Last Updated: September 27, 2016
Inception Date: April 05, 2000
Date Funded: August 28, 2009*
|Folio||S&P 500 Total Return|
(% of Folio)
|2||APC||anadarko pete corp||3.33%|
|3||BHI||baker hughes inc||3.33%|
|4||BP||bp plc adr||3.34%|
|5||CEO||cnooc ltd adr||3.33%|
|6||CNQ||canadian nat res ltd||3.33%|
|8||CVX||chevron corp new||3.34%|
|9||DVN||devon energy corp new||3.33%|
|10||E||eni s p a adr||3.33%|
|12||EOG||eog res inc||3.34%|
|13||EPD||enterprise prods partners l p||3.33%|
|14||ETP||energy transfer prtnrs lp unit ltd partn||3.33%|
|17||KMI||kinder morgan inc del com||3.33%|
|18||MMP||magellan midstream prtnrs lp com unit rp||3.34%|
|19||NBL||noble energy inc||3.33%|
|20||OXY||occidental pete corp del||3.34%|
|21||PSX||phillips 66 com new||3.34%|
|22||PXD||pioneer nat res co||3.33%|
|23||RDS.B||royal dutch shell plc spon adr b||3.34%|
|24||SE||spectra energy corp com||3.33%|
|25||SEP||spectra energy partners lp com||3.34%|
|27||SU||suncor energy new inc||3.33%|
|28||TOT||total s a adr||3.34%|
|29||TRP||transcanada corp ltd||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.