| XOM Exxon Mobil Corp. | 22.26% | 1,301,455 | $146.7M | Reduce -2.7% |
| CVX Chevron Corp. | 14.91% | 632,724 | $98.3M | Add +23.9% |
| COP Conocophillips | 6.42% | 447,303 | $42.3M | Add +19.3% |
| LIN Linde PLC | 4.43% | 61,500 | $29.2M | Reduce -3.3% |
| WMB Williams Cos Inc. | 3.36% | 350,050 | $22.2M | Reduce -4.2% |
| PSX Phillips 66 | 3.29% | 159,475 | $21.7M | Add +7.6% |
| MPC Marathon Petroleum Corp. | 3.29% | 112,512 | $21.7M | Add +7.9% |
| KMI Kinder Morgan Inc. | 2.99% | 696,692 | $19.7M | Add +9.5% |
| BKR Baker Hughes Co. | 2.79% | 376,900 | $18.4M | No change |
| EOG EOG Resources Inc. | 2.40% | 141,367 | $15.9M | Reduce -29.0% |
| VLO Valero Energy Corp. | 2.30% | 88,900 | $15.1M | Add +13.5% |
| OKE Oneok Inc. | 1.87% | 168,500 | $12.3M | Reduce -3.2% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 1.85% | 355,233 | $12.2M | Reduce -3.8% |
| ECL Ecolab Inc. | 1.84% | 44,400 | $12.2M | Reduce -1.3% |
| EQT Eqt Corp. | 1.82% | 220,500 | $12.0M | Add +97.0% |
| OXY Occidental Petroleum Corp. | 1.80% | 250,451 | $11.8M | Add +94.2% |
| NEM Newmont Corp. | 1.60% | 125,300 | $10.6M | Reduce -1.2% |
| DVN Devon Energy Corp. | 1.59% | 299,400 | $10.5M | Reduce -1.1% |
| SHW The Sherwin-Williams Co. | 1.32% | 25,200 | $8.7M | Reduce -34.2% |
| FCX Freeport-McMoran Inc. | 1.32% | 222,200 | $8.7M | Reduce -10.6% |
| VMC Vulcan Materials Co. | 1.24% | 26,600 | $8.2M | Reduce -1.1% |
| NUE Nucor Corp. | 1.11% | 54,000 | $7.3M | Add +138.9% |
| TRGP Targa Resources Corp. | 1.06% | 41,600 | $7.0M | Reduce -50.1% |
| CTVA Corteva Inc. | 0.94% | 91,945 | $6.2M | No change |
| DD Dupont DE Nemours Inc. | 0.93% | 78,626 | $6.1M | Add +38.6% |
| APD Air Products & Chemicals Inc. | 0.85% | 20,600 | $5.6M | Reduce -1.4% |
| FANG Diamondback Energy Inc. | 0.77% | 35,500 | $5.1M | Reduce -1.1% |
| EXE Expand Energy Corp. | 0.75% | 46,400 | $4.9M | Reduce -57.3% |
| TPL Texas Pacific Land Corp. | 0.73% | 5,150 | $4.8M | Reduce -5.5% |
| CF CF Industries Holdings Inc. filed as CF INDS HLDGS INC | 0.70% | 51,569 | $4.6M | No change |
| LNG Cheniere Energy Inc. | 0.63% | 17,600 | $4.1M | Add +32.3% |
| HAL Halliburton Co. | 0.59% | 158,353 | $3.9M | Reduce -9.7% |
| CVE Cenovus Energy Inc. | 0.59% | 228,100 | $3.9M | New |
| MLM Martin Marietta Materials | 0.52% | 5,400 | $3.4M | No change |
| CCK Crown Holdings Inc. | 0.47% | 32,400 | $3.1M | No change |
| CNQ Canadian Natural Resources | 0.47% | 97,000 | $3.1M | No change |
| OVV Ovintiv Inc. | 0.45% | 72,800 | $2.9M | New |
| CTRA Coterra Energy Inc. | 0.43% | 120,800 | $2.9M | Reduce -48.4% |
| FTI Technipfmc PLC | 0.38% | 62,800 | $2.5M | No change |
| PPG PPG Industries Inc. | 0.29% | 18,100 | $1.9M | No change |
| IP International Paper Co. | 0.29% | 40,900 | $1.9M | No change |
| SW Smurfit Westrock PLC | 0.27% | 41,300 | $1.8M | No change |
| PKG Packaging Corp. of America | 0.24% | 7,400 | $1.6M | No change |
| AMCR Amcor PLC | 0.24% | 196,400 | $1.6M | Add +112.5% |
| STLD Steel Dynamics Inc. | 0.23% | 11,026 | $1.5M | Reduce -12.0% |
| DOW Dow Inc. | 0.22% | 63,945 | $1.5M | No change |
| APA Apa Corp. | 0.21% | 56,000 | $1.4M | No change |
| IFF Intl Flavors & Fragrances filed as INTERNATIONAL FLAVORS&FRAGRA | 0.19% | 20,206 | $1.2M | No change |
| BALL Ball Corp. | 0.18% | 23,300 | $1.2M | No change |
| LYB Lyondellbasell Indu Class A | 0.15% | 20,600 | $1.0M | No change |
| AVY Avery Dennison Corp. | 0.13% | 5,400 | $876K | Reduce -14.3% |
| MOS The Mosaic Co. | 0.11% | 21,201 | $735K | No change |
| ALB Albemarle Corp. | 0.09% | 7,200 | $584K | No change |
| EMN Eastman Chemical Co. | 0.08% | 8,400 | $530K | Reduce -74.6% |
| CHRD Chord Energy Corp. | 0.00% | 225 | $22K | No change |