Holdings
Select Energy Portfolio
As of May 31, 2026, Select Energy Portfolio reported 34 positions worth US$3.64B. Largest: Exxon Mobil Corporation, Chevron Corporation and Marathon Petroleum Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Exxon Mobil Corporation | 5.94M | US$863M | +235K | May 31, 2026 |
| Chevron Corporation | 2.23M | US$407M | +177K | May 31, 2026 |
| Marathon Petroleum Corporation | 756K | US$188M | +10,500 | May 31, 2026 |
| Cenovus Energy Inc. | 6.32M | US$174M | −988K | May 31, 2026 |
| Technipfmc Plc | 2.26M | US$155M | +113K | May 31, 2026 |
| Valero Energy Corporation | 596K | US$146M | −1,800 | May 31, 2026 |
| Slb Limited | 2.62M | US$143M | +144K | May 31, 2026 |
| Baker Hughes Company | 2.23M | US$143M | +464K | May 31, 2026 |
| Energy Transfer Lp | 7.06M | US$135M | +131K | May 31, 2026 |
| Cheniere Energy, Inc. | 560K | US$126M | +16,000 | May 31, 2026 |