Upstream

29 names
AR Antero Resources Corp Analyst · Roberts
APA APA Corp Analyst · Huang
ARX-CA ARC Resources Ltd Analyst · Lambujon
BKV BKV Corporation Analyst · Roberts
CNQ-CA Canadian Natural Res Ltd Analyst · Lambujon
CHRD Chord Energy Corp Analyst · Huang
CNX CNX Resources Corp Analyst · Roberts
CRK Comstock Resources Inc Analyst · Roberts
COP ConocoPhillips Analyst · Lambujon
CTRA Coterra Energy Inc Analyst · Portillo
CRGY Crescent Energy Company Analyst · Huang
DVN Devon Energy Corp Analyst · Portillo
FANG Diamondback Energy Inc Analyst · Lambujon
EOG EOG Resources Inc Analyst · Portillo
EQT EQT Corp Analyst · Roberts
EXE Expand Energy Corp Analyst · Portillo
GPOR Gulfport Energy Corp Analyst · Roberts
MGY Magnolia Oil & Gas Corp Analyst · Huang
MTDR Matador Resources Company Analyst · Huang
OXY Occidental Petroleum Corp Analyst · Portillo
OVV Ovintiv Inc Analyst · Lambujon
PR Permian Resources Corp Analyst · Huang
RRC Range Resources Corp Analyst · Roberts
SM SM Energy Company Analyst · Huang
TPL Texas Pacific Land Corp Analyst · Huang
TPZ-CA Topaz Energy Corp Analyst · Lambujon
TOU-CA Tourmaline Oil Corp Analyst · Lambujon
VNOM Viper Energy Partners LP Analyst · Lambujon
WCP-CA Whitecap Resources Inc Analyst · Lambujon

Energy Services & Equipment

15 names
AESI Atlas Energy Solutions Inc Analyst · LeBlanc
BKR Baker Hughes Company Analyst · Portillo
WHD Cactus Inc Analyst · LeBlanc
FLOC Flowco Holdings Inc Analyst · LeBlanc
HAL Halliburton Company Analyst · Portillo
HP Helmerich & Payne Inc Analyst · LeBlanc
LBRT Liberty Oilfield Services Inc Analyst · LeBlanc
NBR Nabors Industries Ltd Analyst · LeBlanc
NE Noble Corp Analyst · LeBlanc
NOV NOV Inc Analyst · LeBlanc
PTEN Patterson-UTI Energy Inc Analyst · LeBlanc
PUMP ProPetro Holding Corp Analyst · LeBlanc
SLB SLB Analyst · Portillo
SEI Solaris Energy Infrastructure Inc Analyst · LeBlanc
RIG Transocean Ltd Analyst · LeBlanc

Infrastructure

22 names
AM Antero Midstream Corp Analyst · Van Everen
LNG Cheniere Energy Inc Analyst · Van Everen
CQP Cheniere Energy Partners LP Analyst · Van Everen
DTM DT Midstream Inc Analyst · Van Everen
ENB-CA Enbridge Inc Analyst · O’Donnell
ET Energy Transfer LP Analyst · Van Everen
EPD Enterprise Products Partners LP Analyst · O’Donnell
EE Excelerate Energy Inc Analyst · Van Everen
GEI-CA Gibson Energy Inc Analyst · O’Donnell
KEY-CA Keyera Corp Analyst · O’Donnell
KMI Kinder Morgan Inc Analyst · Van Everen
KNTK Kinetik Holdings Inc Analyst · O’Donnell
KGS Kodiak Gas Services, LLC Analyst · Van Everen
OKE ONEOK Inc Analyst · O’Donnell
PPL-CA Pembina Pipeline Corp Analyst · O’Donnell
PAA Plains All American Pipeline LP Analyst · O’Donnell
SOBO-CA South Bow Corporation Analyst · O’Donnell
TRGP Targa Resources Corp Analyst · O’Donnell
TRP-CA TC Energy Corp Analyst · Van Everen
VG Venture Global Inc Analyst · Van Everen
WES Western Midstream Partners LP Analyst · Van Everen
WMB Williams Companies Inc Analyst · Van Everen

Refiners

8 names
CVI CVR Energy Inc Analyst · Blair
DK Delek US Holdings Inc Analyst · Blair
DINO HF Sinclair Corporation Analyst · Blair
MPC Marathon Petroleum Corp Analyst · Blair
PARR Par Pacific Holdings Inc Analyst · Blair
PBF PBF Energy Inc Analyst · Blair
PSX Phillips 66 Analyst · Blair
VLO Valero Energy Corp Analyst · Blair

Integrateds

7 names
BP-US BP Plc Analyst · Lambujon
CVE-CA Cenovus Energy Inc Analyst · Lambujon
CVX Chevron Corp Analyst · Lambujon
XOM Exxon Mobil Corp Analyst · Lambujon
IMO-CA Imperial Oil Ltd Analyst · Lambujon
SHEL Shell Plc Analyst · Lambujon
SU-CA Suncor Energy Inc Analyst · Lambujon

Renewables

7 names
ADM Archer-Daniels-Midland Company Analyst · Blair
BG Bunge Ltd Analyst · Blair
CLNE Clean Energy Fuels Corp Analyst · Blair
DAR Darling Ingredients Inc Analyst · Blair
GPRE Green Plains Inc Analyst · Blair
NESTE-FI Neste Oyj Analyst · Blair
OPAL OPAL Fuels Inc Analyst · Blair

Chemicals

8 names
CE Celanese Corp Analyst · Blair
DOW Dow Inc Analyst · Blair
EMN Eastman Chemical Company Analyst · Blair
HUN Huntsman Corp Analyst · Blair
LYB LyondellBasell Industries NV Analyst · Blair
MEOH Methanex Corp Analyst · Blair
OLN Olin Corp Analyst · Blair
WLK Westlake Corp Analyst · Blair