Pickering Energy Partners LP In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Pickering Energy Partners LP reported 19 stock positions worth $7.1 million . Its top holding was SS SPDR S&P Og Exp & Prod (XOP) at 18.8% of the portfolio, followed by Diamondback Energy (FANG, 15.1% ) and Permian Resources Class A (PR, 12.2% ). Compared with Q3 2024, it opened 7 new positions, sold out of 6, added to 1 and reduced 6. The biggest buy was a new position in SS SPDR S&P Og Exp & Prod (XOP) and the biggest sale Sunnova Energy International (NOVAQ, shares −100% ).
Location HOUSTON, TX
CIK 0001979670
Portfolio Value $7.1M (Q4 2024) Holdings 19 stocks · $7.1M Holdings quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock % Of Portfolio ▼ Shares Held Total Value Change vs Q3 2024 XOP SS SPDR S&P Og Exp & Prod 10,000 $1.3M New FANG Diamondback Energy Inc. 6,500 $1.1M Add +30.0% PR Permian Resources Corp. Class A 60,000 $863K No change CRK Comstock Resources Inc. 38,500 $701K No change CRGY Crescent Energy Inc. Class A 44,000 $643K New VTLE Vital Energy Inc. 15,000 $464K Reduce -40.0% EQT Eqt Corp. 9,600 $443K Reduce -26.7% SOC Sable Offshore Corp. 18,000 $412K No change NESR National Energy Services Reu 40,000 $358K New HOS Hornbeck Offshore Services I filed as HELIX ENERGY SOLUTIONS GRP I 30,000 $280K New NPWR Net Power Inc. 21,000 $222K Reduce -51.7% RUN Sunrun Inc. 22,085 $204K New GEV GE Vernova Inc. 110 $36K Reduce -26.7% ALB Albemarle Corp. 300 $26K No change FET Forum Energy Technologies Inc. 500 $8K No change GUSH Direxion Daily S&P Oil & Gas 130 $4K New NOVAQ Sunnova Energy International 300 $1K Reduce -99.5% IE Ivanhoe Electric Inc. / US 50 $378 Reduce -97.6% ZEO Zeo Energy Corp. 100 $343 New
Other holdings (1): bonds, preferreds, convertibles and warrants · $52K (not counted above) Security Class Shares / Principal Value Change NPWR.WS Rice Acquisition Corp. II-CW *W EXP 06/08/202 14,500 $52K Reduce -27.3%
Total filed on the 13F, all lines: $7.1M.
Portfolio Sells Q3 2024 → Q4 2024 Portfolio Sells quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q3 2024 % Of Portfolio Change To Portfolio ▲ NOVAQ Sunnova Energy International Reduce -99.5% 0.01% −11.14 CIVI Civitas Resources Inc. Sold out 0.00% −6.69 VTLE Vital Energy Inc. Reduce -40.0% 6.57% −6.11 COP Conocophillips Sold out 0.00% −4.96 EQT Eqt Corp. Reduce -26.7% 6.28% −2.78 NPWR Net Power Inc. Reduce -51.7% 3.15% −2.60 IE Ivanhoe Electric Inc. / US Reduce -97.6% 0.01% −0.32 GEV GE Vernova Inc. Reduce -26.7% 0.51% −0.21 TPICQ Tpi Composites Inc. Sold out 0.00% −0.09 ENVX Enovix Corp. Sold out 0.00% −0.07 QS Quantumscape Corp. Sold out 0.00% −0.05 TE T1 Energy Inc. Sold out 0.00% −0.01
Portfolio Buys Q3 2024 → Q4 2024 Portfolio Buys quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q3 2024 % Of Portfolio Change To Portfolio ▼ XOP SS SPDR S&P Og Exp & Prod New 18.76% +18.76 CRGY Crescent Energy Inc. Class A New 9.11% +9.11 NESR National Energy Services Reu New 5.08% +5.08 HOS Hornbeck Offshore Services I New 3.96% +3.96 RUN Sunrun Inc. New 2.90% +2.90 GUSH Direxion Daily S&P Oil & Gas New 0.05% +0.05 ZEO Zeo Energy Corp. New 0.00% +0.00 FANG Diamondback Energy Inc. Add +30.0% 15.10% −1.16
Notes & Other Activity Q3 2024 → Q4 2024 Security Class Change vs Q3 2024 Shares / Principal Value ▼ NPWR.WS Rice Acquisition Corp. II-CW *W EXP 06/08/202 Reduce -27.3% 14,500 $52K
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings Quarter Positions 13F Reported Value Top Holdings Q2 2026 12 $36.0M CRGY, VIST, SOC, SM, XOP Q1 2026 Amended 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