updated
47 results Total investment of current selection: $ 545 M
| # | Name | Name | Name | Type | Country of HQ | Country of HQ | Country of HQ | Sectors | subsidiaries | Shares $M | Bonds $M | Total $M | |||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | HighPeak Energy Inc | U.S. Capital Wealth Advisors | investment | United States | United States | North America | North America | $ 219 M | $ 219 M | ||||||
| 2 | Enterprise Products Partners LP | U.S. Capital Wealth Advisors | investment | United States | United States | North America | North America | SPOT Terminal Services LLC | $ 49 M | $ 49 M | |||||
| 3 | Chevron Corporation | U.S. Capital Wealth Advisors | investment | United States | United States | North America | North America | Texaco Capital Inc, Texaco Capital LLC, Tengizchevroil LLP | $ 31 M | $ 31 M | |||||
| 4 | Exxon Mobil Corporation | U.S. Capital Wealth Advisors | investment | United States | United States | North America | North America | Imperial Oil Ltd | $ 28 M | $ 28 M | |||||
| 5 | Canadian Natural Resources Ltd (CNRL) | U.S. Capital Wealth Advisors | investment | United States | Canada | North America | North America | $ 24 M | $ 24 M | ||||||
| 6 | Marathon Petroleum Corporation | U.S. Capital Wealth Advisors | investment | United States | United States | North America | North America | MPLX LP | $ 21 M | $ 21 M | |||||
| 7 | EOG Resources Inc | U.S. Capital Wealth Advisors | investment | United States | United States | North America | North America | $ 21 M | $ 21 M | ||||||
| 8 | Energy Transfer LP | U.S. Capital 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 | $ 15 M | $ 15 M | |||||
| 9 | Dow Inc | U.S. Capital Wealth Advisors | investment | United States | United States | North America | North America | $ 15 M | $ 15 M | ||||||
| 10 | American Electric Power Company Inc (AEP) | U.S. Capital Wealth Advisors | 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 | $ 13 M | $ 13 M | |||||
| 11 | ConocoPhillips | U.S. Capital Wealth Advisors | investment | United States | United States | North America | North America | Polar Tankers Inc, Conoco Funding Co | $ 12 M | $ 12 M | |||||
| 12 | Devon Energy Corporation | U.S. Capital Wealth Advisors | investment | United States | United States | North America | North America | $ 8 M | $ 8 M | ||||||
| 13 | Kinder Morgan Inc | U.S. Capital Wealth Advisors | investment | United States | United States | North America | North America | El Paso Energy Capital Trust I, Coastal Finance I, Colorado Interstate Gas Company LLC, El Paso Natural Gas Co LLC, Tennessee Gas Pipeline Company LLC, Gulf LNG Liquefaction Company LLC | $ 8 M | $ 8 M | |||||
| 14 | Coterra Energy Inc | U.S. Capital Wealth Advisors | investment | United States | United States | North America | North America | $ 7 M | $ 7 M | ||||||
| 15 | Ovintiv Inc | U.S. Capital Wealth Advisors | investment | United States | United States | North America | North America | $ 7 M | $ 7 M | ||||||
| 16 | Shell plc | U.S. Capital Wealth Advisors | 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 | $ 7 M | $ 7 M | |||||
| 17 | Schlumberger Ltd (SLB) | U.S. Capital Wealth Advisors | investment | United States | United States | North America | North America | Schlumberger Finance Canada Ltd, Schlumberger Finance BV | $ 6 M | $ 6 M | |||||
| 18 | Cheniere Energy Inc | U.S. Capital Wealth Advisors | investment | United States | United States | North America | North America | Corpus Christi Liquefaction LLC, CCL Midscale 8-9 LLC | $ 5 M | $ 5 M | |||||
| 19 | Barrick Gold Corporation | U.S. Capital Wealth Advisors | investment | United States | Canada | North America | North America | Barrick (PD) Australia Finance Pty Ltd | $ 5 M | $ 5 M | |||||
| 20 | Sempra Energy | U.S. Capital Wealth Advisors | investment | United States | United States | North America | 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 | $ 5 M | $ 5 M | |||||
| 21 | Enbridge Inc | U.S. Capital Wealth Advisors | investment | United States | Canada | North America | North America | Enbridge Gas Inc, Alliance Pipeline LP, Rio Bravo Pipeline Company LLC, East Tennessee Natural Gas LLC, Westcoast Connector Gas Transmission Ltd | $ 5 M | $ 5 M | |||||
| 22 | ONEOK Inc | U.S. Capital Wealth Advisors | investment | United States | United States | North America | North America | Saguaro Connector Pipeline LLC | $ 4 M | $ 4 M | |||||
| 23 | Cenovus Energy Inc | U.S. Capital Wealth Advisors | investment | United States | Canada | North America | North America | $ 4 M | $ 4 M | ||||||
| 24 | EQT Corporation | U.S. Capital Wealth Advisors | investment | United States | United States | North America | North America | $ 3 M | $ 3 M | ||||||
| 25 | The Williams Companies Inc | U.S. Capital Wealth Advisors | investment | United States | United States | North America | North America | Transcontinental Gas Pipe Line Company LLC | $ 3 M | $ 3 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!