Gross qualifying purchases (USD), summed per company. Research leads, not recommendations: a company page shows the roles, transaction types and source filings.

What changed?

Compared with 2026-10-12 · 175 same-sector companies present in both snapshots

+0.00 pp
Common-cohort change

+2 / −2
Entered / left buying status

+11 / −7
Coverage / classification additions and removals

Buying companies among coverage additions / removals: 1 / 1

Entered buying status (2)

PEDEVCO CORP · New ERA Energy & Digital, Inc.

Left buying status (2)

PRIMEENERGY RESOURCES CORP · DEVON ENERGY CORP/DE

Endpoint changes can reflect rolling-window expiry or filing backfills; they do not establish fresh trades or intent.

Buying characteristics

Top three companies’ share of qualifying gross purchase value: 92.2%

Companies with purchases: 12 · Multiple buyers: 3 · Repeat buyers on distinct dates: 6

Multiple buyers · 3/12 (25.0%)
3/12

Repeat buying · 6/12 (50.0%)
6/12

Largest recorded gross purchases: Borr Drilling Ltd (USD 44,511,350) · Hyperscale Data, Inc. (USD 5,220,918) · New Concept Energy, Inc. (USD 2,000,000)

Features overlap. Buyer-days consolidate the same reported buyer and date, not verified independent purchase events. Name variants may remain. Concentration requires complete values; currencies are never mixed.

Companies to investigate

Company	Buying status	Buyers	Buyer-days	Gross purchases	Latest buy
Borr Drilling Ltd BORR	Buying	2	8	USD 44,511,350	2026-10-15
Hyperscale Data, Inc. GPUS	Buying	2	9	USD 5,220,918	2026-09-30
New Concept Energy, Inc. GBR	Buying	1	1	USD 2,000,000	2026-09-29
PEDEVCO CORP PED	Buying	1	1	USD 1,911,910	2026-10-08
New ERA Energy & Digital, Inc. NUAI	Buying	1	1	USD 1,192,350	2026-10-09
INFINITY NATURAL RESOURCES, INC. INR	Buying	2	4	USD 663,725	2026-09-25
GLOBAL PARTNERS LP GLP	Buying	1	1	USD 248,150	2026-09-21
CROSS TIMBERS ROYALTY TRUST CRT	Buying	1	4	USD 162,220	2026-10-13
EMPIRE PETROLEUM CORP EP	Buying	1	5	USD 94,894	2026-10-08
Epsilon Energy Ltd. EPSN	Buying	1	1	USD 79,859	2026-09-21
enCore Energy Corp. EU	Buying	1	1	USD 10,600	2026-09-21
Texas Pacific Land Corp TPL	Buying	1	7	USD 3,447	2026-09-29

