Yaupon Capital Management LP
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), Yaupon Capital Management LP reported 92 stock positions worth $1.9 billion. Its top holding was BP PLC-Spons ADR (BP) at 4.5% of the portfolio, followed by American Water Works (AWK, 4.3%) and Shell PLC-ADR (SHEL, 3.6%). Compared with Q2 2025, it opened 41 new positions, sold out of 32, added to 34 and reduced 17. The biggest buy was American Water Works (AWK, shares +324%) and the biggest sale an exit from American Electric Power (AEP).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001755028
- Portfolio Value
- $1.9B (Q3 2025)
- SEC Filing
- 0001755028-25-000007 ↗ filed Nov 14, 2025
Holdings Value
Holdings 92 stocks · $1.9B
| BP BP PLC-Spons ADR | 4.50% | 2,532,571 | $87.3M | Add +32.5% |
| AWK American Water Works Co. Inc. | 4.27% | 595,238 | $82.9M | Add +323.6% |
| SHEL Shell PLC-ADR | 3.58% | 972,689 | $69.6M | Add +21.0% |
| AES AES Corp. | 2.96% | 4,360,221 | $57.4M | Add +338.3% |
| CVE Cenovus Energy Inc. | 2.84% | 3,240,859 | $55.1M | Add +21.9% |
| LNG Cheniere Energy Inc. | 2.78% | 230,002 | $54.0M | Add +87.1% |
| TRP TC Energy Corp. | 2.74% | 976,913 | $53.1M | New |
| EQT Eqt Corp. | 2.73% | 973,764 | $53.0M | Add +52.2% |
| DUK Duke Energy Corp. | 2.66% | 417,730 | $51.7M | Add +67.9% |
| OVV Ovintiv Inc. | 2.55% | 1,223,966 | $49.4M | Add +25.7% |
| MTDR Matador Resources Co. | 2.48% | 1,070,805 | $48.1M | Add +86.4% |
| PR Permian Resources Corp. Class A | 2.31% | 3,498,246 | $44.8M | Add +30.5% |
| VST Vistra Corp. | 2.27% | 225,000 | $44.1M | Add +231.5% |
| ETR Entergy Corp. | 2.25% | 469,128 | $43.7M | Reduce -12.2% |
| PNW Pinnacle West Capital | 2.23% | 483,649 | $43.4M | Add +30.0% |
| DTE DTE Energy Company | 2.17% | 298,126 | $42.2M | Add +39.4% |
| FTI Technipfmc PLC | 2.16% | 1,062,450 | $41.9M | Reduce -7.0% |
| CAT Caterpillar Inc. | 2.02% | 82,253 | $39.2M | New |
| FSLR First Solar Inc. | 1.97% | 173,588 | $38.3M | Add +105.7% |
| WMB Williams Cos Inc. | 1.76% | 540,412 | $34.2M | New |
| CNP Centerpoint Energy Inc. | 1.64% | 818,480 | $31.8M | New |
| AQN Algonquin Power & Utilities | 1.63% | 5,888,508 | $31.6M | Add +36.7% |
| HWM Howmet Aerospace Inc. | 1.62% | 160,416 | $31.5M | New |
| CVX Chevron Corp. | 1.52% | 190,203 | $29.5M | New |
| AEE Ameren Corporation | 1.46% | 270,949 | $28.3M | Reduce -41.1% |
| KGS Kodiak Gas Services Inc. | 1.38% | 725,000 | $26.8M | New |
| CNQ Canadian Natural Resources | 1.36% | 822,752 | $26.3M | Add +3.6% |
| HAL Halliburton Co. | 1.34% | 1,057,932 | $26.0M | New |
| LNT Alliant Energy Corp. | 1.34% | 384,559 | $25.9M | Reduce -18.8% |
| RIG Transocean Ltd. | 1.33% | 8,250,000 | $25.7M | New |
| WBI Waterbridge Infrastruc Class A | 1.30% | 1,000,000 | $25.2M | New |
