PBR
PETROLEO BRASILEIRO S.A.-PETROBRAS
stock NYSE ADR

I sold it for PBR. Dang that beer was cold

CNQ, SU, PBR, CVE, TTE
All are solid picks, I'm super bullish on SU in particular but PBR and TTE are the furthest from their 52 week highs for no particular reason.
Refineries are still, for now at least, probably the best bets in terms of printing cash over the next few months (VLO, PSX, MPC). There's a global shortage of refining capacity which has led to record high diesel prices while gasoline prices are also up significantly. Until China runs its refineries full throttle, that shortage will continue. And god help us if there's major US refinery shutdowns soon due to a major storm or accidents after running them at full utilization for a record amount of time.
Oil tanker stocks are also going fucking nuts right now (really all shipping, but especially oil tankers), they're absolutely rolling in cash. ECO, FRO, NAT, DHT really can't go wrong

HESM, ET, EPD, MPLX, NOG, PEO, EMO, AMLP, PBR, PFE, ARCC, MAIN, CCAP, DOW, LYB, BMY, CAG, KHC, PEP, HRL, SUNB, ZTS, BX, DOC, EWZ, HR, VICI, AMCR, VZ, T, CMCSA,