Oil & Gas
Oil & Gas Companies
- ExxonMobil8 charts
- Chevron8 charts
- Shell10 charts
- BP10 charts
- TotalEnergies8 charts
- Eni8 charts
- Equinor8 charts
- Petrobras8 charts
- Suncor8 charts
- Imperial Oil8 charts
- ConocoPhillips8 charts
- EOG Resources8 charts
- Occidental8 charts
- Canadian Natural8 charts
- Diamondback8 charts
- Devon Energy8 charts
- APA Corporation8 charts
- Antero Resources8 charts
- EQT Corporation10 charts
- Expand Energy8 charts
- Permian Resources8 charts
- Matador Resources8 charts
- Phillips 668 charts
- Marathon Petroleum8 charts
- Valero8 charts
- HF Sinclair8 charts
- PBF Energy8 charts
- Kinder Morgan8 charts
- Williams8 charts
- Cheniere8 charts
- Energy Transfer8 charts
- Enterprise Products8 charts
- ONEOK8 charts
- Targa Resources8 charts
- SLB9 charts
- Halliburton8 charts
- Baker Hughes8 charts
- NOV8 charts
- TechnipFMC8 charts
- Weatherford8 charts
- Texas Pacific Land Corporation8 charts
Tracked Roster by Segment
Forty public companies, grouped by the five businesses used as tabs. This is a map of who sits where. Company pages are thin in this pass; the sector charts above carry the book.
Integrated
- Ticker
- XOM
- Company
- ExxonMobil
- Country
- US
- Why they are here
- The largest western oil company. Guyana offshore and the Permian (via the $60B Pioneer acquisition) drive growth; downstream and chemicals smooth the cycle.
Integrated
- Ticker
- CVX
- Company
- Chevron
- Country
- US
- Why they are here
- Second-largest US major. Closed the Hess acquisition in 2025, gaining a 30% stake in Guyana's Stabroek block alongside Permian and Tengiz production.
Integrated
- Ticker
- SHEL
- Company
- Shell
- Country
- GB
- Why they are here
- Europe's largest energy company and the world's top LNG trader. Refocused on oil, gas, and LNG after scaling back renewables targets.
Integrated
- Ticker
- BP
- Company
- BP
- Country
- GB
- Why they are here
- British major that walked back its green pivot in 2025 to refocus on oil and gas returns. Perennial breakup and takeover speculation at a valuation discount to US peers.
Integrated
- Ticker
- TTE
- Company
- TotalEnergies
- Country
- FR
- Why they are here
- French major balancing a large LNG portfolio with the most serious renewables build-out among the big five.
Integrated
- Ticker
- E
- Company
- Eni
- Country
- IT
- Why they are here
- Italian major with a distinctive satellite model: spinning growth businesses (Plenitude, Enilive) into separately funded vehicles. Strong exploration record in Africa and the Mediterranean.
Integrated
- Ticker
- EQNR
- Company
- Equinor
- Country
- NO
- Why they are here
- Norwegian state-controlled producer supplying roughly a third of Europe's pipeline gas since Russian flows collapsed. Offshore wind ambitions trimmed in the 2025 reset.
Integrated
- Ticker
- PBR
- Company
- Petrobras
- Country
- BR
- Why they are here
- Brazil's state-controlled giant, pumping some of the world's lowest-cost deepwater oil from the pre-salt basins. High dividends offset chronic political interference risk.
Integrated
- Ticker
- SU
- Company
- Suncor
- Country
- CA
- Why they are here
- Canadian oil sands integrated: mines and upgrades bitumen, refines it, and sells through Petro-Canada stations. Long-life, no-decline assets with high fixed costs.
Integrated
- Ticker
- IMO
- Company
- Imperial Oil
- Country
- CA
- Why they are here
- ExxonMobil-controlled Canadian integrated with oil sands production at Kearl and Cold Lake plus refining and the Esso brand.
