Energy sector

ENERGY · SECTOR · MARKET VIEW

Market view · as of Jul 16, 2026

XOM
$601.39B
+2.6% rev YoY
CVX
$361.99B
+2.3% rev YoY
COP
$136.29B
-5.3% rev YoY
SLB
$70.25B
+2.7% rev YoY

Energy sector sentiment is mixed, characterized by recent downward pressure on Schlumberger shares alongside positive analyst coverage for ConocoPhillips. Among the major constituents, Exxon Mobil and Chevron lead with market capitalizations of $601.4 billion and $362.0 billion, while ConocoPhillips posts a 5.3% year-over-year revenue decline despite maintaining a sector-leading 22.1% margin. Schlumberger reports a 2.7% revenue growth rate and a 12.3% margin, contrasting with the single-digit margins reported by the integrated majors.

Constituents

CompanyMarket capP/ERev growth (YoY)Op margin
XOM$601.39B24.342.6%6.4%
CVX$361.99B31.722.3%7.3%
COP$136.29B19.12-5.3%22.1%
SLB$70.25B20.72.7%12.3%

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Sources this view read

  • fundamentals Energy constituent fundamentals (Alpha Vantage)

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