PICKERING ENERGY PARTNERS LP

HOUSTON, TX · CIK 1979670 · 13F filing filed 2026-08-14

SEC-registered investment adviser since 2019 · limited partnership

Assets managed$1.7bn
Staff51 · 11 in investment roles
Main clients (by assets)Private funds 70%, Mutual funds and ETFs 28%, Pension plans 2%
Private funds10 (2 hedge) · $1.2bn gross assets
Websitepickeringenergypartners.com
Form ADV · 2026-05-26SEC adviser record

Kindhedge funds, private equity
Others nearbyHouston, TX
FamilySailingStone Capital Partners LLC · 2 related pages · largest: SailingStone Capital Partners LLC

As an employer

$36.0m reported value -26.6% vs Q1 2026

12positions

98.8%in top 10

0 new 8 added 1 reduced 7 sold out vs Q1 2026

Also in the report of:

Shares in two reports are counted once in each security's totals.

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	CRESCENT ENERGY COMPANY CL A COM CRGY	CRGY	3,203,978	$31.5m87.43%	87.43%	Added +61.5k	+61,500 2.0%
2	VISTA ENERGY S.A.B. DE C.V. SPONSORED ADS VIST	VIST	11,000	$701.8k1.95%	1.95%	Added +6.0k	+6,000 120.0%
3	SABLE OFFSHORE CORP COM SHS SOC	SOC	200,000	$616.0k1.71%	1.71%	Added +120.0k	+120,000 150.0%
4	SM ENERGY CO COM SM	SM	23,500	$613.4k1.70%	1.70%	Added +8.5k	+8,500 56.7%
5	SPDR SER TR S&P OILGAS EXP XOP	XOP	3,000	$462.8k1.29%	1.29%	Unchanged
6	YPF SOCIEDAD ANONIMA SPON ADR CL D YPF	YPF	10,000	$454.7k1.26%	1.26%	Unchanged
7	DIAMONDBACK ENERGY INC COM FANG	FANG	2,000	$351.6k0.98%	0.98%	Added +1.0k	+1,000 100.0%
8	DEVON ENERGY CORP NEW COM DVN	DVN	7,500	$309.9k0.86%	0.86%	Added +2.5k	+2,500 50.0%
9	PATTERSON-UTI ENERGY INC COM PTEN	PTEN	31,500	$289.2k0.80%	0.80%	Added +21.5k	+21,500 215.0%
10	PERMIAN RESOURCES CORP CLASS A COM PR	PR	15,000	$276.1k0.77%	0.77%	Unchanged
11	CANADIAN NAT RES LTD COM CNQ	CNQ	6,000	$237.0k0.66%	0.66%	Added +4.0k	+4,000 200.0%
12	SELECT SECTOR SPDR TR ENERGY XLE	XLE	4,000	$212.4k0.59%	0.59%	Reduced -1.0k	-1,000 -20.0%

Security	Ticker	Shares held before	Value then
TRANSPORTADORA DE GAS SUR TGS	TGS	16,000	$553.8k16.0k shares
DIREXION SHS ETF TR GUSH	GUSH	10,000	$442.2k10.0k shares
EXPAND ENERGY CORPORATION EXE	EXE	3,000	$329.3k3.0k shares
EQT CORP EQT	EQT	4,500	$286.4k4.5k shares
ANTERO RESOURCES CORP AR	AR	5,000	$212.2k5.0k shares
MURPHY OIL CORP MUR	MUR	5,000	$206.2k5.0k shares
WESTLAKE CORPORATION WLK	WLK	1,000	$116.8k1.0k shares