VGASNasdaqIndustrial Organic ChemicalsFiscal year ends December 31Also trades as VGASW
Verde Clean Fuels, Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 11, 2026
$1.00+0.02 (+1.73%)
Close on Oct 19, 2026
- Market cap
- $22.00M
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
1M
Shares held, 13F filers
Institutional holders
34
7 new, 15 sold out
Net institutional buying
-0M
In Q2 2026
Insider trades, 12 months
0 buys · 0 sales
Open-market trades only
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| J. Russell Porter | 3,508,819 | 36.40% | 13G (passive) amendment | Dec 31, 2023 |
| C. John Wilder | 23,300,000 | 52.30% | 13D (active) amendment | Jan 29, 2025 |
| Diamondback E&P LLC | 2,000,000 | 20.90% | 13D (active) amendment | Dec 18, 2024 |
| Cottonmouth Ventures LLC | 14,500,000 | 65.80% | 13D (active) amendment | Jan 29, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of VGAS | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Bluescape Energy Partners LLC | 800,000 | – | $816.00K | – | 0.27% |
| Vanguard Capital Management LLC | 122,540 | – | $124.99K | – | 0.00% |
| Geode Capital Management, LLC | 43,825 | – | $44.71K | −61,382 | 0.00% |
| Aqr Capital Management LLC | 37,259 | – | $38.00K | +16,559 | 0.00% |
| Susquehanna International Group, Llp | 32,401 | – | $33.05K | New | 0.00% |
| BlackRock, Inc. | 28,387 | – | $28.96K | −130,726 | 0.00% |
| Tower Research Capital LLC (TRC) | 27,357 | – | $27.90K | +21,467 | 0.00% |
| Goldman Sachs Group Inc | 23,353 | – | $23.82K | New | 0.00% |
| Carlson Capital L P | 20,000 | – | $20.40K | New | 0.00% |
| Jane Street Group, LLC | 19,507 | – | $19.90K | New | 0.00% |
| PNC Financial Services Group, Inc. | 17,309 | – | $17.65K | +5,775 | 0.00% |
| Vanguard Fiduciary Trust Co | 10,028 | – | $10.23K | −3,316 | 0.00% |
| Morgan Stanley | 7,302 | – | $7.45K | +5,073 | 0.00% |
| Russell Investments Group, Ltd. | 5,690 | – | $5.80K | +4,232 | 0.00% |
| FMR LLC | 4,404 | – | $4.49K | −2,150 | 0.00% |
| Royal Bank of Canada | 2,201 | – | $2.00K | +603 | 0.00% |
| Integrated Wealth Concepts LLC | 2,096 | – | $2.14K | New | 0.00% |
| UBS Group AG | 1,873 | – | $1.91K | −954 | 0.00% |
| Farther Finance Advisors, LLC | 582 | – | $595 | +28 | 0.00% |
| Bnp Paribas Arbitrage, Snc | 506 | – | $516 | −892 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|
| Q2 2026 | 34 | 1M | 7 / 14 | 9 / 15 | 0M | 0M |
| Q1 2026 | 44 | 1M | 14 / 13 | 10 / 5 | 0M | 0M |
| Q4 2025 | 36 | 1M | 0 / 17 | 13 / 7 | 0M | 0M |
| Q3 2025 | 43 | 2M | 8 / 15 | 12 / 4 | 0M | 0M |
| Q2 2025 | 39 | 2M | 5 / 16 | 9 / 3 | 0M | 0M |
| Q1 2025 | 37 | 2M | 3 / 9 | 16 / 0 | 0M | 0M |
| Q4 2024 | 34 | 2M | 3 / 18 | 5 / 3 | 0M | 0M |
| Q3 2024 | 34 | 2M | 4 / 16 | 7 / 1 | 0M | 0M |
| Q2 2024 | 32 | 2M | 3 / 14 | 10 / 3 | 0M | 0M |
| Q1 2024 | 32 | 2M | 4 / 4 | 20 / 7 | 0M | 0M |
| Q4 2023 | 35 | 1M | 7 / 8 | 14 / 2 | 0M | 0M |
| Q3 2023 | 30 | 2M | 6 / 12 | 8 / 4 | 0M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of VGAS | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 86,608 | – | $88.34K | 0.00% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 35,932 | – | $36.65K | 0.00% | Jun 30, 2026 |
| Fidelity Extended Market Index Fund | 32,052 | – | $50.00K | 0.00% | May 31, 2026 |
| Vanguard Russell 2000 Index Fund | 21,687 | – | $33.83K | 0.00% | May 31, 2026 |
| iShares Micro-Cap ETF | 11,613 | – | $11.85K | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 9,854 | – | $10.05K | 0.00% | Jun 30, 2026 |
| Fidelity Total Market Index Fund | 7,388 | – | $11.53K | 0.00% | May 31, 2026 |
| Fidelity Series Total Market Index Fund | 4,996 | – | $7.79K | 0.00% | May 31, 2026 |
| iShares Russell 2000 Growth ETF | 4,337 | – | $4.42K | 0.00% | Jun 30, 2026 |
| Vanguard Russell 2000 Growth Index Fund | 3,750 | – | $5.85K | 0.00% | May 31, 2026 |
| Fidelity Nasdaq Composite Index Fund | 3,630 | – | $5.66K | 0.00% | May 31, 2026 |
| Bridge Builder Small/Mid Cap Growth Fund | 1,208 | – | $1.23K | 0.00% | Jun 30, 2026 |
