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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| TRGP | TARGA RES CORP | 8.12% | 652,300 | $163,551,179 | -29,000 | -4.26% | $250.73 | 13F |
| MPLX | MPLX LP | 5.27% | 1,859,100 | $106,098,837 | -24,700 | -1.31% | $57.07 | 13F |
| DTM | DT MIDSTREAM INC | 4.86% | 727,100 | $97,918,557 | -22,200 | -2.96% | $134.67 | 13F |
| OKE | ONEOK INC NEW | 4.80% | 1,069,900 | $96,708,261 | -228,016 | -17.57% | $90.39 | 13F |
| KMI | KINDER MORGAN INC DEL | 4.53% | 2,722,300 | $91,278,719 | -142,700 | -4.98% | $33.53 | 13F |
| PAGP | PLAINS GP HLDGS L P | 4.17% | 3,460,000 | $84,008,800 | -265,000 | -7.11% | $24.28 | 13F |
| TRP | TC ENERGY CORP | 3.98% | 1,280,600 | $80,165,560 | -14,900 | -1.15% | $62.6 | 13F |
| LNG | CHENIERE ENERGY INC | 3.94% | 279,800 | $79,396,048 | -45,000 | -13.85% | $283.76 | 13F |
| EPD | ENTERPRISE PRODS PARTNERS L | 3.28% | 1,745,500 | $66,049,720 | -47,000 | -2.62% | $37.84 | 13F |
| PSX | PHILLIPS 66 | 1.63% | 180,100 | $32,810,618 | -10,800 | -5.66% | $182.18 | 13F |
| SOBO | SOUTH BOW CORP | 1.43% | 865,500 | $28,838,460 | -625,000 | -41.93% | $33.32 | 13F |
| TLN | TALEN ENERGY CORP | 1.42% | 89,300 | $28,507,239 | -27,900 | -23.81% | $319.23 | 13F |
| VST | VISTRA CORP | 1.37% | 183,600 | $27,600,588 | -25,100 | -12.03% | $150.33 | 13F |
| CEG | CONSTELLATION ENERGY CORP | 1.15% | 82,700 | $23,093,975 | -34,000 | -29.13% | $279.25 | 13F |
| GEV | GE VERNOVA INC | 1.04% | 24,000 | $20,949,600 | -23,850 | -49.84% | $872.9 | 13F |
| PWR | QUANTA SVCS INC | 1.04% | 38,000 | $20,862,760 | -1,000 | -2.56% | $549.02 | 13F |
| NXT | NEXTPOWER INC | 0.86% | 143,000 | $17,238,650 | -20,000 | -12.27% | $120.55 | 13F |
| VNOM | VIPER ENERGY INC | 0.48% | 205,000 | $9,632,950 | -74,000 | -26.52% | $46.99 | 13F |
| APC | ARKO Petroleum Corp. | 0.29% | 300,000 | $5,802,000 | -412,451 | -57.89% | 13G | |
| AM | ANTERO MIDSTREAM CORP | 0.23% | 201,000 | $4,582,800 | -115,000 | -36.39% | $22.8 | 13F |
| GEL | GENESIS ENERGY L P | 0.13% | 151,000 | $2,692,330 | -34,700 | -18.69% | $17.83 | 13F |
| PAA | PLAINS ALL AMERN PIPELINE L | 0.06% | 55,300 | $1,234,849 | -100,000 | -64.39% | $22.33 | 13F |
| CVE | CENOVUS ENERGY INC | 0.04% | 30,000 | $795,900 | -430,000 | -93.48% | $26.53 | 13F |