| XOM Exxon Mobil Corp. | 19.24% | 1,173,430 | $136.4M | No change |
| CVX Chevron Corp. | 12.05% | 541,671 | $85.4M | Add +2.8% |
| COP Conocophillips | 6.14% | 341,876 | $43.5M | Reduce -16.8% |
| MPC Marathon Petroleum Corp. | 4.77% | 167,812 | $33.8M | No change |
| LIN Linde PLC | 4.65% | 71,000 | $33.0M | Add +1.1% |
| EOG EOG Resources Inc. | 3.98% | 220,467 | $28.2M | Add +16.6% |
| PXD Pioneer Natural Resources Co. | 3.76% | 101,500 | $26.6M | No change |
| PSX Phillips 66 | 3.56% | 154,475 | $25.2M | No change |
| HES Hess Corp. | 3.06% | 141,989 | $21.7M | Add +10.1% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 2.92% | 377,933 | $20.7M | Reduce -12.1% |
| FANG Diamondback Energy Inc. | 2.74% | 97,900 | $19.4M | Reduce -2.0% |
| WMB Williams Cos Inc. | 2.70% | 491,750 | $19.2M | Add +41.1% |
| VLO Valero Energy Corp. | 2.07% | 86,000 | $14.7M | No change |
| DVN Devon Energy Corp. | 2.01% | 284,700 | $14.3M | Add +126.0% |
| KMI Kinder Morgan Inc. | 1.80% | 694,492 | $12.7M | Add +72.9% |
| FCX Freeport-McMoran Inc. | 1.70% | 256,300 | $12.1M | Add +85.3% |
| ECL Ecolab Inc. | 1.63% | 50,000 | $11.5M | Add +3.5% |
| OKE Oneok Inc. | 1.56% | 137,900 | $11.1M | No change |
| BKR Baker Hughes Co. | 1.40% | 296,400 | $9.9M | Reduce -35.1% |
| OXY Occidental Petroleum Corp. | 1.39% | 151,951 | $9.9M | Reduce -8.6% |
| VMC Vulcan Materials Co. | 1.24% | 32,100 | $8.8M | Add +0.6% |
| TRGP Targa Resources Corp. | 1.16% | 73,300 | $8.2M | Reduce -36.9% |
| SHW The Sherwin-Williams Co. | 1.13% | 23,100 | $8.0M | No change |
| PPG PPG Industries Inc. | 1.12% | 55,000 | $8.0M | Add +8.9% |
| LYB Lyondellbasell Indu Class A | 0.99% | 68,700 | $7.0M | Add +5.4% |
| HAL Halliburton Co. | 0.99% | 177,353 | $7.0M | No change |
| CE Celanese Corp. | 0.87% | 35,777 | $6.1M | Reduce -5.3% |
| CVE Cenovus Energy Inc. | 0.83% | 293,300 | $5.9M | Add +27.5% |
| CTVA Corteva Inc. | 0.76% | 93,145 | $5.4M | Add +29.6% |
| APD Air Products & Chemicals Inc. | 0.74% | 21,700 | $5.3M | No change |
| NUE Nucor Corp. | 0.63% | 22,600 | $4.5M | Reduce -6.6% |
| FTI Technipfmc PLC | 0.62% | 173,800 | $4.4M | No change |
| NEM Newmont Corp. | 0.54% | 107,100 | $3.8M | No change |
| DOW Dow Inc. | 0.52% | 63,945 | $3.7M | Reduce -3.3% |
| EXE Expand Energy Corp. filed as CHESAPEAKE ENERGY CORP | 0.50% | 40,200 | $3.6M | New |
| CTRA Coterra Energy Inc. | 0.50% | 125,900 | $3.5M | Reduce -16.1% |
| MLM Martin Marietta Materials | 0.43% | 5,000 | $3.1M | No change |
| MRO Marathon Oil Corp. | 0.38% | 95,400 | $2.7M | Reduce -73.5% |
| DD Dupont DE Nemours Inc. | 0.36% | 33,526 | $2.6M | Reduce -66.8% |
| EQT Eqt Corp. | 0.32% | 61,400 | $2.3M | No change |
| APA Apa Corp. | 0.27% | 56,000 | $1.9M | No change |
| STLD Steel Dynamics Inc. | 0.26% | 12,526 | $1.9M | No change |
| IFF Intl Flavors & Fragrances filed as INTERNATIONAL FLAVORS&FRAGRA | 0.25% | 21,006 | $1.8M | No change |
| BALL Ball Corp. | 0.22% | 23,300 | $1.6M | No change |
| AVY Avery Dennison Corp. | 0.17% | 5,500 | $1.2M | No change |
| PKG Packaging Corp. of America | 0.16% | 5,900 | $1.1M | No change |
| CF CF Industries Holdings Inc. filed as CF INDS HLDGS INC | 0.16% | 13,369 | $1.1M | Reduce -46.0% |
| ALB Albemarle Corp. | 0.13% | 7,200 | $949K | Reduce -20.0% |
| AMCR Amcor PLC | 0.12% | 92,400 | $879K | No change |
| IP International Paper Co. | 0.12% | 21,500 | $839K | No change |
| EMN Eastman Chemical Co. | 0.11% | 7,700 | $772K | Reduce -13.5% |
| WRK Westrock Co. | 0.11% | 15,400 | $762K | No change |
| MOS The Mosaic Co. | 0.10% | 21,201 | $688K | Reduce -17.2% |
| FMC FMC Corp. | 0.07% | 7,255 | $462K | Reduce -27.9% |
| CHRD Chord Energy Corp. | 0.01% | 225 | $40K | No change |