 埃克森美孚XOM |
| 24.13% | 26.25% | $1.84亿 | 134.6万股 | $2.26亿 | 133.5万股 | +1.2万股+0.88% | 加仓 |
 雪佛龙CVX |
| 12.75% | 14.74% | $9,723.9万 | 58.7万股 | $1.27亿 | 61.5万股 | -2.8万股-4.57% | 减仓 |
 康菲石油COP |
| 6.05% | 5.77% | $4,619.0万 | 44.4万股 | $4,979.1万 | 37.7万股 | +6.7万股+17.79% | 加仓 |
 威廉姆斯WMB |
| 4.14% | 3.86% | $3,161.3万 | 42.5万股 | $3,329.3万 | 45.7万股 | -3.2万股-7.04% | 减仓 |
 VALERO ENERGY COMVLO |
| 3.88% | 2.72% | $2,961.2万 | 11.4万股 | $2,347.3万 | 9.5万股 | +1.9万股+19.68% | 加仓 |
 林德LIN |
| 3.65% | 3.09% | $2,786.7万 | 5.4万股 | $2,662.2万 | 5.4万股 | 00.00% | 持仓不变 |
 斯伦贝谢SLB |
| 3.34% | 3.29% | $2,545.9万 | 54.8万股 | $2,840.0万 | 55.3万股 | -5,000股-0.90% | 减仓 |
 Targa资源TRGP |
| 3.22% | 2.69% | $2,456.2万 | 9.2万股 | $2,319.3万 | 9.3万股 | -900股-0.97% | 减仓 |
 Phillips 66PSX |
| 3.13% | 3.28% | $2,391.6万 | 14.1万股 | $2,832.4万 | 15.5万股 | -1.4万股-9.00% | 减仓 |
 马拉松石油MPC |
| 2.68% | 2.41% | $2,043.1万 | 8.0万股 | $2,075.8万 | 8.5万股 | -5,100股-6.00% | 减仓 |
 EOG资源EOG |
| 2.38% | 2.37% | $1,817.1万 | 14.0万股 | $2,043.7万 | 14.1万股 | -1,300股-0.92% | 减仓 |
 西方石油OXY |
| 1.95% | 1.25% | $1,488.9万 | 30.7万股 | $1,078.7万 | 16.6万股 | +14.1万股+84.72% | 加仓 |
 戴蒙德能源FANG |
| 1.93% | 1.7% | $1,473.0万 | 8.4万股 | $1,467.6万 | 7.4万股 | +9,600股+12.94% | 加仓 |
 自由港麦克莫兰FCX |
| 1.92% | 1.59% | $1,466.6万 | 23.3万股 | $1,370.7万 | 23.3万股 | 00.00% | 持仓不变 |
 KINDER MORGAN DEL COMKMI |
| 1.8% | 1.68% | $1,372.8万 | 42.9万股 | $1,452.8万 | 43.3万股 | -3,900股-0.90% | 减仓 |
 贝克休斯BKR |
| 1.63% | 1.6% | $1,242.1万 | 22.4万股 | $1,379.1万 | 22.6万股 | -2,100股-0.93% | 减仓 |
 ONEOKOKE |
| 1.6% | 1.49% | $1,221.5万 | 14.1万股 | $1,281.7万 | 14.2万股 | -1,300股-0.92% | 减仓 |
 HALLIBURTON COMHAL |
| 1.57% | 1.56% | $1,198.6万 | 35.3万股 | $1,344.6万 | 34.5万股 | +8,200股+2.38% | 加仓 |
 宣伟SHW |
| 1.52% | 0.9% | $1,160.4万 | 3.4万股 | $772.5万 | 2.4万股 | +9,600股+39.83% | 加仓 |
 纽蒙特NEM |
| 1.47% | 1.61% | $1,121.7万 | 12.0万股 | $1,389.9万 | 12.8万股 | -8,300股-6.46% | 减仓 |
 德文能源DVN |
| 1.42% | 2.17% | $1,081.6万 | 26.2万股 | $1,873.9万 | 37.2万股 | -11.1万股-29.71% | 减仓 |
 纽柯钢铁NUE |
| 1.26% | 1.02% | $960.1万 | 4.3万股 | $879.3万 | 5.2万股 | -8,900股-17.12% | 减仓 |
 艺康ECL |
| 1.15% | 0.97% | $874.8万 | 3.1万股 | $835.3万 | 3.1万股 | 00.00% | 持仓不变 |
 Vulcan材料VMC |
| 1.07% | 0.87% | $817.2万 | 2.8万股 | $754.3万 | 2.8万股 | 00.00% | 持仓不变 |
 EQTEQT |
| 1.07% | 1.65% | $813.5万 | 15.3万股 | $1,424.9万 | 22.4万股 | -7.1万股-31.67% | 减仓 |
