July 24, 2025
Mish's Daily
By Mish Schneider
Here are the top 10 holdings of the XLE ETF as of July 24, 2025, along with their respective weightings:
The XLE ETF itself is recognized for providing exposure to dividend-paying energy stocks. The fund currently offers a dividend yield of approximately 3.3%
ExxonMobil (XOM), Chevron (CVX), ConocoPhillips (COP), Williams Companies (WMB), ONEOK (OKE) and Marathon Petroleum (MPC) all pay attractive dividends.
XLE has generally underperformed the overall market since 2022.
This year, and especially now with new all-time highs in SPY, XLE has yet to see its potential.
On the chart, XLE has returned back over the January and July 6-month calendar range lows (red horizontal lines).
XLE tested and held the 50-DMA (blue).
While the leadership shows XLE underperforming the benchmark, should that change, it would be very positive for the sector.
It is Real Motion though that intrigues me the most.
Note the bullish divergence in momentum.
The red dots are above both the 50 and 200-DMAs while the price is not.
Hence, some confirmation would be helpful.
For now, we believe that the major oil companies want higher energy prices as at current depressed levels, it is not economical to drill, frack or refine.
XLE is a good indicator to watch for that.
The next Daily will be out Monday after the close.
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ETF Summary
(Pivotal means short-term bullish above that level and bearish below)
S&P 500 (SPY) 628 calendar range high now through it so now support
Russell 2000 (IWM) FAILED 226 the calendar range high.
Dow (DIA) FAILED 450 the calendar range high.
Nasdaq (QQQ) 558 calendar range high to hold
Regional banks (KRE) 62 pivotal
Semiconductors (SMH) Did not clear the calendar range high
Transportation (IYT) 70 pivotal
Biotechnology (IBB) 134 the calendar range high. Now must hold
Retail (XRT) FAILED 81.70, the calendar range high.
Bitcoin (BTCUSD) 116 held, over 120k probably higher
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