Energy sector
ENERGY · SECTOR · MARKET VIEW
Market view · as of Jun 4, 2026
XOM
$619.92B
+2.6% rev YoY
CVX
$373.52B
+2.3% rev YoY
COP
$142.38B
-5.3% rev YoY
SLB
$83.54B
+2.7% rev YoY
Energy sector sentiment remains sensitive to geopolitical developments in Iran and recent oil price volatility. Major constituents show varied performance, with Exxon Mobil and Chevron holding market capitalizations of $619.9 billion and $373.5 billion, while ConocoPhillips reports a 22.1% margin despite a 5.3% year-over-year revenue decline. Institutional activity includes Norges Bank acquiring 21,093,188 shares of Schlumberger, which currently posts 2.7% revenue growth and a 12.3% margin.
Constituents
| Company | Market cap | P/E | Rev growth (YoY) | Op margin |
|---|---|---|---|---|
| XOM | $619.92B | 25.18 | 2.6% | 6.4% |
| CVX | $373.52B | 32.67 | 2.3% | 7.3% |
| COP | $142.38B | 19.81 | -5.3% | 22.1% |
| SLB | $83.54B | 24.61 | 2.7% | 12.3% |
Recent news
- Somewhat-Bullish 21,093,188 Shares in SLB Limited $SLB Bought by Norges Bank · 2026-05-31
- Somewhat-Bullish What does the war in Iran mean for energy in the medium term? · 2026-05-19
- Somewhat-Bullish Exxon Mobil Corporation stock (US30231G1022): Is its energy moat strong enough to unlock new upside? · 2026-04-27
- Somewhat-Bullish Atlas Energy Solutions (AESI) Stock Is Up, What You Need To Know · 2026-04-13
- Somewhat-Bearish Barclays Sticks to Their Buy Rating for Schlumberger (SLB) · 2026-04-10
- Somewhat-Bearish Exxon Mobil (XOM) stock slips as oil drops — what to watch before Friday U.S.-Iran talks · 2026-02-05
Sources this view read
- fundamentals Energy constituent fundamentals (Alpha Vantage)