 EXPAND ENERGYEXE |
| 1.06% | 0.59% | $807.0万 | 8.9万股 | $509.4万 | 4.6万股 | +4.2万股+90.73% | 加仓 |
| CCRHCRH |
| 0.81% | 0.78% | $614.2万 | 5.7万股 | $672.8万 | 6.4万股 | -6,600股-10.31% | 减仓 |
| TTEXAS PACIFIC LAND CORPORATITPL |
| 0.77% | 0.73% | $584.2万 | 1.3万股 | $633.5万 | 1.3万股 | 00.00% | 持仓不变 |
 空气化工APD |
| 0.7% | 0.61% | $530.7万 | 1.8万股 | $525.8万 | 1.8万股 | 00.00% | 持仓不变 |
 International Flavors & Fragrances INC Fragrans CORP COMMONIFF |
| 0.69% | 0.17% | $526.9万 | 6.7万股 | $146.6万 | 2.0万股 | +4.6万股+229.14% | 加仓 |
 CORTEVA COMCTVA |
| 0.64% | 0.56% | $490.7万 | 5.8万股 | $485.1万 | 5.8万股 | 00.00% | 持仓不变 |
 CF INDSCF |
| 0.61% | 0.7% | $461.9万 | 4.3万股 | $604.7万 | 4.7万股 | -3,900股-8.37% | 减仓 |
 杜邦DD |
| 0.56% | 0.42% | $429.2万 | 3.2万股 | $360.1万 | 7.9万股 | -4.7万股-59.76% | 减仓 |
 TECHNIPFMC COMFTI |
| 0.42% | 0.39% | $322.2万 | 4.9万股 | $336.0万 | 4.9万股 | 00.00% | 持仓不变 |
 马丁玛丽埃塔MLM |
| 0.34% | 0.37% | $259.5万 | 4,500股 | $317.9万 | 5,400股 | -900股-16.67% | 减仓 |
 钢铁动力STLD |
| 0.33% | 0.23% | $253.0万 | 1.1万股 | $198.5万 | 1.1万股 | 00.00% | 持仓不变 |
 PPG工业PPG |
| 0.29% | 0.22% | $219.5万 | 1.8万股 | $193.5万 | 1.8万股 | 00.00% | 持仓不变 |
 SMURFIT WESTROCK SHSSW |
| 0.25% | 0.19% | $191.1万 | 4.1万股 | $164.6万 | 4.1万股 | 00.00% | 持仓不变 |
 卡梅科CCJ |
| 0.24% | 0.23% | $183.3万 | 1.8万股 | $195.5万 | 1.8万股 | 00.00% | 持仓不变 |
| AAPA公司APA |
| 0.24% | 0.28% | $182.4万 | 5.6万股 | $237.7万 | 5.6万股 | 00.00% | 持仓不变 |
 国际纸业IP |
| 0.2% | 0.17% | $155.8万 | 4.1万股 | $146.0万 | 4.1万股 | 00.00% | 持仓不变 |
| AAMCORAMCR |
| 0.2% | 0.16% | $151.2万 | 3.5万股 | $138.6万 | 3.5万股 | 00.00% | 持仓不变 |
 DOW COMDOW |
| 0.19% | 0.26% | $144.9万 | 5.3万股 | $220.5万 | 5.3万股 | 00.00% | 持仓不变 |
 美国包装PKG |
| 0.17% | 0.31% | $126.3万 | 5,300股 | $269.5万 | 1.3万股 | -7,400股-58.27% | 减仓 |
 鲍尔公司BALL |
| 0.13% | 0.11% | $101.7万 | 1.6万股 | $96.3万 | 1.6万股 | 00.00% | 持仓不变 |
 雅保ALB |
| 0.13% | 0.15% | $97.2万 | 7,200股 | $129.3万 | 7,200股 | 00.00% | 持仓不变 |
 艾利丹尼森AVY |
| 0.11% | 0.11% | $87.7万 | 5,400股 | $93.2万 | 5,400股 | 00.00% | 持仓不变 |
 LYONDELLBASELL INDUSTRIES SHS - A -LYB |
| 0.11% | 0.15% | $82.1万 | 1.6万股 | $125.7万 | 1.6万股 | 00.00% | 持仓不变 |
 美盛MOS |
| 0.06% | 0.06% | $44.9万 | 2.1万股 | $54.1万 | 2.1万股 | 00.00% | 持仓不变 |
| EEOS ENERGY ENTERPRISESEOSEW |
| 0.05% | 0.04% | $36.8万 | 6.3万股 | $31.0万 | 6.3万股 | 00.00% | 持仓不变 |