| SHLS Shoals Technologies Group -A | 1.23% | 3,219,416 | $23.9M | Add +279.8% |
| SHW The Sherwin-Williams Co. | 1.21% | 67,571 | $23.4M | Add +28.4% |
| NEXT Nextdecade Corp. | 1.17% | 3,356,285 | $22.8M | Reduce -8.6% |
| DINO HF Sinclair Corp. | 1.10% | 406,436 | $21.3M | New |
| LGN Legence Corp. Class A | 0.99% | 625,000 | $19.3M | New |
| TAC Transalta Corp. | 0.98% | 1,394,087 | $19.0M | Add +20.1% |
| VLTO Veralto Corp. | 0.94% | 171,302 | $18.3M | New |
| NSC Norfolk Southern Corp. | 0.93% | 60,044 | $18.0M | Reduce -25.7% |
| IDA Idacorp Inc. | 0.91% | 133,877 | $17.7M | Reduce -17.3% |
| ES Eversource Energy | 0.91% | 248,083 | $17.6M | Add +35.2% |
| DTM DT Midstream Inc. | 0.90% | 154,243 | $17.4M | Add +3.6% |
| CEG Constellation Energy | 0.88% | 51,957 | $17.1M | New |
| ECL Ecolab Inc. | 0.87% | 61,366 | $16.8M | Add +111.2% |
| NFG National Fuel Gas Co. | 0.85% | 178,106 | $16.5M | Reduce -62.3% |
| SDRL Seadrill Limited | 0.81% | 517,848 | $15.6M | New |
| EVRG Evergy Inc. | 0.79% | 201,737 | $15.3M | Reduce -75.1% |
| TXNM TXNM Energy Inc. | 0.72% | 246,378 | $13.9M | Add +64.1% |
| VRT Vertiv Holdings Co. Class A | 0.68% | 87,307 | $13.2M | New |
| TBN Tamboran Resources Corp. | 0.66% | 465,544 | $12.7M | Add +47.5% |
| CTRI Centuri Holdings Inc. | 0.65% | 596,950 | $12.6M | New |
| MIR Mirion Technologies Inc. | 0.63% | 525,000 | $12.2M | New |
| HBM Hudbay Minerals Inc. | 0.62% | 790,405 | $12.0M | Reduce -42.3% |
| NRG NRG Energy Inc. | 0.58% | 69,268 | $11.2M | New |
| TLNCU Talon Capital Corp. | 0.52% | 1,000,000 | $10.0M | New |
| RIO Rio Tinto PLC-Spon ADR | 0.49% | 144,771 | $9.6M | New |
| CCJ Cameco Corp. | 0.47% | 109,519 | $9.2M | New |
| MTZ Mastec Inc. | 0.46% | 42,276 | $9.0M | New |
| WULF Terawulf Inc. | 0.45% | 772,695 | $8.8M | New |
| NXT Nextpower Inc. filed as NEXTRACKER INC | 0.45% | 118,822 | $8.8M | New |
| WWD Woodward Inc. | 0.45% | 34,494 | $8.7M | New |
| FE Firstenergy Corp. | 0.45% | 190,185 | $8.7M | Reduce -51.9% |
| VAL Valaris Ltd. | 0.44% | 173,251 | $8.4M | New |
| XPRO Expro Group Holdings NV | 0.42% | 687,085 | $8.2M | New |
| CHRW C.H. Robinson Worldwide Inc. | 0.42% | 61,593 | $8.2M | New |
| XIFR XPLR Infrastructure LP | 0.41% | 778,109 | $7.9M | Add +5.3% |
| OR Or Royalties Inc. | 0.40% | 194,419 | $7.8M | Add +3.9% |
| LBRT Liberty Energy Inc. | 0.39% | 610,588 | $7.5M | New |
| GPOR Gulfport Energy Corp. | 0.37% | 39,287 | $7.1M | Add +3.7% |
| BKV BKV Corporation | 0.37% | 306,955 | $7.1M | Add +40.0% |
| NWE Northwestern Energy Group Inc. | 0.35% | 115,686 | $6.8M | Reduce -5.5% |
| KRP Kimbell Royalty Partners LP | 0.33% | 473,709 | $6.4M | Add +5.3% |
| BG Bunge Global SA | 0.31% | 73,475 | $6.0M | Reduce -75.5% |
| CRC California Resources Corp. | 0.28% | 100,507 | $5.3M | New |
