Goldman sees this part of the energy sector outperforming, with more than 20% total return for these stocks

A new oil well head waits to be fracked at a Hess site near Williston, N.D.
Andrew Cullen | Reuters

Exploration and production companies report earnings this week and, after a blistering rally year to date for the energy sector, Goldman Sachs believes more gains are ahead for certain upstream names.

The firm compiled a list of stocks that have total return potential above 20% looking forward, with Pioneer Natural Resources among the names on the list.