Lukoil’s overseas oilfields and refineries attract unconventional U.S.-led bid
Published . Updated .
Key takeaways
- The latest oil and gas news, dedicated to all things oil and gas: people, technologies, transactions, trends, and macro-economic analysis that impact commodity prices.
- Exposed: USO, XLE, CRAK, XOM, VLO
- Market reaction: USO −7.9% on the day (still updating); XLE −5.9% on the day (still updating); MPC −10.1% on the day (still updating)
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The latest oil and gas news, dedicated to all things oil and gas: people, technologies, transactions, trends, and macro-economic analysis that impact commodity prices.
Directly affected
- No company is named in this report.
Indirectly affected
- USO United States Oil Fund+6.3% 30d
United States Oil Fund: its price follows crude oil. Linked by “oilfield” (oil) in this story.
- XLE Energy Select Sector SPDR+6.9% 30d
Energy Select Sector SPDR: its price follows crude oil. Linked by “oilfield” (oil) in this story.
- CRAK VanEck Oil Refiners ETF
VanEck Oil Refiners ETF: it holds refiners, whose margins move with fuel prices. Linked by “refineries” (refining) in this story.
- UNG United States Natural Gas Fund-16.0% 30d
United States Natural Gas Fund: it follows natural-gas prices. Linked by “gas” (natural gas) in this story.
- XOM ExxonMobil Holdings+2.0% 16d
ExxonMobil Holdings (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “oilfield” (oil) in this story.
- CVX Chevron+9.6% 30d
Chevron (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “oilfield” (oil) in this story.
- COP ConocoPhillips+11.6% 30d
ConocoPhillips (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “oilfield” (oil) in this story.
- SHEL Shell+3.5% 11d
Shell (crude petroleum and natural gas): oil producers' profits rise and fall with crude prices. Linked by “oilfield” (oil) in this story.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| USO | +5.38% | +6.75% | base | -7.92% | after close | after close | after close |
| XLE | +2.64% | +4.95% | base | -5.91% | after close | after close | after close |
| CRAK | +2.29% | +2.54% | base | -3.42% | after close | after close | after close |
| UNGNo price data for this ticker | — | — | — | — | — | — | — |
| XOM | +2.57% | +5.49% | base | -5.59% | after close | after close | after close |
| CVX | +1.76% | +4.58% | base | -4.68% | after close | after close | after close |
| COP | +3.21% | +6.66% | base | -6.40% | after close | after close | after close |
| SHELNo price data for this ticker | — | — | — | — | — | — | — |
Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.
Lukoil’s overseas oilfields and refineries attract unconventional U.S.-led bid Oil & Gas 360
Source: Oil & Gas 360
United States Oil Fund (USO) since this story, compared with the market
| Company | When | Move | Status |
|---|---|---|---|
| Conocophillips (COP) | that day | -6.40% | still updating |
| Conocophillips (COP) | three days earlier | +6.66% | final price |
| Conocophillips (COP) | five days earlier | +3.21% | final price |
| Vaneck Etf Trust (CRAK) | that day | -3.42% | still updating |
| Vaneck Etf Trust (CRAK) | three days earlier | +2.54% | final price |
| Vaneck Etf Trust (CRAK) | five days earlier | +2.29% | final price |
| Chevron (CVX) | that day | -4.68% | still updating |
| Chevron (CVX) | three days earlier | +4.58% | final price |
| Chevron (CVX) | five days earlier | +1.76% | final price |
| United States Oil Fund (USO) | that day | -7.92% | still updating |
| United States Oil Fund (USO) | three days earlier | +6.75% | final price |
| United States Oil Fund (USO) | five days earlier | +5.38% | final price |
| Select Sector Spdr Tr (XLE) | that day | -5.91% | still updating |
| Select Sector Spdr Tr (XLE) | three days earlier | +4.95% | final price |
| Select Sector Spdr Tr (XLE) | five days earlier | +2.64% | final price |
| ExxonMobil Holdings (XOM) | that day | -5.59% | still updating |
| ExxonMobil Holdings (XOM) | three days earlier | +5.49% | final price |
| ExxonMobil Holdings (XOM) | five days earlier | +2.57% | final price |
Trades by members of Congress and officials in the stocks in this story
- Rep. Pete Sessions sold ExxonMobil Holdings (XOM), worth $1,001 - $15,000 on 14 Oct 2026. That is 21 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Kevin Hern sold ExxonMobil Holdings (XOM) (jointly held), worth $100,001 - $250,000 on 31 Aug 2026. That is 65 days before publication. Filed 25 Sep 2026. View the filing.
- Rep. Pete Sessions sold Chevron (CVX), worth $15,001 - $50,000 on 14 Oct 2026. That is 21 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Kevin Hern sold Chevron (CVX) (jointly held), worth $15,001 - $50,000 on 23 Sep 2026. That is 42 days before publication. Filed 13 Oct 2026. View the filing.
