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XOP vs XLE

Shared holdings
17
XOP covered by XLE
30.46%
XLE covered by XOP
30.46%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 50 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

XOP (March 31, 2026)

SecurityWeight
State Street Navigator Securities Lending Portfolio II4.70%
APA CORP2.87%
VENTURE GLOBAL INC2.82%
SM ENERGY CO2.71%
MURPHY OIL CORP2.70%
OCCIDENTAL PETROLEUM CORP2.61%
CHORD ENERGY CORP2.54%
PBF ENERGY INC CL A2.53%
CONOCOPHILLIPS2.51%
MATADOR RESOURCES COMPANY2.50%
COTERRA ENERGY INC2.50%
DIAMONDBACK ENERGY INC2.50%
EXXON MOBIL CORP2.50%
CRESCENT ENERGY INC A2.49%
DEVON ENERGY CORP2.47%
HF SINCLAIR CORP2.47%
PERMIAN RESOURCES CORP CL A2.46%
EOG RESOURCES INC2.43%
MAGNOLIA OIL and GAS CORPO CL A2.42%
GULFPORT ENERGY CORP2.41%
CHEVRON CORP2.41%
OVINTIV INC2.40%
RANGE RESOURCES CORP2.40%
MARATHON PETROLEUM CORP2.40%
PHILLIPS 662.40%
VIPER ENERGY INC A2.39%
ANTERO RESOURCES2.39%
VALERO ENERGY CORP2.38%
EXPAND ENERGY CORP2.25%
EQT CORPORATION2.22%
CALIFORNIA RESOU2.15%
NORTHERN OIL AND GAS INC2.13%
CNX RESOURCES CORP2.11%
PAR PACIFIC HOLDINGS INC2.05%
TEXAS PACIFIC LAND CORP2.02%
DELEK US HOLDINGS INC1.91%
CALUMET INC1.52%
TALOS ENERGY INC1.40%
COMSTOCK RESOURCES INC1.26%
KOSMOS ENERGY LTD1.20%
WORLD KINECT CORP1.04%
SABLE OFFSHORE CORP0.79%
CVR ENERGY INC0.67%
GREEN PLAINS INC0.66%
BKV CORPORATION0.65%
VITESSE ENERGY INC0.37%
REX AMERICAN RESOURCES CORP0.34%
GEVO INC0.32%
SANDRIDGE ENERGY INC0.24%
VAALCO ENERGY INC0.24%

XLE (March 31, 2026)

SecurityWeight
EXXON MOBIL CORP23.77%
CHEVRON CORP17.33%
CONOCOPHILLIPS7.22%
EOG RESOURCES INC4.15%
SLB LTD4.07%
WILLIAMS COS INC4.07%
VALERO ENERGY CORP3.99%
PHILLIPS 663.89%
MARATHON PETROLEUM CORP3.81%
KINDER MORGAN INC3.48%
BAKER HUGHES CO3.20%
ONEOK INC3.01%
TARGA RESOURCES CORP2.85%
OCCIDENTAL PETROLEUM CORP2.48%
EQT CORPORATION2.10%
DIAMONDBACK ENERGY INC2.03%
HALLIBURTON CO1.73%
DEVON ENERGY CORP1.65%
TEXAS PACIFIC LAND CORP1.46%
COTERRA ENERGY INC1.41%
EXPAND ENERGY CORP1.38%
APA CORP0.80%
State Street Navigator Securities Lending Portfolio II0.11%
ZCS BRL 14.0087 05/12/25-01/04/27 CME0.01%

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