G.F.W. Energy XII, L.P.
DALLAS, TX
$401,374 in 2 US stocks at the end of 30 September 2025. The top 10 are 100.0% of the money. It changed about 97.4% of the portfolio this quarter.
Value
$401,374
Stocks
2
Top 10 share
100.0%
Turnover
97.4%
What changed this quarter
New
Bought for the first time this quarter.
None this quarter.
Added
Bought more of a stock they already held.
None this quarter.
Cut
Sold some of their stake.
None this quarter.
Sold out
Sold their entire stake.
- Permian ResourcesPR-100%
- Matador ResourcesMTDR-100%
- Chord EnergyCHRD-100%
- Devon EnergyDVN-100%
Holdings
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Net PowerNPWR | 89.0% | $357,374 | 118,729 | Held |
| OPAL FuelsOPAL | 11.0% | $44,000 | 20,000 | Held |
Over time and by industry
Value over time
Sep '25
Value is down 96.9% since 30 June 2025.
Where the money is
Technology89.0%
Utilities11.0%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.