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AnalysesQuarterly Letters✦Warren AI
AnalysesQuarterly Letters✦Warren AI
Guinness

Guinness Global Energy Fund

Global Large-cap Energy

Dec 2024 → Jul 2026

Our archive holds 12 letters from this strategy and positions in 32 companies. Every quote below is copied verbatim from the letter it came from.

12 letters in 3 years — follow all of Guinness for every strategy.

Also held

  • Cenovus Energy
  • TC Energy
  • Devon Energy
  • PetroChina
  • Canadian Natural Resources
  • Williams Companies
  • Sinopec
  • OMV
  • Equinor
  • Exxon Mobil
  • Suncor Energy
  • Enbridge
  • GALP
  • Chevron
  • TotalEnergies
  • Diamondback Energy
  • Schlumberger
  • Baker Hughes
  • EOG Resources
  • Valero Energy
  • Eni
  • BP
  • Halliburton
  • Kinder Morgan
  • Imperial Oil
  • Repsol
  • Shell
  • Valero
  • Helix Energy Solutions
  • ConocoPhillips
  • Devon
  • Galp Energia
  • ENI

Every letter

2026

  • July 2026
  • June 2026
  • March 2026
  • January 2026

2025

  • December 2025
  • December 2025
  • September 2025
  • June 2025
  • June 2025
  • June 2025
  • June 2025

2024

  • December 2024

Other Guinness strategies

  • Guinness Global Equity Income Fund12
  • Guinness Global Innovators Fund12
  • Guinness Sustainable Energy Fund12
  • Guinness Asian Equity Income Fund11
  • Guinness Global Quality Mid Cap Fund10
  • Guinness Greater China Fund10
  • Guinness European Equity Income Fund8
  • Guinness Emerging Markets Equity Income Fund7
  • Guinness Global Money Managers Fund6
  • Guinness Global Real Assets Fund5
  • Guinness China A Share Fund4
  • Guinness Pan-European Equity Income Fund3
  • Guinness Multi-Asset Funds2
  • Guinness China RMB Income Fund1
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