Pickering Energy Partners LP
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed July 23, 2026), Pickering Energy Partners LP reported 19 stock positions worth $49.0 million. Its top holding was Crescent Energy Class A (CRGY) at 86.5% of the portfolio, followed by Sable Offshore (SOC, 2.7%) and Transportador Gas-ADR SP B (TGS, 1.1%). Compared with Q4 2025, it opened 12 new positions, sold out of 3, added to 2 and reduced 4. The biggest buy was Crescent Energy Class A (CRGY, shares +44%) and the biggest sale Eqt (EQT, shares −70%).
- Most Recent 13F
- Q2 2026
- Location
- HOUSTON, TX
- CIK
- 0001979670
- Portfolio Value
- $49.0M (Q1 2026)
- SEC Filing
- 0001420506-26-001278 ↗ filed Jul 23, 2026
Holdings Value
Holdings 19 stocks · $49.0M
| CRGY Crescent Energy Inc. Class A | 86.53% | 3,142,478 | $42.4M | Add +43.5% |
| SOC Sable Offshore Corp. | 2.70% | 80,000 | $1.3M | No change |
| TGS Transportador Gas-ADR SP B | 1.13% | 16,000 | $554K | New |
| XOP SS SPDR S&P Og Exp & Prod | 1.11% | 3,000 | $545K | New |
| SM SM Energy Co. | 0.95% | 15,000 | $468K | New |
| YPF YPF S.A.-Sponsored ADR filed as YPF SOCIEDAD ANONIMA | 0.94% | 10,000 | $462K | New |
| GUSH Direxion Daily S&P Oil & Gas | 0.90% | 10,000 | $442K | New |
| VIST Vista Energy Sab DE CV | 0.77% | 5,000 | $377K | New |
| EXE Expand Energy Corp. | 0.67% | 3,000 | $329K | Reduce -58.9% |
| PR Permian Resources Corp. Class A | 0.65% | 15,000 | $320K | Add +50.0% |
| XLE SS Energy Select Sector | 0.62% | 5,000 | $306K | New |
| EQT Eqt Corp. | 0.58% | 4,500 | $286K | Reduce -70.0% |
| DVN Devon Energy Corp. | 0.51% | 5,000 | $252K | New |
| AR Antero Resources Corp. | 0.43% | 5,000 | $212K | Reduce -61.5% |
| MUR Murphy Oil Corp. | 0.42% | 5,000 | $206K | Reduce -50.0% |
| FANG Diamondback Energy Inc. | 0.40% | 1,000 | $198K | New |
| WLK Westlake Corp. | 0.24% | 1,000 | $117K | New |
| PTEN Patterson-Uti Energy Inc. | 0.22% | 10,000 | $108K | New |
| CNQ Canadian Natural Resources | 0.20% | 2,000 | $97K | New |
Portfolio Sells Q4 2025 → Q1 2026
| EQT Eqt Corp. | Reduce -70.0% | 0.58% | −2.56 |
| EXE Expand Energy Corp. | Reduce -58.9% | 0.67% | −2.48 |
| AR Antero Resources Corp. | Reduce -61.5% | 0.43% | −1.32 |
| CEG Constellation Energy | Sold out | 0.00% | −1.19 |
| CRK Comstock Resources Inc. | Sold out | 0.00% | −0.91 |
| VST Vistra Corp. | Sold out | 0.00% | −0.88 |
| MUR Murphy Oil Corp. | Reduce -50.0% | 0.42% | −0.80 |
Portfolio Buys Q4 2025 → Q1 2026
| CRGY Crescent Energy Inc. Class A | Add +43.5% | 86.53% | +2.16 |
| TGS Transportador Gas-ADR SP B | New | 1.13% | +1.13 |
| XOP SS SPDR S&P Og Exp & Prod | New | 1.11% | +1.11 |
| SM SM Energy Co. | New | 0.95% | +0.95 |
| YPF YPF S.A.-Sponsored ADR | New | 0.94% | +0.94 |
| GUSH Direxion Daily S&P Oil & Gas | New | 0.90% | +0.90 |
| VIST Vista Energy Sab DE CV | New | 0.77% | +0.77 |
| XLE SS Energy Select Sector | New | 0.62% | +0.62 |
| DVN Devon Energy Corp. | New | 0.51% | +0.51 |
| FANG Diamondback Energy Inc. | New | 0.40% | +0.40 |
| WLK Westlake Corp. | New | 0.24% | +0.24 |
| PTEN Patterson-Uti Energy Inc. | New | 0.22% | +0.22 |
| CNQ Canadian Natural Resources | New | 0.20% | +0.20 |
| PR Permian Resources Corp. Class A | Add +50.0% | 0.65% | +0.10 |
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 |