Palo Duro Investment Partners, LP historic quarter change: USA Stocks, Reduced
In share positions in stocks (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Palo Duro Investment Partners, LP opened 35 positions, added to 78, reduced 79 and sold out of 11.
- Q2 2026: Stock CHRD; Country of operation United States; Class COM NEW; Shares before 425,174.
- Q2 2026: Stock PR; Country of operation United States; Class CLASS A COM; Shares before 3,085,992.
- Q2 2026: Stock CRC; Country of operation United States; Class COM STOCK; Shares before 385,164.
- Q2 2026: Stock BKR; Country of operation United States; Class CL A; Shares before 966,249.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1977128), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-14); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-15); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-17); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-14); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-14); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-15); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-14); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-14); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-14); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-15). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2023-03-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q2 2026 | CHRD
CHORD ENERGY CORPORATION | United States | COM NEW | 425,174 | 331,056 | -94,118 | $60,451,239 | $37,839,701 | -$22,611,538 | 2026-08-14 |
|---|
| Q2 2026 | PR
PERMIAN RESOURCES CORP | United States | CLASS A COM | 3,085,992 | 2,959,965 | -126,027 | $65,793,349 | $54,492,956 | -$11,300,393 | 2026-08-14 |
|---|
| Q2 2026 | CRC
CALIFORNIA RES CORP | United States | COM STOCK | 385,164 | 350,657 | -34,507 | $26,661,052 | $18,539,236 | -$8,121,816 | 2026-08-14 |
|---|
| Q2 2026 | BKR
BAKER HUGHES COMPANY | United States | CL A | 966,249 | 935,361 | -30,888 | $58,989,501 | $51,912,536 | -$7,076,965 | 2026-08-14 |
|---|
| Q2 2026 | SHLS
SHOALS TECHNOLOGIES GROUP IN | United States | CL A | 1,643,689 | 647,469 | -996,220 | $10,815,474 | $6,409,943 | -$4,405,531 | 2026-08-14 |
|---|
| Q2 2026 | NXT
NEXTPOWER INC | United States | CLASS A COM | 63,134 | 62,368 | -766 | $7,610,804 | $7,430,524 | -$180,280 | 2026-08-14 |
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| Q2 2026 | PARR
PAR PAC HOLDINGS INC | United States | COM NEW | 4,080 | 4,051 | -29 | $255,571 | $227,180 | -$28,391 | 2026-08-14 |
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| Q2 2026 | AM
ANTERO MIDSTREAM CORP | United States | COM | 28,869 | 27,759 | -1,110 | $658,213 | $631,517 | -$26,696 | 2026-08-14 |
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| Q2 2026 | SUNC
SUNOCOCORP LLC | United States | COM SHS LLC | 3,325 | 3,237 | -88 | $204,986 | $219,048 | +$14,062 | 2026-08-14 |
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| Q2 2026 | INSW
INTERNATIONAL SEAWAYS INC | United States | COM | 3,407 | 3,309 | -98 | $248,302 | $253,436 | +$5,134 | 2026-08-14 |
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| Q1 2026 | EQT
EQT CORP | United States | COM | 483,345 | 87,840 | -395,505 | $25,907,292 | $5,590,138 | -$20,317,154 | 2026-05-15 |
|---|
| Q1 2026 | CHRD
CHORD ENERGY CORPORATION | United States | COM NEW | 459,962 | 425,174 | -34,788 | $42,638,477 | $60,451,239 | +$17,812,762 | 2026-05-15 |
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| Q1 2026 | CRC