Exploration and production
- Ticker
- COP
- Company
- ConocoPhillips
- Country
- US
- Why they are here
- The largest US pure E&P after the Marathon Oil acquisition. Global portfolio spans the Permian, Alaska's Willow project, and LNG stakes. The closest thing to a major without refining.
Exploration and production
- Ticker
- EOG
- Company
- EOG Resources
- Country
- US
- Why they are here
- The quality benchmark in US shale: premium drilling-return hurdles, a fortress balance sheet, and consistently best-in-class margins. Added Utica scale with the 2025 Encino acquisition.
Exploration and production
- Ticker
- OXY
- Company
- Occidental
- Country
- US
- Why they are here
- Permian heavyweight carrying the debt of the Anadarko and CrownRock deals. Berkshire Hathaway owns roughly 28%. Also building direct air capture as a long-dated carbon bet.
Exploration and production
- Ticker
- CNQ
- Company
- Canadian Natural
- Country
- CA
- Why they are here
- Canada's largest producer, built on long-life oil sands and heavy oil with decades of reserves. A dividend-growth machine with 25 consecutive annual increases.
Exploration and production
- Ticker
- FANG
- Company
- Diamondback
- Country
- US
- Why they are here
- Pure-play Permian consolidator (Endeavor, Double Eagle) known for the lowest-cost structure in the basin and blunt shareholder letters.
Exploration and production
- Ticker
- DVN
- Company
- Devon Energy
- Country
- US
- Why they are here
- Multi-basin US producer (Delaware, Eagle Ford, Bakken, Powder River, plus Marcellus and Anadarko from Coterra) that pioneered the fixed-plus-variable dividend model the industry then copied. Completed the all-stock Coterra merger on 7 May 2026.
Exploration and production
- Ticker
- APA
- Company
- APA Corporation
- Country
- US
- Why they are here
- Permian and Egypt producer whose wildcard is Suriname's offshore Block 58, developed with TotalEnergies toward first oil in 2028.
Exploration and production
- Ticker
- AR
- Company
- Antero Resources
- Country
- US
- Why they are here
- Appalachian natural gas and NGL producer with premium exposure to LNG-corridor pricing. One of the highest-beta ways to own the US gas story.
Exploration and production
- Ticker
- EQT
- Company
- EQT
- Country
- US
- Why they are here
- The largest US natural gas producer, vertically integrated after buying back Equitrans' pipeline network. The flagship equity for the AI-datacenter gas demand thesis.
Exploration and production
- Ticker
- EXE
- Company
- Expand Energy
- Country
- US
- Why they are here
- Formed from the Chesapeake and Southwestern merger. Spans Appalachia and the Haynesville, the basin closest to Gulf Coast LNG terminals. Agreed on 24 July 2026 to buy gas marketer Twin Eagle for $1.25 billion, with closing expected in the third quarter of 2026.
Exploration and production
- Ticker
- PR
- Company
- Permian Resources
- Country
- US
- Why they are here
- Delaware Basin pure-play assembled through the Centennial and Earthstone mergers, run by a young management team with heavy insider ownership.
Exploration and production
- Ticker
- MTDR
- Company
- Matador Resources
- Country
- US
- Why they are here
- Founder-led Delaware Basin producer that also owns midstream infrastructure through its San Mateo joint venture. Agreed in July 2026 to buy Paloma Permian for $1.275 billion in cash, with closing expected in the fourth quarter of 2026.
Refining
- Ticker
- PSX
- Company
- Phillips 66
- Country
- US
- Why they are here
- Diversified downstream: refining plus large midstream and chemicals (CPChem) businesses. Fought a 2025 proxy battle with Elliott over whether to break itself up.
Refining
- Ticker
- MPC
- Company
- Marathon Petroleum
- Country
- US
- Why they are here
- The largest US refiner by capacity, with 13 refineries and control of MPLX, whose distributions now cover much of the parent's capital returns.
