| Schlumberger LTD(SLB) | COM | 806857108 | $2.2M | 41,461 | 6.4% |
| Halliburton Co(HAL) | COM | 406216101 | $2.1M | 54,480 | 6.2% |
| Conocophillips COM(COP) | COM | 20825C104 | $1.7M | 14,451 | 5.0% |
| Baker Hughes Company CL A(BKR) | COM | 05722G100 | $1.6M | 53,335 | 4.6% |
| EOG RES Inc COM(EOG) | COM | 26875P101 | $1.6M | 12,141 | 4.6% |
| Helmerich & Payne Inc COM(HP) | COM | 423452101 | $1.6M | 31,655 | 4.6% |
| Chevron Texaco Corp COM(CVX) | COM | 166764100 | $1.6M | 8,645 | 4.5% |
| Valero Energy Corp New COM(VLO) | COM | 91913Y100 | $1.5M | 11,940 | 4.4% |
| Devon Energy Corp New COM(DVN) | COM | 25179M103 | $1.5M | 23,725 | 4.2% |
| Exxon Mobil Corp COM(XOM) | COM | 30231G102 | $1.3M | 11,955 | 3.8% |
| Totalenergies SE Sponsored ADS(TTEN) | COM | 89151E109 | $1.2M | 19,515 | 3.5% |
| Cheniere Energy Inc COM New(LNG) | COM | 16411R208 | $1.2M | 7,970 | 3.5% |
| Tenaris S A Sponsored ADR(TS) | COM | 88031M109 | $1.2M | 32,965 | 3.4% |
| NOV Inc COM(NOV) | COM | 62955J103 | $1.1M | 53,757 | 3.3% |
| AIR Prods & Chems Inc(APD) | COM | 009158106 | $1.1M | 3,520 | 3.2% |
| Quanta Svcs Inc COM(PWR) | COM | 74762E102 | $946.9K | 6,645 | 2.8% |
| Chart Inds Inc COM(GTLS) | COM | 16115Q308 | $899.4K | 7,805 | 2.6% |
| First Solar Inc COM(FSLR) | COM | 336433107 | $893.5K | 5,965 | 2.6% |
| Nextera Energy Inc COM(NEE) | COM | 65339F101 | $797.5K | 9,540 | 2.3% |
| Shell PLC Spon ADS(SHEL) | COM | 780259305 | $660.1K | 11,590 | 1.9% |
| Pioneer Natural Resources Co(PXDEUR) | COM | 723787107 | $655.5K | 2,870 | 1.9% |
| Diamondback Energy Inc COM(FANG) | COM | 25278X109 | $641.5K | 4,690 | 1.9% |
| Solaredge Technologies COM(SEDG) | COM | 83417M104 | $609.0K | 2,150 | 1.8% |
| Technipfmc PLC COM(FTI) | COM | G87110105 | $573.2K | 47,025 | 1.7% |
| Marathon Pete Corp COM(MPC) | COM | 56585A102 | $572.1K | 4,915 | 1.7% |
| Championx Corporation COM(APY1EUR) | COM | 15872M104 | $564.6K | 19,475 | 1.6% |
| Sprott FDS TR Uranium Miners E(URNM) | COM | 85208P303 | $520.9K | 16,410 | 1.5% |
| Cactus Inc CL A(WHD) | COM | 127203107 | $513.7K | 10,220 | 1.5% |
| Antero Resources Corp COM(AR) | COM | 03674X106 | $500.3K | 16,145 | 1.5% |
| Albemarle Corp COM(ALB) | COM | 012653101 | $431.1K | 1,988 | 1.3% |
| Coterra Energy Inc COM(CTRA) | COM | 127097103 | $400.0K | 16,280 | 1.2% |
| Suncor Energy Inc COM(SU) | COM | 867224107 | $388.5K | 12,245 | 1.1% |
| Equinor ASA Sponsored ADR(EQNR) | COM | 29446M102 | $348.1K | 9,720 | 1.0% |
| First TR ISE GLB ETF COM SHS(FAN) | COM | 33736G106 | $319.9K | 18,470 | 0.9% |
| Patterson UTI Energy COM(PTEN) | COM | 703481101 | $291.4K | 17,305 | 0.8% |
| Oil STS Intl Inc COM(OIS) | COM | 678026105 | $257.7K | 34,545 | 0.7% |
| Generac Hldgs Inc COM(GNRC) | COM | 368736104 | $212.9K | 2,115 | 0.6% |