S&P 500 Energy Sector SEC Filings — May 04, 2026

04-05-2026

Cooke & Bieler LP filed its quarterly 13F-HR on May 4, 2026, for the period ended March 31, 2026, disclosing a portfolio consisting of 152 holdings with a total market value of $8,841,610,557. The filing details sole discretionary shares and other managed shares across various companies, including significant positions in Aramark (3,008,097 sole shares valued at $121,948,252), Arch Capital Group (1,864,242 sole shares valued at $178,948,590), and Bank of America (1,302,494 sole shares valued at $63,496,583). No prior period comparisons or performance metrics are provided in the filing.

• ·Filing CIK: 0000024386
• ·SEC File Number: 028-00268
• ·Business address: 2001 Market Street, Suite 4000, Philadelphia, PA 19103
• ·Phone: 215-246-2052

04-05-2026

Mid-America Apartment Communities, Inc. and Mid-America Apartments, L.P. filed a Form 8-K on May 4, 2026, under Items 7.01 (Regulation FD Disclosure) and 9.01, furnishing an investor presentation titled 'Capital Markets Update: May 2026' (Exhibit 99.1) for an investor conference. The disclosure is not deemed filed and is provided solely to satisfy Regulation FD requirements.

04-05-2026

ExxonMobil's Q1 2026 total revenues and other income rose 2.4% YoY to $85,138 million, supported by higher sales and operating revenue of $83,161 million. However, net income attributable to ExxonMobil plummeted 45.8% YoY to $4,183 million from $7,713 million, driven by sharply higher crude oil and product purchases ($51,802 million, up 10.7%) and depreciation ($6,771 million, up 18.8%), with Energy Products Non-U.S. reporting a $1,923 million segment loss. Cash provided by operating activities also declined 32.8% to $8,705 million, while the company continued substantial share repurchases ($4,868 million) and dividends ($4,334 million, flat YoY).

• ·Upstream segment income $5,737 million (U.S. $1,574 million, Non-U.S. $4,163 million)
• ·Energy Products segment income -$1,262 million (U.S. $661 million, Non-U.S. -$1,923 million)
• ·Chemical Products segment income $110 million (U.S. $319 million, Non-U.S. -$209 million)
• ·Specialty Products segment income $651 million (U.S. $274 million, Non-U.S. $377 million)
• ·Corporate and Financing income (loss) -$1,053 million
• ·Common stock held in treasury: 3,874 million shares as of March 31, 2026

04-05-2026

Williams Companies, Inc. filed an 8-K on 2026-05-04 disclosing results of operations and financial condition under Item 2.02, accompanied by financial statements and exhibits under Item 9.01. No specific revenue, earnings, balance sheet impacts, guidance changes, or period-over-period comparisons were mentioned. All quantitative metrics and strategic details are NOT_DISCLOSED.

04-05-2026

A Paradise Acquisition Corp. held its Extraordinary General Meeting on May 1, 2026, where shareholders approved the business combination with Enhanced Ltd., domestication, organizational documents, director election, stock issuance, founder plan, omnibus incentive plan, and ESPP proposals, with a quorum of 21,072,603 Ordinary Shares representing 77.28% of outstanding shares as of April 2, 2026. While approvals passed with strong FOR votes around 17-18 million shares, significant opposition of approximately 3 million shares was recorded on most proposals. In connection, 19,615,531 Ordinary Shares were tendered for redemption, reflecting high redemption activity ahead of the expected closing.

• ·Business Combination Proposal: 17,991,887 FOR, 3,079,716 AGAINST, 1,000 ABSTAIN
• ·Proposal No. 7 (Omnibus Incentive Plan): 17,731,887 FOR, 3,339,716 AGAINST, 1,000 ABSTAIN
• ·Adjournment Proposal not presented due to sufficient votes
• ·Post-combination, Enhanced Group Inc. Class A common stock expected to trade on NYSE under 'ENHA'
• ·Proxy statement/prospectus filed with SEC on April 10, 2026

04-05-2026

Devon Energy Corporation (DVN) and Coterra Energy Inc. (CTRA) announced that shareholders of both companies overwhelmingly approved the all-stock merger, with more than 98% of Devon votes and 99% of Coterra votes in favor, and over 76% and 82% shares represented respectively. The merger is expected to close on or around May 7, 2026, with Coterra shareholders receiving 0.70 shares of Devon common stock per share, resulting in Devon shareholders owning approximately 54% and Coterra shareholders 46% of the combined company on a fully diluted basis. CEOs Clay Gaspar and Tom Jorden highlighted the strategic benefits, including enhanced scale, margins, and shareholder returns.

