G.F.W. Energy XII, L.P.

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), G.F.W. Energy XII, L.P. reported 6 stock positions worth $13.0 million. Its top holding was Permian Resources Class A (PR) at 26.4% of the portfolio, followed by Matador Resources (MTDR, 26.2%) and Chord Energy (CHRD, 22.5%). Compared with Q1 2025, it opened 4 new positions. The biggest buy was a new position in Permian Resources Class A (PR).

Most Recent 13F
Q3 2025
Location
DALLAS, TX
CIK
0001860989
Portfolio Value
$13.0M (Q2 2025)
SEC Filing
0001085146-25-005265 ↗ filed Aug 14, 2025

Holdings Value

0$20.0M$40.0M$60.0M Q1 2024: $11.5M Q1 2024 Q2 2024: $51.9M Q2 2024 Q3 2024: $7.1M Q3 2024 Q4 2024: $4.6M Q4 2024 Q1 2025: $349K Q1 2025 Q2 2025: $13.0M $13.0M Q2 2025 Q3 2025: $401K Q3 2025

Holdings 6 stocks · $13.0M

PR Permian Resources Corp. Class A 26.38% 252,473 $3.4M New
MTDR Matador Resources Co. 26.19% 71,537 $3.4M New
CHRD Chord Energy Corp. 22.48% 30,255 $2.9M New
DVN Devon Energy Corp. 22.33% 91,499 $2.9M New
NPWR Net Power Inc. 2.25% 118,729 $293K No change
OPAL Opal Fuels Inc. Class A 0.37% 20,000 $48K No change

Portfolio Sells Q1 2025 → Q2 2025

None this quarter.

Portfolio Buys Q1 2025 → Q2 2025

PR Permian Resources Corp. Class A New 26.38% +26.38
MTDR Matador Resources Co. New 26.19% +26.19
CHRD Chord Energy Corp. New 22.48% +22.48
DVN Devon Energy Corp. New 22.33% +22.33

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q3 2025 2$401KNPWR, OPAL
Q2 2025 6$13.0MPR, MTDR, CHRD, DVN, NPWR
Q1 2025 2$349KNPWR, OPAL
Q4 2024 2$4.6MNPWR, OPAL
Q3 2024 2$7.1MNPWR, OPAL
Q2 2024 4$51.9MPR, NPWR, OPAL, ALLGF
Q1 2024 3$11.5MNPWR, OPAL, ALLGF