OILT – Texas Capital Texas Oil Index ETF – ETF Stock Quote | Morningstar

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Will OILT outperform in future?

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable OILT’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

The People Pillar is our evaluation of the OILT management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar

The Parent Pillar is our rating of OILT’s parent organization’s priorities and whether they’re in line with investors’ interests.

Texas Capital Texas Oil Index ETF’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Bronze.

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Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the lowest fee quintile among peers.

by Morningstar Manager Research

Rated on Aug 31, 2024 Published on Aug 31, 2024

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Current Portfolio Date Oct 1, 2024
Equity Holdings —
Bond Holdings —
Other Holdings —
% Assets in Top 10 Holdings 62.4

Top 10 Holdings	% Portfolio Weight	Market Value USD	Sector
Exxon Mobil Corp	8.47	1.1 Mil	Energy
ConocoPhillips	8.36	1.1 Mil	Energy
Occidental Petroleum Corp	8.18	1.1 Mil	Energy
Diamondback Energy Inc	8.16	1.1 Mil	Energy
EOG Resources Inc	7.32	955,755	Energy
APA Corp	4.74	619,176	Energy
Chevron Corp	4.48	585,028	Energy
Ovintiv Inc	4.31	562,039	Energy
Marathon Oil Corp	4.25	554,348	Energy
SM Energy Co	4.17	544,729	Energy

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