Last Updated: July 19, 2017
Inception Date: 2000-04-05 00:00:00.0
Date Funded: 2009-08-28*
|Folio||S&P 500 Total Return|
(% of Folio)
|1||APC||anadarko pete corp||3.33%|
|2||BP||bp plc adr||3.33%|
|3||CEO||cnooc ltd adr||3.33%|
|4||CNQ||canadian nat res ltd||3.33%|
|6||CVX||chevron corp new||3.34%|
|7||E||eni s p a adr||3.33%|
|9||EOG||eog res inc||3.34%|
|10||EPD||enterprise prods partners l p||3.33%|
|11||ETE||energy transfer equity l p com ut ltd pt||3.33%|
|12||ETP||energy transfer partner l p unit ltd prt||3.34%|
|14||KMI||kinder morgan inc del com||3.33%|
|15||MPC||marathon pete corp com||3.33%|
|16||OXY||occidental pete corp del||3.33%|
|17||PAA||plains all amern pipeline l p unit ltd p||3.33%|
|18||PSX||phillips 66 com new||3.33%|
|19||PXD||pioneer nat res co||3.33%|
|20||RDS.A||royal dutch shell plc spons adr a||3.34%|
|21||RDS.B||royal dutch shell plc spon adr b||3.34%|
|23||SSL||sasol ltd adr||3.34%|
|24||SU||suncor energy new inc||3.34%|
|25||TOT||total s a adr||3.34%|
|26||TRP||transcanada corp ltd||3.33%|
|27||VLO||valero energy corp new||3.33%|
|28||WMB||williams cos inc del||3.33%|
|29||WPZ||williams partners l p new unit ltd par||3.33%|
|30||XOM||exxon mobil corp||3.34%|
Steps to Create This Folio
- We selected securities with primary business operations in the Oil and Energy sector, as defined by Zacks Investment Research.
- We ranked the securities according to their market capitalizations and selected the top 30 securities based on market capitalizations.
- We equally weighted all securities in the folio.
Number of Securities
There are generally 30 securities in the folio.
If the characteristics of the folio have changed substantially, the securities included may change. Also, corporate actions, such as a merger, or other events may cause changes to the securities held at any time. Your returns may deviate significantly from the values displayed here, due to many factors, including how long after a folio has been updated that you place orders to update your holdings.