Refining
- Ticker
- VLO
- Company
- Valero
- Country
- US
- Why they are here
- Gulf Coast refining benchmark and the largest independent refiner globally, plus the leading renewable diesel platform through Diamond Green Diesel.
Refining
- Ticker
- DINO
- Company
- HF Sinclair
- Country
- US
- Why they are here
- Mid-continent and Rockies refiner formed from HollyFrontier and Sinclair, with lubricants and renewables alongside the DINO brand.
Refining
- Ticker
- PBF
- Company
- PBF Energy
- Country
- US
- Why they are here
- The highest-torque refining equity: six refineries, thin margins, and big swings in both directions with crack spreads.
Midstream
- Ticker
- KMI
- Company
- Kinder Morgan
- Country
- US
- Why they are here
- One of North America's largest energy networks, moving roughly 40% of US natural gas. Growth backlog is increasingly tied to power-generation demand.
Midstream
- Ticker
- WMB
- Company
- Williams
- Country
- US
- Why they are here
- Owner of Transco, the largest-volume US gas pipeline, serving Southeast power and LNG demand. Among the purest infrastructure plays on gas-fired electricity growth.
Midstream
- Ticker
- LNG
- Company
- Cheniere
- Country
- US
- Why they are here
- The largest US LNG exporter, running Sabine Pass and Corpus Christi under long-term take-or-pay contracts. The defining pure-play on US LNG.
Midstream
- Ticker
- ET
- Company
- Energy Transfer
- Country
- US
- Why they are here
- Sprawling pipeline and terminal partnership spanning gas, NGLs, and crude, with the Lake Charles LNG project as its next leg. Trades at a persistent discount to C-corp peers.
Midstream
- Ticker
- EPD
- Company
- Enterprise Products
- Country
- US
- Why they are here
- The blue chip of MLPs: NGL-focused infrastructure, 26 consecutive years of distribution growth, and famously conservative leverage.
Midstream
- Ticker
- OKE
- Company
- ONEOK
- Country
- US
- Why they are here
- NGL and gas infrastructure consolidator (Magellan, EnLink, Medallion) linking Permian and Mid-Continent supply to Gulf Coast demand.
Midstream
- Ticker
- TRGP
- Company
- Targa Resources
- Country
- US
- Why they are here
- Permian gathering-and-processing leader riding the basin's associated gas growth, with NGL exports from its Galena Park terminal.
Oilfield services
- Ticker
- SLB
- Company
- SLB
- Country
- US
- Why they are here
- The world's largest oilfield services company (formerly Schlumberger), strongest in international and offshore markets, with a growing digital and AI drilling business.
Oilfield services
- Ticker
- HAL
- Company
- Halliburton
- Country
- US
- Why they are here
- North America's fracking leader, most exposed of the big three to US shale activity swings.
Oilfield services
- Ticker
- BKR
- Company
- Baker Hughes
- Country
- US
- Why they are here
- Half oilfield services, half industrial energy technology: LNG liquefaction turbines and compression, where it holds a dominant franchise, plus datacenter power equipment. Completed the $13.6 billion enterprise-value Chart Industries acquisition on 16 July 2026.
Oilfield services
- Ticker
- NOV
- Company
- NOV
- Country
- US
- Why they are here
- The industry's equipment maker: rig systems, drill pipe, and downhole tools. So ubiquitous the nickname is 'No Other Vendor.'
Oilfield services
- Ticker
- FTI
- Company
- TechnipFMC
- Country
- GB
- Why they are here
- Subsea engineering leader whose integrated iEPCI model wins deepwater projects in Brazil, Guyana, and West Africa. The purest play on the offshore cycle.
