S&P 500 Energy Sector SEC Filings — May 14, 2026

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14-05-2026

Apartment Income REIT, L.P. reported total revenues of $193,682 thousand for Q1 2026, down 4.8% YoY from $203,472 thousand, primarily due to lower rental and other property revenues of $189,260 thousand versus $198,927 thousand. The company posted a net loss of $28,959 thousand and EPS of $(0.20), swinging from a $40,162 thousand profit and $0.24 EPS in Q1 2025, amid higher other expenses and absence of prior-year gains on dispositions. However, net cash provided by operating activities rose sharply to $39,600 thousand from $8,302 thousand, and interest expense declined to $81,237 thousand from $93,837 thousand.

• · Non-recourse property debt, net remained flat QoQ at approximately $5,719,186 thousand.
• · Capital expenditures in Q1 2026 totaled $12,768 thousand, down from $24,714 thousand YoY.
• · Weighted-average common units outstanding – basic decreased to 151,017 from 153,344 YoY.

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Blue Whale Capital LLP filed its 13F-HR report for the quarter ended March 31, 2026, disclosing a portfolio of 26 holdings with a total market value of $2102864636. Top positions by value include Lam Research Corp ($275747246, 1290589 shares), NVIDIA Corp ($274998106, 1576824 shares), and Taiwan Semiconductor Manufacturing Co Ltd ($138113068, 408679 shares), all held with sole voting power. No period-over-period changes or performance metrics are provided in the filing.

• · Filing submitted on May 14, 2026, for period ended March 31, 2026
• · All holdings reported with sole voting power and no shared power, put or call options
• · Filer address: 4th/5th Floor, 21-22 Grosvenor Street, London X0 W1K 4QJ

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KHALL LLC filed a 13F-HR report on May 14, 2026, disclosing its institutional holdings as of March 31, 2026. The filing reports ownership of 3,389,284 shares of Gap Inc common stock (CUSIP: 364760108) with defined investment discretion and sole voting authority (3,389,284 shares). No changes in holdings or market values were specified in the report.

• · Filing SEC file number: 028-15296
• · Filer address: One Maritime Plaza, Suite 650, San Francisco, CA 94111
• · Phone: (415) 961-4452

14-05-2026

Chescapmanager LLC filed a 13F-HR report disclosing total holdings valued at $1118392727 as of March 31, 2026, across 28 positions. The portfolio includes significant investments in Vertiv Holdings Co ($105744760 shares + $50116000 calls), Alphabet Inc ($54780180 shares + $86268000 calls), and Amazon.com Inc ($24888265 shares + $187443000 calls), with a mix of common shares and call options. No prior period comparisons are provided in the filing.

• · Filing date: May 14, 2026
• · Report period end: March 31, 2026
• · Business address: 2800 Quarry Lake Drive, Suite 300, Baltimore, MD 21209
• · Portfolio includes call options in multiple positions (e.g., 850000 NVIDIA calls valued at $148240000)

14-05-2026

ConocoPhillips held its annual stockholder meeting on May 12, 2026, electing all 13 nominated directors with strong majorities (votes for ranging from 946,104,070 to 972,950,789), ratifying Ernst & Young LLP as auditors (1,055,769,841 for vs. 37,870,484 against), and approving executive compensation on an advisory basis (943,706,422 for vs. 39,445,969 against). However, a stockholder proposal for an independent board chairman was rejected (274,246,111 for vs. 705,606,221 against). Broker non-votes were consistent at 108,890,490 across proposals requiring them.

• · Director Robert A. Niblock received the highest against votes at 38,625,960.
• · Auditor ratification abstentions: 997,320 shares.
• · Filing signed by Kelly B. Rose on May 14, 2026.

14-05-2026

Phillips 66 held its Annual Meeting of Shareholders on May 13, 2026, with 400,982,591 shares of common stock outstanding and entitled to vote as of the March 20, 2026 record date. Shareholders elected four Class II directors—Gregory J. Hayes (271,041,189 For), Charles M. Holley (283,625,254 For), Denise R. Singleton (281,817,272 For), and Howard I. Ungerleider (282,277,844 For)—each for a three-year term expiring in 2029. The advisory proposal on named executive officer compensation received 285,329,903 For votes, and the ratification of Ernst & Young LLP as independent auditors for 2026 garnered 347,828,980 For votes.

