updated
21 results Total investment of current selection: $ 117 M
| # | Name | Name | Name | Type | Country of HQ | Country of HQ | Country of HQ | Sectors | subsidiaries | Shares $M | Bonds $M | Total $M | |||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Shell plc | Evelyn Partners Investment Management | investment | United Kingdom | United Kingdom | Europe (non EU) | 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 | $ 47 M | $ 47 M | |||||
| 2 | BP plc | Evelyn Partners Investment Management | investment | United Kingdom | United Kingdom | Europe (non EU) | Europe (non EU) | Atlantic Richfield Co, BP Finance Australia Pty Ltd, BP Capital Markets PLC, BP Capital Markets America Inc, BP Capital Markets BV | $ 22 M | $ 22 M | |||||
| 3 | SSE plc | Evelyn Partners Investment Management | investment | United Kingdom | United Kingdom | Europe (non EU) | Europe (non EU) | $ 16 M | $ 16 M | ||||||
| 4 | National Grid plc | Evelyn Partners Investment Management | investment | United Kingdom | United Kingdom | Europe (non EU) | Europe (non EU) | $ 13 M | $ 13 M | ||||||
| 5 | The Williams Companies Inc | Evelyn Partners Investment Management | investment | United Kingdom | United States | Europe (non EU) | North America | Transcontinental Gas Pipe Line Company LLC | $ 5 M | $ 5 M | |||||
| 6 | Hyundai Motor Company | Evelyn Partners Investment Management | investment | United Kingdom | South Korea | Europe (non EU) | East Asia | $ 2 M | $ 2 M | ||||||
| 7 | Chevron Corporation | Evelyn Partners Investment Management | investment | United Kingdom | United States | Europe (non EU) | North America | Texaco Capital Inc, Texaco Capital LLC, Tengizchevroil LLP | $ 2 M | $ 2 M | |||||
| 8 | Glencore plc | Evelyn Partners Investment Management | investment | United Kingdom | Switzerland | Europe (non EU) | Europe (non EU) | CMC - Coal Marketing Co Ltd, Goedgevonden Joint Venture, Carbones del Cerrejon Ltd, Bulga Coal Management Pty Ltd, Glencore Finance (Europe) Ltd, Glencore Funding LLC, Liddell Coal Operations Pty Ltd, Mt Owen Pty Ltd, Ravensworth Operations Pty Ltd, Ulan Coal Mines Ltd, Glencore Group Funding Ltd, Glencore Finance (Bermuda) Ltd, Glencore Queensland Ltd, Glencore Capital Finance DAC, Finges Investment BV, Glencore (Schweiz) AG, Glencore Australia Investment Holdings Pty Ltd, Glencore Operations Australia Pty Ltd, Glencore Investment Pty Ltd, Oakbridge Pty Ltd, Rolleston Coal Holdings Pty Ltd, Mangoola Coal Operations Pty Ltd, NC Coal Co Pty Ltd, Wandoan Holdings Pty Ltd, Saxonvale Coal Pty Ltd, Enex Oakbridge Pty Ltd | $ <1 M | $ <1 M | $ 2 M | ||||
| 9 | RWE AG | Evelyn Partners Investment Management | investment | United Kingdom | Germany | Europe (non EU) | Europe (EU) | RWE Power AG, RWE Supply & Trading GmbH | $ 1 M | $ 1 M | |||||
| 10 | Barrick Gold Corporation | Evelyn Partners Investment Management | investment | United Kingdom | Canada | Europe (non EU) | North America | Barrick (PD) Australia Finance Pty Ltd | $ 1 M | $ 1 M | |||||
| 11 | Schlumberger Ltd (SLB) | Evelyn Partners Investment Management | investment | United Kingdom | United States | Europe (non EU) | North America | Schlumberger Finance Canada Ltd, Schlumberger Finance BV | $ <1 M | $ <1 M | |||||
| 12 | EnQuest PLC | Evelyn Partners Investment Management | investment | United Kingdom | United Kingdom | Europe (non EU) | Europe (non EU) | $ <1 M | $ <1 M | ||||||
| 13 | Occidental Petroleum Corporation | Evelyn Partners Investment Management | investment | United Kingdom | United States | Europe (non EU) | North America | Anadarko Petroleum Corp, Anadarko Finance Co | $ <1 M | $ <1 M | |||||
| 14 | Energean plc | Evelyn Partners Investment Management | investment | United Kingdom | United Kingdom | Europe (non EU) | Europe (non EU) | Energean Capital Ltd, Energean Israel Finance Ltd, Energean Israel Finance SARL | $ <1 M | $ <1 M | |||||
| 15 | Woodside Energy Group Ltd | Evelyn Partners Investment Management | investment | United Kingdom | Australia | Europe (non EU) | Oceania | Woodside Finance Ltd | $ <1 M | $ <1 M | |||||
| 16 | Electricite de France SA (EDF Group) | Evelyn Partners Investment Management | investment | United Kingdom | France | Europe (non EU) | Europe (EU) | $ <1 M | $ <1 M | ||||||
| 17 | Enel SpA | Evelyn Partners Investment Management | investment | United Kingdom | Italy | Europe (non EU) | Europe (EU) | Endesa SA, Nuove Energie SRL, Enel Finance International NV, Enel Investment Holding BV, Endesa Financiación Filiales SA, Enel Finance America LLC | $ <1 M | $ <1 M | |||||
| 18 | Longboat Energy plc | Evelyn Partners Investment Management | investment | United Kingdom | United Kingdom | Europe (non EU) | Europe (non EU) | $ <1 M | $ <1 M | ||||||
| 19 | Diversified Energy Company PLC | Evelyn Partners Investment Management | investment | United Kingdom | United States | Europe (non EU) | North America | $ <1 M | $ <1 M | ||||||
| 20 | TotalEnergies SE | Evelyn Partners Investment Management | investment | United Kingdom | France | Europe (non EU) | Europe (EU) | Total Finance SAS, Total Treasury SAS, TotalEnergies Capital SA, TotalEnergies Capital Canada Ltd, TotalEnergies Capital International SA, East African Crude Oil Pipeline (EACOP) Ltd | $ <1 M | $ <1 M | |||||
| 21 | Baytex Energy Corp | Evelyn Partners Investment Management | investment | United Kingdom | Canada | Europe (non EU) | North America | $ <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!