Energy sector

ENERGY · SECTOR · MARKET VIEW

Market view · as of Aug 31, 2026

XOM
$644.38B
+44.1% rev YoY
CVX
$395.97B
+53.5% rev YoY
COP
$156.59B
+35.5% rev YoY
SLB
$85.09B
+5.0% rev YoY

Energy majors are expanding operational footprints, with ExxonMobil committing $1.1 billion to its Mozambique LNG project, Chevron reporting an offshore discovery in Angola, and Schlumberger securing new contracts in Venezuela and Norway. The sector is led by Exxon Mobil and Chevron, which command market capitalizations of $644.38 billion and $395.97 billion, respectively, and posted year-over-year revenue growth of 44.1% and 53.5%. ConocoPhillips and Schlumberger round out the group with market caps of $156.59 billion and $85.09 billion, while ConocoPhillips maintains the highest margin among the four at 31.5% compared to Schlumberger's 12.7%.

Constituents

CompanyMarket capP/ERev growth (YoY)Op margin
XOM$644.38B20.1244.1%15.9%
CVX$395.97B19.2253.5%21.9%
COP$156.59B17.1335.5%31.5%
SLB$85.09B27.975.0%12.7%

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Sources this view read

  • fundamentals Energy constituent fundamentals (Alpha Vantage)

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