As the oil surge continues, trader Mike Khouw sees more upside in this surging name
Published . Updated .
Michael Khouw breaks down how he's trading this energy name.
Directly affected
- No company is named in this report.
Indirectly affected
- XOM Exxon Mobil
Oil producers earn more when crude prices rise
- CVX Chevron
Oil producers earn more when crude prices rise
- OXY Occidental Petroleum
Oil producers earn more when crude prices rise
- COP ConocoPhillips
Oil producers earn more when crude prices rise
- VLO Valero
Refiners' profits move with crude and fuel prices
- MPC Marathon Petroleum
Refiners' profits move with crude and fuel prices
- XOP SPDR S&P Oil & Gas Exploration
A fund of oil and gas producers
- XLE Energy Select Sector SPDR
A fund of energy companies
- USO United States Oil Fund
This fund moves with oil prices
- OIH VanEck Oil Services
Oilfield services rise when drilling follows oil prices
Price reaction, T-5 to T+3
Michael Khouw breaks down how he's trading this energy name.
Source: CNBC Top
How far United States Brent Oil Fund (BNO) has moved since 14 Sep 2026
Since the first closing price after “As the oil surge continues, trader Mike Khouw sees more upside in this surging name,” United States Brent Oil Fund (BNO) is +5.58%. The S&P 500 fund (SPY) is +1.21% over the same days, a +4.37% difference versus the market. energy stocks (XLE) is +2.82%, a +2.76% difference versus that group of stocks.
Official trades in United States Brent Oil Fund (BNO) around 14 Sep 2026
- Gilbert Cisneros buy Advanced Energy Industries (AEIS) ($1,001 - $15,000). That is 15 days after publication, inside 30 days. The filing is listed beside the story “As the oil surge continues, trader Mike Khouw sees more upside in this surging name.”
- Nancy Pelosi buy Bloom Energy (BE) ($500,001 - $1,000,000). That is 48 days before publication, inside 60 days. The filing is listed beside the story “As the oil surge continues, trader Mike Khouw sees more upside in this surging name.”
- Nancy Pelosi buy Bloom Energy (BE) ($1,000,001 - $5,000,000). That is 52 days before publication, inside 60 days. The filing is listed beside the story “As the oil surge continues, trader Mike Khouw sees more upside in this surging name.”
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
Companies in energy around United States Brent Oil Fund (BNO)
Companies tied to this story
- BNO United States Brent Oil Fund
United States Brent Oil Fund (BNO) is linked, with no stored direction, high confidence in the 14 Sep 2026 story “As the oil surge continues, trader Mike Khouw sees more upside in this surging name.” Reason on file: Oil-supply or crude-price developments can transmit through WTI/Brent proxies and energy producer earnings expectations
- XLE Select Sector Spdr Tr
For “As the oil surge continues, trader Mike Khouw sees more upside in this surging name,” Select Sector Spdr Tr (XLE) is linked, with no stored direction, high confidence. Reason on file: Oil-supply or crude-price developments can transmit through WTI/Brent proxies and energy producer earnings expectations
- XOP State Street Spdr S&P Oil & Gas Exploration & Production Etf
State Street Spdr S&P Oil & Gas Exploration & Production Etf (XOP) is linked, with no stored direction, high confidence in the 14 Sep 2026 story “As the oil surge continues, trader Mike Khouw sees more upside in this surging name.” Reason on file: Oil-supply or crude-price developments can transmit through WTI/Brent proxies and energy producer earnings expectations
- USO United States Oil Fund
In “As the oil surge continues, trader Mike Khouw sees more upside in this surging name,” United States Oil Fund (USO) is linked, with no stored direction, high confidence. Reason on file: Oil-supply or crude-price developments can transmit through WTI/Brent proxies and energy producer earnings expectations
- AEIS Advanced Energy Industries
For “As the oil surge continues, trader Mike Khouw sees more upside in this surging name,” Advanced Energy Industries (AEIS) is linked, with no stored direction, medium confidence. Reason on file: GA selected AEIS as a RELATED security because its canonical security name directly matches this event's themes: energy. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- AMPY Amplify Energy
For “As the oil surge continues, trader Mike Khouw sees more upside in this surging name,” Amplify Energy (AMPY) is linked, with no stored direction, medium confidence. Reason on file: GA selected AMPY as a RELATED security because its canonical security name directly matches this event's themes: energy. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- ATO Atmos Energy
Atmos Energy (ATO) is linked, with no stored direction, medium confidence in the 14 Sep 2026 story “As the oil surge continues, trader Mike Khouw sees more upside in this surging name.” Reason on file: GA selected ATO as a RELATED security because its canonical security name directly matches this event's themes: energy. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- BE Bloom Energy
For “As the oil surge continues, trader Mike Khouw sees more upside in this surging name,” Bloom Energy (BE) is linked, with no stored direction, medium confidence. Reason on file: GA selected BE as a RELATED security because its canonical security name directly matches this event's themes: energy. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
United States Brent Oil Fund (BNO) and the energy link
“As the oil surge continues, trader Mike Khouw sees more upside in this surging name” (14 Sep 2026) reaches United States Brent Oil Fund (BNO) through Energy.
What ties United States Brent Oil Fund (BNO) to the headline is this: Oil-supply or crude-price developments can transmit through WTI/Brent proxies and energy producer earnings expectations
Select Sector Spdr Tr (XLE) is here too. Its reason reads: Oil-supply or crude-price developments can transmit through WTI/Brent proxies and energy producer earnings expectations
Dates in the story, and the United States Brent Oil Fund (BNO) price range
BNO traded between 57.39 and 67.79 across 20 sessions. The latest close on file is 67.10. XLE traded between 60.95 and 68.51 across 20 sessions. The latest close on file is 67.80. XOP traded between 177.09 and 202.25 across 20 sessions. The latest close on file is 199.52.
What the saved facts support for United States Brent Oil Fund (BNO)
46 out of 100
“As the oil surge continues, trader Mike Khouw sees more upside in this surging name” scores 46 out of 100. The score uses 1 sources, and 10 linked companies.