| XOM Exxon Mobil Corp. | 26.25% | 1,334,555 | $226.4M | Add +1.3% |
| CVX Chevron Corp. | 14.74% | 614,724 | $127.2M | Reduce -1.4% |
| COP Conocophillips | 5.77% | 377,203 | $49.8M | No change |
| WMB Williams Cos Inc. | 3.86% | 457,450 | $33.3M | Add +5.0% |
| SLB SLB Ltd. filed as SLB LIMITED | 3.29% | 552,633 | $28.4M | Add +64.3% |
| PSX Phillips 66 | 3.28% | 155,475 | $28.3M | No change |
| LIN Linde PLC | 3.09% | 53,700 | $26.6M | No change |
| VLO Valero Energy Corp. | 2.72% | 95,000 | $23.5M | Add +8.1% |
| TRGP Targa Resources Corp. | 2.69% | 92,500 | $23.2M | Add +33.3% |
| MPC Marathon Petroleum Corp. | 2.41% | 85,012 | $20.8M | Reduce -8.2% |
| EOG EOG Resources Inc. | 2.37% | 141,367 | $20.4M | No change |
| DVN Devon Energy Corp. | 2.17% | 372,400 | $18.7M | Add +24.5% |
| FANG Diamondback Energy Inc. | 1.70% | 74,200 | $14.7M | Reduce -6.7% |
| KMI Kinder Morgan Inc. | 1.68% | 433,292 | $14.5M | Reduce -37.1% |
| EQT Eqt Corp. | 1.65% | 223,900 | $14.2M | Reduce -14.7% |
| NEM Newmont Corp. | 1.61% | 128,400 | $13.9M | No change |
| BKR Baker Hughes Co. | 1.60% | 225,900 | $13.8M | Reduce -40.1% |
| FCX Freeport-McMoran Inc. | 1.59% | 233,200 | $13.7M | No change |
| HAL Halliburton Co. | 1.56% | 344,853 | $13.4M | Add +25.3% |
| OKE Oneok Inc. | 1.49% | 141,800 | $12.8M | Reduce -14.9% |
| OXY Occidental Petroleum Corp. | 1.25% | 165,951 | $10.8M | Reduce -13.0% |
| NUE Nucor Corp. | 1.02% | 52,000 | $8.8M | No change |
| ECL Ecolab Inc. | 0.97% | 31,400 | $8.4M | Reduce -25.9% |
| SHW The Sherwin-Williams Co. | 0.90% | 24,100 | $7.7M | No change |
| VMC Vulcan Materials Co. | 0.87% | 27,700 | $7.5M | No change |
| CRH CRH PLC | 0.78% | 64,000 | $6.7M | No change |
| TPL Texas Pacific Land Corp. | 0.73% | 13,350 | $6.3M | No change |
| CF CF Industries Holdings Inc. | 0.70% | 46,569 | $6.0M | No change |
| CVE Cenovus Energy Inc. | 0.65% | 209,900 | $5.6M | Reduce -8.0% |
| APD Air Products & Chemicals Inc. | 0.61% | 18,100 | $5.3M | No change |
| EXE Expand Energy Corp. | 0.59% | 46,400 | $5.1M | No change |
| CTVA Corteva Inc. | 0.56% | 57,945 | $4.9M | No change |
| CTRA Coterra Energy Inc. | 0.49% | 120,800 | $4.2M | No change |
| DD Dupont DE Nemours Inc. | 0.42% | 78,626 | $3.6M | No change |
| FTI Technipfmc PLC | 0.39% | 48,600 | $3.4M | Reduce -22.6% |
| MLM Martin Marietta Materials | 0.37% | 5,400 | $3.2M | No change |
| CCK Crown Holdings Inc. | 0.34% | 29,600 | $3.0M | No change |
| PKG Packaging Corp. of America | 0.31% | 12,700 | $2.7M | Add +71.6% |
| APA Apa Corp. | 0.28% | 56,000 | $2.4M | No change |
| DOW Dow Inc. filed as DOW HLDGS INC | 0.26% | 52,945 | $2.2M | No change |
| STLD Steel Dynamics Inc. | 0.23% | 11,026 | $2.0M | No change |
| CCJ Cameco Corp. | 0.23% | 18,000 | $2.0M | No change |
| PPG PPG Industries Inc. | 0.22% | 18,100 | $1.9M | No change |
| SW Smurfit Westrock PLC | 0.19% | 41,300 | $1.6M | No change |
| IFF Intl Flavors & Fragrances filed as INTERNATIONAL FLAVORS&FRAGRA | 0.17% | 20,206 | $1.5M | No change |
| IP International Paper Co. | 0.17% | 40,900 | $1.5M | No change |
| AMCR Amcor PLC | 0.16% | 34,880 | $1.4M | No change |
| ALB Albemarle Corp. | 0.15% | 7,200 | $1.3M | No change |
| LYB Lyondellbasell Indu Class A | 0.15% | 15,600 | $1.3M | No change |
| BALL Ball Corp. | 0.11% | 16,300 | $963K | No change |
| AVY Avery Dennison Corp. | 0.11% | 5,400 | $932K | No change |
| MOS The Mosaic Co. | 0.06% | 21,201 | $541K | No change |
| EOSE Eos Energy Enterprises Inc. | 0.04% | 62,600 | $310K | No change |
| CHRD Chord Energy Corp. | 0.00% | 225 | $32K | No change |