Hite Hedge Asset Management LLC Top Holdings and 13F Report (2025) About Hite Hedge Asset Management LLCInvestment ActivityHite Hedge Asset Management LLC has $1.74 billion in total holdings as of June 30, 2025.Hite Hedge Asset Management LLC owns shares of 111 different stocks, but just 38 companies or ETFs make up 80% of its holdings.Approximately 34.09% of the portfolio was purchased this quarter.About 26.39% of the portfolio was sold this quarter.This quarter, Hite Hedge Asset Management LLC has purchased 107 new stocks and bought additional shares in 40 stocks.Hite Hedge Asset Management LLC sold shares of 31 stocks and completely divested from 28 stocks this quarter.Largest Holdings DTE Energy $137,089,345Portland General Electric $86,655,298ConocoPhillips $73,626,016EVERGY INC $69,151,059Ameren $63,374,971 Largest New Holdings this Quarter 50012A108 - Kodiak Gas Services $18,331,229 Holding209115104 - Consolidated Edison $15,172,920 Holding166764100 - Chevron $12,399,824 Holding927959106 - VIPER ENERGY INC $11,471,830 Holding969457100 - Williams Companies $10,806,963 Holding Largest Purchases this Quarter Portland General Electric 1,160,771 shares (about $47.16M)EVERGY INC 676,335 shares (about $46.62M)ConocoPhillips 356,764 shares (about $32.02M)Crescent Energy 3,186,595 shares (about $27.40M)Golar LNG 651,154 shares (about $26.82M) Largest Sales this Quarter SM Energy 1,201,266 shares (about $29.68M)Chesapeake Energy 248,097 shares (about $29.01M)Diamondback Energy 171,253 shares (about $23.53M)Powell Industries 82,271 shares (about $17.31M)Kirby 150,239 shares (about $17.04M) Sector Allocation Over TimeMap of 500 Largest Holdings ofHite Hedge Asset Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDTEDTE Energy$137,089,345$6,343,907 ▲4.9%1,034,9497.9%UtilitiesPORPortland General Electric$86,655,298$47,162,126 ▲119.4%2,132,7915.0%UtilitiesCOPConocoPhillips$73,626,016$32,016,001 ▲76.9%820,4374.2%EnergyEVERGY INC$69,151,059$46,619,772 ▲206.9%1,003,2074.0%COMAEEAmeren$63,374,971$7,954,993 ▼-11.2%659,8813.6%UtilitiesLADLithia Motors$58,962,089$3,464,682 ▲6.2%174,5373.4%Retail/WholesaleXELXcel Energy$56,378,219$5,836,919 ▲11.5%827,8743.2%UtilitiesCHRDChord Energy$51,545,216$8,348,664 ▲19.3%532,2173.0%EnergyCNPCenterPoint Energy$50,721,554$16,569,740 ▼-24.6%1,380,5542.9%UtilitiesETREntergy$48,010,278$12,315,724 ▲34.5%577,6022.8%UtilitiesADNTAdient$46,611,915$1,462,711 ▲3.2%2,395,2682.7%Auto/Tires/TrucksARAntero Resources$45,481,961$6,129,126 ▼-11.9%1,129,1452.6%EnergyDVNDevon Energy$43,059,925$6,950,930 ▲19.2%1,353,6602.5%EnergyGLNGGolar LNG$37,475,815$26,821,033 ▲251.7%909,8282.1%EnergyCRGYCrescent Energy$35,122,839$27,404,717 ▲355.1%4,084,0512.0%EnergyNINiSource$34,537,373$16,386,350 ▲90.3%856,1572.0%UtilitiesGPORGulfport Energy$34,083,227$4,277,277 ▲14.4%169,4252.0%EnergyTMToyota Motor$32,786,590$2,322,237 ▲7.6%190,3321.9%Auto/Tires/TrucksPNWPinnacle