Last updated: April 23, 2019

Overview

This sector includes companies that drill, refine, and transport commodities like oil and natural gas. There are two types of energy companies we'll cover in this section:

  1. Energy equipment and services.
    • These companies manufacture and service equipment (drilling rigs) used by Exxon and others.
  2. Upstream, midstream, and downstream.
    • Upstream: Companies that drill and extract oil and natural gas.
    • Midstream: Companies that deliver oil and natural gas to refiners and storage companies.
    • Downstream: Companies that refine and deliver the finished product to the end user (gas stations, etc).

Note: Integrated companies do all thee: upstream, midstream, and downstream.

My Post (9)

Ways to trade

(XLE) Energy Select Sector SPDR Fund

XLE Homepage

  • Total Assets: $14.2 billion
  • Div. Yield: 3.08%
  • Exp. Ratio: 0.13%
  • Options Available: Yes

(VDE) Vanguard Energy ETF

VDE Homepage

  • Total Assets: $3.7 billion
  • Div. Yield: 3.10%
  • Exp. Ratio: 0.10%
  • Options Available: Yes

(IXC) iShares Global Energy ETF

IXC Homepage

This ETF includes a few foreign companies. See the top ten holdings section (foreign companies in bold).

  • Total Assets: $1 billion
  • Div. Yield: 3.31%
  • Exp. Ratio: 0.46%
  • Options Available: Yes

Top ten holdings

XLE (SPDR)

  1. Exxon (XOM)
  2. Chevron (CVX)
  3. Conoco Phillips (COP)
  4. EOG Resources (EOG)
  5. Schlumberger N.V. (SLB)
  6. Occidental Petroleum (OXY)
  7. Marathon Petroleum (MPC)
  8. Phillips 66 (PSX)
  9. Kinder Morgan (KMI)
  10. Valero Energy (VLO)

VDE (Vanguard)

  1. Exxon (XOM)
  2. Chevron (CVX)
  3. Conoco Phillips (COP)
  4. Schlumberger N.V. (SLB)
  5. EOG Resources (EOG)
  6. Occidental Petroleum (OXY)
  7. Phillips 66 (PSX)
  8. Marathon Petroleum (MPC)
  9. Kinder Morgan (KMI)
  10. Valero Energy (VLO)

IXC (iShares)

  1. Exxon (XOM)
  2. Chevron (CVX)
  3. BP Plc (BP) | United Kingdom
  4. Total SA (FP) | France
  5. Royal Dutch Shell. Class A (RDS.A) | United Kingdom
  6. Royal Dutch Shell. Class B (RDS.B) | United Kingdom
  7. Conoco Phillips (COP)
  8. Enbridge Inc. (ENB) | Canada
  9. Schlumberger N.V. (SLB)
  10. EOG Resources (EOG)

Buy, sell, or hold

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