Geopolitics Alpha

Thursday's ETF Movers: IEO, BIZD

Published . Updated .

In trading on Thursday, the iShares U.S. Oil & Gas Exploration & Production ETF is outperforming other ETFs, up about 2.5% on the day. Components of that ETF showing particular strength include shares of PBF Energy, up about 5% and shares of CVR Energy, up about 4.7% on

Directly affected

  • PBF PBF Energy

    Named in this report.

  • CVI Cvr Energy

    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

TickerT-5T-3T-1T0T+1T+2T+3
PBF———————
CVI———————
XOM———————
CVX———————
OXY———————
COP———————
VLO———————
MPC———————
XOP———————
XLE———————
USO———————
OIH———————

In trading on Thursday, the iShares U.S. Oil & Gas Exploration & Production ETF is outperforming other ETFs, up about 2.5% on the day. Components of that ETF showing particular strength include shares of PBF Energy, up about 5% and shares…

Source: Nasdaq Markets

United States Oil Fund (USO) compared with energy stocks (XLE) since 1 Oct 2026

Since the first closing price after “Thursday's ETF Movers: IEO, BIZD,” United States Oil Fund (USO) is +9.09%. The S&P 500 fund (SPY) is -0.40% over the same days, a +9.49% difference versus the market. energy stocks (XLE) is +7.89%, a +1.20% difference versus that group of stocks.

USO
SPY
XLE

United States Oil Fund (USO) filings in this energy story

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).

United States Oil Fund (USO) on one side of this energy story

Companies tied to this story

  • USO United States Oil Fund

    In “Thursday's ETF Movers: IEO, BIZD,” 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

  • BNO United States Brent Oil Fund

    For “Thursday's ETF Movers: IEO, BIZD,” United States Brent Oil Fund (BNO) 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

  • XLE Select Sector Spdr Tr

    Select Sector Spdr Tr (XLE) is linked, with no stored direction, high confidence in the 1 Oct 2026 story “Thursday's ETF Movers: IEO, BIZD.” 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 1 Oct 2026 story “Thursday's ETF Movers: IEO, BIZD.” 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 “Thursday's ETF Movers: IEO, BIZD,” 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

    Amplify Energy (AMPY) is linked, with no stored direction, medium confidence in the 1 Oct 2026 story “Thursday's ETF Movers: IEO, BIZD.” 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

    For “Thursday's ETF Movers: IEO, BIZD,” Atmos Energy (ATO) is linked, with no stored direction, medium confidence. 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

    Bloom Energy (BE) is linked, with no stored direction, medium confidence in the 1 Oct 2026 story “Thursday's ETF Movers: IEO, BIZD.” 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 Oil Fund (USO) and the energy link

The 1 Oct 2026 story “Thursday's ETF Movers: IEO, BIZD” names United States Oil Fund (USO) because of Energy.

The link for United States Oil Fund (USO) is this: Oil-supply or crude-price developments can transmit through WTI/Brent proxies and energy producer earnings expectations

Also listed, United States Brent Oil Fund (BNO): Oil-supply or crude-price developments can transmit through WTI/Brent proxies and energy producer earnings expectations

Price levels for United States Oil Fund (USO)

BNO traded between 57.39 and 67.79 across 20 sessions. The latest close on file is 67.10. USO traded between 141.82 and 162.99 across 20 sessions. The latest close on file is 160.80. XLE traded between 60.95 and 68.51 across 20 sessions. The latest close on file is 67.80.

How solid “Thursday's ETF Movers: IEO, BIZD” looks

46 out of 100

“Thursday's ETF Movers: IEO, BIZD” scores 46 out of 100. The score uses 1 sources, and 10 linked companies.