Merewether Investment Management, Lp Top Holdings and 13F Report (2025) About Merewether Investment Management, LpInvestment ActivityMerewether Investment Management, Lp has $2.75 billion in total holdings as of March 31, 2025.Merewether Investment Management, Lp owns shares of 54 different stocks, but just 29 companies or ETFs make up 80% of its holdings.Approximately 36.73% of the portfolio was purchased this quarter.About 30.32% of the portfolio was sold this quarter.This quarter, Merewether Investment Management, Lp has purchased 52 new stocks and bought additional shares in 17 stocks.Merewether Investment Management, Lp sold shares of 19 stocks and completely divested from 15 stocks this quarter.Largest Holdings Shell $174,538,744Vistra $163,345,417Suncor Energy $133,201,879Targa Resources $130,157,754Exxon Mobil $110,339,329 Largest New Holdings this Quarter 867224107 - Suncor Energy $133,201,879 Holding69047Q102 - Ovintiv $78,361,022 Holding651639106 - Newmont $50,717,030 Holding42809H107 - Hess $48,494,028 Holding15189T107 - CenterPoint Energy $46,794,668 Holding Largest Purchases this Quarter Suncor Energy 3,439,415 shares (about $133.20M)Ovintiv 1,830,865 shares (about $78.36M)Exxon Mobil 534,416 shares (about $63.56M)Newmont 1,050,477 shares (about $50.72M)MasTec 418,633 shares (about $48.86M) Largest Sales this Quarter ConocoPhillips 968,986 shares (about $101.76M)TC Energy 1,899,841 shares (about $89.74M)Targa Resources 288,258 shares (about $57.79M)Flex 1,178,951 shares (about $39.00M)EQT 473,065 shares (about $25.28M) 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 PortfolioSectorSHELShell$174,538,744$8,706,324 ▲5.3%2,381,8066.3%EnergyVSTVistra$163,345,417$48,824,740 ▲42.6%1,390,8845.9%UtilitiesSUSuncor Energy$133,201,879$133,201,879 ▲New Holding3,439,4154.8%EnergyTRGPTarga Resources$130,157,754$57,787,081 ▼-30.7%649,2634.7%EnergyXOMExxon Mobil$110,339,329$63,558,095 ▲135.9%927,7674.0%EnergyETREntergy$101,234,180$20,119,473 ▼-16.6%1,184,1643.7%UtilitiesEQTEQT$89,936,422$25,275,863 ▼-21.9%1,683,2573.3%EnergyMTZMasTec$88,818,177$48,858,657 ▲122.3%761,0163.2%ConstructionPERMIAN RESOURCES CORP$81,179,711$31,028,653 ▲61.9%5,861,3512.9%CLASS A COMOVVOvintiv$78,361,022$78,361,022 ▲New Holding1,830,8652.8%EnergyARAntero Resources$77,787,917$4,749,435 ▲6.5%1,923,5392.8%EnergyNINiSource$77,647,555$25,965,251 ▲50.2%1,936,8312.8%UtilitiesTRPTC Energy$76,748,533$89,739,840 ▼-53.9%1,624,8082.8%EnergyCHKChesapeake Energy$73,992,400$18,344,534 ▲33.0%664,6822.7%EnergyPPLPPL$71,093,801$6,847,684 ▼-8.8%1,968,8122.6%UtilitiesPNWPinnacle West Capital$67,272,218$10,519,410 ▼-13.5%706,2702.4%UtilitiesGE VERNOVA INC$62,259,414$14,753,267 ▼-19.2%203,9422.3%COMCNQCanadian Natural Resources$58,347,766$39,135,681 ▲203.7%1,894,4082.1%EnergyATOAtmos Energy$51,736,999$1,336,962 ▼-2.5%334,6941.9%UtilitiesCVECenovus Energy$51,211,418$8,763,968 ▼-14.6%3,681,6261.9%EnergyNEMNewmont$50,717,030$50,717,030 ▲New Holding1,050,4771.8%Basic MaterialsTSTenaris$50,597,898$29,618,785 ▲141.2%1,293,7331.8%IndustrialsHESHess$48,494,028$48,494,028 ▲New Holding303,6001.8%EnergyVLOValero Energy$47,739,079$8,029,328 ▲20.2%361,4681.7%EnergyCNPCenterPoint Energy$46,794,668$46,794,668 ▲New Holding1,291,6001.7%UtilitiesKGSKodiak Gas Services$45,713,537$10,856,724 ▲31.1%1,225,5641.7%EnergyCOPConocoPhillips$45,700,398$101,762,909 ▼-69.0%435,1591.7%EnergyETEnergy Transfer$45,103,281$3,569,280 ▼-7.3%2,426,2121.6%EnergyFTITechnipFMC$43,970,477$28,588,817 ▲185.9%1,387,5191.6%EnergyOGEOGE Energy$42,043,794$7,503,889 ▼-15.1%914,7911.5%UtilitiesPNMPNM Resources$39,933,516$39,933,516 ▲New Holding746,7001.5%UtilitiesFCXFreeport-McMoRan$39,241,890$39,241,890 ▲New Holding1,036,5001.4%Basic MaterialsFANGDiamondback Energy$32,083,599$3,083,446 ▼-8.8%200,6731.2%EnergyNUENucor$31,973,616$31,973,616 ▲New Holding265,6941.2%Basic MaterialsBKRBaker Hughes$29,751,074$29,751,074 ▲New Holding676,9301.1%EnergyKINETIK HOLDINGS INC$29,408,428$19,080,471 ▲184.7%566,2001.1%COM NEW CL ALBRTLiberty Energy$29,241,398$29,241,398 ▲New Holding1,847,2141.1%EnergySRESempra$28,365,671$28,365,671 ▲New Holding397,5011.0%UtilitiesTALEN ENERGY CORP$28,279,861$20,680,820 ▼-42.2%141,6331.0%COMIAGIAMGOLD$27,293,125$27,293,125 ▲New Holding4,366,9001.0%Basic MaterialsKGCKinross Gold$27,016,622$5,310,399 ▼-16.4%2,142,4761.0%Basic MaterialsEVERGY INC$25,973,465$25,973,465 ▲New Holding376,7000.9%COMHCCWarrior Met Coal$24,605,005$1,008,371 ▲4.3%515,6120.9%EnergyBKV CORP$17,742,018$640,983 ▲3.7%844,8580.6%COMFLEXFlex$15,085,671$38,999,699 ▼-72.1%456,0360.5%Computer and TechnologyRSReliance$11,145,461$461,711 ▲4.3%38,5990.4%Basic MaterialsCCJCameco$6,681,091$17,303,787 ▼-72.1%162,3200.2%Basic MaterialsFSLRFirst Solar$6,492,939$16,432,360 ▼-71.7%51,3560.2%EnergyWFRDWeatherford International$5,224,017$5,224,017 ▲New Holding97,5540.2%EnergyDINOHF Sinclair$5,004,796$5,004,796 ▲New Holding152,2140.2%EnergyDTMDT Midstream$3,627,648$3,627,648 ▲New Holding37,6000.1%EnergyITRIItron$1,906,632$4,689,791 ▼-71.1%18,2000.1%Computer and TechnologyDARDarling Ingredients$687,280$687,280 ▲New Holding22,0000.0%Consumer StaplesALVAutoliv$566,0800.0%6,4000.0%Auto/Tires/TrucksNGGNational Grid$0$62,596,653 ▼-100.0%00.0%UtilitiesCVXChevron$0$53,865,417 ▼-100.0%00.0%EnergySOUTH BOW CORP$0$46,048,066 ▼-100.0%00.0%COMPSXPhillips 66$0$44,289,148 ▼-100.0%00.0%EnergyVIPER ENERGY INC$0$42,953,964 ▼-100.0%00.0%CL AWLKWestlake$0$31,372,482 ▼-100.0%00.0%Basic MaterialsEPDEnterprise Products Partners$0$26,850,432 ▼-100.0%00.0%EnergyTECKTeck Resources$0$19,797,932 ▼-100.0%00.0%Basic MaterialsMTDRMatador Resources$0$15,700,534 ▼-100.0%00.0%EnergyEXPEagle Materials$0$15,372,161 ▼-100.0%00.0%ConstructionLPXLouisiana-Pacific$0$6,850,557 ▼-100.0%00.0%ConstructionCHENIERE ENERGY INC$0$6,123,795 ▼-100.0%00.0%COM NEWBTUPeabody Energy$0$3,634,472 ▼-100.0%00.0%EnergyPAASPan American Silver$0$3,550,127 ▼-100.0%00.0%Basic MaterialsTTETotalEnergies$0$1,405,283 ▼-100.0%00.0%EnergyShowing 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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