 EXXON MOBIL CORPXOM |
| 24.13% | 26.25% | $184.1M | 1.3M | $226.4M | 1.3M | +11,800+0.88% | Add |
 CHEVRON CORPORATIONCVX |
| 12.75% | 14.74% | $97.2M | 586,624 | $127.2M | 614,724 | -28,100-4.57% | Reduce |
 CONOCOPHILLIPSCOP |
| 6.05% | 5.77% | $46.2M | 444,303 | $49.8M | 377,203 | +67,100+17.79% | Add |
 WILLIAMS COS INCWMB |
| 4.14% | 3.86% | $31.6M | 425,250 | $33.3M | 457,450 | -32,200-7.04% | Reduce |
 VALERO ENERGY CORP COMVLO |
| 3.88% | 2.72% | $29.6M | 113,700 | $23.5M | 95,000 | +18,700+19.68% | Add |
 LINDE PLCLIN |
| 3.65% | 3.09% | $27.9M | 53,700 | $26.6M | 53,700 | 00.00% | Unchanged |
 SLB LIMITEDSLB |
| 3.34% | 3.29% | $25.5M | 547,633 | $28.4M | 552,633 | -5,000-0.90% | Reduce |
 TARGA RES CORPTRGP |
| 3.22% | 2.69% | $24.6M | 91,600 | $23.2M | 92,500 | -900-0.97% | Reduce |
 PHILLIPS 66PSX |
| 3.13% | 3.28% | $23.9M | 141,475 | $28.3M | 155,475 | -14,000-9.00% | Reduce |
 MARATHON PETE CORPMPC |
| 2.68% | 2.41% | $20.4M | 79,912 | $20.8M | 85,012 | -5,100-6.00% | Reduce |
 EOG RES INCEOG |
| 2.38% | 2.37% | $18.2M | 140,067 | $20.4M | 141,367 | -1,300-0.92% | Reduce |
 OCCIDENTAL PETE CORPOXY |
| 1.95% | 1.25% | $14.9M | 306,551 | $10.8M | 165,951 | +140,600+84.72% | Add |
 DIAMONDBACK ENERGY INCFANG |
| 1.93% | 1.7% | $14.7M | 83,800 | $14.7M | 74,200 | +9,600+12.94% | Add |
 FREEPORT MCMORAN INCFCX |
| 1.92% | 1.59% | $14.7M | 233,200 | $13.7M | 233,200 | 00.00% | Unchanged |
 KINDER MORGAN INC DEL COMKMI |
| 1.8% | 1.68% | $13.7M | 429,392 | $14.5M | 433,292 | -3,900-0.90% | Reduce |
 BAKER HUGHES COMPANYBKR |
| 1.63% | 1.6% | $12.4M | 223,800 | $13.8M | 225,900 | -2,100-0.93% | Reduce |
 ONEOK INC NEWOKE |
| 1.6% | 1.49% | $12.2M | 140,500 | $12.8M | 141,800 | -1,300-0.92% | Reduce |
 HALLIBURTON CO COMHAL |
| 1.57% | 1.56% | $12.0M | 353,053 | $13.4M | 344,853 | +8,200+2.38% | Add |
 SHERWIN WILLIAMS COSHW |
| 1.52% | 0.9% | $11.6M | 33,700 | $7.7M | 24,100 | +9,600+39.83% | Add |
 NEWMONT CORPNEM |
| 1.47% | 1.61% | $11.2M | 120,100 | $13.9M | 128,400 | -8,300-6.46% | Reduce |
 DEVON ENERGY CORP NEWDVN |
| 1.42% | 2.17% | $10.8M | 261,760 | $18.7M | 372,400 | -110,640-29.71% | Reduce |
 NUCOR CORPNUE |
| 1.26% | 1.02% | $9.6M | 43,100 | $8.8M | 52,000 | -8,900-17.12% | Reduce |
 ECOLAB INCECL |
| 1.15% | 0.97% | $8.7M | 31,400 | $8.4M | 31,400 | 00.00% | Unchanged |
 VULCAN MATLS COVMC |
| 1.07% | 0.87% | $8.2M | 27,700 | $7.5M | 27,700 | 00.00% | Unchanged |
 EQT CORPEQT |
| 1.07% | 1.65% | $8.1M | 153,000 | $14.2M | 223,900 | -70,900-31.67% | Reduce |
