.3 | $45M | 325k | 136.81 | |
| Weatherford Intl Ord Shs (WFRD) | 4.0 | $41M | 805k | 50.92 | |
| Solaredge Technologies (SEDG) | 3.8 | $39M | 138k | 283.27 | |
| Bunge | 3.6 | $37M | 365k | 99.77 | |
| Tenaris S A Sponsored Ads (TS) | 3.4 | $35M | 992k | 35.16 | |
| Sunnova Energy International (NOVA) | 3.0 | $31M | 1.7M | 18.01 | |
| Suncor Energy (SU) | 2.6 | $27M | 842k | 31.73 | |
| Canadian Natural Resources (CNQ) | 2.6 | $27M | 479k | 55.53 | |
| Denbury | 2.6 | $27M | 304k | 87.02 | |
| Vistra Energy (VST) | 2.4 | $24M | 1.0M | 23.20 | |
| Array Technologies Com Shs (ARRY) | 1.9 | $20M | 1.0M | 19.33 | |
| Dupont De Nemours (DD) | 1.7 | $18M | 260k | 68.63 | |
| Chesapeake Energy Corp (CHK) | 1.6 | $17M | 175k | 94.37 | |
| MasTec (MTZ) | 1.4 | $14M | 167k | 85.33 | |
| Darling International (DAR) | 1.3 | $13M | 211k | 62.59 | |
| Enerplus Corp | 1.2 | $12M | 679k | 17.64 | |
| Antero Res (AR) | 1.1 | $11M | 351k | 30.99 | |
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.8 | $7.8M | 656k | 11.87 | |
| AES Corporation (AES) | 0.5 | $5.6M | 193k | 28.76 | |
| Diamondback Energy (FANG) | 0.3 | $2.6M | 19k | 136.78 | |
| Cheniere Energy Com New (LNG) | 0.1 | $600k | 4.0k | 149.96 | |
| Clearway Energy CL C (CWEN) | 0.0 | $212k | 6.7k | 31.87 |
