| CCimarex Energy Co |
| 7.82% | 6.29% | $57.8M | 1.5M | $51.3M | 2.1M | -570,059-27.01% | Reduce |
| PPDC ENERGY INC |
| 6.36% | 6.44% | $47.0M | 2.3M | $52.6M | 4.2M | -2.0M-46.03% | Reduce |
| CCONCHO RES INC |
| 5.48% | 7.73% | $40.5M | 694,007 | $63.1M | 1.4M | -735,612-51.46% | Reduce |
 TARGA RES CORPTRGP |
| 4.89% | 7.14% | $36.1M | 1.4M | $58.3M | 4.2M | -2.8M-67.07% | Reduce |
 DEVON ENERGY CORP NEWDVN |
| 3.99% | 5.69% | $29.4M | 1.9M | $46.4M | 4.9M | -3.0M-62.04% | Reduce |
| BBRIGHAM MINERALS INCMNRLUSD |
| 3.94% | 4.29% | $29.1M | 2.7M | $35.0M | 3.9M | -1.3M-32.43% | Reduce |
 COMSTOCK RES INCCRK |
| 3.84% | 2.81% | $28.4M | 6.5M | $23.0M | 5.2M | +1.2M+23.77% | Add |
 ANTERO RESOURCES CORPAR |
| 3.76% | 1.6% | $27.8M | 5.1M | $13.1M | 4.8M | +350,000+7.37% | Add |
 EQT CORPEQT |
| 3.54% | — | $26.2M | 2.1M | $0 | 0 | +2.1M | New Buy |
| HHESS CORP COMHES |
| 3.46% | 4.34% | $25.6M | 484,689 | $35.4M | 865,489 | -380,800-44.00% | Reduce |
 EXXON MOBIL CORPXOM |
| 3.21% | 1.26% | $23.7M | 575,000 | $10.3M | 300,000 | +275,000+91.67% | Add |
| NNEXTIER OILFIELD SOLUTIONS2676403D |
| 3.16% | 1.61% | $23.4M | 6.8M | $13.2M | 7.1M | -325,042-4.56% | Reduce |
| CCHART INDS INCGTLS |
| 3.01% | 5.64% | $22.3M | 188,953 | $46.0M | 655,223 | -466,270-71.16% | Reduce |
 CNX RES CORPCNX |
| 2.71% | 1.06% | $20.1M | 1.9M | $8.6M | 916,241 | +940,550+102.65% | Add |
 MAGNOLIA OIL & GAS CORPMGY |
| 2.48% | — | $18.4M | 2.6M | $0 | 0 | +2.6M | New Buy |
 CHENIERE ENERGY INCLNG |
| 2.3% | 3.8% | $17.0M | 282,503 | $31.0M | 670,856 | -388,353-57.89% | Reduce |
| SSTAR PEAK ENERGY TRANSITION |
| 2.28% | 0.49% | $16.9M | 823,796 | $4.0M | 386,782 | +437,014+112.99% | Add |
| EEOG RES INC |
| 2.19% | — | $16.2M | 325,000 | $0 | 0 | +325,000 | New Buy |
| WWPX Energy Inc |
| 2.18% | 5.57% | $16.1M | 2.0M | $45.5M | 9.3M | -7.3M-78.73% | Reduce |
 WILLIAMS COS INCWMB |
| 2.17% | — | $16.0M | 800,000 | $0 | 0 | +800,000 | New Buy |
 SHELL PLCSHEL |
| 2.08% | — | $15.4M | 437,588 | $0 | 0 | +437,588 | New Buy |
| EEQUINOR ASA SPONSORED ADREQNR |
| 1.98% | 1.47% | $14.6M | 890,800 | $12.0M | 852,688 | +38,112+4.47% | Add |
 SUNCOR ENERGY INC NEWSU |
| 1.96% | — | $14.5M | 864,796 | $0 | 0 | +864,796 | New Buy |
| PPARSLEY ENERGY INC |
| 1.81% | 4.77% | $13.4M | 940,155 | $39.0M | 4.2M | -3.2M-77.41% | Reduce |
 TESLA INCTSLA |
| 1.77% | 2.63% | $13.1M | 18,500 | $21.5M | 50,000 | -31,500-63.00% | Reduce |
| WWESTERN MIDSTREAM PAR LPWES |
| 1.68% | — | $12.4M | 900,000 | $0 | 0 | +900,000 | New Buy |
| CCONTINENTAL RES INC |
| 1.65% | 0.6% | $12.2M | 750,000 | $4.9M | 400,000 | +350,000+87.50% | Add |
| PPLUG PWR INCPLUG |
| 1.49% | — | $11.0M | 325,000 | $0 | 0 | +325,000 | New Buy |
 SLB LIMITEDSLB |
| 1.48% | 1.65% | $10.9M | 500,000 | $13.5M | 864,549 | -364,549-42.17% | Reduce |
 VISTA ENERGY S.A.B. DE C.V.VIST |
| 1.47% | 0.99% | $10.8M | 4.2M | $8.1M | 3.6M | +638,423+17.79% | Add |
| CCACTUS INCWHD |
| 1.32% | 2.41% | $9.7M | 373,940 | $19.6M | 1.0M | -649,307-63.46% | Reduce |
| RRICE ACQUISITION CORP |
| 1.29% | — | $9.6M | 845,171 | $0 | 0 | +845,171 | New Buy |
 RANGE RES CORPRRC |
| 1.18% | 0.61% | $8.7M | 1.3M | $5.0M | 750,000 | +552,124+73.62% | Add |
| CCENOVUS ENERGY INC COMCVE |
| 1.17% | — | $8.7M | 1.4M | $0 | 0 | +1.4M | New Buy |
 MURPHY OIL CORPMUR |
| 1.14% | 1.65% | $8.4M | 698,253 | $13.5M | 1.5M | -812,276-53.77% | Reduce |
| OOVINTIV INC COMOVV |
| 0.97% | 1.85% | $7.2M | 500,000 | $15.1M | 1.9M | -1.4M-72.97% | Reduce |
| FFISKER INC |
| 0.89% | — | $6.6M | 450,000 | $0 | 0 | +450,000 | New Buy |
| GGoodrich Petroleum Corp |
| 0.86% | 0.58% | $6.4M | 631,227 | $4.7M | 613,301 | +17,926+2.92% | Add |
| MMARATHON OIL CORPMRO |
| 0.72% | — | $5.3M | 800,000 | $0 | 0 | +800,000 | New Buy |
| BBALLARD PWR SYS INC NEW COMBLDP |
| 0.27% | — | $2.0M | 84,890 | $0 | 0 | +84,890 | New Buy |
