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DRLL vs IEO

Shared holdings
29
DRLL covered by IEO
50.81%
IEO covered by DRLL
50.81%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 35 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

DRLL (March 31, 2026)

SecurityWeight
EXXON MOBIL CORP21.69%
CHEVRON CORP21.67%
VALERO ENERGY CORP4.77%
MARATHON PETROLEUM CORP4.71%
CONOCOPHILLIPS4.58%
EOG RESOURCES INC4.54%
PHILLIPS 664.46%
OCCIDENTAL PETROLEUM CORP4.04%
EQT CORPORATION3.42%
DIAMONDBACK ENERGY INC3.17%
DEVON ENERGY CORP2.69%
TEXAS PACIFIC LAND CORP2.37%
EXPAND ENERGY CORP2.26%
COTERRA ENERGY INC2.26%
PERMIAN RESOURCES CORP CL A1.38%
APA CORP1.30%
OVINTIV INC1.30%
ANTERO RESOURCES1.06%
RANGE RESOURCES CORP0.92%
HF SINCLAIR CORP0.85%
MURPHY USA INC0.73%
CHORD ENERGY CORP0.69%
VIPER ENERGY INC A0.68%
MATADOR RESOURCES COMPANY0.63%
FRST AM-GV OB-X0.57%
MAGNOLIA OIL and GAS CORPO CL A0.49%
MURPHY OIL CORP0.48%
CALIFORNIA RESOU0.45%
CNX RESOURCES CORP0.42%
PBF ENERGY INC CL A0.34%
CRESCENT ENERGY INC A0.30%
GULFPORT ENERGY CORP0.29%
NORTHERN OIL AND GAS INC0.24%
COMSTOCK RESOURCES INC0.14%
Landbridge Company, LLC0.11%

IEO (March 31, 2026)

SecurityWeight
CONOCOPHILLIPS19.01%
EOG RESOURCES INC9.22%
VALERO ENERGY CORP8.86%
PHILLIPS 667.13%
DIAMONDBACK ENERGY INC4.69%
DEVON ENERGY CORP4.37%
MARATHON PETROLEUM CORP4.33%
EQT CORPORATION4.01%
COTERRA ENERGY INC3.73%
EXPAND ENERGY CORP3.66%
TEXAS PACIFIC LAND CORP3.64%
OVINTIV INC2.31%
BlackRock Cash Funds: Institutional, SL Agency Shares2.31%
PERMIAN RESOURCES CORP CL A2.21%
APA CORP2.11%
ANTERO RESOURCES1.74%
RANGE RESOURCES CORP1.50%
HF SINCLAIR CORP1.37%
VIPER ENERGY INC A1.22%
CHORD ENERGY CORP1.13%
VENTURE GLOBAL INC1.06%
MATADOR RESOURCES COMPANY1.03%
SM ENERGY CO0.99%
MAGNOLIA OIL and GAS CORPO CL A0.80%
MURPHY OIL CORP0.77%
CNX RESOURCES CORP0.77%
CALIFORNIA RESOU0.76%
PBF ENERGY INC CL A0.55%
GULFPORT ENERGY CORP0.46%
CRESCENT ENERGY INC A0.46%
PAR PACIFIC HOLDINGS INC0.44%
NORTHERN OIL AND GAS INC0.43%
DELEK US HOLDINGS INC0.38%
CALUMET INC0.32%
SABLE OFFSHORE CORP0.28%
TALOS ENERGY INC0.28%
COMSTOCK RESOURCES INC0.23%
KOSMOS ENERGY LTD0.22%
REX AMERICAN RESOURCES CORP0.18%
WORLD KINECT CORP0.18%
GREEN PLAINS INC0.16%
BKV CORPORATION0.15%
CVR ENERGY INC0.14%
BlackRock Cash Funds: Treasury, SL Agency Shares0.10%
VAALCO ENERGY INC0.09%
SANDRIDGE ENERGY INC0.07%
VITESSE ENERGY INC0.07%
CLEAN ENERGY FUELS CORP0.06%
XAE ENERGY JUN260.00%

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