Sen. John Boozman’s Energy Trades Outperform as Iran War Disrupts Oil Markets
Sen. John Boozman, an Arkansas Republican who serves on the Senate Appropriations Subcommittee on Defense and is Ranking Member of the Senate Agriculture Committee, including its Subcommittee on Commodities, Risk Management, and Trade, disclosed a series of energy-linked purchases in January 2026 as the Iran war and Strait of Hormuz disruptions drove volatility in global energy markets. His trades included Exxon Mobil ($XOM), along with energy and commodity-focused ETFs including the Tortoise North American Pipeline Fund ($TPYP), the FT Energy Income Partners Enhanced Income ETF ($EIPI), and the First Trust Global Tactical Commodity Strategy Fund ($FTGC), all of which have gained value while major U.S. indexes declined roughly 4% to 5% year to date.
- Boozman purchased Exxon Mobil ($XOM) on Jan. 8, 2026; the position has risen approximately 32.83% since the trade.
- On Jan. 23, 2026, he bought $TPYP, $EIPI, and $FTGC, which have gained about 17.21%, 10.34%, and 12.73%, respectively.
- The S&P 500 declined roughly 4.4% over the same period.
- The Strait of Hormuz crisis has disrupted a significant share of global oil flows and driven increases in energy prices.
- $TPYP and $EIPI hold major North American energy infrastructure companies, including Kinder Morgan, Enbridge, TC Energy, Williams, and ONEOK.
- $FTGC provides exposure to commodities including crude oil, natural gas, and refined fuels tied to global energy pricing.
- Boozman's annual net worth filings show he already held a position in $TPYP worth bewtween $50,000 and $100,000 as well as a position in $FGTC worth between $15,000 and $50,000.
Relevant Companies
- Exxon Mobil ($XOM) – Direct purchase and a major integrated oil company benefiting from higher crude prices.
- Cheniere Energy ($LNG) – LNG exporter positioned within global energy supply chains affected by disruptions in Hormuz.
- Kinder Morgan ($KMI) – Pipeline operator and a top holding across the energy-focused ETFs purchased.
Editor’s Note: This is a developing story. This article may be updated as more details become available.
