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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| AM | ANTERO MIDSTREAM CORP | 9.32% | 1,675,311 | $29,803,783 | 311 | 0.02% | $17.79 | 13F |
| WMB | WILLIAMS COS INC/THE | 9% | 478,880 | $28,785,477 | -48,120 | -9.13% | $60.11 | 13F |
| KMI | KINDER MORGAN INC | 8.13% | 945,628 | $25,995,313 | 20,628 | 2.23% | $27.49 | 13F |
| LNG | CHENIERE ENERGY INC | 8.09% | 133,070 | $25,867,477 | -25,930 | -16.31% | $194.39 | 13F |
| KNTK | KINETIK HOLDINGS INC | 6.51% | 577,936 | $20,834,594 | 47,936 | 9.04% | $36.05 | 13F |
| ET | ENERGY TRANSFER LP | 6.08% | 1,179,867 | $19,456,007 | -1,324,133 | -52.88% | $16.49 | 13F |
| PAGP | PLAINS GP HOLDINGS LP | 5.9% | 986,129 | $18,874,509 | 129 | 0.01% | $19.14 | 13F |
| TRGP | TARGA RESOURCES CORP | 4.73% | 82,054 | $15,138,963 | 37,054 | 82.34% | $184.5 | 13F |
| EPD | ENTERPRISE PRODUCTS PARTNERS LP | 4.67% | 465,591 | $14,926,847 | -585,409 | -55.7% | $32.06 | 13F |
| AR | ANTERO RESOURCES CORP | 4.57% | 424,454 | $14,626,685 | 71,454 | 20.24% | $34.46 | 13F |
| GEL | GENESIS ENERGY LP | 4.26% | 873,146 | $13,621,078 | -1,372,854 | -61.12% | $15.6 | 13F |
| MPLX | MPLX LP | 3.49% | 209,438 | $11,177,706 | -289,562 | -58.03% | $53.37 | 13F |
| WULF | TERAWULF INC | 3.3% | 918,972 | $10,558,988 | -207,028 | -18.39% | $11.49 | 13F |
| VNOM | VIPER ENERGY INC | 2.45% | 203,203 | $7,849,732 | 203 | 0.1% | $38.63 | 13F |
| EXE | EXPAND ENERGY CORP | 2.38% | 69,068 | $7,622,345 | 5,068 | 7.92% | $110.36 | 13F |
| DTM | DT MIDSTREAM INC | 2.31% | 61,733 | $7,388,205 | 4,733 | 8.3% | $119.68 | 13F |
| EQT | EQT CORP | 2.29% | 136,931 | $7,339,502 | 9,931 | 7.82% | $53.6 | 13F |
| WES | WESTERN MIDSTREAM PARTNERS LP | 2.24% | 181,442 | $7,166,959 | -271,558 | -59.95% | $39.5 | 13F |
| RRC | RANGE RESOURCES CORP | 1.93% | 175,094 | $6,173,815 | 21,094 | 13.7% | $35.26 | 13F |
| PR | PERMIAN RESOURCES CORP | 1.81% | 412,284 | $5,784,344 | 284 | 0.07% | $14.03 | 13F |
| VST | VISTRA CORP | 1.32% | 26,153 | $4,219,263 | 153 | 0.59% | $161.33 | 13F |
| CRK | COMSTOCK RESOURCES INC | 1.08% | 149,210 | $3,458,687 | 149,210 | New | $23.18 | 13F |
| CEG | CONSTELLATION ENERGY CORP | 1.08% | 9,764 | $3,449,328 | -236 | -2.36% | $353.27 | 13F |
| GPOR | GULFPORT ENERGY CORP | 0.91% | 14,000 | $2,911,860 | No Change | $207.99 | 13F | |
| INR | INFINITY NATURAL RESOURCES INC | 0.76% | 165,986 | $2,444,974 | -14 | -0.00843% | $14.73 | 13F |
| CIFR | CIPHER MINING INC | 0.6% | 130,000 | $1,918,800 | 130,000 | New | $14.76 | 13F |
| RIOT | RIOT PLATFORMS INC | 0.42% | 105,000 | $1,330,350 | 65,000 | 162.5% | $12.67 | 13F |
| PAA | PLAINS ALL AMERICAN PIPELINE LP | 0.35% | 62,549 | $1,123,380 | -92,451 | -59.65% | $17.96 | 13F |
| SJT | SAN JUAN BASIN ROYALTY TRUST | -303,000 | Exited | 13F | ||||
| GLNG | GOLAR LNG LTD | -160,000 | Exited | 13F |