S&P 500 Energy Sector SEC Filings — April 21, 2026

21-04-2026

Williams & Novak, LLC filed its Form 13F-HR on April 21, 2026, reporting 143 equity holdings as of March 31, 2026, with a total portfolio market value of $133,614,525. The portfolio features significant allocations to fixed income and equity ETFs, including the top holding in Fidelity Merrimack Strategic Trust Total Bond ETF at $10,760,623, PIMCO Equity Series RAFI Dynamic ML US at $8,571,096, and Fidelity Covington Trust Enhanced Large Cap at $6,469,504. Other notable positions include Sypris Solutions Inc at $6,250,572 and a diversified mix of individual stocks like Apple Inc ($2,934,827) and PIMCO ETFs.

• ·Filer address: 2625 Townsgate Road Suite 330, Westlake Village, CA 91361
• ·State of incorporation: NV
• ·Portfolio includes positions in Salesforce Inc put options valued at $229,425
• ·Certain holdings have shared or other voting authority, e.g., Alphabet Inc Cl A (sole: 300 shares, none: 2772 shares)

21-04-2026

Halliburton reported first quarter 2026 net income of $461 million ($0.55 per diluted share), more than doubling from $204 million ($0.24 per share) in Q1 2025, driven by higher operating income of $679 million versus $431 million, despite total revenue remaining flat at $5.4 billion. Completion & Production revenue declined 3% to $3.0 billion with operating income down 17% to $439 million, while Drilling & Evaluation revenue rose 4% to $2.4 billion but operating income was flat at $351 million; North America revenue fell 4% to $2.1 billion, offset by 3% international growth to $3.3 billion including Latin America (+22%) and Europe/Africa (+11%), though Middle East/Asia dropped 13%. Cash flow from operations was $273 million with free cash flow of $123 million, and the company repurchased $100 million in shares.

• ·Geopolitical conflict in Middle East impacted net income by approximately 2 to 3 cents per diluted share.
• ·Dividends paid of $0.17 per share (total $142 million).
• ·Capital expenditures of $192 million.
• ·Cash and equivalents decreased to $2,003 million from $2,206 million at year-end 2025.

21-04-2026

Stokes Capital Advisors, LLC disclosed equity holdings totaling exactly $446,010,239 across 161 positions in its 13F-HR filing as of March 31, 2026. The portfolio features large positions in PIMCO ETFs such as PIMCO ETF TR Multisetor BD ($18,034,666) and PIMCO ETF TR Enhanced Short MA AC ($16,399,125), alongside blue-chip stocks like Microsoft Corp ($15,780,348 sole) and Broadcom Inc ($15,845,674 sole). No period-over-period changes or performance metrics are provided in the filing.

• ·Filing date: April 21, 2026
• ·Report period end date: March 31, 2026
• ·Firm address: 101 Venture Court, Greenwood, SC 29649
• ·CIK: 0001734460
• ·SEC file number: 028-18709

21-04-2026

Interactive Brokers Group reported Q1 2026 GAAP net revenues of $1.67 billion, up 17% YoY from $1.43 billion, with diluted EPS of $0.59 versus $0.48 year-ago, and pretax profit margin steady at 77%. Commission revenue increased 19% to $613 million and net interest income rose 17% to $904 million on higher trading volumes and customer balances, while execution, clearing and distribution fees declined 12% to $106 million due to lower regulatory fees. Customer accounts grew 31% YoY to 4.75 million with equity up 38% to $789.4 billion; the board raised the quarterly dividend from $0.08 to $0.0875 per share.

• ·Prior period share amounts retroactively adjusted for four-for-one stock split on June 17, 2025.
• ·SEC Section 31 transaction fee rate reduced to zero on May 14, 2025.
• ·Currency diversification strategy decreased comprehensive earnings by $53 million in Q1 2026.
• ·Dividend payable June 12, 2026 to shareholders of record June 1, 2026.
• ·Conference call held April 21, 2026 at 4:30 p.m. ET.

21-04-2026

Hall Chadwick Acquisition Corp II, a Cayman Islands blank check company, filed an S-1 registration statement on April 21, 2026, for an initial public offering of 26,500,000 units priced at $10.00 each, aiming to raise $265,000,000, with underwriters holding a 45-day option to purchase up to 3,500,000 additional units. The sponsor purchased 10,500,000 Class B founder shares for $25,000 and committed to 4,950,000 private placement warrants at $1.00 each for $4,950,000, while underwriters committed to 2,650,000 private warrants for $2,650,000. The company plans to pursue an initial business combination within 24 months, with no target identified.

• ·Each unit consists of one Class A ordinary share and one half warrant; whole warrants exercisable at $11.50 per share post-business combination.
• ·Public shareholders have redemption rights upon initial business combination at trust account value per share (net of permitted withdrawals).
• ·Shareholders holding >15% of shares restricted from redeeming >15% aggregate without consent if shareholder vote method used.
• ·Company qualifies as emerging growth company, smaller reporting company, and non-accelerated filer.
• ·Proposed sales to commence as soon as practicable after effectiveness; 24-month timeline to complete initial business combination.

21-04-2026

Devon Energy reported 2025 Free Cash Flow of $2,560 million, exceeding its $2,500 million target (106% score) with production at 840 MBOE/day surpassing the 823 target (121% score), and Total Shareholder Return of 15.0% for the one-year period ending December 31, 2025, ranking second among peers. However, Free Cash Flow declined 13% YoY from $2,943 million in 2024, CROCE fell to 30.7% from 36% (-15% YoY), and three-year TSR was negative at -33.2%, while peer group revenue percentile slipped to 73rd for 2026 decisions from 65th in 2025. The filing amends the 10-K with exhibits referencing the 2024 Grayson Mill acquisition and a February 1, 2026 merger agreement with Coterra Energy.

• ·Health & Safety performance scored at 100% of target (15% weight).
• ·Environmental Performance scored at 188% of target (15% weight).
• ·Agreement and Plan of Merger with Coterra Energy dated February 1, 2026.
• ·Securities Purchase Agreement for Grayson Mill dated July 8, 2024, amended September 27, 2024.

21-04-2026

Howard Hughes Holdings Inc. (NYSE: HHH) appointed Marc Grandisson, former CEO of Arch Capital Group Ltd., to its Board of Directors effective May 7, 2026, as a Pershing Square appointee replacing Ben Hakim. In connection with the appointment, Grandisson is investing $10 million to purchase 1,131,273 five-year warrants with a $100 strike price, which cannot be sold, transferred, or hedged for four years. The appointment occurs ahead of the expected closing this quarter of HHH's acquisition of Vantage Group Holdings, positioning the company as a diversified holding company.

• ·Grandisson will join Pershing Square as a partner in March 2027.
• ·Arch Capital delivered 23.2% annualized TSR under Grandisson vs. 14.4% for S&P Insurance Index (Mar 2, 2018 to Oct 11, 2024).
• ·Grandisson's background includes actuarial science degree from Université Laval and MBA from Wharton.

21-04-2026

On April 20, 2026, Robert Half Inc. entered into amended and restated severance agreements with its five Named Executive Officers: M. Keith Waddell, Michael C. Buckley, Paul F. Gentzkow, Joseph A. Tarantino, and Harold M. Messmer. The amendments eliminate existing provisions that provided severance benefits upon voluntary termination following a change in control, to align with current best practices and market norms. Except for this change, the material terms of the agreements remain unchanged.

• ·Exhibit 10.1: Form of Amended and Restated Severance Agreement dated April 20, 2026
• ·Filing signed on behalf of Robert Half Inc. by Evelyn Crane-Oliver