| CRS Carpenter Technology | 0.26% | 20,463 | $5.0M | Reduce -64.3% |
| INR Infinity Natural Resour Class A | 0.25% | 373,256 | $4.9M | Add +4.0% |
| BDC Belden Inc. | 0.24% | 38,959 | $4.7M | New |
| SR Spire Inc. | 0.23% | 55,624 | $4.5M | New |
| AGX Argan Inc. | 0.23% | 16,223 | $4.4M | New |
| CDLR Cadeler A/S-ADR | 0.20% | 189,196 | $3.9M | Add +4.8% |
| ENPH Enphase Energy Inc. | 0.19% | 105,418 | $3.7M | New |
| SOC Sable Offshore Corp. | 0.18% | 200,000 | $3.5M | New |
| FLS Flowserve Corp. | 0.17% | 62,163 | $3.3M | Reduce -61.1% |
| CEPF Cantor Equity Partners Class A | 0.16% | 300,000 | $3.1M | New |
| ATKR Atkore Inc. | 0.13% | 41,236 | $2.6M | New |
| LB Landbridge Co. LLC-A | 0.12% | 44,424 | $2.4M | New |
| OPAL Opal Fuels Inc. Class A | 0.08% | 741,775 | $1.6M | Add +4.3% |
| ATI Ati Inc. | 0.07% | 15,844 | $1.3M | Reduce -88.3% |
| EE Excelerate Energy Inc. Class A | 0.06% | 46,986 | $1.2M | Reduce -85.5% |
| SEI Solaris Energy Infrastructur | 0.05% | 25,453 | $1.0M | New |
| GSRT GSR III Acquisition Corp. | 0.02% | 30,511 | $316K | Add +3.8% |
| PAII Pyrophyte Acquisition Corp. Class A | 0.01% | 20,708 | $206K | New |
Options reported separately and not counted above: SPY puts ($166.5M), EOG puts ($112.1M), VG puts ($71.9M), HAL calls ($47.9M), CF calls ($44.9M), AES calls ($34.1M), TSLA puts ($27.7M), EQT calls ($27.2M), XOP calls ($25.1M), EOG calls ($22.4M), IR puts ($20.7M), PBF puts ($15.1M), and 8 more.
Other holdings (1): bonds, preferreds, convertibles and warrants · $4K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| PAII.WS Pyrophyte Acquisition Corp. I | *W EXP 07/30/203 | 10,354 | $4K | New |
Total filed on the 13F, all lines: $1.9B.
Portfolio Sells Q2 2025 → Q3 2025
| AEP American Electric Power | Sold out | 0.00% | −3.17 |
| EVRG Evergy Inc. | Reduce -75.1% | 0.79% | −2.94 |
| NI Nisource Inc. | Sold out | 0.00% | −2.45 |
| HES Hess Corp. | Sold out | 0.00% | −2.35 |
| CSX CSX Corp. | Sold out | 0.00% | −2.25 |
| PWR Quanta Services Inc. | Sold out | 0.00% | −1.85 |
| NFG National Fuel Gas Co. | Reduce -62.3% | 0.85% | −1.82 |
| ADM Archer-Daniels-Midland Co. | Sold out | 0.00% | −1.74 |
| PRIM Primoris Services Corp. | Sold out | 0.00% | −1.68 |
| AEE Ameren Corporation | Reduce -41.1% | 1.46% | −1.49 |
| BG Bunge Global SA | Reduce -75.5% | 0.31% | −1.29 |
| GFL GFL Environmental Inc.-Sub VT | Sold out | 0.00% | −1.21 |
| FCX Freeport-McMoran Inc. | Sold out | 0.00% | −1.16 |
| CTRA Coterra Energy Inc. | Sold out | 0.00% | −1.11 |
| ETN Eaton Corp. PLC | Sold out | 0.00% | −1.06 |
| NEXT Nextdecade Corp. | Reduce -8.6% | 1.17% | −1.01 |
| DAR Darling Ingredients Inc. | Sold out | 0.00% | −0.93 |
| MPC Marathon Petroleum Corp. | Sold out | 0.00% | −0.92 |
| XEL Xcel Energy Inc. | Sold out | 0.00% | −0.92 |
