Energy

Sector snapshot across all whales tracked on whalstreet · As of 2026-03-31

Stocks held

Whales with exposure

Aggregate $ exposure

$38.6B

Avg position weight

2.1%

Recent activity · Q1 2026

Top buys, sells, new positions, and exits in this sector

Top buys

Biggest net buy value

Top sells

Biggest net sell value

Stock	Sellers	Value
STNG · Scorpio Tankers Inc.	1	-$37M
KMI · Kinder Morgan Inc. Del	1	-$29M
RIG · Transocean Ltd.	1	-$18M
CNX · Cnx Res Corp.	1	-$16M
PBF · Pbf Energy Inc.	1	-$15M
MPLX · Mplx LP	1	-$12M
GLNG · Golar Lng Ltd.	1	-$10M
AESI · Atlas Energy Solutions Inc.	1	-$8M
VLO · Valero Energy Corp.	1	-$3M
EQT · Eqt Corp.	1	-$3M

Hot new positions

First-time buys this quarter

Stock	Whales	Value
EPD · Enterprise Prods Partners L	1	$8M
CVX · Chevron Corp. New	1	$2M

Mass exits

Stocks the most whales fully exited

Stock	Whales	Value
AR · Antero Resources Corp.	1	—

Top stocks · Energy

Ranked by aggregate value held across all whales

Stock	Holders	Aggregate held	Max weight	Current price
CVX · Chevron Corp. New	8	$19.9B	7.2%	$181.62
IEP · Icahn Enterprises LP	1	$4.1B	49.1%	$8.02
CVI · Cvr Energy Inc.	1	$1.8B	21.2%	$33.55
IMO · Imperial Oil Ltd.	2	$1.6B	2.8%	$126.98
NOV · Nov Inc.	5	$1.5B	2.3%	$19.25
CTRA · Coterra Energy Inc.	2	$1.4B	6.0%	$32.56
XOM · Exxon Mobil Corp.	9	$1.1B	1.6%	$144.57
OKE · Oneok Inc. New	2	$857M	3.2%	$85.16
EXE · Expand Energy Corporation	2	$560M	7.9%	$95.92
TRMD · Torm Plc	2	$530M	7.5%	$33.92
COP · Conocophillips	4	$463M	2.8%	$113.87
ET · Energy Transfer L P	5	$446M	7.3%	$19.34
NE · Noble Corp. Plc	3	$383M	1.4%	$50.14
SHEL · Shell Plc	4	$362M	1.0%	$83.97
EPD · Enterprise Prods Partners L	6	$290M	12.2%	$37.19
MPLX · Mplx LP	2	$272M	5.6%	$54.00
VNOM · Viper Energy Inc.	1	$243M	3.5%	$46.79
CLB · Core Laboratories Inc.	1	$219M	2.4%	$13.13
FANG · Diamondback Energy Inc.	2	$199M	2.6%	$188.70
CNR · Core Natural Resources Inc.	1	$186M	6.5%	$84.91
EOG · Eog Res Inc.	2	$177M	2.4%	$130.03
KMI · Kinder Morgan Inc. Del	2	$176M	2.2%	$31.41
CNX · Cnx Res Corp.	1	$174M	7.8%	$35.72
BP · Bp Plc	4	$165M	5.2%	$43.34
HAL · Halliburton Co.	1	$159M	0.5%	$39.83
BTU · Peabody Energy Corp.	1	$121M	1.3%	$23.59
RIG · Transocean Ltd.	1	$112M	27.8%	$6.40
DHT · Dht Holdings Inc.	1	$90M	3.2%	$19.00
EQT · Eqt Corp.	1	$79M	2.6%	$55.96
WFRD · Weatherford Intl Plc	2	$76M	10.1%	$102.32

Top whales · Energy

Ranked by sector concentration weight (sum of position weights for stocks in this sector)

Whale	Positions	Sector weight	Sector $ exposure
Carl Icahn · Icahn Carl C	3	71.2%	$6.0B
Mohnish Pabrai · Dalal Street, LLC	2	33.5%	$135M
Howard Marks · Oaktree Capital Management LP	7	19.9%	$1.4B
Third Avenue Management LLC	4	14.9%	$82M
Bill Miller · Miller Value Partners, LLC	4	14.6%	$41M
David Einhorn · Dme Capital Management, LP	5	14.2%	$404M
Fairholme Focused Income Fund · Fairholme Capital Management LLC	5	12.5%	$180M
Bryan Lawrence · Oakcliff Capital Partners, LP	2	11.3%	$26M
Torray Investment Partners LLC	4	11.1%	$76M
Leon Cooperman · Cooperman Leon G	3	10.3%	$311M
Alex Roepers · Atlantic Investment Management, Inc.	1	10.1%	$18M
Harry Burn · Sound Shore Management Inc. /Ct/	5	10.0%	$298M
Thomas Kahn · Kahn Brothers Group Inc.	5	9.1%	$51M
Christopher Bloomstran · Semper Augustus Investments Group LLC	7	8.3%	$72M
Donald Yacktman · Yacktman Asset Management LP	4	8.1%	$607M
First Eagle Investment · First Eagle Investment Management, LLC	26	8.0%	$4.5B
Mason Hawkins · Southeastern Asset Management Inc./Tn/	1	7.8%	$174M
Warren Buffett · Berkshire Hathaway Inc.	1	7.2%	$19.8B
Davis Selected Advisers	2	7.1%	$1.6B
Glenn Greenberg · Brave Warrior Advisors, LLC	2	6.4%	$272M

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★ WatchlistData from SEC EDGAR · whalstreet.com