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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| TRGP | TARGA RES CORP | 7.37% | 614,300 | $164,718,402 | -38,000 | -5.83% | $268.14 | 13F |
| ET | ENERGY TRANSFER L P | 6.78% | 7,923,600 | $151,499,232 | -74,000 | -0.93% | $19.12 | 13F |
| MPLX | MPLX LP | 4.07% | 1,614,600 | $90,950,418 | -244,500 | -13.15% | $56.33 | 13F |
| OKE | ONEOK INC NEW | 3.84% | 985,900 | $85,714,146 | -84,000 | -7.85% | $86.94 | 13F |
| KNTK | KINETIK HOLDINGS INC | 3.79% | 1,752,000 | $84,691,680 | -122,000 | -6.51% | $48.34 | 13F |
| TRP | TC ENERGY CORP | 3.7% | 1,245,800 | $82,584,082 | -34,800 | -2.72% | $66.29 | 13F |
| KMI | KINDER MORGAN INC DEL | 2.92% | 2,039,400 | $65,199,618 | -682,900 | -25.09% | $31.97 | 13F |
| EPD | ENTERPRISE PRODS PARTNERS L | 2.58% | 1,565,500 | $57,547,780 | -180,000 | -10.31% | $36.76 | 13F |
| WES | WESTERN MIDSTREAM PARTNERS L | 2.47% | 1,259,900 | $55,133,224 | -417,000 | -24.87% | $43.76 | 13F |
| PBA | PEMBINA PIPELINE CORP | 2.4% | 1,158,100 | $53,562,125 | -199,000 | -14.66% | $46.25 | 13F |
| ENB | ENBRIDGE INC | 2.32% | 956,500 | $51,851,865 | -45,000 | -4.49% | $54.21 | 13F |
| SOBO | SOUTH BOW CORP | 1.35% | 855,500 | $30,147,820 | -10,000 | -1.16% | $35.24 | 13F |
| TLN | TALEN ENERGY CORP | 1.32% | 76,800 | $29,511,168 | -12,500 | -14% | $384.26 | 13F |
| CRWD | CROWDSTRIKE HLDGS INC | 0.99% | 29,000 | $22,131,060 | -1,000 | -3.33% | $763.14 | 13F |
| MPC | MARATHON PETE CORP | 0.57% | 49,800 | $12,732,366 | -93,000 | -65.13% | $255.67 | 13F |
| PSX | PHILLIPS 66 | 0.55% | 73,100 | $12,357,555 | -107,000 | -59.41% | $169.05 | 13F |
| TXO | TXO PARTNERS LP | 0.3% | 531,000 | $6,637,500 | -50,000 | -8.61% | $12.5 | 13F |
| APC | ARKO PETE CORP | 0.25% | 300,000 | $5,655,000 | -412,451 | -57.89% | $18.85 | 13F |
| NEE | NEXTERA ENERGY INC | 0.19% | 48,000 | $4,212,960 | -47,000 | -49.47% | $87.77 | 13F |
| ARLP | ALLIANCE RESOURCE PARTNERS L | 0.16% | 150,000 | $3,597,000 | -41,000 | -21.47% | $23.98 | 13F |
| NGL | NGL ENERGY PARTNERS LP | 0.08% | 110,000 | $1,752,300 | -40,000 | -26.67% | $15.93 | 13F |
| GEL | GENESIS ENERGY L P | 0.00444% | 7,000 | $99,190 | -144,000 | -95.36% | $14.17 | 13F |