Holdings (Monthly) Guide ↗

Select Energy Portfolio

· Fidelity Select Portfolios

Monthly Holdings $3.7B AUM 9 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	NATIONAL ENERGY SERVICES REUNITED CORP	N/A	Feb 2026	5,159,991	NEW	$125.6M	—	3.43%	EC
2	HALLIBURTON CO	406216101	May 2026	1,616,900	NEW	$62.8M	—	1.71%	EC
3	WEATHERFORD INTERNATIONAL PLC	N/A	Feb 2026	234,200	NEW	$24.3M	—	0.66%	EC
4	SELECT WATER SOLUTIONS INC	81617J301	May 2026	1,059,900	NEW	$19.0M	—	0.52%	EC
5	CES ENERGY SOLUTIONS CORP	15713J104	May 2026	1,460,500	NEW	$18.3M	—	0.50%	EC
6	ODFJELL DRILLING LTD	N/A	Feb 2026	1,038,574	NEW	$9.9M	—	0.27%	EC
7	FLOWCO HOLDINGS INC	342909108	May 2026	387,800	NEW	$9.1M	—	0.25%	EC
8	VALLOUREC SA	N/A	Feb 2026	287,000	NEW	$8.0M	—	0.22%	EC
9	SUBSEA 7 SA	N/A	Feb 2026	161,500	NEW	$5.3M	—	0.15%	EC