Pickering Energy Partners LP
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Pickering Energy Partners LP reported 12 stock positions worth $36.0 million. Its top holding was Crescent Energy Class A (CRGY) at 87.4% of the portfolio, followed by Vista Energy Sab DE CV (VIST, 2.0%) and Sable Offshore (SOC, 1.7%). Compared with Q1 2026, it sold out of 7, added to 8 and reduced 1. The biggest buy was Vista Energy Sab DE CV (VIST, shares +120%) and the biggest sale an exit from Transportador Gas-ADR SP B (TGS).
- Most Recent 13F
- Q2 2026
- Location
- HOUSTON, TX
- CIK
- 0001979670
- Portfolio Value
- $36.0M (Q2 2026)
- SEC Filing
- 0001420506-26-001665 ↗ filed Aug 14, 2026
Holdings Value
Holdings 12 stocks · $36.0M
| CRGY Crescent Energy Inc. Class A | 87.43% | 3,203,978 | $31.5M | Add +2.0% |
| VIST Vista Energy Sab DE CV | 1.95% | 11,000 | $702K | Add +120.0% |
| SOC Sable Offshore Corp. | 1.71% | 200,000 | $616K | Add +150.0% |
| SM SM Energy Co. | 1.70% | 23,500 | $613K | Add +56.7% |
| XOP SS SPDR S&P Og Exp & Prod | 1.29% | 3,000 | $463K | No change |
| YPF YPF S.A.-Sponsored ADR filed as YPF SOCIEDAD ANONIMA | 1.26% | 10,000 | $455K | No change |
| FANG Diamondback Energy Inc. | 0.98% | 2,000 | $352K | Add +100.0% |
| DVN Devon Energy Corp. | 0.86% | 7,500 | $310K | Add +50.0% |
| PTEN Patterson-Uti Energy Inc. | 0.80% | 31,500 | $289K | Add +215.0% |
| PR Permian Resources Corp. Class A | 0.77% | 15,000 | $276K | No change |
| CNQ Canadian Natural Resources | 0.66% | 6,000 | $237K | Add +200.0% |
| XLE SS Energy Select Sector | 0.59% | 4,000 | $212K | Reduce -20.0% |
Portfolio Sells Q1 2026 → Q2 2026
| TGS Transportador Gas-ADR SP B | Sold out | 0.00% | −1.13 |
| GUSH Direxion Daily S&P Oil & Gas | Sold out | 0.00% | −0.90 |
| EXE Expand Energy Corp. | Sold out | 0.00% | −0.67 |
| EQT Eqt Corp. | Sold out | 0.00% | −0.58 |
| AR Antero Resources Corp. | Sold out | 0.00% | −0.43 |
| MUR Murphy Oil Corp. | Sold out | 0.00% | −0.42 |
| WLK Westlake Corp. | Sold out | 0.00% | −0.24 |
| XLE SS Energy Select Sector | Reduce -20.0% | 0.59% | −0.03 |
Portfolio Buys Q1 2026 → Q2 2026
| VIST Vista Energy Sab DE CV | Add +120.0% | 1.95% | +1.18 |
| CRGY Crescent Energy Inc. Class A | Add +2.0% | 87.43% | +0.89 |
| SM SM Energy Co. | Add +56.7% | 1.70% | +0.75 |
| PTEN Patterson-Uti Energy Inc. | Add +215.0% | 0.80% | +0.58 |
| FANG Diamondback Energy Inc. | Add +100.0% | 0.98% | +0.57 |
| CNQ Canadian Natural Resources | Add +200.0% | 0.66% | +0.46 |
| DVN Devon Energy Corp. | Add +50.0% | 0.86% | +0.35 |
| SOC Sable Offshore Corp. | Add +150.0% | 1.71% | −0.98 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 12 | $36.0M | CRGY, VIST, SOC, SM, XOP |
| Q1 2026Amended | 19 | $49.0M | CRGY, SOC, TGS, XOP, SM |
| Q4 2025 | 10 | $25.6M | CRGY, EXE, EQT, SOC, AR |
| Q3 2025 | 9 | $4.6M | EQT, EXE, SOC, VST, CEG |
| Q2 2025 | 7 | $4.1M | VST, CEG, EQT, EXE, SOC |
| Q1 2025 | 13 | $6.8M | VG, SOC, EXE, EQT, BTU |
| Q4 2024 | 19 | $7.1M | XOP, FANG, PR, CRK, CRGY |
| Q3 2024 | 18 | $5.3M | FANG, PR, VTLE, NOVAQ, EQT |
| Q2 2024 | 27 | $91.0M | VTLE, PR, FANG, GUSH, TALO |
| Q1 2024 | 25 | $9.0M | PR, FANG, TALO, GUSH, NOVAQ |