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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| AM | ANTERO MIDSTREAM CORP | 9.57% | 1,513,610 | $34,510,308 | -161,701 | -9.65% | $22.8 | 13F |
| KMI | KINDER MORGAN INC DEL | 7.96% | 855,628 | $28,689,207 | -90,000 | -9.52% | $33.53 | 13F |
| KNTK | KINETIK HOLDINGS INC | 7.76% | 577,936 | $27,977,882 | No Change | $48.41 | 13F | |
| WMB | WILLIAMS COS INC | 7.57% | 375,077 | $27,298,104 | -103,803 | -21.68% | $72.78 | 13F |
| LNG | CHENIERE ENERGY INC | 7.26% | 92,197 | $26,161,821 | -40,873 | -30.72% | $283.76 | 13F |
| ET | ENERGY TRANSFER L P | 6.61% | 1,235,260 | $23,840,518 | 55,393 | 4.69% | $19.3 | 13F |
| PAGP | PLAINS GP HLDGS L P | 5.64% | 837,289 | $20,329,377 | -148,840 | -15.09% | $24.28 | 13F |
| EPD | ENTERPRISE PRODS PARTNERS L | 4.74% | 451,930 | $17,101,031 | -13,661 | -2.93% | $37.84 | 13F |
| GEL | GENESIS ENERGY L P | 4.3% | 868,342 | $15,482,538 | -4,804 | -0.55% | $17.83 | 13F |
| TRGP | TARGA RES CORP | 4.25% | 61,054 | $15,308,069 | -21,000 | -25.59% | $250.73 | 13F |
| VG | VENTURE GLOBAL INC | 3.7% | 846,300 | $13,337,688 | 846,300 | New | $15.76 | 13F |
| WULF | TERAWULF INC | 3.64% | 909,972 | $13,130,896 | -9,000 | -0.98% | $14.43 | 13F |
| MPLX | MPLX LP | 3.39% | 214,194 | $12,224,052 | 4,756 | 2.27% | $57.07 | 13F |
| AR | ANTERO RESOURCES CORP | 3.29% | 279,750 | $11,872,590 | -144,704 | -34.09% | $42.44 | 13F |
| DTM | DT MIDSTREAM INC | 2.31% | 61,733 | $8,313,583 | No Change | $134.67 | 13F | |
| VNOM | VIPER ENERGY INC | 2.26% | 173,203 | $8,138,809 | -30,000 | -14.76% | $46.99 | 13F |
| EQT | EQT CORP | 2.21% | 124,949 | $7,951,754 | -11,982 | -8.75% | $63.64 | 13F |
| EXE | EXPAND ENERGY CORPORATION | 2.13% | 70,068 | $7,692,065 | 1,000 | 1.45% | $109.78 | 13F |
| WES | WESTERN MIDSTREAM PARTNERS L | 2.11% | 184,313 | $7,588,166 | 2,871 | 1.58% | $41.17 | 13F |
| PR | PERMIAN RESOURCES CORP | 2.04% | 345,432 | $7,364,610 | -66,852 | -16.22% | $21.32 | 13F |
| RIOT | RIOT PLATFORMS INC | 1.79% | 523,308 | $6,468,087 | 418,308 | 398.39% | $12.36 | 13F |
| RRC | RANGE RES CORP | 1.57% | 125,094 | $5,651,747 | -50,000 | -28.56% | $45.18 | 13F |
| CIFR | CIPHER DIGITAL INC | 1% | 280,000 | $3,603,600 | 150,000 | 115.38% | $12.87 | 13F |
| CRK | COMSTOCK RES INC | 0.87% | 149,210 | $3,145,347 | No Change | $21.08 | 13F | |
| GPOR | GULFPORT ENERGY CORP | 0.82% | 14,000 | $2,961,980 | No Change | $211.57 | 13F | |
| INR | INFINITY NAT RES INC | 0.81% | 165,986 | $2,923,013 | No Change | $17.61 | 13F | |
| PAA | PLAINS ALL AMERN PIPELINE L | 0.39% | 62,549 | $1,396,719 | No Change | $22.33 | 13F | |
| CEG | CONSTELLATION ENERGY CORP | -9,764 | Exited | 13F | ||||
| VST | VISTRA CORP | -26,153 | Exited | 13F |