Arosa Capital Management LP Buys Chevron Corp, Marathon Oil Corp, Baker Hughes Co, Sells Peridot Acquisition Corp, Innoviz Technologies, Bunge

• New Purchases: CVX, MRO, BKR, LICY, FANG, COP, ZIM, XEC, FTV, AR, IEA, GPRE, PCAR, CWEN, GFL, CHX, MWA, LFG,
• Added Positions: GM, VLO, FSLR, CAT, OVV, TRGP, ENPH, AMSC, ENS,
• Reduced Positions: BG, CVA, PXD, DAR, AZRE, RDS.A, WLDN, BEEM, AMRC, RUN, MNTK, VMAR,
• Sold Out: PDAC, INVZ, HES, DVN, XOM, DE, CSIQ, REGI, GNRC, BLNK, NOVA, RICE, RICE, DCRN, STEM, THCB,

For the details of Arosa Capital Management LP's stock buys and sells, go to https://www.gurufocus.com/guru/arosa+capital+management+lp/current-portfolio/portfolio

1. The Energy Select Sector SPDR Fund (XLE) - 1,350,000 shares, 13.11% of the total portfolio.
2. The Energy Select Sector SPDR Fund (XLE) - 1,000,000 shares, 9.71% of the total portfolio.
3. iShares S&P Global Clean Energy Index Fund (ICLN) - 2,300,000 shares, 9.28% of the total portfolio.
4. Occidental Petroleum Corp (OXY.WS) - 1,072,205 shares, 5.91% of the total portfolio.
5. Royal Dutch Shell PLC (RDS.A) - 500,000 shares, 4.15% of the total portfolio.

Arosa Capital Management LP initiated holding in Chevron Corp. The purchase prices were between $94.29 and $106.21, with an estimated average price of $99.81. The stock is now traded at around $114.230000. The impact to a portfolio due to this purchase was 1.99%. The holding were 105,000 shares as of 2021-09-30.

Arosa Capital Management LP initiated holding in Marathon Oil Corp. The purchase prices were between $10.68 and $14.17, with an estimated average price of $12.08. The stock is now traded at around $16.680000. The impact to a portfolio due to this purchase was 1.53%. The holding were 600,000 shares as of 2021-09-30.

Arosa Capital Management LP initiated holding in Baker Hughes Co. The purchase prices were between $19.65 and $25.13, with an estimated average price of $22.3. The stock is now traded at around $24.360000. The impact to a portfolio due to this purchase was 1.38%. The holding were 300,000 shares as of 2021-09-30.

Arosa Capital Management LP initiated holding in Li-Cycle Holdings Corp. The purchase prices were between $7.97 and $12.56, with an estimated average price of $9.18. The stock is now traded at around $13.300000. The impact to a portfolio due to this purchase was 1.36%. The holding were 623,410 shares as of 2021-09-30.

Arosa Capital Management LP initiated holding in Diamondback Energy Inc. The purchase prices were between $67.88 and $99.6, with an estimated average price of $80.54. The stock is now traded at around $109.950000. The impact to a portfolio due to this purchase was 1.32%. The holding were 75,000 shares as of 2021-09-30.

Arosa Capital Management LP initiated holding in ConocoPhillips. The purchase prices were between $52.44 and $68.04, with an estimated average price of $57.76. The stock is now traded at around $72.360000. The impact to a portfolio due to this purchase was 1.26%. The holding were 100,000 shares as of 2021-09-30.

Arosa Capital Management LP added to a holding in General Motors Co by 250.00%. The purchase prices were between $48.18 and $59.11, with an estimated average price of $53.17. The stock is now traded at around $63.400000. The impact to a portfolio due to this purchase was 1.23%. The holding were 175,000 shares as of 2021-09-30.

Arosa Capital Management LP added to a holding in Valero Energy Corp by 150.00%. The purchase prices were between $60.2 and $78.07, with an estimated average price of $66.7. The stock is now traded at around $76.580000. The impact to a portfolio due to this purchase was 1.18%. The holding were 150,000 shares as of 2021-09-30.

Arosa Capital Management LP added to a holding in First Solar Inc by 156.25%. The purchase prices were between $81.35 and $106.17, with an estimated average price of $92.84. The stock is now traded at around $110.920000. The impact to a portfolio due to this purchase was 1.11%. The holding were 102,500 shares as of 2021-09-30.

Arosa Capital Management LP added to a holding in Caterpillar Inc by 150.00%. The purchase prices were between $189.84 and $221.66, with an estimated average price of $208.43. The stock is now traded at around $209.270000. The impact to a portfolio due to this purchase was 1.07%. The holding were 50,000 shares as of 2021-09-30.

Arosa Capital Management LP added to a holding in Ovintiv Inc by 104.00%. The purchase prices were between $22.64 and $33.45, with an estimated average price of $27.7. The stock is now traded at around $35.890000. The impact to a portfolio due to this purchase was 0.8%. The holding were 255,000 shares as of 2021-09-30.

Arosa Capital Management LP added to a holding in Targa Resources Corp by 122.22%. The purchase prices were between $40.04 and $49.5, with an estimated average price of $44.05. The stock is now traded at around $54.220000. The impact to a portfolio due to this purchase was 0.51%. The holding were 100,000 shares as of 2021-09-30.

Arosa Capital Management LP sold out a holding in Peridot Acquisition Corp. The sale prices were between $9.55 and $12.35, with an estimated average price of $10.9.

Arosa Capital Management LP sold out a holding in Innoviz Technologies Ltd. The sale prices were between $5.7 and $10.23, with an estimated average price of $7.9.

Arosa Capital Management LP sold out a holding in Hess Corp. The sale prices were between $63.59 and $88.89, with an estimated average price of $73.82.

Arosa Capital Management LP sold out a holding in Devon Energy Corp. The sale prices were between $24.93 and $35.75, with an estimated average price of $28.39.

Arosa Capital Management LP sold out a holding in Exxon Mobil Corp. The sale prices were between $52.73 and $63.26, with an estimated average price of $57.05.

Arosa Capital Management LP sold out a holding in Deere & Co. The sale prices were between $334.95 and $389.34, with an estimated average price of $360.66.