A pump jack operates at a well site leased by Devon Energy Production Co. near Guthrie, Oklahoma.

Nick Oxford | Reuters

Here’s an update on our energy, industrials and materials names in Jim Cramer’s Charitable Trust, the portfolio we use at the CNBC Investing Club. Jim ran through all 35 of the holdings during the Club’s inaugural Annual Meeting last Saturday, an in-person event held in New York City. A video replay of the meeting is available here.