| CRS Carpenter Technology | Reduce -64.3% | 0.26% | −0.80 |
| ATI Ati Inc. | Reduce -88.3% | 0.07% | −0.71 |
| ETR Entergy Corp. | Reduce -12.2% | 2.25% | −0.71 |
| TECK Teck Resources Ltd.-CLS B | Sold out | 0.00% | −0.71 |
| FE Firstenergy Corp. | Reduce -51.9% | 0.45% | −0.61 |
| EE Excelerate Energy Inc. Class A | Reduce -85.5% | 0.06% | −0.57 |
| LNT Alliant Energy Corp. | Reduce -18.8% | 1.34% | −0.57 |
| TLN Talen Energy Corp. | Sold out | 0.00% | −0.54 |
| FMC FMC Corp. | Sold out | 0.00% | −0.53 |
| CE Celanese Corp. | Sold out | 0.00% | −0.52 |
| CTVA Corteva Inc. | Sold out | 0.00% | −0.52 |
| ARRY Array Technologies Inc. | Sold out | 0.00% | −0.51 |
| ECVT Ecovyst Inc. | Sold out | 0.00% | −0.49 |
| DBRG Digitalbridge Group Inc. | Sold out | 0.00% | −0.47 |
| FTI Technipfmc PLC | Reduce -7.0% | 2.16% | −0.46 |
| NSC Norfolk Southern Corp. | Reduce -25.7% | 0.93% | −0.45 |
| FLS Flowserve Corp. | Reduce -61.1% | 0.17% | −0.39 |
| HBM Hudbay Minerals Inc. | Reduce -42.3% | 0.62% | −0.35 |
| IDA Idacorp Inc. | Reduce -17.3% | 0.91% | −0.33 |
| KNTK Kinetik Holdings Inc. | Sold out | 0.00% | −0.29 |
| VG Venture Global Inc. Class A | Sold out | 0.00% | −0.29 |
| PPTA Perpetua Resources Corp. | Sold out | 0.00% | −0.16 |
| WTRG Essential Utilities Inc. | Sold out | 0.00% | −0.12 |
| CORZ Core Scientific Inc. | Sold out | 0.00% | −0.12 |
| KBR KBR Inc. | Sold out | 0.00% | −0.10 |
| NWE Northwestern Energy Group Inc. | Reduce -5.5% | 0.35% | −0.07 |
| HESM Hess Midstream LP Class A | Sold out | 0.00% | −0.07 |
| CNM Core & Main Inc. Class A | Sold out | 0.00% | −0.05 |
| PONY Pony AI Inc. | Sold out | 0.00% | −0.03 |
| IMSR Terrestrial Energy Inc. | Sold out | 0.00% | −0.03 |
Portfolio Buys Q2 2025 → Q3 2025
| AWK American Water Works Co. Inc. | Add +323.6% | 4.27% | +2.96 |
| TRP TC Energy Corp. | New | 2.74% | +2.74 |
| AES AES Corp. | Add +338.3% | 2.96% | +2.26 |
| CAT Caterpillar Inc. | New | 2.02% | +2.02 |
| WMB Williams Cos Inc. | New | 1.76% | +1.76 |
| CNP Centerpoint Energy Inc. | New | 1.64% | +1.64 |
| HWM Howmet Aerospace Inc. | New | 1.62% | +1.62 |
| CVX Chevron Corp. | New | 1.52% | +1.52 |
| VST Vistra Corp. | Add +231.5% | 2.27% | +1.39 |
| KGS Kodiak Gas Services Inc. | New | 1.38% | +1.38 |
| HAL Halliburton Co. | New | 1.34% | +1.34 |
| RIG Transocean Ltd. | New | 1.33% | +1.33 |
| WBI Waterbridge Infrastruc Class A | New | 1.30% | +1.30 |
| DINO HF Sinclair Corp. | New | 1.10% | +1.10 |
| FSLR First Solar Inc. | Add +105.7% | 1.97% | +1.04 |
| LGN Legence Corp. Class A | New | 0.99% | +0.99 |
| SHLS Shoals Technologies Group -A | Add +279.8% | 1.23% | +0.99 |
| VLTO Veralto Corp. | New | 0.94% | +0.94 |
| CEG Constellation Energy | New | 0.88% | +0.88 |
| SDRL Seadrill Limited | New | 0.81% | +0.81 |
