Empowered Funds, LLC
Institutional investor · Portfolio as of Q3 2022
Top Holdings318 positions
EXXON MOBIL CORP | 728,390 | $63.6M | 6.2% | $78.14 | +0.87% | 8 qtrssince 2020-Q4 | Increased 93 |
ISHARES TR | 512,742 | $51.4M | 5.0% | $83.78 | +0.24% | 2 qtrssince 2022-Q2 | Increased 87 |
CHEVRON CORP NEW | 336,038 | $48.3M | 4.7% | $124.51 | +0.73% | 8 qtrssince 2020-Q4 | Increased 87 |
VANGUARD SCOTTSDALE FDS | 581,191 | $36.5M | 3.5% | $55.84 | -3.50% | 5 qtrssince 2021-Q3 | Increased 86 |
SPDR SER TR | 389,746 | $35.7M | 3.5% | $77.23 | 0.00% | 1 qtr | New 80 |
CONOCOPHILLIPS | 286,200 | $29.3M | 2.8% | $90.42 | +2.93% | 8 qtrssince 2020-Q4 | Increased 80 |
SPDR SER TR | 996,658 | $28.8M | 2.8% | $25.52 | 0.00% | 1 qtr | New 74 |
ISHARES TR | 184,242 | $18.8M | 1.8% | $87.82 | 0.00% | 1 qtr | New 65 |
MARATHON PETE CORP | 155,022 | $15.4M | 1.5% | $90.09 | +1.98% | 2 qtrssince 2022-Q2 | Increased 72 |
PIONEER NAT RES CO | 68,587 | $14.9M | 1.4% | — | — | 3 qtrssince 2022-Q1 | Increased 71 |
PROSHARES TR | 540,314 | $14.2M | 1.4% | $21.34 | -32.66% | 3 qtrssince 2022-Q1 | Increased 71 |
OCCIDENTAL PETE CORP | 224,776 | $13.8M | 1.3% | $57.55 | 0.00% | 1 qtr | New 64 |
EA SERIES TRUST | 304,852 | $13.5M | 1.3% | $38.78 | +9.31% | 15 qtrssince 2019-Q1 | Increased 52 |
VALERO ENERGY CORP | 124,758 | $13.3M | 1.3% | $95.35 | 0.00% | 1 qtr | New 64 |
EOG RES INC | 115,934 | $13M | 1.3% | $93.30 | +2.75% | 6 qtrssince 2021-Q2 | Increased 71 |
DEVON ENERGY CORP NEW | 198,459 | $11.9M | 1.2% | $48.96 | +4.45% | 4 qtrssince 2021-Q4 | Increased 71 |
EA SERIES TRUST | 382,965 | $11.2M | 1.1% | $28.78 | -5.71% | 15 qtrssince 2019-Q1 | Decreased 0 |
INVESCO DB US DLR INDEX TR | 349,862 | $10.5M | 1.0% | $23.60 | +10.13% | 3 qtrssince 2022-Q1 | Increased 59 |
ISHARES TR | 86,031 | $9.4M | 0.9% | $92.98 | -0.85% | 1 qtr | New 54 |
VANGUARD SCOTTSDALE FDS | 154,848 | $9M | 0.9% | $56.71 | -9.86% | 5 qtrssince 2021-Q3 | Increased 40 |
Empowered Funds, LLC manages $1B across 318 positions as of Q3 2022. Top holdings: XOM (6.2%), SGOV (5.0%), CVX (4.7%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 1/5.0.
Active quarter - 127 new positions, 74 exits, 142 increased. Top move: XOM (INCREASED, conviction 93). Portfolio: $1.0B across 318 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
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