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Holdings (Monthly) Guide ↗

Select Energy Portfolio

· Fidelity Select Portfolios
Monthly Holdings $3.7B AUM 18 positions Period May 2026 Filed Jul 24, 2026 EDGAR ↗ ← All Funds
All 9 New 18 Added 8 Reduced 4 Exited · May 2026 vs Feb 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 EXXON MOBIL CORP 30231G102 Feb 2026 5,939,443 +234,600 $862.8M -0.8% 23.52% EC
2 CHEVRON CORP NEW 166764100 Feb 2026 2,230,165 +176,700 $406.9M +6.1% 11.10% EC
3 MARATHON PETROLEUM CORP 56585A102 Feb 2026 756,270 +10,500 $188.1M +27.3% 5.13% EC
4 TECHNIPFMC PLC N/A Feb 2026 2,264,072 +1,230,398 $154.9M +1244.3% 4.22% EC
5 SLB LTD 806857108 Feb 2026 2,616,187 +144,000 $142.7M +12.4% 3.89% EC
6 BAKER HUGHES CO 05722G100 Feb 2026 2,231,700 +464,200 $142.6M +23.6% 3.89% EC
7 ENERGY TRANSFER LP 29273V100 Feb 2026 7,061,600 +131,300 $135.4M +3.7% 3.69% EC
8 CHENIERE ENERGY INC 16411R208 Feb 2026 560,412 +16,000 $126.0M -1.8% 3.44% EC
9 TARGA RES CORP 87612G101 Feb 2026 483,600 +50,300 $123.4M +20.7% 3.36% EC
10 DIAMONDBACK ENERGY INC 25278X109 Feb 2026 540,900 +18,700 $103.6M +13.9% 2.82% EC
11 CONOCOPHILLIPS INC 20825C104 Feb 2026 807,316 +38,600 $92.0M +5.5% 2.51% EC
12 OVINTIV INC 69047Q102 Feb 2026 1,311,000 +54,900 $73.5M +15.6% 2.00% EC
13 VISTRA CORP 92840M102 Feb 2026 432,700 +17,700 $69.3M -3.9% 1.89% EC
14 PERMIAN RESOURCES CORP 71424F105 Feb 2026 3,557,400 +1,070,500 $68.4M +50.4% 1.87% EC
15 KINDER MORGAN INC DEL 49456B101 Feb 2026 2,006,200 +1,521,100 $62.4M +286.3% 1.70% EC
16 WILLIAMS COS INC 969457100 Feb 2026 852,800 +53,400 $60.9M +1.9% 1.66% EC
17 KODIAK GAS SERVICES INC 50012A108 Feb 2026 420,500 +84,200 $28.1M +53.2% 0.77% EC
18 CALIFORNIA RESOURCES CORPORATION 13057Q305 Feb 2026 229,500 +20,200 $13.6M +10.5% 0.37% EC