Pickering Energy Partners LP

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 17, 2026), Pickering Energy Partners LP reported 10 stock positions worth $25.6 million. Its top holding was Crescent Energy Class A (CRGY) at 84.4% of the portfolio, followed by Expand Energy (EXE, 3.2%) and Eqt (EQT, 3.1%). Compared with Q3 2025, it opened 1 new position, added to 2 and reduced 5. The biggest buy was Crescent Energy Class A (CRGY, shares +5373%) and the biggest sale Eqt (EQT, shares −8%).

Most Recent 13F
Q2 2026
Location
HOUSTON, TX
CIK
0001979670
Portfolio Value
$25.6M (Q4 2025)
SEC Filing
0001420506-26-000466 ↗ filed Feb 17, 2026

Holdings Value

0$20.0M$40.0M$60.0M$80.0M$100.0M Q1 2024: $9.0M Q1 2024 Q2 2024: $91.0M Q2 2024 Q3 2024: $5.3M Q3 2024 Q4 2024: $7.1M Q4 2024 Q1 2025: $6.8M Q1 2025 Q2 2025: $4.1M Q2 2025 Q3 2025: $4.6M Q3 2025 Q4 2025: $25.6M $25.6M Q4 2025 Q1 2026: $49.0M Q1 2026 Q2 2026: $36.0M Q2 2026

Holdings 10 stocks · $25.6M
CRGY Crescent Energy Inc. Class A 84.38% 2,189,194 $21.6M Add +5373.0%
EXE Expand Energy Corp. 3.15% 7,300 $806K Reduce -8.2%
EQT Eqt Corp. 3.15% 15,000 $804K Reduce -8.0%
SOC Sable Offshore Corp. 2.82% 80,000 $722K Add +146.2%
AR Antero Resources Corp. 1.75% 13,000 $448K Reduce -10.3%
MUR Murphy Oil Corp. 1.22% 10,000 $313K New
CEG Constellation Energy 1.19% 860 $304K Reduce -47.2%
CRK Comstock Resources Inc. 0.91% 10,000 $232K No change
VST Vistra Corp. 0.88% 1,400 $226K Reduce -50.0%
PR Permian Resources Corp. Class A 0.55% 10,000 $140K No change

Portfolio Sells Q3 2025 → Q4 2025
EQT Eqt Corp. Reduce -8.0% 3.15% −16.34
EXE Expand Energy Corp. Reduce -8.2% 3.15% −15.39
VST Vistra Corp. Reduce -50.0% 0.88% −11.16
CEG Constellation Energy Reduce -47.2% 1.19% −10.59
AR Antero Resources Corp. Reduce -10.3% 1.75% −8.93

Portfolio Buys Q3 2025 → Q4 2025
CRGY Crescent Energy Inc. Class A Add +5373.0% 84.38% +76.54
MUR Murphy Oil Corp. New 1.22% +1.22
SOC Sable Offshore Corp. Add +146.2% 2.82% −9.64

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 12$36.0MCRGY, VIST, SOC, SM, XOP
Q1 2026Amended 19$49.0MCRGY, SOC, TGS, XOP, SM
Q4 2025 10$25.6MCRGY, EXE, EQT, SOC, AR
Q3 2025 9$4.6MEQT, EXE, SOC, VST, CEG
Q2 2025 7$4.1MVST, CEG, EQT, EXE, SOC
Q1 2025 13$6.8MVG, SOC, EXE, EQT, BTU
Q4 2024 19$7.1MXOP, FANG, PR, CRK, CRGY
Q3 2024 18$5.3MFANG, PR, VTLE, NOVAQ, EQT
Q2 2024 27$91.0MVTLE, PR, FANG, GUSH, TALO
Q1 2024 25$9.0MPR, FANG, TALO, GUSH, NOVAQ