| XOM Exxon Mobil Corp. | 25.86% | 1,489,955 | $174.7M | Add +0.8% |
| CVX Chevron Corp. | 11.30% | 518,071 | $76.3M | Reduce -1.3% |
| COP Conocophillips | 5.45% | 349,576 | $36.8M | Add +2.3% |
| LIN Linde PLC | 4.77% | 67,600 | $32.2M | Reduce -1.3% |
| EOG EOG Resources Inc. | 3.96% | 217,667 | $26.8M | Reduce -1.3% |
| MPC Marathon Petroleum Corp. | 3.36% | 139,312 | $22.7M | Reduce -17.0% |
| WMB Williams Cos Inc. | 3.01% | 445,350 | $20.3M | Reduce -1.2% |
| HES Hess Corp. | 2.82% | 140,189 | $19.0M | Reduce -1.3% |
| OKE Oneok Inc. | 2.53% | 187,800 | $17.1M | Add +36.2% |
| VLO Valero Energy Corp. | 2.42% | 121,100 | $16.4M | Add +40.8% |
| FANG Diamondback Energy Inc. | 2.37% | 92,900 | $16.0M | Reduce -5.1% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 2.35% | 377,933 | $15.9M | No change |
| BKR Baker Hughes Co. | 2.13% | 398,800 | $14.4M | Add +34.5% |
| PSX Phillips 66 | 1.92% | 98,575 | $13.0M | Reduce -36.2% |
| FCX Freeport-McMoran Inc. | 1.88% | 254,400 | $12.7M | Reduce -1.2% |
| ECL Ecolab Inc. | 1.87% | 49,400 | $12.6M | Reduce -1.2% |
| KMI Kinder Morgan Inc. | 1.46% | 445,392 | $9.8M | Reduce -26.9% |
| NEM Newmont Corp. | 1.35% | 170,100 | $9.1M | Reduce -1.3% |
| TRGP Targa Resources Corp. | 1.29% | 58,900 | $8.7M | Reduce -1.2% |
| SHW The Sherwin-Williams Co. | 1.25% | 22,200 | $8.5M | Reduce -3.9% |
| OXY Occidental Petroleum Corp. | 1.15% | 150,051 | $7.7M | Reduce -1.3% |
| IFF Intl Flavors & Fragrances filed as INTERNATIONAL FLAVORS&FRAGRA | 1.02% | 65,606 | $6.9M | Add +212.3% |
| PPG PPG Industries Inc. | 0.96% | 49,100 | $6.5M | Reduce -1.2% |
| VMC Vulcan Materials Co. | 0.94% | 25,400 | $6.4M | Reduce -20.9% |
| APD Air Products & Chemicals Inc. | 0.92% | 20,800 | $6.2M | Reduce -4.2% |
| EMN Eastman Chemical Co. | 0.89% | 53,800 | $6.0M | Reduce -1.3% |
| CTVA Corteva Inc. | 0.80% | 91,945 | $5.4M | Reduce -1.3% |
| HAL Halliburton Co. | 0.76% | 177,353 | $5.2M | No change |
| DVN Devon Energy Corp. | 0.73% | 126,200 | $4.9M | Reduce -55.7% |
| EXE Expand Energy Corp. filed as CHESAPEAKE ENERGY CORP | 0.68% | 55,500 | $4.6M | No change |
| FTI Technipfmc PLC | 0.67% | 171,600 | $4.5M | Reduce -1.3% |
| CVE Cenovus Energy Inc. | 0.61% | 244,900 | $4.1M | Reduce -16.5% |
| FSLR First Solar Inc. | 0.56% | 15,100 | $3.8M | New |
| DOW Dow Inc. | 0.52% | 63,945 | $3.5M | No change |
| NUE Nucor Corp. | 0.50% | 22,600 | $3.4M | No change |
| ITRI Itron Inc. | 0.45% | 28,300 | $3.0M | New |
| CTRA Coterra Energy Inc. | 0.45% | 125,900 | $3.0M | No change |
| DD Dupont DE Nemours Inc. | 0.44% | 33,526 | $3.0M | No change |
| MLM Martin Marietta Materials | 0.39% | 4,900 | $2.6M | Reduce -2.0% |
| MRO Marathon Oil Corp. | 0.38% | 95,400 | $2.5M | No change |
| SW Smurfit Westrock PLC | 0.30% | 41,300 | $2.0M | New |
| EQT Eqt Corp. | 0.30% | 54,600 | $2.0M | Add +98.5% |
| LYB Lyondellbasell Indu Class A | 0.29% | 20,600 | $2.0M | No change |
| BALL Ball Corp. | 0.23% | 23,300 | $1.6M | No change |
| STLD Steel Dynamics Inc. | 0.23% | 12,526 | $1.6M | No change |
| AVY Avery Dennison Corp. | 0.21% | 6,300 | $1.4M | Reduce -69.7% |
| APA Apa Corp. | 0.20% | 56,000 | $1.4M | No change |
| PKG Packaging Corp. of America | 0.19% | 5,900 | $1.3M | No change |
| CF CF Industries Holdings Inc. filed as CF INDS HLDGS INC | 0.17% | 13,369 | $1.1M | No change |
| IP International Paper Co. | 0.16% | 21,500 | $1.1M | No change |
| AMCR Amcor PLC | 0.15% | 92,400 | $1.0M | No change |
| CE Celanese Corp. | 0.14% | 6,877 | $935K | No change |
| ALB Albemarle Corp. | 0.10% | 7,200 | $682K | No change |
| MOS The Mosaic Co. | 0.08% | 21,201 | $568K | No change |
| FMC FMC Corp. | 0.07% | 7,255 | $478K | No change |
| CHRD Chord Energy Corp. | 0.00% | 225 | $29K | No change |