 EXPAND ENERGY CORPORATIONEXE |
| 1.06% | 0.59% | $8.1M | 88,500 | $5.1M | 46,400 | +42,100+90.73% | Add |
| CCRH PLCCRH |
| 0.81% | 0.78% | $6.1M | 57,400 | $6.7M | 64,000 | -6,600-10.31% | Reduce |
| TTEXAS PACIFIC LAND CORPORATITPL |
| 0.77% | 0.73% | $5.8M | 13,350 | $6.3M | 13,350 | 00.00% | Unchanged |
 AIR PRODUCTS AND CHEMICALS IAPD |
| 0.7% | 0.61% | $5.3M | 18,100 | $5.3M | 18,100 | 00.00% | Unchanged |
 International Flavors & Fragrances INC Fragrans CORP COMMONIFF |
| 0.69% | 0.17% | $5.3M | 66,506 | $1.5M | 20,206 | +46,300+229.14% | Add |
 CORTEVA INC COMCTVA |
| 0.64% | 0.56% | $4.9M | 57,945 | $4.9M | 57,945 | 00.00% | Unchanged |
 CF INDS HLDGS INCCF |
| 0.61% | 0.7% | $4.6M | 42,669 | $6.0M | 46,569 | -3,900-8.37% | Reduce |
 DUPONT DE NEMOURS INCDD |
| 0.56% | 0.42% | $4.3M | 31,642 | $3.6M | 78,626 | -46,984-59.76% | Reduce |
 TECHNIPFMC PLC COMFTI |
| 0.42% | 0.39% | $3.2M | 48,600 | $3.4M | 48,600 | 00.00% | Unchanged |
 MARTIN MARIETTA MATLS INCMLM |
| 0.34% | 0.37% | $2.6M | 4,500 | $3.2M | 5,400 | -900-16.67% | Reduce |
 STEEL DYNAMICS INCSTLD |
| 0.33% | 0.23% | $2.5M | 11,026 | $2.0M | 11,026 | 00.00% | Unchanged |
 PPG INDS INCPPG |
| 0.29% | 0.22% | $2.2M | 18,100 | $1.9M | 18,100 | 00.00% | Unchanged |
 SMURFIT WESTROCK PLC SHSSW |
| 0.25% | 0.19% | $1.9M | 41,300 | $1.6M | 41,300 | 00.00% | Unchanged |
 CAMECO CORPCCJ |
| 0.24% | 0.23% | $1.8M | 18,000 | $2.0M | 18,000 | 00.00% | Unchanged |
| AAPA CORPORATIONAPA |
| 0.24% | 0.28% | $1.8M | 56,000 | $2.4M | 56,000 | 00.00% | Unchanged |
 INTERNATIONAL PAPER COIP |
| 0.2% | 0.17% | $1.6M | 40,900 | $1.5M | 40,900 | 00.00% | Unchanged |
| AAMCOR PLCAMCR |
| 0.2% | 0.16% | $1.5M | 34,880 | $1.4M | 34,880 | 00.00% | Unchanged |
 DOW HLDGS INC COMDOW |
| 0.19% | 0.26% | $1.4M | 52,945 | $2.2M | 52,945 | 00.00% | Unchanged |
 PACKAGING CORP AMERPKG |
| 0.17% | 0.31% | $1.3M | 5,300 | $2.7M | 12,700 | -7,400-58.27% | Reduce |
 BALL CORPBALL |
| 0.13% | 0.11% | $1.0M | 16,300 | $963,493 | 16,300 | 00.00% | Unchanged |
 ALBEMARLE CORPALB |
| 0.13% | 0.15% | $972,216 | 7,200 | $1.3M | 7,200 | 00.00% | Unchanged |
 AVERY DENNISON CORPAVY |
| 0.11% | 0.11% | $876,690 | 5,400 | $932,472 | 5,400 | 00.00% | Unchanged |
 LYONDELLBASELL INDUSTRIES NV SHS - A -LYB |
| 0.11% | 0.15% | $821,340 | 15,600 | $1.3M | 15,600 | 00.00% | Unchanged |
 MOSAIC COMOS |
| 0.06% | 0.06% | $449,249 | 21,201 | $540,626 | 21,201 | 00.00% | Unchanged |
| EEOS ENERGY ENTERPRISES INCEOSEW |
| 0.05% | 0.04% | $368,088 | 62,600 | $310,496 | 62,600 | 00.00% | Unchanged |
