| PPATTERSON-UTI ENERGYPTEN |
| 10.18% | 8.21% | $5,373.0万 | 585.3万股 | $4,743.2万 | 438.0万股 | +147.3万股+33.64% | 加仓 |
| SSM ENERGYSM |
| 10.09% | 6.94% | $5,325.8万 | 204.1万股 | $4,007.6万 | 128.5万股 | +75.5万股+58.76% | 加仓 |
| BBAYTEX ENERGYBTE |
| 9.68% | 7.16% | $5,108.6万 | 1,277.2万股 | $4,132.7万 | 924.5万股 | +352.6万股+38.14% | 加仓 |
| SSEADRILLSDRL |
| 9.35% | 7.07% | $4,936.8万 | 130.5万股 | $4,081.1万 | 89.7万股 | +40.8万股+45.53% | 加仓 |
 ANTERO RESOURCESAR |
| 8.9% | 6.66% | $4,696.3万 | 133.6万股 | $3,846.5万 | 90.6万股 | +43.0万股+47.46% | 加仓 |
| EEXPROXPRO |
| 7.91% | 4.46% | $4,174.6万 | 282.6万股 | $2,578.4万 | 148.1万股 | +134.5万股+90.85% | 加仓 |
 SELECT WATER SOLUTIONSWTTR |
| 7.63% | 6.83% | $4,027.9万 | 201.6万股 | $3,944.9万 | 257.8万股 | -56.2万股-21.81% | 减仓 |
| PPERMIAN RESOURCESPR |
| 7.39% | 9.11% | $3,899.1万 | 211.8万股 | $5,259.5万 | 246.7万股 | -34.9万股-14.15% | 减仓 |
| AATLAS ENERGY SOLUTIONSAESI |
| 6.62% | — | $3,496.3万 | 210.5万股 | $0 | 0股 | +210.5万股 | 新买入 |
| NNRG ENERGYNRG |
| 5.96% | 4.52% | $3,147.9万 | 21.6万股 | $2,611.8万 | 17.9万股 | +3.7万股+20.59% | 加仓 |
| WWEATHERFORD INTLWFRD |
| 5.66% | 9.27% | $2,990.5万 | 36.7万股 | $5,353.3万 | 56.6万股 | -19.9万股-35.17% | 减仓 |
| MMASTECMTZ |
| 5.52% | 5.66% | $2,915.7万 | 7.0万股 | $3,268.6万 | 10.2万股 | -3.2万股-31.02% | 减仓 |
| TTALOS ENERGYTALO |
| 5.12% | 8.28% | $2,703.9万 | 209.4万股 | $4,779.5万 | 303.3万股 | -93.8万股-30.94% | 减仓 |
