Inverness Holdings

(USA)



Total value of assets invested/managed by Inverness Holdings: $ 114 M in 102 companies

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102 results  Total investment of current selection: $ 114 M


# Name Name Name Type HQ Country of HQ Country of HQ Sectors subsidiaries Shares $M Bonds $M Total $M
1 Chevron Corporation Inverness Holdings investment USA USA North America North America Chevron Corporation, Texaco Capital Inc, Texaco Capital LLC 28 M 28 M
2 EOG Resources Inc Inverness Holdings investment USA USA North America North America EOG Resources Inc 18 M 18 M
3 Exxon Mobil Corporation Inverness Holdings investment USA USA North America North America Exxon Mobil Corporation, Imperial Oil Ltd 11 M 11 M
4 Blackstone Inc Inverness Holdings investment USA USA North America North America Blackstone Holdings Finance Co LLC, Blackstone Inc, Lincoln Land Energy Center LLC, Magnolia Power LLC 8 M 8 M
5 Vistra Corp Inverness Holdings investment USA USA North America North America Dynegy Midwest Generation LLC, Luminant Mining Co LLC, Permian Power I LLC, Permian Power II LLC, Vistra Corp, Vistra Finance Corp 7 M 7 M
6 Enterprise Products Partners LP Inverness Holdings investment USA USA North America North America Enterprise Products Partners LP, SPOT Terminal Services LLC 6 M 6 M
7 Brookfield Corporation Inverness Holdings investment USA Canada North America North America Brookfield Asset Management Ltd, Brookfield Corporation, Nova Transportadora do Sudeste SA, Oaktree Capital Management LP 4 M 4 M
8 ConocoPhillips Inverness Holdings investment USA USA North America North America Conoco Funding Co, ConocoPhillips, Polar Tankers Inc 4 M 4 M
9 Ares Management Corporation Inverness Holdings investment USA USA North America North America APR Operating LLC (Admiral Permian Resources), Ares Management Corporation 4 M 4 M
10 Enbridge Inc Inverness Holdings investment USA Canada North America North America Alliance Pipeline LP, East Tennessee Natural Gas LLC, Enbridge Gas Inc, Enbridge Inc, Rio Bravo Pipeline Company LLC, Westcoast Connector Gas Transmission Ltd, Westcoast Energy Inc 3 M 3 M
11 Coterra Energy Inc Inverness Holdings investment USA USA North America North America Coterra Energy Inc 2 M 2 M
12 GE Vernova Inc Inverness Holdings investment USA USA North America North America GE Vernova Inc, Wolf Summit Energy LLC 2 M 2 M
13 CSX Corp Inverness Holdings investment USA USA North America North America CSX Corp 2 M 2 M
14 Kinder Morgan Inc Inverness Holdings investment USA USA North America North America Coastal Finance I, Colorado Interstate Gas Company LLC, El Paso Energy Capital Trust I, El Paso Natural Gas Co LLC, Elba Express Company LLC, Gulf LNG Liquefaction Company LLC, Kinder Morgan Energy Partners LP, Kinder Morgan Inc, Tennessee Gas Pipeline Company LLC, Trident Intrastate Pipeline LLC 2 M 2 M
15 Schlumberger Ltd (SLB) Inverness Holdings investment USA USA North America North America Schlumberger Finance BV, Schlumberger Finance Canada Ltd, Schlumberger Investment SA, Schlumberger Ltd (SLB) 2 M 2 M
16 American Electric Power Company Inc (AEP) Inverness Holdings investment USA USA North America North America AEP Credit Inc, AEP Generating Co, American Electric Power Company Inc (AEP), Appalachian Power Co, Indiana Michigan Power Co, Kentucky Power Co, Ohio Power Co, Public Service Co of Oklahoma, Southwestern Electric Power Company, Wheeling Power Co 2 M 2 M
17 Marathon Petroleum Corporation Inverness Holdings investment USA USA North America North America Marathon Petroleum Corporation, MPLX LP 1 M 1 M
18 Duke Energy Corporation Inverness Holdings investment USA USA North America North America Duke Capital Financing Trust I, Duke Capital Financing Trust II, Duke Energy Capital Trust II, Duke Energy Carolinas LLC, Duke Energy Corporation, Duke Energy Florida LLC, Duke Energy Florida Project Finance LLC, Duke Energy Indiana LLC, Duke Energy Kentucky Inc, Duke Energy Ohio Inc, Duke Energy Progress LLC, Duke Energy Progress NC Storm Funding LLC, PROGRESS CAPITAL HOLDINGS INC, Progress Energy Inc 1 M 1 M
19 The Southern Company Inverness Holdings investment USA USA North America North America Alabama Power Capital Trust I, Alabama Power Capital Trust II, Alabama Power Capital Trust III, Alabama Power Capital Trust V, 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, 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, Southern Company Gas Capital Corporation, The Southern Company 1 M 1 M
20 KKR & Co Inc Inverness Holdings investment USA USA North America North America KKR & Co Inc, KKR Financial Clo 2013 1 LTD, Kkr Group Finance Co VI Llc <1 M <1 M
21 Dow Inc Inverness Holdings investment USA USA North America North America Dow Inc, The Dow Chemical Company <1 M <1 M
22 Shell plc Inverness Holdings investment USA United Kingdom North America Europe (non EU) Shell Finance Netherlands BV, Shell Finance Switzerland AG, Shell International Finance BV, Shell plc, Shell Treasury Centre East Pte Ltd, Shell Treasury Centre Ltd, Shell Treasury Luxembourg SARL <1 M <1 M
23 Energy Transfer LP Inverness Holdings investment USA USA North America North America Energy Transfer LP, Hugh Brinson Pipeline LLC, Lake Charles LNG Export Company LLC, Oasis Pipe Line Finance Co <1 M <1 M
24 Freeport-McMoRan Inc Inverness Holdings investment USA USA North America North America Freeport-McMoRan Inc <1 M <1 M
25 NorthWestern Energy Group Inc Inverness Holdings investment USA USA North America North America NorthWestern Corp, NorthWestern Energy Group Inc <1 M <1 M





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