174 other eligible companies had no qualifying buying in the window

ABUNDIA GLOBAL IMPACT GROUP, INC. · AleAnna, Inc. · ALLIANCE RESOURCE PARTNERS LP · Alpha Metallurgical Resources, Inc. · American Resources Corp · Amplify Energy Corp. · Antero Midstream Corp · ANTERO RESOURCES Corp · APA Corp · Archrock, Inc. · ARKO Petroleum Corp. · Atlas Energy Solutions Inc. · Baker Hughes Co · BARNWELL INDUSTRIES INC · Barrel Energy Inc. · BATTALION OIL CORP · Berry Corp (bry) · BKV Corp · Black Stone Minerals, L.P. · BLUE DOLPHIN ENERGY CO · Cactus, Inc. · California Resources Corp · Calumet, Inc. /DE · CHEVRON CORP · Chord Energy Corp · CIVITAS RESOURCES, INC. · CNX Resources Corp · COMSTOCK RESOURCES INC · CONOCOPHILLIPS · Core Laboratories Inc. /DE/ · Core Natural Resources, Inc. · Coronado Global Resources Inc. · Coterra Energy Inc. · Crescent Energy Co · CrossAmerica Partners LP · CVR ENERGY INC · DAWSON GEOPHYSICAL CO · Delek Logistics Partners, LP · Delek US Holdings, Inc. · DEVON ENERGY CORP/DE · Diamondback Energy, Inc. · Diversified Energy Co · DNOW Inc. · DORCHESTER MINERALS, L.P. · Drilling Tools International Corp · DT Midstream, Inc. · Eagle Nuclear Energy Corp. · EagleRock Land, LLC · Energy Transfer LP · ENTERPRISE PRODUCTS PARTNERS L.P. · EOG RESOURCES INC · EON Resources Inc. · EQT Corp · EVOLUTION PETROLEUM CORP · EXPAND ENERGY Corp · EXPRO GROUP HOLDINGS N.V. · EXXON MOBIL CORP · FLOTEK INDUSTRIES INC/CN/ · Flowco Holdings Inc. · FORUM ENERGY TECHNOLOGIES, INC. · GAS TRANSPORTER OF THE SOUTH INC · GENESIS ENERGY LP · GeoPark Ltd · GEOSPACE TECHNOLOGIES CORP · GOWell Energy Technology · GRAN TIERRA ENERGY INC. · Granite Ridge Resources, Inc. · Greenland Energy Co · GULFPORT ENERGY CORP · HALLIBURTON CO · Helmerich & Payne, Inc. · Hess Midstream LP · HF Sinclair Corp · HighPeak Energy, Inc. · HMH Holding Inc · ICAHN ENTERPRISES L.P. · Innovex International, Inc. · Kimbell Royalty Partners, LP · KINDER MORGAN, INC. · Kinetik Holdings Inc. · KLX Energy Services Holdings, Inc. · Kodiak Gas Services, Inc. · Koil Energy Solutions, Inc. · Kosmos Energy Ltd. · LandBridge Co LLC · Liberty Energy Inc. · MACH NATURAL RESOURCES LP · Magnolia Oil & Gas Corp · Marathon Petroleum Corp · MARTIN MIDSTREAM PARTNERS L.P. · Matador Resources Co · MEXCO ENERGY CORP · MPLX LP · MURPHY OIL CORP · NABORS INDUSTRIES LTD · NACCO INDUSTRIES INC · National Energy Services Reunited Corp. · NATURAL GAS SERVICES GROUP INC · NATURAL RESOURCE PARTNERS LP · NCS Multistage Holdings, Inc. · NGL Energy Partners LP · Nine Energy Service, Inc. · Noble Corp plc · NORTH EUROPEAN OIL ROYALTY TRUST · NORTHERN OIL & GAS, INC. · NOV Inc. · OCCIDENTAL PETROLEUM CORP /DE/ · OCEANEERING INTERNATIONAL INC · OIL STATES INTERNATIONAL, INC · Ovintiv Inc. · PAR PACIFIC HOLDINGS, INC. · PATTERSON UTI ENERGY INC · PBF Energy Inc. · PEABODY ENERGY CORP · Permian Resources Corp · PETROBRAS - PETROLEO BRASILEIRO SA · Phillips 66 · Phoenix Energy One, LLC · PLAINS ALL AMERICAN PIPELINE LP · PLAINS GP HOLDINGS LP · Prairie Operating Co. · PRESIDIO PRODUCTION Co · PRIMEENERGY RESOURCES CORP · ProFrac Holding Corp. · ProPetro Holding Corp. · QS Energy, Inc. · Ramaco Resources, Inc. · RANGE RESOURCES CORP · Ranger Energy Services, Inc. · Riley Exploration Permian, Inc. · RING ENERGY, INC. · RPC INC · Sable Offshore Corp. · SANDRIDGE ENERGY INC · SASOL LTD · Seadrill Ltd · Select Water Solutions, Inc. · SLB LIMITED/NV · SM Energy Co · Solaris Energy Infrastructure, Inc. · STAR GROUP, L.P. · Summit Midstream Corp · Sunoco LP · SunocoCorp LLC · TALOS ENERGY INC. · Tamboran Resources Corp · Targa Resources Corp. · TechnipFMC plc · TETRA TECHNOLOGIES INC · Transocean Ltd. · Trio Petroleum Corp · TRULEUM, INC. · TXO Partners, L.P. · URANIUM ENERGY CORP · US ENERGY CORP · USA Compression Partners, LP · VAALCO ENERGY INC /DE/ · Valaris Ltd · VALERO ENERGY CORP/TX · Viper Energy, Inc. · Vista Energy, S.A.B. de C.V. · Vital Energy, Inc. · Vitesse Energy, Inc. · W&T OFFSHORE INC · WARRIOR MET COAL, INC. · WaterBridge Infrastructure LLC · Weatherford International plc · Western Midstream Partners, LP · WhiteHawk Minerals Corp. · WILLIAMS COMPANIES, INC. · WOODSIDE ENERGY GROUP LTD · WORLD KINECT CORP · YPF SOCIEDAD ANONIMA · ZION OIL & GAS INC

Background

Price and liquidity context

-5.3%
median 30-day company return · 52 companies

7,015,380
median daily turnover

11
companies with buy / ADTV

Price movement is a descriptive comparison. Buy / ADTV is shown only when the insider value and turnover use the same currency; it is not an estimate of market impact.

Earnings-related buying

5
earnings events in 180 days

0
events followed by buying

+5.3%
median 5-day reaction

Observed patterns: NO_POST_EARNINGS_BUY (5)

Earnings surprise and price reaction are kept separate from insider activity. Missing estimates or event dates are not inferred.

Coverage and evidence quality

Eligible companies: 186 · Buying companies: 12 · Price history: 52 · Complete purchase values: 12

Not available yet: outcomes after earlier buying (no archived snapshot has 20 days of prices after it yet).

A missing value is reported as unavailable and does not lower a signal. Source filing links remain the audit record.

Participation is not a return forecast. No sector score is added. Missing detail is not zero activity.

Market breadth & relative performance

Price participation, separate from insider buying.

Sector ETF performance

2026-10-16 · Price returns, excluding dividends. Smaller figures show excess over S&P 500 in percentage points.

Sector / ETF	1M	3M	6M
S&P 500 Price benchmark	+1.4%	+1.7%	+8.8%
EnergyXLE	+6.6%+5.1 pp vs S&P	+19.7%+18.0 pp vs S&P	+20.6%+11.8 pp vs S&P

ETF series coverage: 1/1 · ETF portfolios differ from this research universe.

Methodology & dates

Yahoo Finance close prices; complete matching sessions required. ETF holdings coverage has not been verified.

1M: 2026-09-16 → 2026-10-16 · 3M: 2026-07-16 → 2026-10-16 · 6M: 2026-04-16 → 2026-10-16

Constituent price coverage

4 / 186 companies have complete aligned 200-session history. Coverage is still building; these sample statistics cannot represent the whole sector.

View coverage and exploratory sample statistics

2026-10-16 · S&P 500 (^GSPC)

Above-MA percentages use companies with complete 50/200-session closes; coverage is shown against eligible issuers. Returns are equal-weight buy-and-hold price returns for the fully covered current-company sample, not a sector index. Dividends are excluded.

Sector	MA50	MA200	1M	3M	6M
Energy	50.0% · 2/4 coverage 4/186	25.0% · 1/4 coverage 4/186	+2.1% +0.7 pp 4/186	+8.7% +7.0 pp 4/186	-4.7% -13.4 pp 4/186