Cushing Asset Management, LP Q3 2022 vs. Q4 2022 13F Holdings Comparison

In the third quarter of 2022, Cushing Asset Management, LP changed its holdings in various funds, including TARGA RES CORP, ENERGY TRANSFER L P, and PEMBINA PIPELINE CORP. However, in the fourth quarter of 2022, Cushing Asset Management, LP made changes and decreased holdings for companies like CHENIERE ENERGY INC, KIMBELL RTY PARTNERS LP, and ALLIANCE RESOURCE PARTNERS L. In this blog post, we will take a closer look at some of the most significant changes in holdings by Cushing Asset Management, LP in Q3 2022 vs. Q4 2022.

One of the most notable changes is that Cushing Asset Management, LP decreased its holdings in CHENIERE ENERGY INC by -22.9% from 83995 shares in Q3 2022 to 431845 shares in Q4 2022. Simultaneously, KIMBELL RTY PARTNERS LP and ALLIANCE RESOURCE PARTNERS L showed a decline in their shares by -1.6% and -5.4%, respectively. These developments suggest that Cushing Asset Management, LP has been changing its strategy to reflect the investment landscape.

On the other hand, Cushing Asset Management, LP increased its shares in TARGA RES CORP, ENBRIDGE INC, and VIPER ENERGY PARTNERS LP by 16%, 32.5%, and 51.3%, respectively, during the Q3 2022 vs. Q4 2022 comparison. The value of TARGA RES CORP and ENBRIDGE INC share values rose by 16% and 32.5% between these two quarters, respectively. Meanwhile, shares in VIPER ENERGY PARTNERS LP saw an increase by 51.3%, while the share value climbed by 5.1%. Therefore, investors may follow Cushing Asset Management, LP's lead and consider these companies for their portfolios.

In the end, Cushing Asset Management, LP is a professional asset management company that aims to generate high returns for its clients. Therefore, it is reasonable to assume that these changes in holdings are part of its overall investment strategy to maintain an optimally diversified portfolio. Investors can use this information to make their own informed investment decisions by following Cushing Asset Management, LP's lead.