| LNG Cheniere Energy Inc. | Add +87.1% | 2.78% | +0.79 |
| DUK Duke Energy Corp. | Add +67.9% | 2.66% | +0.71 |
| BP BP PLC-Spons ADR | Add +32.5% | 4.50% | +0.68 |
| VRT Vertiv Holdings Co. Class A | New | 0.68% | +0.68 |
| CTRI Centuri Holdings Inc. | New | 0.65% | +0.65 |
| MTDR Matador Resources Co. | Add +86.4% | 2.48% | +0.65 |
| MIR Mirion Technologies Inc. | New | 0.63% | +0.63 |
| NRG NRG Energy Inc. | New | 0.58% | +0.58 |
| TLNCU Talon Capital Corp. | New | 0.52% | +0.52 |
| RIO Rio Tinto PLC-Spon ADR | New | 0.49% | +0.49 |
| CCJ Cameco Corp. | New | 0.47% | +0.47 |
| MTZ Mastec Inc. | New | 0.46% | +0.46 |
| WULF Terawulf Inc. | New | 0.45% | +0.45 |
| NXT Nextpower Inc. | New | 0.45% | +0.45 |
| WWD Woodward Inc. | New | 0.45% | +0.45 |
| VAL Valaris Ltd. | New | 0.44% | +0.44 |
| CVE Cenovus Energy Inc. | Add +21.9% | 2.84% | +0.43 |
| XPRO Expro Group Holdings NV | New | 0.42% | +0.42 |
| CHRW C.H. Robinson Worldwide Inc. | New | 0.42% | +0.42 |
| LBRT Liberty Energy Inc. | New | 0.39% | +0.39 |
| ECL Ecolab Inc. | Add +111.2% | 0.87% | +0.34 |
| DTE DTE Energy Company | Add +39.4% | 2.17% | +0.28 |
| CRC California Resources Corp. | New | 0.28% | +0.28 |
| EQT Eqt Corp. | Add +52.2% | 2.73% | +0.24 |
| BDC Belden Inc. | New | 0.24% | +0.24 |
| SR Spire Inc. | New | 0.23% | +0.23 |
| AGX Argan Inc. | New | 0.23% | +0.23 |
| TBN Tamboran Resources Corp. | Add +47.5% | 0.66% | +0.21 |
| ENPH Enphase Energy Inc. | New | 0.19% | +0.19 |
| SOC Sable Offshore Corp. | New | 0.18% | +0.18 |
Options Activity Q2 2025 → Q3 2025
| SPY SS SPDR S&P 500 ETF Trust-US | put | New | 250,000 | $166.5M |
| EOG EOG Resources Inc. | put | New | 1,000,000 | $112.1M |
| VG Venture Global Inc. Class A | put | Add +166.6% | 5,065,300 | $71.9M |
| D Dominion Energy Inc. | put | Sold out | 1,250,000 | $70.7Mbefore exit |
| XLU St Sr Utl SL SE SPDR ETF-Usd | put | Sold out | 750,000 | $61.2Mbefore exit |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | put | Sold out | 750,000 | $60.5Mbefore exit |
| HAL Halliburton Co. | call | New | 1,946,600 | $47.9M |
| EXE Expand Energy Corp. | put | Sold out | 400,000 | $46.8Mbefore exit |
| CF CF Industries Holdings Inc. | call | New | 500,000 | $44.9M |
| DOW Dow Inc. | put | Sold out | 1,500,000 | $39.7Mbefore exit |
| AES AES Corp. | call | Add +72.9% | 2,593,200 | $34.1M |
| DINO HF Sinclair Corp. | call | Sold out | 808,300 | $33.2Mbefore exit |
| WMB Williams Cos Inc. | call | Sold out | 500,000 | $31.4Mbefore exit |
| ALB Albemarle Corp. | put | Sold out | 500,000 | $31.3Mbefore exit |
| ED Consolidated Edison Inc. | put | Sold out | 300,000 | $30.1Mbefore exit |
| TSLA Tesla Inc. | put | Reduce -37.8% | 62,200 | $27.7M |
| EQT Eqt Corp. | call | New | 500,000 | $27.2M |