West Capital$31,455,236$15,209,900 ▲93.6%351,5731.8%UtilitiesLNTAlliant Energy$26,150,252$8,163,450 ▲45.4%432,4501.5%UtilitiesTAMBORAN RES CORP$25,727,377$8,468,730 ▲49.1%1,206,7251.5%COMCHKChesapeake Energy$25,664,354$29,012,463 ▼-53.1%219,4661.5%EnergyAPTIV PLC$24,292,869$5,602,704 ▼-18.7%356,0961.4%COM SHSGMGeneral Motors$24,195,671$4,519,446 ▲23.0%491,6821.4%Auto/Tires/TrucksKINETIK HOLDINGS INC$24,155,214$8,374,169 ▲53.1%548,3591.4%COM NEW CL AOVVOvintiv$23,606,410$15,741,399 ▲200.1%620,4051.4%EnergyPHINPHINIA$20,013,871$5,516,671 ▲38.1%449,8511.1%Auto/Tires/TrucksEXCExelon$18,453,500$16,282,500 ▼-46.9%425,0001.1%UtilitiesKGSKodiak Gas Services$18,331,229$18,331,229 ▲New Holding534,9061.1%EnergyNESRNational Energy Services Reunited$17,844,978$13,135,899 ▲278.9%2,964,2821.0%EnergyBKV CORP$17,522,553$10,491,838 ▼-37.5%726,4741.0%COMEQTEQT$15,557,968$10,100,674 ▲185.1%266,7690.9%EnergyEDConsolidated Edison$15,172,920$15,172,920 ▲New Holding151,2000.9%UtilitiesCTRACoterra Energy$14,667,940$12,282,981 ▲515.0%577,9330.8%EnergyCVECenovus Energy$13,289,879$3,469,319 ▼-20.7%977,1970.8%EnergyPBAPembina Pipeline$13,236,591$13,870,024 ▼-51.2%352,6090.8%EnergyNVDANVIDIA$12,645,678$9,043,032 ▲251.0%80,0410.7%Computer and TechnologyCVXChevron$12,399,824$12,399,824 ▲New Holding86,5970.7%EnergyCATCaterpillar$11,782,950$8,360,102 ▲244.2%30,3520.7%IndustrialsVIPER ENERGY INC$11,471,830$11,471,830 ▲New Holding300,8610.7%CL ADANDana$10,969,586$6,803,834 ▲163.3%639,6260.6%Auto/Tires/TrucksWMBWilliams Companies$10,806,963$10,806,963 ▲New Holding172,0580.6%EnergyTTETotalEnergies$10,338,997$1,341,985 ▼-11.5%168,4150.6%EnergyPPGPPG Industries$10,015,915$10,015,915 ▲New Holding88,0520.6%Basic MaterialsESIElement Solutions$9,985,456$9,985,456 ▲New Holding440,8590.6%Basic MaterialsFLSFlowserve$9,919,278$6,163,323 ▼-38.3%189,4800.6%IndustrialsEVGO INC$9,454,146$2,767,160 ▼-22.6%2,590,1770.5%CL A COMALCCAltC Acquisition$9,348,986$6,064,725 ▲184.7%166,9760.5%EnergyWLKWestlake$8,692,998$3,265,901 ▲60.2%114,4870.5%Basic MaterialsAXLAmerican Axle & Manufacturing$8,302,025$367,779 ▲4.6%2,034,8100.5%Auto/Tires/TrucksKEXKirby$8,221,431$17,038,605 ▼-67.5%72,4930.5%TransportationXYLXylem$7,985,393$7,985,393 ▲New Holding61,7300.5%Business ServicesROKRockwell Automation$7,913,950$7,913,950 ▲New Holding23,8250.5%Computer and TechnologyVMCVulcan Materials$7,872,330$7,872,330 ▲New Holding30,1830.5%ConstructionGPIGroup 1 Automotive$7,705,748$3,085,356 ▼-28.6%17,6450.4%Retail/WholesaleHIIHuntington Ingalls Industries$7,357,286$7,357,286 ▲New Holding30,4700.4%AerospaceEMNEastman Chemical$7,283,606$3,257,192 ▲80.9%97,5570.4%Basic MaterialsMTDRMatador Resources$7,086,897$7,086,897 ▲New Holding148,5100.4%EnergyTRGPTarga Resources$6,986,179$6,986,179 ▲New Holding40,1320.4%EnergyVLOValero Energy$6,978,818$234,428 ▼-3.2%51,9180.4%EnergyFMCFMC$6,734,066$6,734,066 ▲New Holding161,2950.4%Consumer