| Master Small Cap Index Series | 1,162 | – | $1.19K | 0.00% | Jun 30, 2026 |
| EQ/2000 Managed Volatility Portfolio | 847 | – | $864 | 0.00% | Jun 30, 2026 |
| 1290 VT Micro Cap Portfolio | 530 | – | $541 | 0.00% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | Latest filing |
|---|---|---|---|
| George W. Burdette III | CEO and CFO | 347,826 | Aug 14, 2026 |
| John R. Doyle | Chief Technology Officer | 347,826 | Aug 14, 2026 |
| Ernest B. Miller | CEO | – | Jun 4, 2025 |
| Jonathan A. Siegler | Director | 158,687 | Aug 14, 2026 |
| Curtis L. Hebert Jr | Director | 156,187 | Aug 14, 2026 |
| Duncan Palmer | Director | 176,911 | Aug 14, 2026 |
| Hoff Graham vant | Director | 169,231 | Aug 14, 2026 |
| Ron Hulme | Director | 202,817 | Aug 14, 2026 |
| Claire Dail St. | Director | 18,332 | Jun 4, 2025 |
| Martijn Dekker | Director | 43,332 | Jun 4, 2025 |
| Diamondback Energy, Inc. | Director, 10% owner | 14,500,000 | Jan 31, 2025 |
| Johnny Dossey | Director | – | Jan 30, 2025 |
| Energy E&P LLC Diamondback | 10% owner | – | Jan 31, 2025 |
| Ventures LLC Cottonmouth | 10% owner | 2,000,000 | Jan 31, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| George W. Burdette III CEO and CFO | Aug 13, 2026 | Award | +347,826 | – | – | 347,826 |
| Duncan Palmer Director | Aug 13, 2026 | Award | +155,246 | – | – | 176,911 |
| John R. Doyle Chief Technology Officer | Aug 13, 2026 | Award | +347,826 | – | – | 347,826 |
| Jonathan A. Siegler Director | Aug 13, 2026 | Award | +137,855 | – | – | 158,687 |
| Curtis L. Hebert Jr Director | Aug 13, 2026 | Award | +137,855 | – | – | 156,187 |
| Ron Hulme Director | Aug 13, 2026 | Award | +176,986 | – | – | 202,817 |
| Hoff Graham vant Director | Aug 13, 2026 | Award | +150,899 | – | – | 169,231 |
| Diamondback Energy, Inc. Director, 10% owner | Jan 29, 2025 | Buy | +12,500,000 | $4.00 | $50.00M | 14,500,000 |
| J. Russell Porter 10% owner | Mar 21, 2024 | Other | −40,961 | – | – | 3,234,375 |
| J. Russell Porter 10% owner | Mar 21, 2024 | Other | +2,833 | – | – | 22,683 |
| Sponsor LLC. CENAQ 10% owner | Mar 21, 2024 | Other | −40,961 | – | – | 3,234,375 |
| J. Russell Porter 10% owner | Feb 15, 2024 | Option exercise | +40,961 | $10.00 | $409.61K | 3,275,336 |
| Sponsor LLC. CENAQ 10% owner | Feb 15, 2024 | Option exercise | +40,961 | $10.00 | $409.61K | 3,275,336 |
| J. Russell Porter 10% owner | Aug 25, 2023 | Other | −198,251 | – | – | 3,234,375 |
| J. Russell Porter 10% owner | Aug 25, 2023 | Other | +19,850 | – | – | 19,850 |
| J. Russell Porter 10% owner | Aug 25, 2023 | Other | −54,874 | – | – | 3,432,626 |
| Sponsor LLC. CENAQ 10% owner | Aug 25, 2023 | Other | −198,251 | – | – | 3,234,375 |
| Sponsor LLC. CENAQ 10% owner | Aug 25, 2023 | Other | −54,874 | – | – | 3,432,626 |
| Martijn Dekker Director | May 19, 2023 | Buy | +25,000 | $10.00 | $250.00K | 43,332 |
| Jonathan A. Siegler Director | Apr 27, 2023 | Award | +20,832 | – | – | 20,832 |
| Hoff Graham vant Director | Apr 27, 2023 | Award | +18,332 | – | – | 18,332 |
| Martijn Dekker Director | Apr 27, 2023 | Award | +18,332 | – | – | 18,332 |
| Claire Dail St. Director | Apr 27, 2023 | Award | +18,332 | – | – | 18,332 |
| Duncan Palmer Director | Apr 27, 2023 | Award | +21,665 | – | – | 21,665 |
| Ron Hulme Director | Apr 27, 2023 | Award | +25,831 | – | – | 25,831 |
| Curtis L. Hebert Jr Director | Apr 27, 2023 | Award | +18,332 | – | – | 18,332 |
| Sada Benjamin Francisco Salinas Director | Feb 9, 2023 | Buy | +387,973 | $10.31 | $4.00M | 387,973 |
| J. Russell Porter Chief Executive Officer, Director, 10% owner | Oct 26, 2022 | Conversion | +3,487,500 | – | – | 3,487,500 |
| Michael J. Mayell President and CFO, Director, 10% owner | Oct 26, 2022 | Conversion | +3,487,500 | – | – | 3,487,500 |
| John B. Connally Iii Director, 10% owner | Oct 26, 2022 | Conversion | +3,487,500 | – | – | 3,487,500 |
| Sponsor LLC. CENAQ 10% owner | Oct 26, 2022 | Conversion | +3,487,500 | – | – | 3,487,500 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.