updated
25 results Total investment of current selection: $ 390 M
| # | Name | Name | Name | Type | Country of HQ | Country of HQ | Country of HQ | Sectors | subsidiaries | Shares $M | Bonds $M | Total $M | |||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | NRG Energy Inc | Lyrical Asset Management | investment | United States | United States | North America | North America | EME FINANCE UK Ltd, NRG Finance Co I LLC | $ 214 M | $ 214 M | |||||
| 2 | Suncor Energy Inc | Lyrical Asset Management | investment | United States | Canada | North America | North America | $ 175 M | $ 175 M | ||||||
| 3 | Exxon Mobil Corporation | Lyrical Asset Management | investment | United States | United States | North America | North America | Imperial Oil Ltd | $ <1 M | $ <1 M | |||||
| 4 | Marathon Petroleum Corporation | Lyrical Asset Management | investment | United States | United States | North America | North America | MPLX LP | $ <1 M | $ <1 M | |||||
| 5 | Vistra Corp | Lyrical Asset Management | investment | United States | United States | North America | North America | Vistra Finance Corp, Luminant Mining Co LLC | $ <1 M | $ <1 M | |||||
| 6 | Diamondback Energy Inc | Lyrical Asset Management | investment | United States | United States | North America | North America | $ <1 M | $ <1 M | ||||||
| 7 | Marathon Oil Corporation | Lyrical Asset Management | investment | United States | United States | North America | North America | USX Capital Trust I | $ <1 M | $ <1 M | |||||
| 8 | Ovintiv Inc | Lyrical Asset Management | investment | United States | United States | North America | North America | $ <1 M | $ <1 M | ||||||
| 9 | Permian Resources Corporation | Lyrical Asset Management | investment | United States | United States | North America | North America | $ <1 M | $ <1 M | ||||||
| 10 | APA Corporation | Lyrical Asset Management | investment | United States | United States | North America | North America | $ <1 M | $ <1 M | ||||||
| 11 | Chevron Corporation | Lyrical Asset Management | investment | United States | United States | North America | North America | Texaco Capital Inc, Texaco Capital LLC, Tengizchevroil LLP | $ <1 M | $ <1 M | |||||
| 12 | Chord Energy Corporation | Lyrical Asset Management | investment | United States | United States | North America | North America | $ <1 M | $ <1 M | ||||||
| 13 | Civitas Resources Inc | Lyrical Asset Management | investment | United States | United States | North America | North America | $ <1 M | $ <1 M | ||||||
| 14 | Coterra Energy Inc | Lyrical Asset Management | investment | United States | United States | North America | North America | $ <1 M | $ <1 M | ||||||
| 15 | Devon Energy Corporation | Lyrical Asset Management | investment | United States | United States | North America | North America | $ <1 M | $ <1 M | ||||||
| 16 | Energy Transfer LP | Lyrical Asset 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 | |||||
| 17 | Enterprise Products Partners LP | Lyrical Asset Management | investment | United States | United States | North America | North America | SPOT Terminal Services LLC | $ <1 M | $ <1 M | |||||
| 18 | EOG Resources Inc | Lyrical Asset Management | investment | United States | United States | North America | North America | $ <1 M | $ <1 M | ||||||
| 19 | Matador Resources Company | Lyrical Asset Management | investment | United States | United States | North America | North America | $ <1 M | $ <1 M | ||||||
| 20 | Murphy Oil Corporation | Lyrical Asset Management | investment | United States | United States | North America | North America | $ <1 M | $ <1 M | ||||||
| 21 | Range Resources Corporation | Lyrical Asset Management | investment | United States | United States | North America | North America | $ <1 M | $ <1 M | ||||||
| 22 | Southwestern Energy Company | Lyrical Asset Management | investment | United States | United States | North America | North America | $ <1 M | $ <1 M | ||||||
| 23 | The AES Corporation | Lyrical Asset Management | investment | United States | United States | North America | North America | AES Argentina Generacion SA, AES Andes SA, AES Mong Duong Power Co Ltd, AES Ohio, DPL Inc, AES Indiana, Empresa Electrica Angamos SpA, AES Bulgaria BV, DPL Capital Trust II, Mong Duong Finance Holdings BV | $ <1 M | $ <1 M | |||||
| 24 | The Carlyle Group Inc | Lyrical Asset Management | investment | United States | United States | North America | North America | Carlyle Finance LLC, Carlyle Holdings Finance LLC | $ <1 M | $ <1 M | |||||
| 25 | New Fortress Energy Inc | Lyrical Asset Management | investment | United States | United States | North America | North America | Shannon LNG Ltd, New Fortress Energy Louisiana FLNG 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!