PICKERING ENERGY PARTNERS LP

报告期 2026-03-31 · CIK 0001979670

持仓数

前50大市值合计

$47.1M

报告期

2026-03-31

当前持仓调仓

组合演变前 6 大持仓 + 其他逐季市值($B) · 点图或下方季度看该季调仓

看某季调仓:

26Q1 25Q4 24Q2

26Q1 调仓2025-12-31 → 2026-03-31 · 共 21 项建仓 12增持 2减持 4清仓 3

方向

标的

Δ市值

现股数(环比)

增持

CRGY CRESCENT ENERGY COMPANY

+$18.9M

2,990,321 +37%

建仓

TGS TRANSPORTADORA DE GAS DEL SU

+$553.8K

16,000

建仓

XOP SPDR SERIES TRUST

+$545.5K

3,000

减持

EQT EQT CORP

-$517.6K

4,500 -70%

减持

EXE EXPAND ENERGY CORPORATION

-$476.3K

3,000 -59%

建仓

SM SM ENERGY COMPANY

+$467.7K

15,000

建仓

YPF YPF SOCIEDAD ANONIMA

+$462.2K

10,000

建仓

GUSH DIREXION SHARES ETF TRUST

+$442.2K

10,000

建仓

VIST VISTA ENERGY S.A.B. DE C.V.

+$377.4K

5,000

建仓

XLE SELECT SECTOR SPDR TR

+$306.3K

5,000

清仓

CEG CONSTELLATION ENERGY CORP

-$303.8K

0 -100%

建仓

DVN DEVON ENERGY CORP NEW

+$251.6K

5,000

减持

AR ANTERO RESOURCES CORP

-$235.8K

5,000 -62%

清仓

CRK COMSTOCK RES INC

-$231.8K

0 -100%

清仓

VST VISTRA CORP

-$225.9K

0 -100%

建仓

FANG DIAMONDBACK ENERGY INC

+$197.8K

1,000

增持

PR PERMIAN RESOURCES CORP

+$179.5K

15,000 +50%

建仓

WLK WESTLAKE CORPORATION

+$116.8K

1,000

建仓

PTEN PATTERSON-UTI ENERGY INC

+$108.3K

10,000

减持

MUR MURPHY OIL CORP

-$106.3K

5,000 -50%

建仓

CNQ CANADIAN NAT RES LTD MED TER

+$97.5K

2,000

调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。