Oilfield services
- Ticker
- WFRD
- Company
- Weatherford
- Country
- US
- Why they are here
- Restructured services provider back from bankruptcy, focused on international well construction and intervention with margins near peer levels.
| Segment | Ticker | Company | Country | Why they are here |
|---|---|---|---|---|
| Integrated | XOM | ExxonMobil | US | The largest western oil company. Guyana offshore and the Permian (via the $60B Pioneer acquisition) drive growth; downstream and chemicals smooth the cycle. |
| Integrated | CVX | Chevron | US | Second-largest US major. Closed the Hess acquisition in 2025, gaining a 30% stake in Guyana's Stabroek block alongside Permian and Tengiz production. |
| Integrated | SHEL | Shell | GB | Europe's largest energy company and the world's top LNG trader. Refocused on oil, gas, and LNG after scaling back renewables targets. |
| Integrated | BP | BP | GB | British major that walked back its green pivot in 2025 to refocus on oil and gas returns. Perennial breakup and takeover speculation at a valuation discount to US peers. |
| Integrated | TTE | TotalEnergies | FR | French major balancing a large LNG portfolio with the most serious renewables build-out among the big five. |
| Integrated | E | Eni | IT | Italian major with a distinctive satellite model: spinning growth businesses (Plenitude, Enilive) into separately funded vehicles. Strong exploration record in Africa and the Mediterranean. |
| Integrated | EQNR | Equinor | NO | Norwegian state-controlled producer supplying roughly a third of Europe's pipeline gas since Russian flows collapsed. Offshore wind ambitions trimmed in the 2025 reset. |
| Integrated | PBR | Petrobras | BR | Brazil's state-controlled giant, pumping some of the world's lowest-cost deepwater oil from the pre-salt basins. High dividends offset chronic political interference risk. |
| Integrated | SU | Suncor | CA | Canadian oil sands integrated: mines and upgrades bitumen, refines it, and sells through Petro-Canada stations. Long-life, no-decline assets with high fixed costs. |
| Integrated | IMO | Imperial Oil | CA | ExxonMobil-controlled Canadian integrated with oil sands production at Kearl and Cold Lake plus refining and the Esso brand. |
| Exploration and production | COP | ConocoPhillips | US | The largest US pure E&P after the Marathon Oil acquisition. Global portfolio spans the Permian, Alaska's Willow project, and LNG stakes. The closest thing to a major without refining. |
| Exploration and production | EOG | EOG Resources | US | The quality benchmark in US shale: premium drilling-return hurdles, a fortress balance sheet, and consistently best-in-class margins. Added Utica scale with the 2025 Encino acquisition. |
| Exploration and production | OXY | Occidental | US | Permian heavyweight carrying the debt of the Anadarko and CrownRock deals. Berkshire Hathaway owns roughly 28%. Also building direct air capture as a long-dated carbon bet. |
| Exploration and production | CNQ | Canadian Natural | CA | Canada's largest producer, built on long-life oil sands and heavy oil with decades of reserves. A dividend-growth machine with 25 consecutive annual increases. |
| Exploration and production | FANG | Diamondback | US | Pure-play Permian consolidator (Endeavor, Double Eagle) known for the lowest-cost structure in the basin and blunt shareholder letters. |
| Exploration and production | DVN | Devon Energy | US | Multi-basin US producer (Delaware, Eagle Ford, Bakken, Powder River, plus Marcellus and Anadarko from Coterra) that pioneered the fixed-plus-variable dividend model the industry then copied. Completed the all-stock Coterra merger on 7 May 2026. |
| Exploration and production | APA | APA Corporation | US | Permian and Egypt producer whose wildcard is Suriname's offshore Block 58, developed with TotalEnergies toward first oil in 2028. |
| Exploration and production | AR | Antero Resources | US | Appalachian natural gas and NGL producer with premium exposure to LNG-corridor pricing. One of the highest-beta ways to own the US gas story. |
| Exploration and production | EQT | EQT | US | The largest US natural gas producer, vertically integrated after buying back Equitrans' pipeline network. The flagship equity for the AI-datacenter gas demand thesis. |
