updated
15 results Total investment of current selection: $ 217 M
| # | Name | Name | Name | Type | Country of HQ | Country of HQ | Country of HQ | Sectors | subsidiaries | Shares $M | Bonds $M | Total $M | |||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Chord Energy Corporation | Invenomic Capital Management | investment | United States | United States | North America | North America | $ 45 M | $ 45 M | ||||||
| 2 | Ovintiv Inc | Invenomic Capital Management | investment | United States | United States | North America | North America | $ 24 M | $ 24 M | ||||||
| 3 | Civitas Resources Inc | Invenomic Capital Management | investment | United States | United States | North America | North America | $ 18 M | $ 18 M | ||||||
| 4 | Murphy Oil Corporation | Invenomic Capital Management | investment | United States | United States | North America | North America | $ 16 M | $ 16 M | ||||||
| 5 | Southwestern Energy Company | Invenomic Capital Management | investment | United States | United States | North America | North America | $ 16 M | $ 16 M | ||||||
| 6 | Energy Transfer LP | Invenomic Capital Management | investment | United States | United States | North America | North America | Lake Charles LNG Export Company LLC, Oasis Pipe Line Finance Co, Warrior Pipeline LLC | $ 16 M | $ 16 M | |||||
| 7 | Ameren Corp | Invenomic Capital Management | investment | United States | United States | North America | North America | Union Electric Co | $ 15 M | $ 15 M | |||||
| 8 | Crescent Point Energy Corp | Invenomic Capital Management | investment | United States | Canada | North America | North America | $ 14 M | $ 14 M | ||||||
| 9 | Shell plc | Invenomic Capital 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 | $ 11 M | $ 11 M | |||||
| 10 | Barrick Gold Corporation | Invenomic Capital Management | investment | United States | Canada | North America | North America | Barrick (PD) Australia Finance Pty Ltd | $ 11 M | $ 11 M | |||||
| 11 | American Electric Power Company Inc (AEP) | Invenomic Capital 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 | $ 8 M | $ 8 M | |||||
| 12 | Enterprise Products Partners LP | Invenomic Capital Management | investment | United States | United States | North America | North America | SPOT Terminal Services LLC | $ 8 M | $ 8 M | |||||
| 13 | ALLETE Inc | Invenomic Capital Management | investment | United States | United States | North America | North America | $ 6 M | $ 6 M | ||||||
| 14 | Avista Corp | Invenomic Capital Management | investment | United States | United States | North America | North America | $ 5 M | $ 5 M | ||||||
| 15 | SandRidge Energy Inc | Invenomic Capital Management | investment | United States | United States | North America | North America | $ 4 M | $ 4 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!