Energy sector
ENERGY · SECTOR · MARKET VIEW
Market view · as of Sep 6, 2026
XOM
$655.73B
+44.1% rev YoY
CVX
$409.19B
+53.5% rev YoY
COP
$161.29B
+35.5% rev YoY
SLB
$85.35B
+5.0% rev YoY
Energy sector activity is focused on international expansion, highlighted by Chevron’s pursuit of Venezuelan deals and an Angolan discovery, ExxonMobil’s $1.1 billion commitment to a Mozambique LNG project, and SLB’s restart of Venezuelan rigs. Chevron leads the group in year-over-year revenue growth at 53.5% with a 21.9% margin, while ExxonMobil reports 44.1% revenue growth and a 15.9% margin. ConocoPhillips maintains a 31.5% margin on a $161.3 billion market capitalization, contrasting with Schlumberger, which trades at a 28.05 price-to-earnings ratio with 5% revenue growth.
Constituents
| Company | Market cap | P/E | Rev growth (YoY) | Op margin |
|---|---|---|---|---|
| XOM | $655.73B | 20.52 | 44.1% | 15.9% |
| CVX | $409.19B | 20.33 | 53.5% | 21.9% |
| COP | $161.29B | 17.95 | 35.5% | 31.5% |
| SLB | $85.35B | 28.05 | 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)