| Exploration and production | EXE | Expand Energy | US | Formed from the Chesapeake and Southwestern merger. Spans Appalachia and the Haynesville, the basin closest to Gulf Coast LNG terminals. Agreed on 24 July 2026 to buy gas marketer Twin Eagle for $1.25 billion, with closing expected in the third quarter of 2026. |
| Exploration and production | PR | Permian Resources | US | Delaware Basin pure-play assembled through the Centennial and Earthstone mergers, run by a young management team with heavy insider ownership. |
| Exploration and production | MTDR | Matador Resources | US | Founder-led Delaware Basin producer that also owns midstream infrastructure through its San Mateo joint venture. Agreed in July 2026 to buy Paloma Permian for $1.275 billion in cash, with closing expected in the fourth quarter of 2026. |
| Refining | PSX | Phillips 66 | US | Diversified downstream: refining plus large midstream and chemicals (CPChem) businesses. Fought a 2025 proxy battle with Elliott over whether to break itself up. |
| Refining | MPC | Marathon Petroleum | US | The largest US refiner by capacity, with 13 refineries and control of MPLX, whose distributions now cover much of the parent's capital returns. |
| Refining | VLO | Valero | US | Gulf Coast refining benchmark and the largest independent refiner globally, plus the leading renewable diesel platform through Diamond Green Diesel. |
| Refining | DINO | HF Sinclair | US | Mid-continent and Rockies refiner formed from HollyFrontier and Sinclair, with lubricants and renewables alongside the DINO brand. |
| Refining | PBF | PBF Energy | US | The highest-torque refining equity: six refineries, thin margins, and big swings in both directions with crack spreads. |
| Midstream | KMI | Kinder Morgan | US | One of North America's largest energy networks, moving roughly 40% of US natural gas. Growth backlog is increasingly tied to power-generation demand. |
| Midstream | WMB | Williams | US | Owner of Transco, the largest-volume US gas pipeline, serving Southeast power and LNG demand. Among the purest infrastructure plays on gas-fired electricity growth. |
| Midstream | LNG | Cheniere | US | The largest US LNG exporter, running Sabine Pass and Corpus Christi under long-term take-or-pay contracts. The defining pure-play on US LNG. |
| Midstream | ET | Energy Transfer | US | Sprawling pipeline and terminal partnership spanning gas, NGLs, and crude, with the Lake Charles LNG project as its next leg. Trades at a persistent discount to C-corp peers. |
| Midstream | EPD | Enterprise Products | US | The blue chip of MLPs: NGL-focused infrastructure, 26 consecutive years of distribution growth, and famously conservative leverage. |
| Midstream | OKE | ONEOK | US | NGL and gas infrastructure consolidator (Magellan, EnLink, Medallion) linking Permian and Mid-Continent supply to Gulf Coast demand. |
| Midstream | TRGP | Targa Resources | US | Permian gathering-and-processing leader riding the basin's associated gas growth, with NGL exports from its Galena Park terminal. |
| Oilfield services | SLB | SLB | US | The world's largest oilfield services company (formerly Schlumberger), strongest in international and offshore markets, with a growing digital and AI drilling business. |
| Oilfield services | HAL | Halliburton | US | North America's fracking leader, most exposed of the big three to US shale activity swings. |
| Oilfield services | BKR | Baker Hughes | US | Half oilfield services, half industrial energy technology: LNG liquefaction turbines and compression, where it holds a dominant franchise, plus datacenter power equipment. Completed the $13.6 billion enterprise-value Chart Industries acquisition on 16 July 2026. |
| Oilfield services | NOV | NOV | US | The industry's equipment maker: rig systems, drill pipe, and downhole tools. So ubiquitous the nickname is 'No Other Vendor.' |
| Oilfield services | FTI | TechnipFMC | GB | Subsea engineering leader whose integrated iEPCI model wins deepwater projects in Brazil, Guyana, and West Africa. The purest play on the offshore cycle. |
| Oilfield services | WFRD | Weatherford | US | Restructured services provider back from bankruptcy, focused on international well construction and intervention with margins near peer levels. |