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Sourcerock Group LLC

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13F filer, CIK 1822531, DENVER, CO

Sourcerock Group LLC reported $1,774,392,036 across 38 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-15. Its ten largest share positions make up 76.91% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001822531-25-000005

Period
2025-03-31
Reported value
$1.77B
Holdings
38
Top 10 weight
76.91%
New
14
Sold out
11

Largest buys vs the previous quarter

SecurityShares changeApprox. value
CHRDadded+696,187$78.5M
CIVIadded+1,608,947$56.1M
HALadded+2,189,347$55.5M
EQTadded+797,488$42.6M
ARadded+1,017,293$41.1M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
EXEexited-467,571-$46.5M
SDRLexited-1,011,438-$39.4M
DVNreduced-706,548-$26.4M
FCXexited-553,409-$21.1M
BKVexited-708,516-$16.8M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0001822531-25-000005, largest first. % of portfolio is the value over $1,774,392,036, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
ARANTERO RESOURCES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,124,656 shares; 2024Q4: 6,355,724 shares; 2025Q1: 7,373,017 shares 7,373,017$298M16.8%+1,017,293Timeline
EQTEQT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,229,725 shares; 2024Q4: 4,628,798 shares; 2025Q1: 5,426,286 shares 5,426,286$290M16.34%+797,488Timeline
CIVICIVITAS RESOURCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,408,989 shares; 2024Q4: 2,913,774 shares; 2025Q1: 4,522,721 shares 4,522,721$158M8.89%+1,608,947Timeline
CHRDCHORD ENERGY CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,000 shares; 2024Q4: 314,870 shares; 2025Q1: 1,011,057 shares 1,011,057$114M6.42%+696,187Timeline
TALOTALOS ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,219,663 shares; 2024Q4: 9,550,772 shares; 2025Q1: 10,082,492 shares 10,082,492$98M5.52%+531,720Timeline
TSTENARIS S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,166,500 shares; 2024Q4: 2,093,622 shares; 2025Q1: 2,450,258 shares 2,450,258$95.8M5.4%+356,636Timeline
NENOBLE CORP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,456,406 shares; 2024Q4: 2,809,843 shares; 2025Q1: 4,026,590 shares 4,026,590$95.4M5.38%+1,216,747Timeline
AAALCOA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 472,000 shares; 2024Q4: 1,978,009 shares; 2025Q1: 3,101,487 shares 3,101,487$94.6M5.33%+1,123,478Timeline
HALHALLIBURTON COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 440,780 shares; 2025Q1: 2,630,127 shares 2,630,127$66.7M3.76%+2,189,347Timeline
PTENPATTERSON-UTI ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,724,000 shares; 2025Q1: 6,598,123 shares 6,598,123$54.2M3.06%+4,874,123Timeline
CRCCALIFORNIA RES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,018,966 shares; 2024Q4: 1,084,947 shares; 2025Q1: 1,221,369 shares 1,221,369$53.7M3.03%+136,422Timeline
PUMPPROPETRO HLDG CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,508,979 shares; 2025Q1: 5,052,543 shares 5,052,543$37.1M2.09%+3,543,564Timeline
PCGPG&E CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,049,066 shares 2,049,066$35.2M1.98%newTimeline
PRPERMIAN RESOURCES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,091,477 shares 2,091,477$29M1.63%newTimeline
UGIUGI CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 304,300 shares; 2024Q4: 1,025,000 shares; 2025Q1: 726,396 shares 726,396$24M1.35%-298,604Timeline
DTMDT MIDSTREAM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 100,000 shares; 2025Q1: 209,017 shares 209,017$20.2M1.14%+109,017Timeline
OKEONEOK INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 132,000 shares; 2025Q1: 200,194 shares 200,194$19.9M1.12%+68,194Timeline
VGVENTURE GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,755,273 shares 1,755,273$18.1M1.02%newTimeline
HOSHORNBECK OFFSHORE SERVICES IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,100,000 shares 2,100,000$17.5M0.98%newTimeline
SGMLSIGMA LITHIUM CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 950,212 shares; 2024Q4: 1,387,222 shares; 2025Q1: 1,637,428 shares 1,637,428$17M0.96%+250,206Timeline
LNTALLIANT ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 104,180 shares; 2025Q1: 240,154 shares 240,154$15.5M0.87%+135,974Timeline
SRSPIRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 185,265 shares; 2025Q1: 195,539 shares 195,539$15.3M0.86%+10,274Timeline
LNGCHENIERE ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 155,322 shares; 2024Q4: 97,050 shares; 2025Q1: 52,262 shares 52,262$12.1M0.68%-44,788Timeline
KGSKODIAK GAS SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 182,500 shares; 2025Q1: 286,167 shares 286,167$10.7M0.6%+103,667Timeline
NXTNEXTPOWER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 510,568 shares; 2025Q1: 250,000 shares 250,000$10.5M0.59%-260,568Timeline
VSTVISTRA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 80,000 shares 80,000$9.4M0.53%newTimeline
FROFRONTLINE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 613,404 shares 613,404$9.11M0.51%newTimeline
NRGNRG ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 90,048 shares 90,048$8.6M0.48%newTimeline
NFGNATIONAL FUEL GAS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 105,070 shares 105,070$8.32M0.47%newTimeline
BTEBAYTEX ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,520,550 shares 3,520,550$7.85M0.44%newTimeline
TLNTALEN ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,000 shares 25,000$4.99M0.28%newTimeline
XELXCEL ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,689 shares; 2024Q4: 163,445 shares; 2025Q1: 70,000 shares 70,000$4.96M0.28%-93,445Timeline
DHTDHT HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 460,000 shares 460,000$4.83M0.27%newTimeline
GLNGGOLAR LNG LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 100,094 shares 100,094$3.8M0.21%newTimeline
CENXCENTURY ALUM COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 932,391 shares; 2024Q4: 294,397 shares; 2025Q1: 200,000 shares 200,000$3.71M0.21%-94,397Timeline
DVNDEVON ENERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 785,000 shares; 2025Q1: 78,452 shares 78,452$2.93M0.17%-706,548Timeline
STNGSCORPIO TANKERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 75,621 shares 75,621$2.84M0.16%newTimeline
XOPSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,500 shares 20,500$2.7M0.15%newTimeline

Sold out in Q1 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
EXEEXPAND ENERGY CORPORATION467,571$46.5Mshares
SDRLSEADRILL LTD1,011,438$39.4Mshares
FCXFREEPORT MCMORAN INC553,409$21.1Mshares
BKVBKV CORP708,516$16.8Mshares
ENBENBRIDGE INC368,500$15.6Mshares
BKRBAKER HUGHES COMPANY300,000$12.3Mshares
CXCEMEX SAB DE CV1,933,206$10.9Mshares
UNGUNITED STS NAT GAS FD LP619,052$10.4Mshares
XPROEXPRO GROUP HOLDINGS NV805,492$10Mshares
MRC GLOBAL INCMRC GLOBAL INC501,890$6.41Mshares
DARDARLING INGREDIENTS INC150,000$5.05Mshares

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001822531-25-000005 base2025-05-15acceptance time not in the bulk data set