Energy sector
ENERGY · SECTOR · MARKET VIEW
Market view · as of Aug 27, 2026
XOM
$660.54B
+44.1% rev YoY
CVX
$392.10B
+53.5% rev YoY
COP
$158.38B
+35.5% rev YoY
SLB
$79.09B
+5.0% rev YoY
Energy sector activity is characterized by operational expansion, highlighted by SLB’s rig restarts in Venezuela and Norway contract, ExxonMobil’s $1.1 billion commitment to its Mozambique LNG project, and Chevron’s offshore discovery in Angola. Among major constituents, Exxon Mobil leads with a $660.5 billion market cap, while ConocoPhillips reports the highest margins at 31.5%. Chevron shows the strongest year-over-year revenue growth at 53.5%, contrasting with Schlumberger’s 5% growth and 26.0 P/E ratio.
Constituents
| Company | Market cap | P/E | Rev growth (YoY) | Op margin |
|---|---|---|---|---|
| XOM | $660.54B | 20.65 | 44.1% | 15.9% |
| CVX | $392.10B | 19.54 | 53.5% | 21.9% |
| COP | $158.38B | 17.63 | 35.5% | 31.5% |
| SLB | $79.09B | 26.0 | 5.0% | 12.7% |
Recent news
- Somewhat-Bullish SLB Prepares to Restart 15 Oil Rigs in Venezuela · 2026-08-19
- Somewhat-Bullish ExxonMobil commits $1.1 billion before final approval of its $30 billion Mozambique LNG project · 2026-08-18
- Neutral CVX Stock Rises Overnight: Chevron Says It Has Discovered Oil, Gas Condensate Offshore In Angola · 2026-08-18
- Somewhat-Bullish 3 Energy Stocks Tied To Oil Prices And Long Term Contracts · 2026-08-11
- Somewhat-Bullish Vessel upgrade on the agenda: SLB, Equinor strike multi-year deal to unlock Norway's tight offshore reservoirs · 2026-08-07
- Neutral Jefferies Sticks to Their Buy Rating for Halliburton (HAL) · 2026-07-28
Sources this view read
- fundamentals Energy constituent fundamentals (Alpha Vantage)