| ConocoPhillips(COP) | COM | 20825C104 | $12.3M | 373,400 | 85.0% |
| Corteva Inc.(CTVA) | COM | 22052L104 | $1.9M | 66,245 | 13.2% |
| Chevron Corporation(CVX) | COM | 166764100 | $43.5K | 603,500 | 0.3% |
| Exxon Mobil Corporation(XOM) | COM | 30231G102 | $42.8K | 1,247,030 | 0.3% |
| Linde plc(LIN) | COM | G5494J103 | $18.8K | 79,000 | 0.1% |
| Sherwin-Williams Company(SHW) | COM | 824348106 | $9.7K | 13,900 | 0.1% |
| Phillips 66(PSX) | COM | 718546104 | $7.2K | 138,375 | 0.0% |
| Schlumberger Limited(SLB) | COM | 806857108 | $7.1K | 456,400 | 0.0% |
| Kinder Morgan, Inc.(KMI) | COM | 49456B101 | $7.0K | 568,100 | 0.0% |
| Air Products and Chemicals, Inc.(APD) | COM | 009158106 | $6.9K | 23,100 | 0.0% |
| Williams Companies, Inc.(WMB) | COM | 969457100 | $6.8K | 347,700 | 0.0% |
| Newmont Corporation(NEM) | COM | 651639106 | $6.5K | 102,300 | 0.0% |
| DuPont de Nemours, Inc.(DD) | COM | 26614N102 | $6.4K | 114,945 | 0.0% |
| Ecolab Inc.(ECL) | COM | 278865100 | $6.3K | 31,600 | 0.0% |
| Marathon Petroleum Corporation(MPC) | COM | 56585A102 | $6.1K | 206,485 | 0.0% |
| Valero Energy Corporation(VLO) | COM | 91913Y100 | $5.6K | 129,700 | 0.0% |
| Pioneer Natural Resources Company(PXDEUR) | COM | 723787107 | $5.4K | 62,900 | 0.0% |
| EOG Resources, Inc.(EOG) | COM | 26875P101 | $4.9K | 136,400 | 0.0% |
| Freeport-McMoRan, Inc.(FCX) | COM | 35671D857 | $4.6K | 293,600 | 0.0% |
| LyondellBasell Industries N.V.(LYB) | COM | N53745100 | $4.3K | 60,800 | 0.0% |
| Concho Resources Inc.(CXOEUR) | COM | 20605P101 | $3.7K | 83,240 | 0.0% |
| Hess Corporation(HES) | COM | 42809H107 | $3.4K | 83,600 | 0.0% |
| PPG Industries, Inc.(PPG) | COM | 693506107 | $3.4K | 27,600 | 0.0% |
| Celanese Corporation(CE) | COM | 150870103 | $3.2K | 30,000 | 0.0% |
| Halliburton Company(HAL) | COM | 406216101 | $3.2K | 264,970 | 0.0% |
| Dow, Inc.(DOW) | COM | 260557103 | $3.1K | 65,745 | 0.0% |
| Oneok, Inc.(OKE) | COM | 682680103 | $2.9K | 111,500 | 0.0% |
| Cabot Oil & Gas Corporation(CTRA) | COM | 127097103 | $2.8K | 158,700 | 0.0% |
| Baker Hughes Company(BKR) | COM | 05722G100 | $2.7K | 202,100 | 0.0% |
| Occidental Petroleum Corporation(OXY) | COM | 674599105 | $2.6K | 258,651 | 0.0% |
| Ball Corporation(BALL) | COM | 058498106 | $2.4K | 29,100 | 0.0% |
| Utilities Select Sector Spdr Fund(XLU) | COM | 81369Y886 | $2.3K | 39,200 | 0.0% |
| Diamondback Energy, Inc.(FANG) | COM | 25278X109 | $2.3K | 76,400 | 0.0% |
| International Flavors & Fragrances Inc.(IFF) | COM | 459506101 | $1.7K | 13,600 | 0.0% |
| Amcor plc(AMCR) | COM | G0250X107 | $1.4K | 125,100 | 0.0% |
| Vulcan Materials Company(VMC) | COM | 929160109 | $1.3K | 9,900 | 0.0% |
| Noble Energy, Inc.(NBL2EUR) | COM | 655044105 | $1.3K | 156,100 | 0.0% |
| International Paper Company(IP) | COM | 460146103 | $1.3K | 32,900 | 0.0% |
| Devon Energy Corporation(DVN) | COM | 25179M103 | $1.2K | 126,200 | 0.0% |
| Apache Corporation(9990302D) | COM | 037411105 | $1.2K | 124,000 | 0.0% |
| Martin Marietta Materials, Inc.(MLM) | COM | 573284106 | $1.1K | 4,800 | 0.0% |
| FMC Corporation(FMC) | COM | 302491303 | $1.1K | 10,500 | 0.0% |
| Marathon Oil Corporation(MRO*) | COM | 565849106 | $1.1K | 261,100 | 0.0% |
| National Oilwell Varco, Inc.(NOVEUR) | COM | 637071101 | $1.1K | 115,900 | 0.0% |
| Nucor Corporation(NUE) | COM | 670346105 | $1.1K | 23,400 | 0.0% |
| HollyFrontier Corporation(HFCUSD) | COM | 436106108 | $940 | 47,700 | 0.0% |
| TechnipFMC plc(FTI) | COM | G87110105 | $839 | 132,900 | 0.0% |
| Packaging Corporation of America(PKG) | COM | 695156109 | $829 | 7,600 | 0.0% |
| Albemarle Corporation(ALB) | COM | 012653101 | $804 | 9,000 | 0.0% |
| WestRock Company(WRKUSD) | COM | 96145D105 | $771 | 22,200 | 0.0% |