CALIFORNIA RES CORP | United States | COM STOCK | 416,237 | 385,164 | -31,073 | $18,609,956 | $26,661,052 | +$8,051,096 | 2026-05-15 |
|---|
| Q4 2025 | CHRD
CHORD ENERGY CORPORATION | United States | COM NEW | 577,562 | 459,962 | -117,600 | $57,392,336 | $42,638,477 | -$14,753,859 | 2026-02-17 |
|---|
| Q4 2025 | AR
ANTERO RESOURCES CORP | United States | COM | 2,315,592 | 1,933,488 | -382,104 | $77,711,268 | $66,627,996 | -$11,083,272 | 2026-02-17 |
|---|
| Q4 2025 | GPOR
GULFPORT ENERGY CORP | United States | COMMON SHARES | 280,319 | 222,601 | -57,718 | $50,732,133 | $46,298,782 | -$4,433,351 | 2026-02-17 |
|---|
| Q4 2025 | EQT
EQT CORP | United States | COM | 543,008 | 483,345 | -59,663 | $29,555,925 | $25,907,292 | -$3,648,633 | 2026-02-17 |
|---|
| Q4 2025 | NXT
NEXTPOWER INC | United States | CLASS A COM | 97,248 | 48,912 | -48,336 | $7,195,380 | $4,260,724 | -$2,934,656 | 2026-02-17 |
|---|
| Q4 2025 | SHLS
SHOALS TECHNOLOGIES GROUP IN | United States | CL A | 566,582 | 294,134 | -272,448 | $4,198,373 | $2,500,139 | -$1,698,234 | 2026-02-17 |
|---|
| Q4 2025 | TRGP
TARGA RES CORP | United States | COM | 14,939 | 14,302 | -637 | $2,502,880 | $2,638,719 | +$135,839 | 2026-02-17 |
|---|
| Q4 2025 | DINO
HF SINCLAIR CORP | United States | COM | 10,931 | 10,565 | -366 | $572,129 | $486,835 | -$85,294 | 2026-02-17 |
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| Q4 2025 | LEU
CENTRUS ENERGY CORP | United States | CL A | 1,082 | 1,072 | -10 | $335,496 | $260,239 | -$75,257 | 2026-02-17 |
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| Q4 2025 | AM
ANTERO MIDSTREAM CORP | United States | COM | 24,576 | 23,555 | -1,021 | $477,757 | $419,043 | -$58,714 | 2026-02-17 |
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| Q4 2025 | UEC
URANIUM ENERGY CORP | | COM | 29,234 | 29,224 | -10 | $389,982 | $341,336 | -$48,646 | 2026-02-17 |
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| Q4 2025 | BTU
PEABODY ENERGY CORP | United States | COM | 8,255 | 8,093 | -162 | $218,923 | $240,362 | +$21,439 | 2026-02-17 |
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| Q4 2025 | HESM
HESS MIDSTREAM LP | United States | CL A SHS | 8,572 | 8,194 | -378 | $296,163 | $282,693 | -$13,470 | 2026-02-17 |
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| Q4 2025 | DTM
DT MIDSTREAM INC | United States | COMMON STOCK | 6,992 | 6,701 | -291 | $790,516 | $801,976 | +$11,460 | 2026-02-17 |
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| Q4 2025 | CNR
CORE NATURAL RESOURCES INC | United States | COM SHS | 3,639 | 3,533 | -106 | $303,784 | $312,706 | +$8,922 | 2026-02-17 |
|---|
| Q4 2025 | PAGP
PLAINS GP HLDGS L P | United States | LTD PARTNR INT A | 13,544 | 13,163 | -381 | $247,043 | $251,940 | +$4,897 | 2026-02-17 |
|---|
| Q3 2025 | EQT
EQT CORP | United States | COM | 1,165,716 | 543,008 | -622,708 | $67,984,557 | $29,555,925 | -$38,428,632 | 2025-11-14 |
|---|
| Q3 2025 | CHRD
CHORD ENERGY CORPORATION | United States | COM NEW | 692,462 | 577,562 | -114,900 | $67,064,945 | $57,392,336 | -$9,672,609 | 2025-11-14 |
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| Q3 2025 | CRC
CALIFORNIA RES CORP | United States | COM STOCK | 378,974 | 318,318 | -60,656 | $17,307,743 | $16,928,151 | -$379,592 | 2025-11-14 |
|---|
| Q3 2025 | CF
CF INDS HLDGS INC | United States | COM | 29,012 | 25,584 | -3,428 | $2,669,104 | $2,294,885 | -$374,219 | 2025-11-14 |
|---|
| Q3 2025 | FANG
DIAMONDBACK ENERGY INC | United States | COM | 7,796 | 5,232 | -2,564 | $1,071,170 | $748,699 | -$322,471 | 2025-11-14 |