| VRT Vertiv Holdings Co. Class A | put | Sold out | 200,000 | $25.7Mbefore exit |
| XOP SS SPDR S&P Og Exp & Prod | call | New | 190,000 | $25.1M |
| ETN Eaton Corp. PLC | put | Sold out | 70,000 | $25.0Mbefore exit |
| PSX Phillips 66 | put | Sold out | 200,000 | $23.9Mbefore exit |
| EOG EOG Resources Inc. | call | New | 200,000 | $22.4M |
| IR Ingersoll-Rand Inc. | put | New | 250,000 | $20.7M |
| XEL Xcel Energy Inc. | call | Sold out | 300,000 | $20.4Mbefore exit |
| POR Portland General Electric Co. | put | Sold out | 500,000 | $20.3Mbefore exit |
| VST Vistra Corp. | call | Sold out | 100,000 | $19.4Mbefore exit |
| NEE Nextera Energy Inc. | put | Sold out | 250,000 | $17.4Mbefore exit |
| FSLR First Solar Inc. | call | Sold out | 100,000 | $16.6Mbefore exit |
| PBF PBF Energy Inc. Class A | put | New | 500,000 | $15.1M |
| SEI Solaris Energy Infrastructur | put | New | 353,700 | $14.1M |
| CVE Cenovus Energy Inc. | call | Sold out | 1,000,000 | $13.6Mbefore exit |
| DOW Dow Inc. | call | Sold out | 500,000 | $13.2Mbefore exit |
| PR Permian Resources Corp. Class A | call | New | 1,029,800 | $13.2M |
| TALO Talos Energy Inc. | put | Add +35.1% | 810,800 | $7.8M |
| EQNR Equinor ASA-Spon ADR | put | Sold out | 300,000 | $7.5Mbefore exit |
| SHLS Shoals Technologies Group -A | call | New | 1,000,000 | $7.4M |
| TE T1 Energy Inc. | put | New | 3,034,500 | $6.6M |
| CC The Chemours Co. | call | Sold out | 500,000 | $5.7Mbefore exit |
| TPL Texas Pacific Land Corp. | put | Sold out | 5,000 | $5.3Mbefore exit |
| MSTR Strategy Inc. | put | Add +3.4% | 15,200 | $4.9M |
| NEXT Nextdecade Corp. | call | Sold out | 495,700 | $4.4Mbefore exit |
| RUN Sunrun Inc. | call | Sold out | 498,700 | $4.1Mbefore exit |
| HUT Hut 8 Corp. | call | Sold out | 200,000 | $3.7Mbefore exit |
| SOC Sable Offshore Corp. | put | New | 103,500 | $1.8M |
| CLNE Clean Energy Fuels Corp. | call | Sold out | 500,000 | $975Kbefore exit |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
Notes & Other Activity Q2 2025 → Q3 2025
| SOLARIS ENERGY INFRASTRU (SEI 4.75 05/01/30) | NOTE 4.750% 5/0 · principal | Sold out | 5,000 | $7Kbefore exit |
| PAII.WS Pyrophyte Acquisition Corp. I | *W EXP 07/30/203 | New | 10,354 | $4K |
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 | 104 | $3.0B | NFG, DVN, NI, OVV, WMB |
| Q1 2026 | 82 | $2.0B | NFG, CTRA, CVE, VST, OVV |
| Q4 2025 | 89 | $2.0B | NFG, BP, CVE, OVV, CRH |
| Q3 2025 | 92 | $1.9B | BP, AWK, SHEL, AES, CVE |
| Q2 2025 | 83 | $1.5B | BP, SHEL, EVRG, AEP, ETR |
| Q1 2025 | 67 | $1.4B | AEP, BP, SHEL, OVV, ETR |
| Q4 2024 | 88 | $1.6B | XEL, ED, TRP, BP, PR |
| Q3 2024 | 78 | $1.5B | TECK, PR, EQT, FANG, BKR |
| Q2 2024 | 76 | $1.1B | HES, TRP, CVE, SHEL, SU |
| Q1 2024 | 78 | $1.2B | CVE, TECK, SU, PXD, MPC |