| XOM Exxon Mobil Corp. | 24.37% | 1,433,955 | $154.3M | Reduce -3.8% |
| CVX Chevron Corp. | 11.67% | 510,171 | $73.9M | Reduce -1.5% |
| COP Conocophillips | 6.40% | 408,703 | $40.5M | Add +16.9% |
| LIN Linde PLC | 4.59% | 69,400 | $29.1M | Add +2.7% |
| EOG EOG Resources Inc. | 4.22% | 217,667 | $26.7M | No change |
| WMB Williams Cos Inc. | 3.12% | 365,350 | $19.8M | Reduce -18.0% |
| OKE Oneok Inc. | 2.98% | 187,800 | $18.9M | No change |
| HES Hess Corp. | 2.90% | 138,189 | $18.4M | Reduce -1.4% |
| BKR Baker Hughes Co. | 2.77% | 428,100 | $17.6M | Add +7.3% |
| PSX Phillips 66 | 2.49% | 138,175 | $15.7M | Add +40.2% |
| MPC Marathon Petroleum Corp. | 2.40% | 108,812 | $15.2M | Reduce -21.9% |
| TRGP Targa Resources Corp. | 2.35% | 83,300 | $14.9M | Add +41.4% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 2.29% | 377,933 | $14.5M | No change |
| FANG Diamondback Energy Inc. | 2.06% | 79,400 | $13.0M | Reduce -14.5% |
| KMI Kinder Morgan Inc. | 1.93% | 445,392 | $12.2M | No change |
| ECL Ecolab Inc. | 1.79% | 48,400 | $11.3M | Reduce -2.0% |
| VLO Valero Energy Corp. | 1.57% | 81,200 | $10.0M | Reduce -33.0% |
| FCX Freeport-McMoran Inc. | 1.56% | 259,400 | $9.9M | Add +2.0% |
| SHW The Sherwin-Williams Co. | 1.24% | 23,000 | $7.8M | Add +3.6% |
| OXY Occidental Petroleum Corp. | 1.17% | 150,051 | $7.4M | No change |
| VMC Vulcan Materials Co. | 1.03% | 25,400 | $6.5M | No change |
| EXE Expand Energy Corp. | 1.02% | 65,100 | $6.5M | Add +17.3% |
| APD Air Products & Chemicals Inc. | 0.99% | 21,500 | $6.2M | Add +3.4% |
| TPL Texas Pacific Land Corp. | 0.97% | 5,550 | $6.1M | New |
| NEM Newmont Corp. | 0.90% | 153,100 | $5.7M | Reduce -10.0% |
| CTVA Corteva Inc. | 0.83% | 91,945 | $5.2M | No change |
| HAL Halliburton Co. | 0.76% | 177,353 | $4.8M | No change |
| EMN Eastman Chemical Co. | 0.76% | 52,800 | $4.8M | Reduce -1.9% |
| IFF Intl Flavors & Fragrances filed as INTERNATIONAL FLAVORS&FRAGRA | 0.76% | 56,606 | $4.8M | Reduce -13.7% |
| DVN Devon Energy Corp. | 0.65% | 126,200 | $4.1M | No change |
| EQT Eqt Corp. | 0.65% | 89,300 | $4.1M | Add +63.5% |
| CCK Crown Holdings Inc. | 0.55% | 42,200 | $3.5M | New |
| CTRA Coterra Energy Inc. | 0.51% | 125,900 | $3.2M | No change |
| FTI Technipfmc PLC | 0.50% | 109,500 | $3.2M | Reduce -36.2% |
| ITRI Itron Inc. | 0.49% | 28,300 | $3.1M | No change |
| DD Dupont DE Nemours Inc. | 0.44% | 36,926 | $2.8M | Add +10.1% |
| MLM Martin Marietta Materials | 0.44% | 5,400 | $2.8M | Add +10.2% |
| NUE Nucor Corp. | 0.42% | 22,600 | $2.6M | No change |
| DOW Dow Inc. | 0.41% | 63,945 | $2.6M | No change |
| CF CF Industries Holdings Inc. filed as CF INDS HLDGS INC | 0.40% | 29,369 | $2.5M | Add +119.7% |
| SW Smurfit Westrock PLC | 0.35% | 41,300 | $2.2M | No change |
| PPG PPG Industries Inc. | 0.34% | 18,100 | $2.2M | Reduce -63.1% |
| PKG Packaging Corp. of America | 0.26% | 7,400 | $1.7M | Add +25.4% |
| LYB Lyondellbasell Indu Class A | 0.24% | 20,600 | $1.5M | No change |
| STLD Steel Dynamics Inc. | 0.23% | 12,526 | $1.4M | No change |
| APA Apa Corp. | 0.20% | 56,000 | $1.3M | No change |
| BALL Ball Corp. | 0.20% | 23,300 | $1.3M | No change |
| AVY Avery Dennison Corp. | 0.19% | 6,300 | $1.2M | No change |
| IP International Paper Co. | 0.18% | 21,500 | $1.2M | No change |
| AMCR Amcor PLC | 0.14% | 92,400 | $869K | No change |
| ALB Albemarle Corp. | 0.10% | 7,200 | $620K | No change |
| MOS The Mosaic Co. | 0.08% | 21,201 | $521K | No change |
| CE Celanese Corp. | 0.08% | 6,877 | $476K | No change |
| FMC FMC Corp. | 0.06% | 7,255 | $353K | No change |
| CHRD Chord Energy Corp. | 0.00% | 225 | $26K | No change |