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Research firm
Tudor, Pickering, Holt
Period: Reporting periods mapped to calendar 2024 Q4 – 2026 Q2 (7 quarters).
- Questions
- 135on tracked calls
- Challenge rate
- 4%6 of 135 questions
- Analysts
- 7with at least one question
- Companies
- 22questioned at least once
These figures cover the whole profile: every tracked question, all reporting periods.
How to read these numbers
Challenge rate is the share of questions that pushed back, pressed for specifics or questioned management’s assumptions. It describes how questions were asked on the calls tracked here; it does not measure whether any view turned out to be right.
Rounding. Rates are rounded to whole percentages, so a small share can show as 0% even when some questions were challenging. The count beside each rate is exact; “none of N questions” means no question was challenging.
No questions recorded. “—” means there is nothing to calculate: no questions were recorded for that period on the calls tracked here. It does not mean there was no activity.
Small samples. Profiles with fewer than 10 questions are marked Limited sample.
Reporting periods. Questions are grouped by the calendar quarter each company’s fiscal reporting period maps to, not by the date of the call. Periods without a calendar mapping are listed separately under their fiscal label.
Analysts
Most questions first. Each challenge rate shows the exact count behind it.
| Analyst | Companies | Questions | Challenge rate |
|---|---|---|---|
| Matthew Blair | 7 | 51 | 8%4 of 51 questions |
| Matt Portillo | 5 | 28 | 0%none of 28 questions |
| AJ O'Donnell | 3 | 18 | 6%1 of 18 questions |
| Zack Van Everen | 2 | 14 | 0%none of 14 questions |
| Oliver Huang | 2 | 12 | 8%1 of 12 questions |
| Jacob RobertsLimited sample | 1 | 9 | 0%none of 9 questions |
| Jeoffrey LambujonLimited sample | 2 | 3 | 0%none of 3 questions |
- Matthew Blair7 companies · 51 questions8%4 of 51 questions
- Matt Portillo5 companies · 28 questions0%none of 28 questions
- AJ O'Donnell3 companies · 18 questions6%1 of 18 questions
- Zack Van Everen2 companies · 14 questions0%none of 14 questions
- Oliver Huang2 companies · 12 questions8%1 of 12 questions
- 0%none of 9 questions
- 0%none of 3 questions
Companies
Most questions first, counting every analyst at this firm.
- VLOValero Energy14 questions
- MPCMarathon Petroleum11 questions
- EXEExpand Energy10 questions
- TPLTexas Pacific Land Corporation10 questions
- KMIKinder Morgan10 questions
- EQTEQT Corporation9 questions
- PSXPhillips 669 questions
- EPDEnterprise Products Partners L.P.8 questions
- TRGPTarga Resources8 questions
- CTRACoterra8 questions
- BGBunge Global6 questions
- DOWDow Inc.5 questions
- OXYOccidental Petroleum4 questions
- WMBWilliams Companies4 questions
- DVNDevon Energy4 questions
- ADMArcher Daniels Midland3 questions
- LYBLyondellBasell3 questions
- EOGEOG Resources2 questions
- FANGDiamondback Energy2 questions
- APAAPA Corporation2 questions
- OKEONEOK2 questions
- COPConocoPhillips1 question
Activity by reporting period
Questions recorded for each calendar quarter that companies’ reporting periods map to (not the call date), with the challenge rate for that period. Periods inside the range with no questions are shown as “No questions recorded”.
| Calendar period | Questions | Challenge rate | Analysts | Companies |
|---|---|---|---|---|
| 2024 Q4 | 19 | 0%none of 19 questions | 5 | 10 |
| 2025 Q1 | 24 | 0%none of 24 questions | 6 | 14 |
| 2025 Q2 | 16 | 6%1 of 16 questions | 4 | 9 |
| 2025 Q3 | 23 | 17%4 of 23 questions | 7 | 13 |
| 2025 Q4 | 24 | 0%none of 24 questions | 5 | 13 |
| 2026 Q1 | 16 | 0%none of 16 questions | 6 | 9 |
| 2026 Q2 | 13 | 8%1 of 13 questions | 4 | 9 |
- 2024 Q419 questions · challenge rate 0% (none of 19 questions) · 5 analysts · 10 companies
- 2025 Q124 questions · challenge rate 0% (none of 24 questions) · 6 analysts · 14 companies
- 2025 Q216 questions · challenge rate 6% (1 of 16 questions) · 4 analysts · 9 companies
- 2025 Q323 questions · challenge rate 17% (4 of 23 questions) · 7 analysts · 13 companies
- 2025 Q424 questions · challenge rate 0% (none of 24 questions) · 5 analysts · 13 companies
- 2026 Q116 questions · challenge rate 0% (none of 16 questions) · 6 analysts · 9 companies
- 2026 Q213 questions · challenge rate 8% (1 of 13 questions) · 4 analysts · 9 companies
Topics and sectors
Topics tagged on this firm’s questions
- Demand46
- Capex Investment34
- Margin21
- Regulation Policy18
- Pricing17
- Competitive Dynamics16
- Supply Chain16
- Revenue Growth15
- Capital Allocation11
- Innovation & R&D11
Show all 18 topics
- Cloud & AI10
- Cost Pressure9
- Geographic Expansion9
- Macroeconomic8
- M&A7
- Guidance Reliability3
- Trade Tariffs3
- Product Launch1
Questions by company sector
- Energy118
- Consumer Defensive9
- Basic Materials8