|---|
| Q3 2025 | TRGP
TARGA RES CORP | United States | COM | 15,973 | 14,939 | -1,034 | $2,780,580 | $2,502,880 | -$277,700 | 2025-11-14 |
|---|
| Q3 2025 | UEC
URANIUM ENERGY CORP | | COM | 31,630 | 29,234 | -2,396 | $215,084 | $389,982 | +$174,898 | 2025-11-14 |
|---|
| Q3 2025 | LEU
CENTRUS ENERGY CORP | United States | CL A | 1,184 | 1,082 | -102 | $216,885 | $335,496 | +$118,611 | 2025-11-14 |
|---|
| Q3 2025 | DINO
HF SINCLAIR CORP | United States | COM | 11,792 | 10,931 | -861 | $484,415 | $572,129 | +$87,714 | 2025-11-14 |
|---|
| Q3 2025 | HESM
HESS MIDSTREAM LP | United States | CL A SHS | 9,191 | 8,572 | -619 | $353,945 | $296,163 | -$57,782 | 2025-11-14 |
|---|
| Q3 2025 | PAGP
PLAINS GP HLDGS L P | United States | LTD PARTNR INT A | 14,453 | 13,544 | -909 | $280,822 | $247,043 | -$33,779 | 2025-11-14 |
|---|
| Q3 2025 | CNR
CORE NATURAL RESOURCES INC | United States | COM SHS | 3,937 | 3,639 | -298 | $274,566 | $303,784 | +$29,218 | 2025-11-14 |
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| Q3 2025 | DTM
DT MIDSTREAM INC | United States | COMMON STOCK | 7,438 | 6,992 | -446 | $817,511 | $790,516 | -$26,995 | 2025-11-14 |
|---|
| Q3 2025 | AM
ANTERO MIDSTREAM CORP | United States | COM | 26,295 | 24,576 | -1,719 | $498,290 | $477,757 | -$20,533 | 2025-11-14 |
|---|
| Q2 2025 | AR
ANTERO RESOURCES CORP | United States | COM | 1,982,756 | 1,445,386 | -537,370 | $80,182,653 | $58,220,148 | -$21,962,505 | 2025-08-14 |
|---|
| Q2 2025 | EQT
EQT CORP | United States | COM | 1,555,660 | 1,165,716 | -389,944 | $83,118,914 | $67,984,557 | -$15,134,357 | 2025-08-14 |
|---|
| Q2 2025 | FANG
DIAMONDBACK ENERGY INC | United States | COM | 61,645 | 7,796 | -53,849 | $9,855,803 | $1,071,170 | -$8,784,633 | 2025-08-14 |
|---|
| Q2 2025 | CRC
CALIFORNIA RES CORP | United States | COM STOCK | 464,361 | 378,974 | -85,387 | $20,417,953 | $17,307,743 | -$3,110,210 | 2025-08-14 |
|---|
| Q2 2025 | CF
CF INDS HLDGS INC | United States | COM | 47,476 | 29,012 | -18,464 | $3,710,249 | $2,669,104 | -$1,041,145 | 2025-08-14 |
|---|
| Q2 2025 | NXT
NEXTRACKER INC | United States | CLASS A COM | 84,545 | 77,482 | -7,063 | $3,562,726 | $4,212,696 | +$649,970 | 2025-08-14 |
|---|
| Q2 2025 | GTLS
CHART INDS INC | United States | COM | 20,798 | 19,074 | -1,724 | $3,002,399 | $3,140,534 | +$138,135 | 2025-08-14 |
|---|
| Q1 2025 | FANG
DIAMONDBACK ENERGY INC | United States | COM | 168,177 | 61,645 | -106,532 | $27,552,438 | $9,855,803 | -$17,696,635 | 2025-05-15 |
|---|
| Q1 2025 | PR
PERMIAN RESOURCES CORP | United States | CLASS A COM | 1,959,864 | 1,660,784 | -299,080 | $28,182,844 | $23,001,858 | -$5,180,986 | 2025-05-15 |
|---|
| Q1 2025 | EQT
EQT CORP | United States | COM | 1,698,038 | 1,555,660 | -142,378 | $78,296,532 | $83,118,914 | +$4,822,382 | 2025-05-15 |
|---|
| Q1 2025 | AR
ANTERO RESOURCES CORP | United States | COM | 2,347,404 | 1,982,756 | -364,648 | $82,276,510 | $80,182,653 | -$2,093,857 | 2025-05-15 |
|---|
| Q1 2025 | BKR
BAKER HUGHES COMPANY | United States | CL A | 181,751 | 126,992 | -54,759 | $7,455,426 | $5,581,298 | -$1,874,128 | 2025-05-15 |
|---|
| Q1 2025 | CF
CF INDS HLDGS INC | United States | COM | 50,529 | 47,476 | -3,053 | $4,311,134 | $3,710,249 | -$600,885 | 2025-05-15 |
|---|
| Q4 2024 | PR
PERMIAN RESOURCES CORP | United States | CLASS A COM | 2,861,230 | 1,959,864 | -901,366 | $38,941,340 | $28,182,844 | -$10,758,496 | 2025-02-14 |
|---|
| Q4 2024 | AR
