Encompass Capital Advisors LLC
New York NY · SEC CIK 0001541901
$28.11亿2026Q2 申报市值
54持仓数
55.6%前十大占比 · 第一大 17.5%
22 / 29新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
MUR 新建仓+$7,326.00万
PUMP 新建仓+$6,559.96万
BKR 新建仓+$6,377.03万
SEI 加仓+$6,192.23万
PTEN 新建仓+$5,435.54万
2026Q2 卖出最多 按季末市值估算
BTE 清仓-$8,969.48万
FPS 减仓-$8,385.83万
ALM 清仓-$6,227.61万
CEG 清仓-$5,585.00万
WTTR 清仓-$4,720.43万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| MTUM | ISHARES TR 看跌期权 | $4.93亿 | 17.53% | 1,437,500 | 1,437,500 | — | $4.93亿 | 新建仓 |
| TE | T1 ENERGY INC | $3.31亿 | 11.79% | 34,968,169 | 0 | 0.0% | — | 不变 |
| SEI | SOLARIS ENERGY INFRAS INC | $2.03亿 | 7.21% | 2,519,604 | 769,604 | 44.0% | $6,192.23万 | 加仓 |
| AESI | ATLAS ENERGY SOLUTIONS INC | $1.09亿 | 3.86% | 6,540,322 | -2,594,860 | -28.4% | -$4,310.06万 | 减仓 |
| NESR | NATIONAL ENERGY SERVICES REU | $9,285.90万 | 3.30% | 3,102,538 | -1,158,851 | -27.2% | -$3,468.44万 | 减仓 |
| CSTM | CONSTELLIUM SE | $7,716.84万 | 2.75% | 2,421,349 | -55,929 | -2.3% | -$178.25万 | 减仓 |
| MUR | MURPHY OIL CORP | $7,326.00万 | 2.61% | 2,250,000 | 2,250,000 | — | $7,326.00万 | 新建仓 |
| PUMP | PROPETRO HLDG CORP | $6,559.96万 | 2.33% | 4,574,591 | 4,574,591 | — | $6,559.96万 | 新建仓 |
| BKR | BAKER HUGHES COMPANY | $6,377.03万 | 2.27% | 1,149,014 | 1,149,014 | — | $6,377.03万 | 新建仓 |
| OXY | OCCIDENTAL PETE CORP | $5,527.27万 | 1.97% | 1,138,000 | 686,604 | 152.1% | $3,334.84万 | 加仓 |
| PTEN | PATTERSON-UTI ENERGY INC | $5,435.54万 | 1.93% | 5,921,072 | 5,921,072 | — | $5,435.54万 | 新建仓 |
| VG | VENTURE GLOBAL INC | $5,008.50万 | 1.78% | 4,500,000 | 4,500,000 | — | $5,008.50万 | 新建仓 |
| FCEL | FUELCELL ENERGY INC | $4,918.61万 | 1.75% | 1,365,900 | 1,365,900 | — | $4,918.61万 | 新建仓 |
| CLF | CLEVELAND-CLIFFS INC NEW | $4,801.69万 | 1.71% | 5,113,625 | 5,113,625 | — | $4,801.69万 | 新建仓 |
| CNR | CORE NATURAL RESOURCES INC | $4,718.24万 | 1.68% | 589,633 | 89,633 | 17.9% | $717.24万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $4,561.56万 | 1.62% | 145,000 | 145,000 | — | $4,561.56万 | 新建仓 |
| POWL | POWELL INDS INC | $4,550.23万 | 1.62% | 158,899 | 38,899 | 32.4% | $1,113.91万 | 加仓 |
| VIST | VISTA ENERGY S.A.B. DE C.V. | $4,502.49万 | 1.60% | 705,720 | 162,169 | 29.8% | $1,034.64万 | 加仓 |
| SOC | SABLE OFFSHORE CORP | $4,450.21万 | 1.58% | 14,448,741 | 1,000,000 | 7.4% | $308.00万 | 加仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $4,332.00万 | 1.54% | 200,000 | -110,061 | -35.5% | -$2,383.92万 | 减仓 |
| CENX | CENTURY ALUM CO | $4,140.90万 | 1.47% | 900,000 | -651,362 | -42.0% | -$2,996.92万 | 减仓 |
| ASPI | ASP ISOTOPES INC | $4,081.41万 | 1.45% | 6,561,754 | -350,300 | -5.1% | -$217.89万 | 减仓 |
| EROK | EAGLEROCK LD LLC | $3,948.92万 | 1.40% | 1,858,313 | 1,858,313 | — | $3,948.92万 | 新建仓 |
