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Sourcerock Group LLC

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13F filer, CIK 1822531, DENVER, CO

Sourcerock Group LLC reported $2,479,465,144 across 41 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-15. Its ten largest share positions make up 75.03% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001822531-26-000006

Period
2026-03-31
Reported value
$2.48B
Holdings
41
Top 10 weight
75.03%
New
15
Sold out
11

Largest buys vs the previous quarter

SecurityShares changeApprox. value
LNGadded+175,114$49.7M
OXYnew+611,101$39.7M
FANGnew+180,344$35.7M
TDWnew+423,513$35.4M
OVVadded+467,408$27.7M

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
NEreduced-1,227,125-$60.2M
CENXreduced-934,735-$54.9M
TALOreduced-2,623,930-$41.4M
ARreduced-858,242-$36.4M
EXEexited-325,425-$35.9M

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 2026

Share positions as resolved from 13F-HR 0001822531-26-000006, largest first. % of portfolio is the value over $2,377,518,144, 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; 2024Q2: restricted; 2024Q3: 6,124,656 shares; 2024Q4: 6,355,724 shares; 2025Q1: 7,373,017 shares; 2025Q2: 8,156,134 shares; 2025Q3: 7,786,127 shares; 2025Q4: 9,164,128 shares; 2026Q1: 8,305,886 shares 8,305,886$353M14.83%-858,242Timeline
CRCCALIFORNIA RES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,018,966 shares; 2024Q4: 1,084,947 shares; 2025Q1: 1,221,369 shares; 2025Q2: 2,000,649 shares; 2025Q3: 3,180,491 shares; 2025Q4: 4,275,206 shares; 2026Q1: 4,545,993 shares 4,545,993$315M13.24%+270,787Timeline
CHRDCHORD ENERGY CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100,000 shares; 2024Q4: 314,870 shares; 2025Q1: 1,011,057 shares; 2025Q2: 1,031,973 shares; 2025Q3: 942,658 shares; 2025Q4: 1,116,320 shares; 2026Q1: 1,291,570 shares 1,291,570$184M7.72%+175,250Timeline
NENOBLE CORP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,456,406 shares; 2024Q4: 2,809,843 shares; 2025Q1: 4,026,590 shares; 2025Q2: 5,184,346 shares; 2025Q3: 4,252,706 shares; 2025Q4: 4,908,297 shares; 2026Q1: 3,681,172 shares 3,681,172$181M7.6%-1,227,125Timeline
PTENPATTERSON-UTI ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,724,000 shares; 2025Q1: 6,598,123 shares; 2025Q2: 13,803,775 shares; 2025Q3: 13,128,909 shares; 2025Q4: 15,596,390 shares; 2026Q1: 16,309,517 shares 16,309,517$177M7.43%+713,127Timeline
CENXCENTURY ALUM COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 932,391 shares; 2024Q4: 294,397 shares; 2025Q1: 200,000 shares; 2025Q2: 1,424,088 shares; 2025Q3: 2,640,465 shares; 2025Q4: 3,621,984 shares; 2026Q1: 2,687,249 shares 2,687,249$158M6.63%-934,735Timeline
TALOTALOS ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,219,663 shares; 2024Q4: 9,550,772 shares; 2025Q1: 10,082,492 shares; 2025Q2: 11,193,177 shares; 2025Q3: 10,702,039 shares; 2025Q4: 10,573,333 shares; 2026Q1: 7,949,403 shares 7,949,403$125M5.27%-2,623,930Timeline
PUMPPROPETRO HLDG CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,508,979 shares; 2025Q1: 5,052,543 shares; 2025Q2: 8,408,391 shares; 2025Q3: 5,422,407 shares; 2025Q4: 6,846,650 shares; 2026Q1: 7,241,813 shares 7,241,813$104M4.39%+395,163Timeline
HALHALLIBURTON COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 440,780 shares; 2025Q1: 2,630,127 shares; 2025Q2: 200,000 shares; 2025Q3: 1,122,000 shares; 2025Q4: 3,291,218 shares; 2026Q1: 2,477,128 shares 2,477,128$96.6M4.06%-814,090Timeline
OKEONEOK INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 132,000 shares; 2025Q1: 200,194 shares; 2025Q2: 544,474 shares; 2025Q3: 642,343 shares; 2025Q4: 740,760 shares; 2026Q1: 1,016,145 shares 1,016,145$91.8M3.86%+275,385Timeline
LNGCHENIERE ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 155,322 shares; 2024Q4: 97,050 shares; 2025Q1: 52,262 shares; 2025Q2: 101,509 shares; 2025Q3: 71,046 shares; 2025Q4: 50,000 shares; 2026Q1: 225,114 shares 225,114$63.9M2.69%+175,114Timeline
OVVOVINTIV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 474,542 shares; 2026Q1: 941,950 shares 941,950$55.9M2.35%+467,408Timeline
BTUPEABODY ENGR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,093,276 shares; 2025Q3: 2,407,779 shares; 2025Q4: 1,937,005 shares; 2026Q1: 1,420,791 shares 1,420,791$46.8M1.97%-516,214Timeline
PCGPG&E CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,049,066 shares; 2025Q2: 2,284,874 shares; 2025Q3: 2,451,957 shares; 2025Q4: 2,445,867 shares; 2026Q1: 2,446,097 shares 2,446,097$43M1.81%+230Timeline
OXYOCCIDENTAL PETE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 611,101 shares 611,101$39.7M1.67%newTimeline
