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Energy Opportunities Capital Management's Portfolio and 13F Filing

#	Stock Name	Symbol	Current Price	Previous Holdings (# Shares)	Current Holdings (# Shares)	Current Value	Percent
1	Quanta Services, Inc.	PWR	$272.05	30,335	29,775 -560	$8,100,289	14.69%
2	First Solar, Inc.	FSLR	$212.11	31,335	23,915 -7,420	$5,072,611	9.20%
3	Eaton Corporation, PLC Ordinary	ETN	$336.73	8,775	11,555 2,780	$3,890,915	7.06%
4	Schlumberger N.V.	SLB	$48.29	66,275	63,246 -3,029	$3,054,149	5.54%
5	Valero Energy Corporation	VLO	$162.39	20,165	16,785 -3,380	$2,725,716	4.94%
6	Baker Hughes Company	BKR	$33.02	106,395	79,465 -26,930	$2,623,934	4.76%
7	Energy Transfer LP Common Units	ET	$15.93	135,000	135,000 0	$2,150,550	3.90%
8	Air Products and Chemicals, Inc	APD	$264.66	6,640	7,538 898	$1,995,007	3.62%
9	Enphase Energy, Inc.	ENPH	$111.50	8,365	15,230 6,865	$1,698,145	3.08%
10	Exxon Mobil Corporation	XOM	$117.85	N/A	14,090	$1,660,507	3.01%
11	EOG Resources, Inc.	EOG	$128.90	12,028	11,488 -540	$1,480,803	2.69%
12	Enterprise Products Partners L.	EPD	$28.68	84,910	51,000 -33,910	$1,462,680	2.65%
13	ConocoPhillips	COP	$120.41	N/A	12,090	$1,455,757	2.64%
14	Albemarle Corporation	ALB	$126.64	8,035	11,395 3,360	$1,443,063	2.62%
15	Chevron Corporation	CVX	$159.97	9,425	9,010 -415	$1,441,330	2.61%
16	Halliburton Company	HAL	$37.63	21,535	37,345 15,810	$1,405,292	2.55%
17	Helix Energy Solutions Group, I	HLX	$11.77	124,706	118,749 -5,957	$1,397,676	2.54%
18	Phillips 66	PSX	$144.14	16,835	9,500 -7,335	$1,369,330	2.48%
19	National Oilwell Varco, Inc.	NOV	$19.11	78,654	71,096 -7,558	$1,358,645	2.46%
20	NextEra Energy, Inc.	NEE	$76.95	4,320	17,535 13,215	$1,349,318	2.45%

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