Empowered Funds, LLC
Institutional investor · Portfolio as of Q4 2022
Top Holdings435 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
EXXON MOBIL CORP | 859,817 | $94.8M | 6.2% | $81.30 | +21.56% | 9 qtrssince 2020-Q4 | Increased 68 |
CHEVRON CORP | 416,624 | $74.8M | 4.9% | $130.74 | +19.86% | 9 qtrssince 2020-Q4 | Increased 66 |
ISHARES 0-3 MONTH TREASURY B | 426,896 | $42.7M | 2.8% | $84.29 | +1.12% | 3 qtrssince 2022-Q2 | Decreased 0 |
CONOCOPHILLIPS | 285,652 | $33.7M | 2.2% | $90.42 | +18.34% | 9 qtrssince 2020-Q4 | Decreased 0 |
ISHARES TR | 458,703 | $23.1M | 1.5% | $42.80 | 0.00% | 1 qtr | New 65 |
MARATHON PETROLEUM CORP | 188,876 | $22M | 1.4% | $93.49 | +16.62% | 3 qtrssince 2022-Q2 | Increased 54 |
EOG RESOURCES INC | 168,552 | $21.8M | 1.4% | $99.49 | +13.70% | 7 qtrssince 2021-Q2 | Increased 61 |
PIONEER NATURAL RESOURCE | 82,218 | $18.8M | 1.2% | — | — | 4 qtrssince 2022-Q1 | Increased 53 |
VALERO ENERGY CORP | 136,813 | $17.4M | 1.1% | $96.99 | +17.53% | 2 qtrssince 2022-Q3 | Increased 49 |
OCCIDENTAL PETROLEUM CORP | 256,886 | $16.2M | 1.1% | $59.10 | +1.42% | 2 qtrssince 2022-Q3 | Increased 51 |
SCHWAB SHORT-TERM US TREAS | 318,685 | $15.4M | 1.0% | $20.97 | +14.95% | 1 qtr | New 64 |
SCHLUMBERGER LTD | 285,755 | $15.3M | 1.0% | $35.41 | +39.22% | 2 qtrssince 2022-Q3 | Increased 46 |
EXELON CORP | 325,326 | $14.1M | 0.9% | $36.99 | +4.49% | 4 qtrssince 2022-Q1 | Increased 63 |
MICROSOFT CORP | 58,611 | $14.1M | 0.9% | $240.21 | -2.49% | 6 qtrssince 2021-Q3 | Increased 64 |
EA SERIES TRUST | 401,129 | $12.9M | 0.8% | $29.33 | +4.02% | 16 qtrssince 2019-Q1 | Increased 41 |
PHILLIPS 66 COM STK | 123,260 | $12.8M | 0.8% | $78.93 | +18.30% | 2 qtrssince 2022-Q3 | Increased 55 |
JPMORGAN CHASE & CO | 94,696 | $12.7M | 0.8% | $122.72 | +1.03% | 2 qtrssince 2022-Q3 | Increased 64 |
DEVON ENERGY CORP | 203,499 | $12.5M | 0.8% | $50.57 | +7.68% | 5 qtrssince 2021-Q4 | Increased 40 |
APPLE INC | 96,325 | $12.5M | 0.8% | $133.16 | -4.14% | 7 qtrssince 2021-Q2 | Increased 63 |
DIAMONDBACK ENERGY INC | 87,597 | $12M | 0.8% | $103.04 | +15.12% | 5 qtrssince 2021-Q4 | Increased 46 |
Empowered Funds, LLC manages $1.5B across 435 positions as of Q4 2022. Top holdings: XOM (6.2%), CVX (4.9%), SGOV (2.8%). Fund DNA: Momentum Trader. HoldingsIntel Rating: 1/5.0.
Active quarter - 178 new positions, 61 exits, 210 increased. Top move: XOM (INCREASED, conviction 68). Portfolio: $1.5B across 435 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