Industry deep-dive

Oil & Gas Midstream

Every super-investor and insider move tracked across 24 tickers in this industry.

Tickers

Combined value

$267.02B

Insider net (30d)

−$13.9M

Congress trades (30d)

Sector consensus moves

Latest portfolios · 2025Q4

Most bought

Tracked managers added or opened

Most sold

Tracked managers trimmed or exited

Top 12 super-investors · 2025Q4

#	Manager	Sector value	Positions	% of book	Top picks
1	Howard Marks Oaktree Capital	$242.79B	1	3.9%	VNOM
2	Wellington Management	$6.60B	13	1.2%	TRGP WMB VNOM
3	Norges Bank Norway SWF	$6.19B	13	0.7%	ENB KMI WMB
4	T. Rowe Price	$2.93B	15	0.3%	WMB TRGP VNOM
5	Bill Nygren Harris / Oakmark	$1.80B	1	2.3%	TRGP
6	D.E. Shaw & Co.	$1.23B	13	0.9%	TRGP LNG VNOM
7	First Eagle Investment Management	$897M	4	1.6%	OKE EPD WMB
8	Izzy Englander Millennium Mgmt	$807M	17	0.6%	LNG WMB KMI
9	Steve Cohen Point72	$756M	10	1.2%	WMB LNG TRGP
10	Ken Griffin Citadel Advisors	$590M	20	0.4%	DTM WMB KNTK
11	Dodge & Cox	$571M	2	0.3%	TRP WMB
12	AQR Capital Management	$565M	17	0.3%	KMI LNG WMB

#	Ticker	Company	Value
1	VNOM	VIPER ENERGY INC	$243.83B
2	TRGP	TARGA RES CORP	$7.17B
3	WMB	WILLIAMS COS INC	$4.68B
4	LNG	CHENIERE ENERGY INC	$2.11B
5	KMI	KINDER MORGAN INC DEL	$1.91B
6	OKE	ONEOK INC NEW	$1.89B
7	ENB	ENBRIDGE INC	$1.57B
8	TRP	TC ENERGY CORP	$1.40B
9	DTM	DT MIDSTREAM INC	$519.1M
10	ET	ENERGY TRANSFER L P	$360.6M
11	EPD	ENTERPRISE PRODS PARTNERS L	$294.0M
12	SOBO	SOUTH BOW CORP	$249.0M
13	PBA	PEMBINA PIPELINE CORP	$234.6M
14	SUNC	SUNOCOCORP LLC	$185.7M
15	AM	ANTERO MIDSTREAM CORP	$122.4M
16	KNTK	ALTUS MIDSTREAM CO	$118.2M
17	EE	EXCELERATE ENERGY INC	$111.7M
18	HESM	HESS MIDSTREAM LP	$105.1M
19	VG	VENTURE GLOBAL INC	$59.5M
20	PAGP	PLAINS GP HLDGS L P	$55.4M
21	MPLX	MPLX LP	$46.1M
22	WES	WESTERN MIDSTREAM PARTNERS L	$4.7M
23	NFE	NEW FORTRESS ENERGY INC	$2.8M
24	PAA	PLAINS ALL AMERN PIPELINE L	$186K