- Rep. Maria Elvira Salazar bought Chevron (CVX), worth $1,001 - $15,000 on 2 Sep 2026. That is 63 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Michael T. McCaul sold Conocophillips (COP) (held by a spouse), worth $1,001 - $15,000 on 26 Aug 2026. That is 70 days before publication. Filed 14 Oct 2026. View the filing.
- Rep. Michael T. McCaul sold Conocophillips (COP) (held by a spouse), worth $1,001 - $15,000 on 24 Aug 2026. That is 72 days before publication. Filed 14 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, bought Conocophillips (COP), worth $1,000,001 - $5,000,000 on 21 Aug 2026. That is 75 days before publication. Filed 8 Oct 2026. View the filing.
- Rep. David J. Taylor sold Marathon Petroleum (MPC), worth $1,001 - $15,000 on 15 Oct 2026. That is 20 days before publication. Filed 29 Oct 2026. View the filing.
- Rep. David J. Taylor sold Marathon Petroleum (MPC), worth $1,001 - $15,000 on 22 Sep 2026. That is 43 days before publication. Filed 1 Oct 2026. View the filing.
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 Oil Fund (USO)
Companies carried with this story
- USO United States Oil Fund
United States Oil Fund (USO) is linked, with no stored direction, medium confidence in the 4 Nov 2026 story “Lukoil’s overseas oilfields and refineries attract unconventional U.S.-led bid.” Reason on file: United States Oil Fund: its price follows crude oil. Linked by “oilfield” (oil) in this story
- XLE Select Sector Spdr Tr
In “Lukoil’s overseas oilfields and refineries attract unconventional U.S.-led bid,” Select Sector Spdr Tr (XLE) is linked, with no stored direction, medium confidence. Reason on file: Energy Select Sector SPDR: its price follows crude oil. Linked by “oilfield” (oil) in this story
- CRAK Vaneck Etf Trust
In “Lukoil’s overseas oilfields and refineries attract unconventional U.S.-led bid,” Vaneck Etf Trust (CRAK) is linked, with no stored direction, medium confidence. Reason on file: VanEck Oil Refiners ETF: it holds refiners, whose margins move with fuel prices. Linked by “refineries” (refining) in this story
- XOM ExxonMobil Holdings
In “Lukoil’s overseas oilfields and refineries attract unconventional U.S.-led bid,” ExxonMobil Holdings (XOM) is linked, with no stored direction, medium confidence. Reason on file: ExxonMobil Holdings (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “oilfield” (oil) in this story
- VLO Valero Energy
In “Lukoil’s overseas oilfields and refineries attract unconventional U.S.-led bid,” Valero Energy (VLO) is linked, with no stored direction, medium confidence. Reason on file: Valero Energy (petroleum refining): refiners' margins move with crude and fuel prices. Linked by “refineries” (refining) in this story
- CVX Chevron
In “Lukoil’s overseas oilfields and refineries attract unconventional U.S.-led bid,” Chevron (CVX) is linked, with no stored direction, medium confidence. Reason on file: Chevron (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “oilfield” (oil) in this story
- MPC Marathon Petroleum
Marathon Petroleum (MPC) is linked, with no stored direction, medium confidence in the 4 Nov 2026 story “Lukoil’s overseas oilfields and refineries attract unconventional U.S.-led bid.” Reason on file: Marathon Petroleum (petroleum refining): refiners' margins move with crude and fuel prices. Linked by “refineries” (refining) in this story
- COP Conocophillips
Conocophillips (COP) is linked, with no stored direction, medium confidence in the 4 Nov 2026 story “Lukoil’s overseas oilfields and refineries attract unconventional U.S.-led bid.” Reason on file: ConocoPhillips (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “oilfield” (oil) in this story
United States Oil Fund (USO) and the energy link
The 4 Nov 2026 story “Lukoil’s overseas oilfields and refineries attract unconventional U.S.-led bid” names United States Oil Fund (USO) because of Energy.
United States Oil Fund (USO) is on the page because United States Oil Fund: its price follows crude oil. Linked by “oilfield” (oil) in this story
Also listed, Select Sector Spdr Tr (XLE): Energy Select Sector SPDR: its price follows crude oil. Linked by “oilfield” (oil) in this story
Dates and price levels for United States Oil Fund (USO)
USO traded between 142.51 and 171.80 across 20 sessions. The latest close on file is 158.17. XLE traded between 63.05 and 70.15 across 20 sessions. The latest close on file is 66.70.
The energy score for United States Oil Fund (USO)
46 out of 100Price not final
“Lukoil’s overseas oilfields and refineries attract unconventional U.S.-led bid” scores 46 out of 100. The score uses 1 sources, and 8 linked companies. The price is not final yet.