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Sector · smart-money dashboard

Energy

8 energy tickers held by tracked superinvestors, ranked by ConvictionScore — not by popularity or market cap.

Sector averages: conviction +4 · 1 strong buys · 0 strong sells.

8
Tickers held
10
Total owner slots
+4
Avg conviction
+10
Net flow 4Q (20↑ / 10↓)
Smart money’s best picks in Energy

Top 3 by ConvictionScore

Last 4 quarters · sector-wide flow

Buyers vs sellers inside Energy

QuarterBuy actionsSell actionsNet
Q4 202564+2
Q3 202553+2
Q2 202542+2
Q1 202551+4
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Full ranking · all 8 tickers

Every energy stock held, sorted by conviction

#TickerConvictionOwners
1OXY logoOXY+333
2CVI logoCVI01
3PR logoPR01
4WMB logoWMB01
5KMI logoKMI01
6STR logoSTR−11
7SHEL logoSHEL−21
8CVX logoCVX−21
Who’s overweight energy?

Top 10 managers with the most energy exposure

#ManagerPositions
1Carl Icahn fund logoCarl Icahn
Icahn Enterprises
2/6
2Howard Marks fund logoHoward Marks
Oaktree Capital
3/6
3Prem Watsa fund logoPrem Watsa
Fairfax Financial
1/5
4Warren Buffett fund logoWarren Buffett
Berkshire Hathaway
2/10
5Michael Burry fund logoMichael Burry
Scion Asset Management
1/5
6Stanley Druckenmiller fund logoStanley Druckenmiller
Duquesne Family Office
1/5
More sectors

Where smart money is moving next

Full sector rotation heatmap →
How this page is built

Sector-level smart-money signal

Tickers in this page are all the stocks in Energy currently held by at least one tracked superinvestor. Each is enriched with the unified ConvictionScore, a signed −100..+100 signal combining manager quality, consensus, recent flow, multi-quarter trend, insider activity, and a crowding penalty.

“Net flow 4Q” counts every 13F move inside the sector across the last four quarters — buys and adds count positive, trims and exits count negative. Positive net flow means smart money is increasing exposure to energy.

Sector assignments are curated — see lib/tickers.ts SECTOR_MAP. Not investment advice. Based on publicly filed 13Fs, which are long-only and delayed 45 days. Methodology.