Oil prices creeping up again,which stocks are most exposed on a P/E basis?

Oil prices have been moving up again and I was wondering which stocks might actually feel it the most in their earnings. Airlines came to mind first since fuel is such a huge part of their costs. If oil keeps rising it feels like margins for companies like Delta or United could get squeezed pretty quickly unless ticket prices go up. Same with logistics companies like FedEx or UPS. They can add fuel surcharges but it usually takes time before it offsets higher oil prices. I’m also thinking about manufacturing and semiconductors since energy and shipping costs are part of the supply chain. On the other hand oil producers obviously benefit when crude rises. Curious what others here think , are there stocks where the current P/E might not fully reflect higher oil prices yet?