SEC 13F Intelligence

Managers / Q4 2022

Energy Opportunities Capital Management, LLC

CIK 0001505791 · 108 WILD BASIN ROAD, SUITE 250, AUSTIN, TX, 78746 · 512-477-0900

Reported Value
$34.4B
Q4 2022
Positions
37
Filings on Record
17
2019–present window
Filed
Feb 14, 2023
original filing

Summary

Energy Opportunities Capital Management, Llc reported $34.4B in U.S.-listed holdings across 37 positions for Q4 2022.

Its largest position, SLB, represents 6.4% of the portfolio.

Compared with Q3 2022, the fund opened 1 new position and exited 3.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $57MQ4 ’18Q1 ’19: $43MQ2 ’19: $40MQ3 ’19: $35MQ3 ’19Q4 ’19: $39MQ1 ’20: $18MQ2 ’20: $25MQ2 ’20Q3 ’20: $27MQ4 ’20: $37MQ1 ’21: $40MQ1 ’21Q2 ’21: $39MQ3 ’21: $39MQ4 ’21: $34MQ4 ’21Q1 ’22: $42MQ2 ’22: $35MQ3 ’22: $31MQ3 ’22Q4 ’22: $34.4Bfilingsflow.com

Portfolio Composition

By security type
Common Stock: 86.1%ADR: 9.8%ETP: 2.4%Other: 1.7%
  • Common Stock · 86.1% · $29.6B
  • ADR · 9.8% · $3.4B
  • ETP · 2.4% · $841M
  • Other · 1.7% · $573M

Quarter-over-Quarter Changes full breakdown →

Holdings — Q4 2022

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q4 2022$34.4B37Feb 14, 202313F-HRchanges · EDGAR ↗
Q3 2022$31M39Nov 15, 202213F-HRchanges · EDGAR ↗
Q2 2022$35M42Aug 15, 202213F-HRchanges · EDGAR ↗
Q1 2022$42M40May 13, 202213F-HRchanges · EDGAR ↗
Q4 2021$34M41Feb 15, 202213F-HRchanges · EDGAR ↗
Q3 2021$39M40Nov 18, 202113F-HRchanges · EDGAR ↗
Q2 2021$39M40Aug 13, 202113F-HRchanges · EDGAR ↗
Q1 2021$40M40May 17, 202113F-HRchanges · EDGAR ↗
Q4 2020$37M35Feb 19, 202113F-HRchanges · EDGAR ↗
Q3 2020$27M35Nov 13, 202013F-HRchanges · EDGAR ↗
Q2 2020$25M35Aug 14, 202013F-HRchanges · EDGAR ↗
Q1 2020$18M28May 15, 202013F-HRchanges · EDGAR ↗
Q4 2019$39M35Feb 14, 202013F-HRchanges · EDGAR ↗
Q3 2019$35M39Nov 15, 201913F-HRchanges · EDGAR ↗
Q2 2019$40M41Aug 15, 201913F-HRchanges · EDGAR ↗
Q1 2019$43M40May 15, 201913F-HRchanges · EDGAR ↗
Q4 2018$57M38Feb 15, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.