updated
24 results Total investment of current selection: $ 27 M
| # | Name | Name | Name | Type | Country of HQ | Country of HQ | Country of HQ | Sectors | subsidiaries | Shares $M | Bonds $M | Total $M | |||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Exxon Mobil Corporation | Empirical Wealth Management | investment | United States | United States | North America | North America | Imperial Oil Ltd | $ 7 M | $ 7 M | |||||
| 2 | Chevron Corporation | Empirical Wealth Management | investment | United States | United States | North America | North America | Texaco Capital Inc, Texaco Capital LLC, Tengizchevroil LLP | $ 5 M | $ 5 M | |||||
| 3 | WEC Energy Group Inc | Empirical Wealth Management | investment | United States | United States | North America | North America | WE Power LLC, Wisconsin Public Service Corp, Wisconsin Electric Power Co, Elm Road Generating Station Supercritical LLC | $ 3 M | $ 3 M | |||||
| 4 | Coterra Energy Inc | Empirical Wealth Management | investment | United States | United States | North America | North America | $ 2 M | $ 2 M | ||||||
| 5 | ConocoPhillips | Empirical Wealth Management | investment | United States | United States | North America | North America | Polar Tankers Inc, Conoco Funding Co | $ 1 M | $ 1 M | |||||
| 6 | NextEra Energy Inc | Empirical Wealth Management | investment | United States | United States | North America | North America | NextEra Energy Capital Holdings Inc, Pipeline Funding Company LLC | $ 1 M | $ 1 M | |||||
| 7 | Blackstone Inc | Empirical Wealth Management | investment | United States | United States | North America | North America | Magnolia Power LLC | $ <1 M | $ <1 M | |||||
| 8 | TXO Partners LP | Empirical Wealth Management | investment | United States | United States | North America | North America | $ <1 M | $ <1 M | ||||||
| 9 | Marathon Petroleum Corporation | Empirical Wealth Management | investment | United States | United States | North America | North America | MPLX LP | $ <1 M | $ <1 M | |||||
| 10 | CSX Corp | Empirical Wealth Management | investment | United States | United States | North America | North America | $ <1 M | $ <1 M | ||||||
| 11 | Energy Transfer LP | Empirical Wealth Management | investment | United States | United States | North America | North America | Lake Charles LNG Export Company LLC, Oasis Pipe Line Finance Co, Warrior Pipeline LLC | $ <1 M | $ <1 M | |||||
| 12 | General Electric Company | Empirical Wealth Management | investment | United States | United States | North America | North America | Shady Hills Energy Center LLC | $ <1 M | $ <1 M | |||||
| 13 | Petroleo Brasileiro SA – Petrobras | Empirical Wealth Management | investment | United States | Brazil | North America | South America | Petrobras Global Finance BV | $ <1 M | $ <1 M | |||||
| 14 | Occidental Petroleum Corporation | Empirical Wealth Management | investment | United States | United States | North America | North America | Anadarko Petroleum Corp, Anadarko Finance Co | $ <1 M | $ <1 M | |||||
| 15 | Enterprise Products Partners LP | Empirical Wealth Management | investment | United States | United States | North America | North America | SPOT Terminal Services LLC | $ <1 M | $ <1 M | |||||
| 16 | American Electric Power Company Inc (AEP) | Empirical Wealth Management | investment | United States | United States | North America | North America | Appalachian Power Co, CSW CREDIT INC, Indiana Michigan Power Co, Kentucky Power Co, Ohio Power Co, Southwestern Electric Power Co, SWEPCO Capital I, SWEPCo Capital Trust I, Wheeling Power Co, Public Service Co of Oklahoma, AEP Generating Co | $ <1 M | $ <1 M | |||||
| 17 | Duke Energy Corporation | Empirical Wealth Management | investment | United States | United States | North America | North America | Duke Capital Finance Trust I, Duke Capital Finance Trust II, Duke Energy Capital Trust II, Duke Energy Florida LLC, Duke Energy Florida Project Finance LLC, Duke Energy Indiana Inc, Duke Energy Kentucky Inc, Duke Energy Ohio Inc, Duke Energy Progress LLC, PROGRESS CAPITAL HOLDINGS INC, Progress Energy Inc, Duke Energy Carolinas LLC | $ <1 M | $ <1 M | |||||
| 18 | Kinder Morgan Inc | Empirical Wealth Management | investment | United States | United States | North America | North America | El Paso Energy Capital Trust I, Coastal Finance I, Colorado Interstate Gas Company LLC, El Paso Natural Gas Co LLC, Tennessee Gas Pipeline Company LLC, Gulf LNG Liquefaction Company LLC | $ <1 M | $ <1 M | |||||
| 19 | Air Products and Chemicals Inc | Empirical Wealth Management | investment | United States | United States | North America | North America | Jazan Integrated Gasification and Power Company | $ <1 M | $ <1 M | |||||
| 20 | Shell plc | Empirical Wealth Management | investment | United States | United Kingdom | North America | Europe (non EU) | Shell Finance Netherlands BV, Shell Finance Switzerland AG, Shell Treasury Centre East Pte Ltd, Shell Treasury Centre Ltd, Shell Treasury Luxembourg SARL, Shell International Finance BV | $ <1 M | $ <1 M | |||||
| 21 | Dow Inc | Empirical Wealth Management | investment | United States | United States | North America | North America | $ <1 M | $ <1 M | ||||||
| 22 | The Southern Company | Empirical Wealth Management | investment | United States | United States | North America | North America | Alabama Power Capital Trust III, Alabama Power Capital Trust I, Alabama Power Capital Trust II, Alabama Power Co, Georgia Power Capital LP, Georgia Power Capital Trust, Georgia Power Capital Trust II, Georgia Power Capital Trust III, Georgia Power Capital Trust V, Georgia Power Capital Trust VI, Georgia Power Capital Trust VII, Georgia Power Co, Mississippi Power Capital Trust II, Mississippi Power Co, Southern Co Capital Funding Inc, Southern Co Capital Trust I, Southern Co Capital Trust II, Southern Co Capital Trust III, Southern Co Capital Trust IV, Southern Co Capital Trust V, Southern Co Capital Trust VI, Alabama Power Capital Trust V, Southern Co Gas Capital Corp | $ <1 M | $ <1 M | |||||
| 23 | Ameren Corp | Empirical Wealth Management | investment | United States | United States | North America | North America | Union Electric Co | $ <1 M | $ <1 M | |||||
| 24 | ONEOK Inc | Empirical Wealth Management | investment | United States | United States | North America | North America | Saguaro Connector Pipeline LLC | $ <1 M | $ <1 M |
Remarks
Financial data is drawn from the commercial database Refinitiv (now known as LSEG Data & Analytics). For a selection of pension and sovereign wealth funds, data was collected from the fund disclosures and SEC filings in individual cases. The data was retrieved in May 2024, but filings can be older than that and might have changed since. This might especially be the case if an investor introduced a fossil fuel policy in the meantime. We acknowledge that shares and bonds of some Russian companies can't be traded on all markets anymore and were written off some investors’ portfolios.
This report is meant for information purposes only and not as a source of any specific investment recommendation. Nothing herein shall constitute or be construed as a recommendation, endorsement, or sponsorship of any company or fund. You should determine on your own whether you agree with the content of this information and data provided.
For more information read our detailed Methodology!