| CNI | CANADIAN NATL RY CO | $3,872.59万 | 1.38% | 325,000 | 325,000 | — | $3,872.59万 | 新建仓 |
| SM | SM ENERGY COMPANY | $3,779.44万 | 1.34% | 1,448,061 | 750,261 | 107.5% | $1,958.18万 | 加仓 |
| WHD | CACTUS INC | $3,722.76万 | 1.32% | 726,675 | -38,839 | -5.1% | -$198.97万 | 减仓 |
| MEOH | METHANEX CORP | $3,651.03万 | 1.30% | 791,123 | 791,123 | — | $3,651.03万 | 新建仓 |
| KEX | KIRBY CORP | $3,611.49万 | 1.28% | 265,609 | -204,002 | -43.4% | -$2,773.82万 | 减仓 |
| NXT | NEXTPOWER INC | $3,335.92万 | 1.19% | 280,000 | -204,262 | -42.2% | -$2,433.58万 | 减仓 |
| MATX | MATSON INC | $3,281.83万 | 1.17% | 170,724 | -29,110 | -14.6% | -$559.58万 | 减仓 |
| EROC | EROCK INC | $2,755.00万 | 0.98% | 1,900,000 | 1,900,000 | — | $2,755.00万 | 新建仓 |
| NBR | NABORS INDUSTRIES LTD | $2,646.32万 | 0.94% | 315,000 | 315,000 | — | $2,646.32万 | 新建仓 |
| PDS | PRECISION DRILLING CORP | $2,556.38万 | 0.91% | 333,371 | -17,818 | -5.1% | -$136.63万 | 减仓 |
| SBLK | STAR BULK CARRIERS CORP. | $2,403.36万 | 0.85% | 962,500 | 962,500 | — | $2,403.36万 | 新建仓 |
| FPS | FORGENT POWER SOLUTIONS INC | $2,371.12万 | 0.84% | 424,476 | -1,501,223 | -78.0% | -$8,385.83万 | 减仓 |
| NOG | NORTHERN OIL & GAS INC | $2,268.75万 | 0.81% | 1,250,000 | 1,250,000 | — | $2,268.75万 | 新建仓 |
| TALO | TALOS ENERGY INC | $2,256.23万 | 0.80% | 1,747,661 | 1,747,661 | — | $2,256.23万 | 新建仓 |
| FLOC | FLOWCO HLDGS INC | $2,178.03万 | 0.77% | 1,020,634 | -254,410 | -20.0% | -$542.91万 | 减仓 |
| TTI | TETRA TECHNOLOGIES INC DEL | $2,152.70万 | 0.77% | 1,900,000 | -1,301,953 | -40.7% | -$1,475.11万 | 减仓 |
| PSX | PHILLIPS 66 | $2,110.30万 | 0.75% | 124,833 | -179,867 | -59.0% | -$3,040.65万 | 减仓 |
| LSTR | LANDSTAR SYS INC | $2,068.10万 | 0.74% | 100,000 | 100,000 | — | $2,068.10万 | 新建仓 |
| WAB | WABTEC | $2,022.00万 | 0.72% | 75,000 | 75,000 | — | $2,022.00万 | 新建仓 |
| RNGR | RANGER ENERGY SVCS INC | $1,965.99万 | 0.70% | 1,227,978 | -279,525 | -18.5% | -$447.52万 | 减仓 |
| FRVO | FERVO ENERGY CO | $1,827.08万 | 0.65% | 625,070 | 625,070 | — | $1,827.08万 | 新建仓 |
| INIO | INNIO NV | $1,819.30万 | 0.65% | 460,000 | 460,000 | — | $1,819.30万 | 新建仓 |
| RXO | RXO INC | $1,685.07万 | 0.60% | 610,755 | 610,755 | — | $1,685.07万 | 新建仓 |
| PWR | QUANTA SVCS INC | $1,440.08万 | 0.51% | 20,000 | -40,000 | -66.7% | -$2,880.16万 | 减仓 |
| ECO | OKEANIS ECO TANKERS COR | $1,113.65万 | 0.40% | 222,197 | -155,235 | -41.1% | -$778.04万 | 减仓 |
| DVN | DEVON ENERGY CORP NEW | $1,091.27万 | 0.39% | 264,101 | -253,499 | -49.0% | -$1,047.46万 | 减仓 |
| CMBT | CMB.TECH NV | $467.90万 | 0.17% | 334,456 | -3,165,544 | -90.4% | -$4,428.60万 | 减仓 |
| NVGS | NAVIGATOR HLDGS LTD | $372.60万 | 0.13% | 200,000 | -834,216 | -80.7% | -$1,554.14万 | 减仓 |
| — | BIMERGEN ENERGY CORP | $284.90万 | 0.10% | 700,000 | 0 | 0.0% | — | 不变 |
