| Shares: | $ 506 M |
| Total: | $ 506 M |
| Bonds: | $ 13 M |
| Shares: | $ 2,322 M |
| Total: | $ 2,335 M |
*Note that these figures cannot always be added up as some companies are active in both the coal and the oil & gas industry. Read more about this in our methodology.
46 results Total investment of current selection: $ 2,842 M
| # | Name | Name | Name | Type | Country of HQ | Country of HQ | Country of HQ | Shares | Bonds | Total | Shares | Bonds | Total | Shares $M | Bonds $M | Total $M | |||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 1 | Hotchkis & Wiley Capital Management | PPL Corp | Hotchkis & Wiley Capital Management | investment | United States | United States | North America | North America | $ 464 M | $ 464 M | $ 464 M | $ 464 M | ||||||||
| 2 | 1 | Hotchkis & Wiley Capital Management | APA Corporation | Hotchkis & Wiley Capital Management | investment | United States | United States | North America | North America | $ 403 M | $ 403 M | $ 403 M | $ 403 M | ||||||||
| 3 | 1 | Hotchkis & Wiley Capital Management | Shell plc | Hotchkis & Wiley Capital Management | investment | United States | United Kingdom | North America | Europe (non EU) | $ 349 M | $ 349 M | $ 349 M | $ 349 M | ||||||||
| 4 | 1 | Hotchkis & Wiley Capital Management | Marathon Oil Corporation | Hotchkis & Wiley Capital Management | investment | United States | United States | North America | North America | $ 326 M | $ 326 M | $ 326 M | $ 326 M | ||||||||
| 5 | 1 | Hotchkis & Wiley Capital Management | Hess Corporation | Hotchkis & Wiley Capital Management | investment | United States | United States | North America | North America | $ 275 M | $ 275 M | $ 275 M | $ 275 M | ||||||||
| 6 | 1 | Hotchkis & Wiley Capital Management | Murphy Oil Corporation | Hotchkis & Wiley Capital Management | investment | United States | United States | North America | North America | $ 264 M | $ 4 M | $ 268 M | $ 264 M | $ 4 M | $ 268 M | ||||||
| 7 | 1 | Hotchkis & Wiley Capital Management | Ovintiv Inc | Hotchkis & Wiley Capital Management | investment | United States | United States | North America | North America | $ 148 M | $ 148 M | $ 148 M | $ 148 M | ||||||||
| 8 | 1 | Hotchkis & Wiley Capital Management | Schlumberger Ltd | Hotchkis & Wiley Capital Management | investment | United States | United States | North America | North America | $ 108 M | $ 108 M | $ 108 M | $ 108 M | ||||||||
| 9 | 1 | Hotchkis & Wiley Capital Management | Kosmos Energy Ltd | Hotchkis & Wiley Capital Management | investment | United States | United States | North America | North America | $ 107 M | $ 107 M | $ 107 M | $ 107 M | ||||||||
| 10 | 1 | Hotchkis & Wiley Capital Management | Cenovus Energy Inc | Hotchkis & Wiley Capital Management | investment | United States | Canada | North America | North America | $ 75 M | $ 75 M | $ 75 M | $ 75 M | ||||||||
| 11 | 1 | Hotchkis & Wiley Capital Management | Berry Corporation (bry) | Hotchkis & Wiley Capital Management | investment | United States | United States | North America | North America | $ 65 M | $ 65 M | $ 65 M | $ 65 M | ||||||||
| 12 | 1 | Hotchkis & Wiley Capital Management | Suncor Energy Inc | Hotchkis & Wiley Capital Management | investment | United States | Canada | North America | North America | $ 50 M | $ 50 M | $ 50 M | $ 50 M | ||||||||
| 13 | 1 | Hotchkis & Wiley Capital Management | Range Resources Corporation | Hotchkis & Wiley Capital Management | investment | United States | United States | North America | North America | $ 40 M | $ 40 M | $ 40 M | $ 40 M | ||||||||
| 14 | 1 | Hotchkis & Wiley Capital Management | Ranger Oil Corporation | Hotchkis & Wiley Capital Management | investment | United States | United States | North America | North America | $ 22 M | $ 22 M | $ 22 M | $ 22 M | ||||||||
| 15 | 1 | Hotchkis & Wiley Capital Management | Oasis Petroleum Inc | Hotchkis & Wiley Capital Management | investment | United States | United States | North America | North America | $ 19 M | $ 19 M | $ 19 M | $ 19 M | ||||||||
| 16 | 1 | Hotchkis & Wiley Capital Management | Civitas Resources Inc | Hotchkis & Wiley Capital Management | investment | United States | United States | North America | North America | $ 13 M | $ 3 M | $ 16 M | $ 13 M | $ 3 M | $ 16 M | ||||||
| 17 | 1 | Hotchkis & Wiley Capital Management | PDC Energy Inc | Hotchkis & Wiley Capital Management | investment | United States | United States | North America | North America | $ 11 M | $ 11 M | $ 11 M | $ 11 M | ||||||||
| 18 | 1 | Hotchkis & Wiley Capital Management | Vistra Corp | Hotchkis & Wiley Capital Management | investment | United States | United States | North America | North America | $ 10 M | $ 10 M | $ 10 M | $ 10 M | ||||||||
| 19 | 1 | Hotchkis & Wiley Capital Management | Crescent Energy Company | Hotchkis & Wiley Capital Management | investment | United States | United States | North America | North America | $ 9 M | $ 9 M | $ 9 M | $ 9 M | ||||||||
| 20 | 1 | Hotchkis & Wiley Capital Management | Black Hills Corp | Hotchkis & Wiley Capital Management | investment | United States | United States | North America | North America | $ 8 M | $ 8 M | $ 8 M | $ 8 M | ||||||||
| 21 | 1 | Hotchkis & Wiley Capital Management | Otter Tail Corp | Hotchkis & Wiley Capital Management | investment | United States | Australia | North America | Oceania | $ 8 M | $ 8 M | $ 8 M | $ 8 M | ||||||||
| 22 | 1 | Hotchkis & Wiley Capital Management | ALLETE Inc | Hotchkis & Wiley Capital Management | investment | United States | United States | North America | North America | $ 8 M | $ 8 M | $ 8 M | $ 8 M | ||||||||
| 23 | 1 | Hotchkis & Wiley Capital Management | Northern Oil and Gas Inc | Hotchkis & Wiley Capital Management | investment | United States | United States | North America | North America | $ 7 M | $ 7 M | $ 7 M | $ 7 M | ||||||||
| 24 | 1 | Hotchkis & Wiley Capital Management | Permian Resources Corporation | Hotchkis & Wiley Capital Management | investment | United States | United States | North America | North America | $ 7 M | $ 7 M | $ 7 M | $ 7 M | ||||||||
| 25 | 1 | Hotchkis & Wiley Capital Management | Capricorn Energy PLC | Hotchkis & Wiley Capital Management | investment | United States | United Kingdom | North America | Europe (non EU) | $ 6 M | $ 6 M | $ 6 M | $ 6 M |
Remarks
Financial data is drawn from the commercial databases Refinitiv and EMAXX. For a selection of pension funds, data was collected from the pension funds' disclosure. The data was retrieved in January 2023, 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.
Since publications, various corrections to the data were made. The most recent update was made on 8 August 2023.
For any questions or requests for further information, please get in touch with us: financeresearch@urgewald.org