FANGDIAMONDBACK ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 180,344 shares 180,344$35.7M1.5%newTimeline
TDWTIDEWATER INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 423,513 shares 423,513$35.4M1.49%newTimeline
KRSPURICE ACQUISITION CORP 3Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,569,384 shares; 2026Q1: 2,566,967 shares 2,566,967$27.2M1.14%-2,417Timeline
XELXCEL ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,689 shares; 2024Q4: 163,445 shares; 2025Q1: 70,000 shares; 2025Q2: 141,658 shares; 2025Q3: 237,609 shares; 2025Q4: 307,019 shares; 2026Q1: 307,575 shares 307,575$24.4M1.03%+556Timeline
LNTALLIANT ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 104,180 shares; 2025Q1: 240,154 shares; 2025Q2: not reported; 2025Q3: 150,000 shares; 2025Q4: 299,473 shares; 2026Q1: 299,150 shares 299,150$21.5M0.9%-323Timeline
NJRNEW JERSEY RES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 190,084 shares; 2026Q1: 349,872 shares 349,872$19.2M0.81%+159,788Timeline
ANDEANDERSONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 240,000 shares; 2025Q4: 255,906 shares; 2026Q1: 258,746 shares 258,746$18.6M0.78%+2,840Timeline
VGVENTURE GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,755,273 shares; 2025Q2: 789,208 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,080,000 shares 1,080,000$17M0.72%newTimeline
EQTEQT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,229,725 shares; 2024Q4: 4,628,798 shares; 2025Q1: 5,426,286 shares; 2025Q2: 2,726,585 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 242,527 shares 242,527$15.4M0.65%newTimeline
GDXVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 165,000 shares 165,000$15.1M0.64%newTimeline
GPREGREEN PLAINS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 851,878 shares 851,878$14M0.59%newTimeline
MUSAMURPHY USA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,929 shares 24,929$12.3M0.52%newTimeline
GLNGGOLAR LNG LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 100,094 shares; 2025Q2: 178,149 shares; 2025Q3: 167,866 shares; 2025Q4: 167,499 shares; 2026Q1: 216,820 shares 216,820$11.7M0.49%+49,321Timeline
SWXSOUTHWEST GAS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 120,207 shares; 2025Q3: 199,773 shares; 2025Q4: 199,334 shares; 2026Q1: 128,669 shares 128,669$11.2M0.47%-70,665Timeline
VSTVISTRA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 80,000 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 70,900 shares 70,900$10.7M0.45%newTimeline
GNRCGENERAC HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 108,061 shares; 2025Q4: not reported; 2026Q1: 54,000 shares 54,000$10.5M0.44%newTimeline
TRPTC ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 671,366 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 309,400 shares; 2025Q3: 346,315 shares; 2025Q4: 345,557 shares; 2026Q1: 165,584 shares 165,584$10.4M0.44%-179,973Timeline
UGIUGI CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 304,300 shares; 2024Q4: 1,025,000 shares; 2025Q1: 726,396 shares; 2025Q2: 564,607 shares; 2025Q3: 716,065 shares; 2025Q4: 504,585 shares; 2026Q1: 268,804 shares 268,804$9.79M0.41%-235,781Timeline
CMPCOMPASS MINERALS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 235,198 shares 235,198$5.49M0.23%newTimeline
ASTLALGOMA STL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,306,403 shares 1,306,403$5.4M0.23%newTimeline
NEXTNEXTDECADE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 399,979 shares; 2026Q1: 591,171 shares 591,171$4.53M0.19%+191,192Timeline
CNRCORE NATURAL RESOURCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 38,584 shares 38,584$4.04M0.17%newTimeline
HNRGHALLADOR ENERGY COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 146,969 shares 146,969$2.39M0.1%newTimeline
NPWRNET POWER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,496,482 shares; 2026Q1: 1,504,126 shares 1,504,126$2.35M0.1%+7,644Timeline

Options

Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).

SecurityTypeAmountValueChange
LNGCHENIERE ENERGY INC Stockcall200,000$56.8Mnew
OKEONEOK INC NEW COMcall500,000$45.2M-100,000

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
EXEEXPAND ENERGY CORPORATION325,425$35.9Mshares
RRCRANGE RES CORP689,987$24.3Mshares
LBRTLIBERTY ENERGY INC1,002,402$18.5Mshares
CHDNCHURCHILL DOWNS INC126,789$14.4Mshares
CMSCMS ENERGY CORP156,508$10.9Mshares
EEEXCELERATE ENERGY INC388,200$10.9Mshares
TLNTALEN ENERGY CORP28,000$10.5Mshares
PRPERMIAN RESOURCES CORP734,314$10.3Mshares
DDOMINION ENERGY INC100,000$5.86Mshares
KMIKINDER MORGAN INC DEL199,989$5.5Mshares
AAALCOA CORP53,465$2.84Mshares

How Q1 2026 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 0001822531-26-000006 base2026-05-15acceptance time not in the bulk data set