| — | BIMERGEN ENERGY CORP | $190.00万 | 0.07% | 1,000,000 | 0 | 0.0% | — | 不变 |
| — | T1 ENERGY INC | $6.75万 | 0.00% | 355,465 | 0 | 0.0% | — | 不变 |
| LNG | CHENIERE ENERGY INC 看跌期权 | $0 | 0.00% | 0 | -1,556,100 | -100.0% | -$4.42亿 | 清仓 |
| XOP | SPDR SERIES TRUST 看跌期权 | $0 | 0.00% | 0 | -1,390,000 | -100.0% | -$2.53亿 | 清仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV 看跌期权 | $0 | 0.00% | 0 | -1,274,000 | -100.0% | -$1.03亿 | 清仓 |
| BTE | BAYTEX ENERGY CORP | $0 | 0.00% | 0 | -20,071,614 | -100.0% | -$8,969.48万 | 清仓 |
| ALM | ALMONTY INDS INC | $0 | 0.00% | 0 | -4,300,839 | -100.0% | -$6,227.61万 | 清仓 |
| CEG | CONSTELLATION ENERGY CORP | $0 | 0.00% | 0 | -200,000 | -100.0% | -$5,585.00万 | 清仓 |
| SCCO | SOUTHERN COPPER CORP 看跌期权 | $0 | 0.00% | 0 | -308,100 | -100.0% | -$5,301.17万 | 清仓 |
| WTTR | SELECT WATER SOLUTIONS INC | $0 | 0.00% | 0 | -3,085,249 | -100.0% | -$4,720.43万 | 清仓 |
| MUSA | MURPHY USA INC | $0 | 0.00% | 0 | -90,000 | -100.0% | -$4,445.73万 | 清仓 |
| UEC | URANIUM ENERGY CORP | $0 | 0.00% | 0 | -3,000,000 | -100.0% | -$4,050.00万 | 清仓 |
| AA | ALCOA CORP | $0 | 0.00% | 0 | -605,149 | -100.0% | -$4,013.95万 | 清仓 |
| TBN | TAMBORAN RES CORP | $0 | 0.00% | 0 | -1,070,547 | -100.0% | -$3,567.78万 | 清仓 |
| CF | CF INDUSTRIES HOLD 看跌期权 | $0 | 0.00% | 0 | -265,400 | -100.0% | -$3,445.95万 | 清仓 |
| PR | PERMIAN RESOURCES CORP | $0 | 0.00% | 0 | -1,597,811 | -100.0% | -$3,406.53万 | 清仓 |
| CSX | CSX CORP | $0 | 0.00% | 0 | -785,800 | -100.0% | -$3,225.71万 | 清仓 |
| MWH | SOLV ENERGY INC | $0 | 0.00% | 0 | -1,000,400 | -100.0% | -$3,004.20万 | 清仓 |
| NUE | NUCOR CORP | $0 | 0.00% | 0 | -175,000 | -100.0% | -$2,959.25万 | 清仓 |
| PARR | PAR PAC HOLDINGS INC | $0 | 0.00% | 0 | -460,393 | -100.0% | -$2,883.90万 | 清仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $0 | 0.00% | 0 | -500,000 | -100.0% | -$2,879.00万 | 清仓 |
| VTOL | BRISTOW GROUP INC | $0 | 0.00% | 0 | -587,364 | -100.0% | -$2,754.15万 | 清仓 |
| ENPH | ENPHASE ENERGY INC | $0 | 0.00% | 0 | -720,288 | -100.0% | -$2,723.41万 | 清仓 |
| LIN | LINDE PLC | $0 | 0.00% | 0 | -50,000 | -100.0% | -$2,478.80万 | 清仓 |
| DAR | DARLING INGREDIENTS INC | $0 | 0.00% | 0 | -400,000 | -100.0% | -$2,474.00万 | 清仓 |
| VNOM | VIPER ENERGY INC | $0 | 0.00% | 0 | -464,604 | -100.0% | -$2,183.17万 | 清仓 |
| KRSP/U | RICE ACQUISITION CORP 3 | $0 | 0.00% | 0 | -1,935,615 | -100.0% | -$2,051.75万 | 清仓 |
| STLD | STEEL DYNAMICS INC | $0 | 0.00% | 0 | -100,043 | -100.0% | -$1,800.77万 | 清仓 |
| STNG | SCORPIO TANKERS INC | $0 | 0.00% | 0 | -200,000 | -100.0% | -$1,493.20万 | 清仓 |
| AGI | ALAMOS GOLD INC | $0 | 0.00% | 0 | -300,065 | -100.0% | -$1,333.19万 | 清仓 |
| USAR | USA RARE EARTH INC | $0 | 0.00% | 0 | -465,000 | -100.0% | -$622.40万 | 清仓 |