| Air Products and Chemicals, Inc. | COM | $11.5M | 1.3%Prev: 0.9% | 41,400 SH | Increased+20,800 SH |
| Albemarle Corporation | COM | $762K | 0.1%Prev: 0.1% | 7,200 SH | Increased |
| Amcor plc | COM | $1.5M | 0.2%Prev: 0.2% | 34,880 SH | Decreased-161,520 SH |
| APA Corporation | COM | $2.3M | 0.3%Prev: 0.2% | 56,000 SH | Increased |
| Avery Dennison Corporation | COM | $922K | 0.1%Prev: 0.1% | 5,400 SH | Increased |
| Baker Hughes Company | COM | $12.2M | 1.4%Prev: 2.8% | 221,800 SH | Decreased-155,100 SH |
| Ball Corporation | COM | $4.2M | 0.5%Prev: 0.2% | 75,300 SH | Increased+52,000 SH |
| CF Industries Holdings, Inc. | COM | $4.9M | 0.6%Prev: 0.7% | 42,669 SH | Increased-8,900 SH |
| Cheniere Energy, Inc. | COM | $4.2M | 0.5%Prev: 0.6% | 15,600 SH | Increased-2,000 SH |
| Chevron Corporation | COM | $121.3M | 14.2%Prev: 14.9% | 594,224 SH | Increased-38,500 SH |
| Chord Energy Corporation | COM | $30K | 0.0%Prev: 0.0% | 225 SH | Increased |
| ConocoPhillips | COM | $55.1M | 6.4%Prev: 6.4% | 440,303 SH | Increased-7,000 SH |
| Corteva Inc. | COM | $4.5M | 0.5%Prev: 0.9% | 57,945 SH | Decreased-34,000 SH |
| CRH public limited company | COM | $4.8M | 0.6% | 57,400 SH | New |
| Devon Energy Corporation | COM | $11.9M | 1.4%Prev: 1.6% | 259,360 SH | Increased-40,040 SH |
| Diamondback Energy, Inc. | COM | $15.3M | 1.8%Prev: 0.8% | 83,000 SH | Increased+47,500 SH |
| Dow, Inc. | COM | $1.5M | 0.2%Prev: 0.2% | 52,945 SH | Decreased-11,000 SH |
| Ecolab Inc. | COM | $6.0M | 0.7%Prev: 1.8% | 21,900 SH | Decreased-22,500 SH |
| EOG Resources, Inc. | COM | $19.3M | 2.3%Prev: 2.4% | 140,067 SH | Increased-1,300 SH |
| Eos Energy Enterprises, Inc. | COM | $192K | 0.0% | 62,600 SH | New |
| EQT Corporation | COM | $7.4M | 0.9%Prev: 1.8% | 153,000 SH | Decreased-67,500 SH |
| Expand Energy Corporation | COM | $7.4M | 0.9%Prev: 0.7% | 88,500 SH | Increased+42,100 SH |
| Exxon Mobil Corporation | COM | $217.2M | 25.3%Prev: 22.3% | 1,334,355 SH | Increased+32,900 SH |
| Freeport-McMoRan, Inc. | COM | $16.2M | 1.9%Prev: 1.3% | 231,100 SH | Increased+8,900 SH |
| Halliburton Company | COM | $11.1M | 1.3%Prev: 0.6% | 349,853 SH | Increased+191,500 SH |
| International Flavors & Fragrances Inc. | COM | $6.1M | 0.7%Prev: 0.2% | 72,606 SH | Increased+52,400 SH |
| International Paper Company | COM | $1.4M | 0.2%Prev: 0.3% | 40,900 SH | Decreased |
| Kinder Morgan, Inc. | COM | $12.9M | 1.5%Prev: 3.0% | 429,392 SH | Decreased-267,300 SH |
| Linde plc | COM | $25.3M | 2.9%Prev: 4.4% | 53,200 SH | Decreased-8,300 SH |
| LyondellBasell Industries N.V. | COM | $897K | 0.1%Prev: 0.2% | 15,600 SH | Decreased-5,000 SH |
| Marathon Petroleum Corporation | COM | $29.9M | 3.5%Prev: 3.3% | 75,512 SH | Increased-37,000 SH |
| Martin Marietta Materials, Inc. | COM | $2.2M | 0.3%Prev: 0.5% | 4,500 SH | Decreased-900 SH |
| Mosaic Company | COM | $459K | 0.1%Prev: 0.1% | 21,201 SH | Decreased |
| Newmont Corporation | COM | $13.7M | 1.6%Prev: 1.6% | 119,000 SH | Increased-6,300 SH |
| Nucor Corporation | COM | $10.0M | 1.2%Prev: 1.1% | 42,700 SH | Increased-11,300 SH |
| Occidental Petroleum Corporation | COM | $16.8M | 2.0%Prev: 1.8% | 303,751 SH | Increased+53,300 SH |
| ONEOK, Inc. | COM | $12.0M | 1.4%Prev: 1.9% | 140,500 SH | Decreased-28,000 SH |
| Packaging Corporation of America | COM | $1.2M | 0.1%Prev: 0.2% | 5,300 SH | Decreased-2,100 SH |
| Phillips 66 | COM | $34.4M | 4.0%Prev: 3.3% | 134,875 SH | Increased-24,600 SH |
| PPG Industries, Inc. | COM | $1.9M | 0.2%Prev: 0.3% | 18,100 SH | Decreased |
| Sherwin-Williams Company | COM | $6.3M | 0.7%Prev: 1.3% | 19,400 SH | Decreased-5,800 SH |
| SLB Ltd. | COM | $26.4M | 3.1% | 542,733 SH | New |
| Smurfit Westrock plc | COM | $1.8M | 0.2%Prev: 0.3% | 41,300 SH | Increased |
| Steel Dynamics, Inc. | COM | $2.4M | 0.3%Prev: 0.2% | 11,026 SH | Increased |
| Targa Resources Corp. | COM | $24.5M | 2.9%Prev: 1.1% | 90,700 SH | Increased+49,100 SH |
| TechnipFMC plc | COM | $3.3M | 0.4%Prev: 0.4% | 48,600 SH | Increased-14,200 SH |
| Texas Pacific Land Corporation | COM | $4.3M | 0.5%Prev: 0.7% | 13,350 SH | Decreased+8,200 SH |
| Valero Energy Corporation | COM | $40.5M | 4.7%Prev: 2.3% | 104,600 SH | Increased+15,700 SH |
| Vulcan Materials Company | COM | $8.4M | 1.0%Prev: 1.2% | 34,200 SH | Increased+7,600 SH |
| Williams Companies, Inc. | COM | $28.6M | 3.3%Prev: 3.4% | 421,450 SH | Increased+71,400 SH |