ANTERO RESOURCES CORP | United States | COM | 2,687,073 | 2,347,404 | -339,669 | $76,984,641 | $82,276,510 | +$5,291,869 | 2025-02-14 |
|---|
| Q4 2024 | FANG
DIAMONDBACK ENERGY INC | United States | COM | 185,316 | 168,177 | -17,139 | $31,948,478 | $27,552,438 | -$4,396,040 | 2025-02-14 |
|---|
| Q4 2024 | EQT
EQT CORP | United States | COM | 2,165,167 | 1,698,038 | -467,129 | $79,331,719 | $78,296,532 | -$1,035,187 | 2025-02-14 |
|---|
| Q4 2024 | BKR
BAKER HUGHES COMPANY | United States | CL A | 226,871 | 181,751 | -45,120 | $8,201,387 | $7,455,426 | -$745,961 | 2025-02-14 |
|---|
| Q4 2024 | NPWR
NET POWER INC | United States | COM CL A | 148,686 | 56,639 | -92,047 | $1,042,289 | $599,807 | -$442,482 | 2025-02-14 |
|---|
| Q4 2024 | TRGP
TARGA RES CORP | United States | COM | 11,914 | 10,885 | -1,029 | $1,763,391 | $1,942,972 | +$179,581 | 2025-02-14 |
|---|
| Q4 2024 | DINO
HF SINCLAIR CORP | United States | COM | 9,163 | 8,899 | -264 | $408,395 | $311,910 | -$96,485 | 2025-02-14 |
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| Q4 2024 | DTM
DT MIDSTREAM INC | United States | COMMON STOCK | 5,456 | 5,238 | -218 | $429,169 | $520,814 | +$91,645 | 2025-02-14 |
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| Q4 2024 | OKE
ONEOK INC NEW | United States | COM | 32,732 | 30,599 | -2,133 | $2,982,867 | $3,072,140 | +$89,273 | 2025-02-14 |
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| Q4 2024 | UEC
URANIUM ENERGY CORP | | COM | 24,774 | 21,994 | -2,780 | $153,847 | $147,140 | -$6,707 | 2025-02-14 |
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| Q4 2024 | AM
ANTERO MIDSTREAM CORP | United States | COM | 20,226 | 19,909 | -317 | $304,401 | $300,427 | -$3,974 | 2025-02-14 |
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| Q3 2024 | FANG
DIAMONDBACK ENERGY INC | United States | COM | 255,314 | 185,316 | -69,998 | $51,111,310 | $31,948,478 | -$19,162,832 | 2024-11-14 |
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| Q3 2024 | PR
PERMIAN RESOURCES CORP | United States | CLASS A COM | 3,266,135 | 2,861,230 | -404,905 | $52,748,080 | $38,941,340 | -$13,806,740 | 2024-11-14 |
|---|
| Q3 2024 | BKR
BAKER HUGHES COMPANY | United States | CL A | 239,120 | 226,871 | -12,249 | $8,409,850 | $8,201,387 | -$208,463 | 2024-11-14 |
|---|
| Q2 2024 | AR
ANTERO RESOURCES CORP | United States | COM | 2,915,305 | 2,406,970 | -508,335 | $84,543,845 | $78,539,431 | -$6,004,414 | 2024-08-14 |
|---|
| Q2 2024 | FANG
DIAMONDBACK ENERGY INC | United States | COM | 261,200 | 255,314 | -5,886 | $51,762,004 | $51,111,310 | -$650,694 | 2024-08-14 |
|---|
| Q2 2024 | EPSN
EPSILON ENERGY LTD | United States | COM | 1,334,669 | 1,329,107 | -5,562 | $7,334,006 | $7,243,633 | -$90,373 | 2024-08-14 |
|---|
| Q1 2024 | AR
ANTERO RESOURCES CORP | United States | COM | 2,966,734 | 2,915,305 | -51,429 | $67,285,527 | $84,543,845 | +$17,258,318 | 2024-05-15 |
|---|
| Q1 2024 | PR
PERMIAN RESOURCES CORP | United States | CLASS A COM | 4,255,350 | 3,049,658 | -1,205,692 | $57,872,760 | $53,856,960 | -$4,015,800 | 2024-05-15 |
|---|
| Q1 2024 | FANG
DIAMONDBACK ENERGY INC | United States | COM | 354,485 | 261,200 | -93,285 | $54,973,534 | $51,762,004 | -$3,211,530 | 2024-05-15 |
|---|
| Q1 2024 | CF
CF INDS HLDGS INC | United States | COM | 71,948 | 48,960 | -22,988 | $5,719,866 | $4,073,962 | -$1,645,904 | 2024-05-15 |
|---|
| Q1 2024 | EPSN
EPSILON ENERGY LTD | United States | COM | 1,363,908 | 1,334,669 | -29,239 | $6,928,653 | $7,334,006 | +$405,353 | 2024-05-15 |
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