Pickering Energy Partners LP
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Pickering Energy Partners LP reported 7 stock positions worth $4.1 million. Its top holding was Vistra (VST) at 23.8% of the portfolio, followed by Constellation Energy (CEG, 23.1%) and Eqt (EQT, 17.6%). Compared with Q1 2025, it opened 1 new position, sold out of 7, added to 2 and reduced 4. The biggest buy was Vistra (VST, shares +38%) and the biggest sale an exit from Venture Global Class A (VG).
- Most Recent 13F
- Q2 2026
- Location
- HOUSTON, TX
- CIK
- 0001979670
- Portfolio Value
- $4.1M (Q2 2025)
- SEC Filing
- 0001420506-25-002013 ↗ filed Aug 14, 2025
Holdings Value
Holdings 7 stocks · $4.1M
| VST Vistra Corp. | 23.81% | 5,000 | $969K | Add +38.1% |
| CEG Constellation Energy | 23.08% | 2,910 | $939K | Add +43.4% |
| EQT Eqt Corp. | 17.62% | 12,300 | $717K | Reduce -6.1% |
| EXE Expand Energy Corp. | 17.09% | 5,950 | $696K | Reduce -5.6% |
| SOC Sable Offshore Corp. | 11.88% | 22,000 | $484K | Reduce -26.7% |
| PR Permian Resources Corp. Class A | 3.35% | 10,000 | $136K | New |
| CRGY Crescent Energy Inc. Class A | 3.17% | 15,000 | $129K | Reduce -55.9% |
Portfolio Sells Q1 2025 → Q2 2025
| VG Venture Global Inc. Class A | Sold out | 0.00% | −13.61 |
| BTU Peabody Energy Corp. | Sold out | 0.00% | −8.15 |
| FANG Diamondback Energy Inc. | Sold out | 0.00% | −7.63 |
| CNR Core Natural Resources Inc. | Sold out | 0.00% | −7.36 |
| VTLE Vital Energy Inc. | Sold out | 0.00% | −6.23 |
| VLO Valero Energy Corp. | Sold out | 0.00% | −5.82 |
| CRGY Crescent Energy Inc. Class A | Reduce -55.9% | 3.17% | −2.44 |
| NESR National Energy Services Reu | Sold out | 0.00% | −1.62 |
| SOC Sable Offshore Corp. | Reduce -26.7% | 11.88% | +0.71 |
| EXE Expand Energy Corp. | Reduce -5.6% | 17.09% | +6.80 |
| EQT Eqt Corp. | Reduce -6.1% | 17.62% | +7.35 |
Portfolio Buys Q1 2025 → Q2 2025
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 |