Energy sector
ENERGY · SECTOR · MARKET VIEW
Market view · as of Sep 4, 2026
XOM
$674.97B
+44.1% rev YoY
CVX
$415.43B
+53.5% rev YoY
COP
$164.82B
+35.5% rev YoY
SLB
$86.27B
+5.0% rev YoY
Energy majors are expanding international operations, with Chevron and Schlumberger pursuing oil opportunities in Venezuela, while ExxonMobil has committed $1.1 billion to its Mozambique LNG project and Chevron reported a new discovery in Angola. The sector is led by Exxon Mobil (market cap $674.97 billion) and Chevron (market cap $415.43 billion), which posted year-over-year revenue growth of 44.1% and 53.5% respectively. ConocoPhillips and Schlumberger complete the group with market capitalizations of $164.82 billion and $86.27 billion, with ConocoPhillips maintaining a 31.5% margin.
Constituents
| Company | Market cap | P/E | Rev growth (YoY) | Op margin |
|---|---|---|---|---|
| XOM | $674.97B | 21.18 | 44.1% | 15.9% |
| CVX | $415.43B | 20.32 | 53.5% | 21.9% |
| COP | $164.82B | 18.03 | 35.5% | 31.5% |
| SLB | $86.27B | 27.81 | 5.0% | 12.7% |
Recent news
- Somewhat-Bullish Chevron and Halliburton Near Billion-Dollar Venezuela Oil Deals · 2026-08-31
- Somewhat-Bullish Chevron and Halliburton are nearing billion-dollar deals to invest in Venezuelan oil · 2026-08-29
- Somewhat-Bullish CVX, HAL Stocks Gain — Chevron, Halliburton Reportedly Eye Venezuela Oil Opportunities · 2026-08-28
- 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
- Somewhat-Bullish CVX Stock Rises Overnight: Chevron Says It Has Discovered Oil, Gas Condensate Offshore In Angola · 2026-08-18
Sources this view read
- fundamentals Energy constituent fundamentals (Alpha Vantage)