updated
5 results Total investment of current selection: $ 5 M
| # | Name | Name | Name | Type | Country of HQ | Country of HQ | Country of HQ | Sectors | subsidiaries | Shares $M | Bonds $M | Total $M | |||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Riley Exploration Permian Inc | PCG Wealth Advisors | investment | United States | United States | North America | North America | $ 4 M | $ 4 M | ||||||
| 2 | Exxon Mobil Corporation | PCG Wealth Advisors | investment | United States | United States | North America | North America | Imperial Oil Ltd | $ <1 M | $ <1 M | |||||
| 3 | ONEOK Inc | PCG Wealth Advisors | investment | United States | United States | North America | North America | Saguaro Connector Pipeline LLC | $ <1 M | $ <1 M | |||||
| 4 | Chevron Corporation | PCG Wealth Advisors | investment | United States | United States | North America | North America | Texaco Capital Inc, Texaco Capital LLC, Tengizchevroil LLP | $ <1 M | $ <1 M | |||||
| 5 | Energy Transfer LP | PCG Wealth Advisors | 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 |
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!