# Portfolio overlap — FSENX vs FANAX

Comparing **Select Energy Portfolio** (2026-02-28) and **Fidelity Advisor Energy Fund** (2025-10-31).

- Shared positions: 34
- Select Energy Portfolio covered by Fidelity Advisor Energy Fund: 0.9361688868910353675629292173
- Fidelity Advisor Energy Fund covered by Select Energy Portfolio: 0.9361688868910353675629292174

## Select Energy Portfolio — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| EXXON MOBIL CORP | 0.247259 | ✓ |
| CHEVRON CORP | 0.108996 | ✓ |
| CENOVUS ENERGY INC | 0.046254 | ✓ |
| National Energy Services Reunited Corporation | 0.045343 | ✓ |
| CAN NATURAL RES | 0.044119 | ✓ |
| MARATHON PETROLEUM CORP | 0.042012 | ✓ |
| TECHNIPFMC PLC | 0.040535 | ✓ |
| MLP | 0.037108 | ✓ |
| CHENIERE ENERGY INC | 0.036474 | ✓ |
| SLB LTD | 0.036073 | ✓ |
| VALERO ENERGY CORP | 0.034774 | ✓ |
| BAKER HUGHES CO | 0.032783 | ✓ |
| TARGA RESOURCES CORP | 0.029038 | ✓ |
| DIAMONDBACK ENERGY INC | 0.025836 | ✓ |
| CONOCOPHILLIPS | 0.024788 | ✓ |
| VISTRA CORP | 0.020510 | ✓ |
| OCCIDENTAL PETROLEUM CORP | 0.019469 | ✓ |
| OVINTIV INC | 0.018060 | ✓ |
| WILLIAMS COS INC | 0.016976 | ✓ |
| PERMIAN RESOURCES CORP CL A | 0.012927 | ✓ |
| ANTERO RESOURCES | 0.012418 | ✓ |
| RANGE RESOURCES CORP | 0.012009 | ✓ |
| PHILLIPS 66 | 0.011768 | ✓ |
| EXPAND ENERGY CORP | 0.009033 | ✓ |
| Fidelity Cash Central Fund | 0.007129 | ✓ |
| KODIAK GAS SERVICES INC | 0.005216 |  |
| KINDER MORGAN INC | 0.004587 | ✓ |
| VENTURE GLOBAL INC | 0.003999 | ✓ |
| CALIFORNIA RESOU | 0.003500 | ✓ |
| Fidelity Securities Lending Cash Central Fund | 0.003451 | ✓ |
| ODFJELL DRILLING | 0.003275 | ✓ |
| VALLOUREC | 0.001457 | ✓ |
| SUBSEA 7 SA | 0.001327 | ✓ |
| IMPERIAL OIL LTD | 0.000751 | ✓ |
| NORTHERN OIL AND GAS INC | 0.000745 | ✓ |

## Fidelity Advisor Energy Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| EXXON MOBIL CORP | 0.247270 | ✓ |
| CHEVRON CORP | 0.094455 | ✓ |
| MARATHON PETROLEUM CORP | 0.054368 | ✓ |
| CENOVUS ENERGY INC | 0.046721 | ✓ |
| MLP | 0.044506 | ✓ |
| VALERO ENERGY CORP | 0.043979 | ✓ |
| CHENIERE ENERGY INC | 0.043446 | ✓ |
| CAN NATURAL RES | 0.043013 | ✓ |
| TECHNIPFMC PLC | 0.034223 | ✓ |
| SLB LTD | 0.032254 | ✓ |
| National Energy Services Reunited Corporation | 0.031849 | ✓ |
| VISTRA CORP | 0.029723 | ✓ |
| BAKER HUGHES CO | 0.029310 | ✓ |
| DIAMONDBACK ENERGY INC | 0.026906 | ✓ |
| CONOCOPHILLIPS | 0.025743 | ✓ |
| TARGA RESOURCES CORP | 0.022549 | ✓ |
| OCCIDENTAL PETROLEUM CORP | 0.020125 | ✓ |
| WILLIAMS COS INC | 0.017554 | ✓ |
| OVINTIV INC | 0.017266 | ✓ |
| PHILLIPS 66 | 0.014112 | ✓ |
| RANGE RESOURCES CORP | 0.013839 | ✓ |
| ANTERO RESOURCES | 0.013750 | ✓ |
| EXPAND ENERGY CORP | 0.011650 | ✓ |
| PERMIAN RESOURCES CORP CL A | 0.009368 | ✓ |
| VENTURE GLOBAL INC | 0.004683 | ✓ |
| KINDER MORGAN INC | 0.004679 | ✓ |
| CHORD ENERGY CORP | 0.004578 |  |
| CALIFORNIA RESOU | 0.003450 | ✓ |
| Fidelity Securities Lending Cash Central Fund | 0.003368 | ✓ |
| ODFJELL DRILLING | 0.003029 | ✓ |
| Fidelity Cash Central Fund | 0.002736 | ✓ |
| IMPERIAL OIL LTD | 0.002225 | ✓ |
| VALLOUREC | 0.001456 | ✓ |
| SUBSEA 7 SA | 0.001116 | ✓ |
| NORTHERN OIL AND GAS INC | 0.000703 | ✓ |


## Sources

- N-PORT (fund A) — accession `0000035402-26-002657` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/320351/000003540226002657/0000035402-26-002657-index.htm>
- N-PORT (fund B) — accession `0000035402-25-002864` (as of 2025-10-31)
  <https://www.sec.gov/Archives/edgar/data/315700/000003540225002864/0000035402-25-002864-index.htm>

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_Data sourced from U.S. SEC EDGAR filings (Forms N-PORT, N-CEN, and prospectus Risk/Return summaries). FundWatcher is not affiliated with the SEC._

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