Friday, October 24, 2025

A look at Energy Choices

 10/24/2025 Friday

DIG is a leveraged ETF investing in energy companies. Here is the blue ribbon list

 

SymbolCompany% Assets
Exxon Mobil Corporation 16.62%
Chevron Corporation 13.20%
ConocoPhillips 5.22%
The Williams Companies, Inc. 3.50%
EOG Resources, Inc. 3.03%
Marathon Petroleum Corporation 3.00%
Kinder Morgan, Inc. 2.83%
Phillips 66 2.81%
Valero Energy Corporation
 
XES is the  energy service ETF, it is not leveraged
 
Liberty Energy Inc. 5.04%
Kodiak Gas Services, Inc. 5.02%
Halliburton Company 4.88%
Weatherford International plc 4.81%
Archrock, Inc. 4.77%
Helmerich & Payne, Inc. 4.75%
Baker Hughes Company 4.66%
NOV Inc. 4.55%
Solaris Energy Infrastructure, Inc. 4.40%
TechnipFMC plc
 
My inexpensive service picks are Transocean RIG and Patterson PTEN 
RIG is trading at  39% of book value, PTEN at 62%, that is cheap enough. 
 
All these energy and service shares have surged on the sanction news and will likely pull back a tad next week, RIG did not advance today. Entering a ladder of orders at lower prices is the way to do this. 
After the AI frenzy I wonder if we will have some new leadership from this sector.  
 

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