• ·Exchange ratio: each Coterra share converts to 0.70 Devon shares, with cash in lieu of fractions.
• ·Devon S-4 registration statement filed March 24, 2026, effective March 26, 2026.
• ·Joint Proxy Statement/Prospectus filed March 30, 2026.
• ·Final vote results to be filed on Form 8-K.

04-05-2026

Occidental Petroleum (NYSE: OXY) announced CEO succession as part of management planning: Vicki Hollub will retire as President and CEO effective June 1, 2026, with Senior Vice President and Chief Operating Officer Richard Jackson named as her successor. Hollub, CEO since 2016, will continue on the Board for continuity, while Jackson will join the Board on the same date. The leadership praised the company's strong portfolio and technical expertise post-transformation.

• ·Announcement dated May 1, 2026; filing dated May 04, 2026.
• ·Jackson joined Occidental in 2003; prior roles include President of U.S. Onshore Oil and Gas and President of Low Carbon Integrated Technologies.
• ·Hollub has over 40 years at Occidental; Board member since 2015.
• ·Media contact: Eric Moses (713-497-2017); Investor contact: Babatunde A. Cole (713-552-8811).

04-05-2026

Hess Midstream LP reported Q1 2026 net income of $157.7 million, down slightly from $161.4 million YoY, but net income attributable to the company rose to $87.6 million or $0.68 EPS (up from $0.65), with Adjusted EBITDA up to $299.8 million from $292.3 million and Adjusted Free Cash Flow at $237.0 million. The company completed $42.0 million Class A share repurchases and $18.0 million Class B unit repurchases, and increased its quarterly distribution to $0.7792 per Class A share; however, throughput volumes declined 5% for oil terminaling and 9% for water gathering YoY due to lower production, though gas processing rose 1%. Guidance was updated to $105 million capex (down significantly) and $910-$960 million Adjusted Free Cash Flow (up), while reaffirming full-year throughput, net income, and Adjusted EBITDA.

• ·Quarterly cash distribution declared on April 27, 2026, payable May 14, 2026 to shareholders of record May 7, 2026.
• ·Drawn balance on revolving credit facility at March 31, 2026: $343.0 million.
• ·Full-year 2026 throughput guidance: Gas gathering 450-460 MMcf/d, Crude oil gathering 115-125 MBbl/d, Gas processing 435-445 MMcf/d, Crude terminals 125-135 MBbl/d, Water gathering 125-135 MBbl/d.
• ·Expects no material income taxes until after 2028 due to Additional Interim Guidance on Corporate Alternative Minimum Tax.
• ·Targets distribution growth of at least 5% per annum on Class A share basis.

04-05-2026

Copia Wealth Management filed its Form 13F-HR on May 04, 2026, disclosing equity holdings as of March 31, 2026, with a total portfolio value of $145,522,672 across 532 positions. The portfolio features significant allocations to ETFs such as SPDR Gold Shares ETF ($5,308,914), Vanguard Russell 2000 ETF ($4,498,935), iShares 0-5 Year TIPS Bond ETF ($4,106,998), and iShares MSCI Emerging Markets ex China ETF ($4,030,381), alongside individual stocks like Amazon.com Inc. ($1,575,563) and Microsoft Corp. ($862,866). No period-over-period changes are reported in this filing.

• ·Filer CIK: 0002058771
• ·SEC File Number: 028-25442
• ·Business address: 572 SW Bluff Dr. #100, Bend, OR 97702
• ·Phone: 5416472545