updated
21 results Total investment of current selection: $ 768 M
| # | Name | Name | Name | Type | Country of HQ | Country of HQ | Country of HQ | Sectors | subsidiaries | Shares $M | Bonds $M | Total $M | |||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Shikun & Binui Ltd | Phoenix Investments and Finance | investment | Israel | Israel | Middle East | Middle East | Shikun & Binui Energy Ltd | $ 207 M | $ 207 M | |||||
| 2 | Kenon Holdings Ltd | Phoenix Investments and Finance | investment | Israel | Singapore | Middle East | South-East Asia | OPC Energy Ltd, Competitive Power Ventures Inc, Tzomet Energy Ltd, CPV Keasbey LLC | $ 166 M | $ 166 M | |||||
| 3 | Isramco Negev 2 LP | Phoenix Investments and Finance | investment | Israel | Israel | Middle East | Middle East | $ 125 M | $ 125 M | ||||||
| 4 | Migdal Insurance and Financial Holdings Ltd | Phoenix Investments and Finance | investment | Israel | Israel | Middle East | Middle East | $ 73 M | $ 73 M | ||||||
| 5 | Navitas Petroleum LP | Phoenix Investments and Finance | investment | Israel | Israel | Middle East | Middle East | $ 72 M | $ 72 M | ||||||
| 6 | Ratio Energies LP | Phoenix Investments and Finance | investment | Israel | Israel | Middle East | Middle East | $ 44 M | $ 44 M | ||||||
| 7 | Mivtach Shamir Holdings Ltd | Phoenix Investments and Finance | investment | Israel | Israel | Middle East | Middle East | Kesem Energy Ltd | $ 35 M | $ 35 M | |||||
| 8 | Sempra Energy | Phoenix Investments and Finance | investment | Israel | United States | Middle East | North America | Southern California Gas Co, Infraestructura Energetica Nova SAPI de CV, Port Arthur LNG Phase II LLC, ECA Liquefaction S de RL de CV, Energia Costa Azul S de RL de CV, Vista Pacifico LNG SAPI de CV | $ 9 M | $ 9 M | |||||
| 9 | ConocoPhillips | Phoenix Investments and Finance | investment | Israel | United States | Middle East | North America | Polar Tankers Inc, Conoco Funding Co | $ 6 M | $ 6 M | |||||
| 10 | Air Products and Chemicals Inc | Phoenix Investments and Finance | investment | Israel | United States | Middle East | North America | Jazan Integrated Gasification and Power Company | $ 4 M | $ 4 M | |||||
| 11 | BP plc | Phoenix Investments and Finance | investment | Israel | United Kingdom | Middle East | Europe (non EU) | Atlantic Richfield Co, BP Finance Australia Pty Ltd, BP Capital Markets PLC, BP Capital Markets America Inc, BP Capital Markets BV | $ 4 M | $ 4 M | |||||
| 12 | NextEra Energy Inc | Phoenix Investments and Finance | investment | Israel | United States | Middle East | North America | NextEra Energy Capital Holdings Inc, Pipeline Funding Company LLC | $ 4 M | $ 4 M | |||||
| 13 | Exxon Mobil Corporation | Phoenix Investments and Finance | investment | Israel | United States | Middle East | North America | Imperial Oil Ltd | $ 4 M | $ 4 M | |||||
| 14 | Chevron Corporation | Phoenix Investments and Finance | investment | Israel | United States | Middle East | North America | Texaco Capital Inc, Texaco Capital LLC, Tengizchevroil LLP | $ 4 M | $ 4 M | |||||
| 15 | Shell plc | Phoenix Investments and Finance | investment | Israel | United Kingdom | Middle East | 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 | $ 3 M | $ 3 M | |||||
| 16 | General Electric Company | Phoenix Investments and Finance | investment | Israel | United States | Middle East | North America | Shady Hills Energy Center LLC | $ 3 M | $ 3 M | |||||
| 17 | Equinor ASA | Phoenix Investments and Finance | investment | Israel | Norway | Middle East | Europe (non EU) | $ 2 M | $ 2 M | ||||||
| 18 | Schlumberger Ltd (SLB) | Phoenix Investments and Finance | investment | Israel | United States | Middle East | North America | Schlumberger Finance Canada Ltd, Schlumberger Finance BV | $ 2 M | $ 2 M | |||||
| 19 | Cheniere Energy Inc | Phoenix Investments and Finance | investment | Israel | United States | Middle East | North America | Corpus Christi Liquefaction LLC, CCL Midscale 8-9 LLC | $ <1 M | $ <1 M | |||||
| 20 | Barrick Gold Corporation | Phoenix Investments and Finance | investment | Israel | Canada | Middle East | North America | Barrick (PD) Australia Finance Pty Ltd | $ <1 M | $ <1 M | |||||
| 21 | Marathon Petroleum Corporation | Phoenix Investments and Finance | investment | Israel | United States | Middle East | North America | MPLX LP | $ <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!