| Bonds: | $ 7 M |
| Shares: | $ 252 M |
| Total: | $ 259 M |
| Bonds: | $ 5 M |
| Shares: | $ 453 M |
| Total: | $ 458 M |
*Note that these figures cannot always be added up as some companies are active in both the coal and the oil & gas industry. Read more about this in our methodology.
52 results Total investment of current selection: $ 717 M
| # | Name | Name | Name | Type | Country of HQ | Country of HQ | Country of HQ | Shares | Bonds | Total | Shares | Bonds | Total | Shares $M | Bonds $M | Total $M | |||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 1 | Westwood Holdings Group | Chevron Corporation | Westwood Holdings Group | investment | United States | United States | North America | North America | $ 89 M | $ <1 M | $ 89 M | $ 89 M | $ <1 M | $ 89 M | ||||||
| 2 | 1 | Westwood Holdings Group | EOG Resources Inc | Westwood Holdings Group | investment | United States | United States | North America | North America | $ 86 M | $ <1 M | $ 86 M | $ 86 M | $ <1 M | $ 86 M | ||||||
| 3 | 1 | Westwood Holdings Group | WEC Energy Group Inc | Westwood Holdings Group | investment | United States | United States | North America | North America | $ 78 M | $ 78 M | $ 78 M | $ 78 M | ||||||||
| 4 | 1 | Westwood Holdings Group | DTE Energy Co | Westwood Holdings Group | investment | United States | United States | North America | North America | $ 74 M | $ <1 M | $ 74 M | $ 74 M | $ <1 M | $ 74 M | ||||||
| 5 | 1 | Westwood Holdings Group | ConocoPhillips | Westwood Holdings Group | investment | United States | United States | North America | North America | $ 71 M | $ <1 M | $ 71 M | $ 71 M | $ <1 M | $ 71 M | ||||||
| 6 | 1 | Westwood Holdings Group | NorthWestern Corp | Westwood Holdings Group | investment | United States | United States | North America | North America | $ 65 M | $ 65 M | $ 65 M | $ 65 M | ||||||||
| 7 | 1 | Westwood Holdings Group | Oasis Petroleum Inc | Westwood Holdings Group | investment | United States | United States | North America | North America | $ 57 M | $ 57 M | $ 57 M | $ 57 M | ||||||||
| 8 | 1 | Westwood Holdings Group | Northern Oil and Gas Inc | Westwood Holdings Group | investment | United States | United States | North America | North America | $ 55 M | $ 55 M | $ 55 M | $ 55 M | ||||||||
| 9 | 1 | Westwood Holdings Group | Devon Energy Corporation | Westwood Holdings Group | investment | United States | United States | North America | North America | $ 32 M | $ <1 M | $ 32 M | $ 32 M | $ <1 M | $ 32 M | ||||||
| 10 | 1 | Westwood Holdings Group | PDC Energy Inc | Westwood Holdings Group | investment | United States | United States | North America | North America | $ 17 M | $ 17 M | $ 17 M | $ 17 M | ||||||||
| 11 | 1 | Westwood Holdings Group | Diamondback Energy Inc | Westwood Holdings Group | investment | United States | United States | North America | North America | $ 17 M | $ <1 M | $ 17 M | $ 17 M | $ <1 M | $ 17 M | ||||||
| 12 | 1 | Westwood Holdings Group | Idacorp Inc | Westwood Holdings Group | investment | United States | United States | North America | North America | $ 13 M | $ 13 M | $ 13 M | $ 13 M | ||||||||
| 13 | 1 | Westwood Holdings Group | Exxon Mobil Corporation | Westwood Holdings Group | investment | United States | United States | North America | North America | $ 11 M | $ <1 M | $ 12 M | $ 11 M | $ <1 M | $ 12 M | ||||||
| 14 | 1 | Westwood Holdings Group | Alliant Energy Corp | Westwood Holdings Group | investment | United States | United States | North America | North America | $ 11 M | $ <1 M | $ 11 M | $ 11 M | $ <1 M | $ 11 M | ||||||
| 15 | 1 | Westwood Holdings Group | CMS Energy Corp | Westwood Holdings Group | investment | United States | United States | North America | North America | $ 10 M | $ <1 M | $ 10 M | $ 10 M | $ <1 M | $ 10 M | ||||||
| 16 | 1 | Westwood Holdings Group | Magnolia Oil & Gas Corporation | Westwood Holdings Group | investment | United States | United States | North America | North America | $ 10 M | $ 10 M | $ 10 M | $ 10 M | ||||||||
| 17 | 1 | Westwood Holdings Group | Pioneer Natural Resources Company | Westwood Holdings Group | investment | United States | United States | North America | North America | $ 4 M | $ <1 M | $ 4 M | $ 4 M | $ <1 M | $ 4 M | ||||||
| 18 | 1 | Westwood Holdings Group | American Electric Power Company Inc | Westwood Holdings Group | investment | United States | United States | North America | North America | $ <1 M | $ 3 M | $ 3 M | $ <1 M | $ 3 M | $ 3 M | ||||||
| 19 | 1 | Westwood Holdings Group | BP plc | Westwood Holdings Group | investment | United States | United Kingdom | North America | Europe (non EU) | $ <1 M | $ <1 M | $ 1 M | $ <1 M | $ <1 M | $ 1 M | ||||||
| 20 | 1 | Westwood Holdings Group | Glencore PLC | Westwood Holdings Group | investment | United States | Switzerland | North America | Europe (non EU) | $ <1 M | $ <1 M | $ 1 M | $ <1 M | $ <1 M | $ 1 M | ||||||
| 21 | 1 | Westwood Holdings Group | The Williams Companies Inc | Westwood Holdings Group | investment | United States | United States | North America | North America | $ 1 M | $ <1 M | $ 1 M | $ 1 M | $ <1 M | $ 1 M | ||||||
| 22 | 1 | Westwood Holdings Group | Southwestern Energy Company | Westwood Holdings Group | investment | United States | United States | North America | North America | $ 1 M | $ 1 M | $ 1 M | $ 1 M | ||||||||
| 23 | 1 | Westwood Holdings Group | Southern Co | Westwood Holdings Group | investment | United States | United States | North America | North America | $ <1 M | $ <1 M | $ <1 M | $ <1 M | ||||||||
| 24 | 1 | Westwood Holdings Group | Marathon Oil Corporation | Westwood Holdings Group | investment | United States | United States | North America | North America | $ <1 M | $ <1 M | $ <1 M | $ <1 M | ||||||||
| 25 | 1 | Westwood Holdings Group | Murphy Oil Corporation | Westwood Holdings Group | investment | United States | United States | North America | North America | $ <1 M | $ <1 M | $ <1 M | $ <1 M | $ <1 M | $ <1 M |
Remarks
Financial data is drawn from the commercial databases Refinitiv and EMAXX. For a selection of pension funds, data was collected from the pension funds' disclosure. The data was retrieved in January 2023, 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.
Since publications, various corrections to the data were made. The most recent update was made on 8 August 2023.
For any questions or requests for further information, please get in touch with us: financeresearch@urgewald.org