Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 5 buys in history.
Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| CONOCOPHILLIPS | 55,326 | reported | 12 Feb 2009 | tx 63+269,740.88−193,530 |
| TORTOISE POWER & ENERGY INFRASTRUCTURE FUND INC | 2,092 | reported | 21 Jan 2022 | tx 4+2,074 |
| TORTOISE ENERGY INDEPENDENCE FUND, INC. | 1,292 | reported | 21 Jan 2022 | tx 7+7,091 |
| TORTOISE ENERGY INFRASTRUCTURE CORP | 1,196 | reported | 21 Jan 2022 | tx 6+2,327 |
| TORTOISE ESSENTIAL ASSETS INCOME TERM FUND | 1,111 | reported | 21 Jan 2022 | tx 2+1,100 |
| TORTOISE PIPELINE & ENERGY FUND, INC. | 958 | reported | 21 Jan 2022 | tx 6+1,759 |
| TORTOISE MLP FUND, INC. | 735 | reported | 21 Jan 2022 | tx 6+2,010−1,062 |
| TORTOISE NORTH AMERICAN ENERGY CORP | 0 | reported | 23 Jun 2014 | tx 2+174−174 |
| TORTOISE ENERGY CAPITAL CORP | 0 | reported | 23 Jun 2014 | tx 2+153−153 |
3 purchases reported after at least 12 months of silence — most recent on 21 Jan 2022.