• · Gregory J. Hayes director election: 271,041,189 Voted For, 26,115,802 Voted Against, 634,511 Abstentions
• · Charles M. Holley director election: 283,625,254 Voted For, 13,511,900 Voted Against, 654,347 Abstentions
• · Denise R. Singleton director election: 281,817,272 Voted For, 15,326,168 Voted Against, 648,061 Abstentions
• · Howard I. Ungerleider director election: 282,277,844 Voted For, 14,852,458 Voted Against, 661,199 Abstentions
• · NEO compensation advisory: 285,329,903 Voted For, 10,789,646 Voted Against, 1,671,953 Abstentions
• · Ernst & Young LLP auditor ratification: 347,828,980 Voted For, 3,118,895 Voted Against, 912,709 Abstentions

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Noked Israel Ltd filed a 13F-HR on May 14, 2026, disclosing its equity holdings as of March 31, 2026, with a total portfolio market value of $676.926 million. Top holdings include Taiwan Semiconductor Mfg Ltd Sponsored ADSs valued at $307.653 million (910,350 shares), iShares Semiconductor ETF at $114.725 million (349,070 shares), and Alphabet Inc Cap Stk Cl C at $90.995 million (317,210 shares). The filing details a diversified portfolio across tech, semiconductors, and ETFs, managed through affiliated partnerships with no period-over-period changes provided.

• · Investment discretion exercised by Noked Equity L.P, Noked Long L.P, Noked Opportunity L.P, and Noked Bonds L.P.
• · Noked Capital Ltd owns 100% of Noked Equity Investments Ltd (GP for Noked Equity and Noked Long) and is GP for Noked Opportunity; 70% of Noked Bonds Investments Ltd (GP for Noked Bonds) held by Noked Capital.
• · Noked Capital ownership: 6.65% Eli Haika (in trust), 9.26% Taga S.P. (Ariel Hilkiyahu), 39.04% Noked Israel (2011) Ltd (Roy/Michal Vermous), 17.07% AYT (Shay Itzhaki), 27.99% G.I.O. (Shlomi Bracha).
• · Smaller holdings include G Willi Food Intl Ltd ($0.198M, 7,996 shares) and XTL Biopharmaceuticals Ltd ($0.120M, 49,722 shares).

14-05-2026

Fuller & Thaler Asset Management, Inc. filed its 13F-HR report on May 14, 2026, disclosing holdings as of March 31, 2026, consisting of 497 positions with an aggregate fair market value of $29,701,663,569. Notable positions include Allison Transmission Holdings Inc. valued at $397,376,006 (3,394,635 shares sole), Americold Realty Trust Inc. at $195,410,385 (17,051,517 shares sole), and Advance Auto Parts Inc. at $149,224,825 (2,828,907 shares sole). No prior period comparisons are provided in the filing.

• · Filing period end date: March 31, 2026
• · SEC file number: 028-04007
• · Business address: 411 Borel Avenue, Suite 300, San Mateo, CA 94402

14-05-2026

Kathryn A. Hall filed a Form 13F-HR for the quarter ended March 31, 2026, reporting zero holdings of Section 13(f) securities over which she exercised investment discretion as of that date. The filing is required due to her management of Section 13(f) securities with an aggregate fair market value of at least $100 million on the last trading day of a month in 2025. She must continue filing for the first three calendar quarters of 2026.

• · Filing address: One Maritime Plaza, Suite 650, San Francisco, CA 94111
• · SEC file number: 028-14368

14-05-2026

Robert Half Inc. (RHI) amended and restated its Stock Incentive Plan effective May 13, 2026, to promote long-term success, attract/retain talent, and align participants with stockholder interests through awards like Restricted Shares, Performance Shares, Stock Units, Performance Units, Options, and SARs. The plan includes detailed definitions for key terms such as Change in Control (e.g., 20% beneficial ownership threshold), performance goals (e.g., operating income, EPS), and retirement provisions (e.g., age 55+ for Staffing/Headquarters, age 60+ for Protiviti). No financial performance metrics or period-over-period changes are disclosed.

• · Filing Date: May 14, 2026
• · Effective Date: May 13, 2026
• · Performance Period: not less than one year
• · Non-Employee Director Retirement: after 7th anniversary of service or age 62
• · Protiviti Retirement: age 60+, 25 years cumulative service, 5 years with Protiviti Inc.
• · Staffing/Headquarters Retirement: age 55+ or 20 years service