StaplesSHELShell$6,718,804$6,718,804 ▲New Holding95,4240.4%EnergySMSM Energy$6,622,848$29,683,281 ▼-81.8%268,0230.4%EnergyATLAS ENERGY SOLUTIONS INC$6,372,851$7,749,948 ▼-54.9%476,6530.4%COM NEWFANGDiamondback Energy$6,248,128$23,530,164 ▼-79.0%45,4740.4%EnergyTE CONNECTIVITY PLC$6,139,588$6,139,588 ▲New Holding36,4000.4%ORD SHSDKDelek US$6,118,288$6,118,288 ▲New Holding288,8710.4%EnergyNXPINXP Semiconductors$5,966,088$5,966,088 ▲New Holding27,3060.3%Computer and TechnologyPAGPenske Automotive Group$5,382,807$108,584 ▼-2.0%31,3300.3%Retail/WholesaleOCOwens Corning$5,069,812$5,069,812 ▲New Holding36,8660.3%ConstructionSHWSherwin-Williams$4,947,131$4,947,131 ▲New Holding14,4080.3%Basic MaterialsMOSMosaic$4,820,139$9,860,252 ▼-67.2%132,1310.3%Basic MaterialsPSXPhillips 66$4,697,080$4,697,080 ▲New Holding39,3720.3%EnergyNPWRNET Power$4,144,924$2,309,126 ▲125.8%1,678,1070.2%EnergyINVZInnoviz Technologies$4,100,759$2,891,294 ▲239.1%2,500,4630.2%Auto/Tires/TrucksAIRJOULE TECHNOLOGIES CORP$4,071,710$19,318 ▲0.5%6,273,8220.2%*W EXP 03/15/202MPMP Materials$3,964,952$4,815,300 ▼-54.8%119,1750.2%Basic MaterialsGTGoodyear Tire & Rubber$3,366,423$3,366,423 ▲New Holding324,6310.2%Auto/Tires/TrucksDINOHF Sinclair$3,319,346$5,346,315 ▼-61.7%80,8020.2%EnergyORLYO'Reilly Automotive$3,280,371$3,280,371 ▲New Holding36,3960.2%Retail/WholesalePOWLPowell Industries$2,954,928$17,313,929 ▼-85.4%14,0410.2%IndustrialsJBHTJ.B. Hunt Transport Services$2,652,292$2,652,292 ▲New Holding18,4700.2%TransportationKNXKnight-Swift Transportation$2,606,651$430,048 ▼-14.2%58,9340.1%TransportationSTLAStellantis$2,429,978$2,429,978 ▲New Holding242,2710.1%Auto/Tires/TrucksXMESPDR S&P Metals & Mining ETF$2,396,998$2,396,998 ▲New Holding35,6590.1%ETFINFINITY NAT RES INC$2,369,973$7,083,955 ▼-74.9%129,4360.1%COM CL ARIVNRivian Automotive$2,338,795$1,177,490 ▼-33.5%170,2180.1%Auto/Tires/TrucksALVAutoliv$2,229,272$4,809,239 ▼-68.3%19,9220.1%Auto/Tires/TrucksMRVLMarvell Technology$2,227,572$1,725,169 ▲343.4%28,7800.1%Computer and TechnologyWOLFSPEED INC$2,032,0880.0%8,000,0000.1%NOTE 1.875%12/0LITHIUM AMERS CORP NEW$1,972,2600.0%735,9180.1%COM SHSCVNACarvana$1,939,205$2,953,455 ▼-60.4%5,7550.1%Retail/WholesaleAMDAdvanced Micro Devices$1,866,978$485,866 ▲35.2%13,1570.1%Computer and TechnologyHYLNHyliion$1,724,902$405,680 ▲30.8%1,306,7440.1%Auto/Tires/TrucksASTLAlgoma Steel Group$1,478,291$886,833 ▲149.9%214,5560.1%Basic MaterialsMUMicron Technology$1,441,779$1,441,779 ▲New Holding11,6980.1%Computer and TechnologyHSAIHesai Group$1,269,281$23,838 ▲1.9%57,8260.1%Auto/Tires/TrucksLANDBRIDGE COMPANY LLC$1,175,081$7,693,375 ▼-86.7%17,3880.1%CL ASPYSPDR S&P 500 ETF Trust$1,165,265$688,285 ▼-37.1%1,8860.1%FinanceADMArcher Daniels Midland$993,372$993,372 ▲New Holding18,8210.1%Consumer StaplesShowing 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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