Geopolitics Alpha

Thursday Sector Leaders: Oil & Gas Exploration & Production, Education & Training Services

Published . Updated .

In trading on Thursday, oil & gas exploration & production shares were relative leaders, up on the day by about 2.1%. Leading the group were shares of Primeenergy Resources, up about 7.8% and shares of Big Sky Industrial up about 6.8% on the day. Also showing relative

Directly affected

  • PNRG Primeenergy Resources

    Named in this report.

  • BSIN Big Sky Industrial

    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

  • XLI Industrial Select Sector SPDR

    A fund of industrial companies

  • CAT Caterpillar

    A large machinery maker

  • 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

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
PNRG———————
BSIN———————
XOM———————
CVX———————
OXY———————
COP———————
XLI———————
CAT———————
VLO———————
MPC———————
XOP———————
XLE———————

In trading on Thursday, oil & gas exploration & production shares were relative leaders, up on the day by about 2.1%. Leading the group were shares of Primeenergy Resources, up about 7.8% and shares of Big Sky Industrial up about 6.8% on t…

Source: Nasdaq Markets

Price since this story was published: United States Oil Fund (USO)

Since the first closing price after “Thursday Sector Leaders: Oil & Gas Exploration & Production, Education & Training Services,” United States Oil Fund (USO) is +8.40%. The S&P 500 fund (SPY) is -0.62% over the same days, a +9.02% difference versus the market. energy stocks (XLE) is +9.28%, a -0.88% difference versus that group of stocks.

USO
SPY
XLE

Companies in energy around United States Oil Fund (USO)

Companies tied to this story

  • USO United States Oil Fund

    United States Oil Fund (USO) is linked, with no stored direction, high confidence in the 24 Sep 2026 story “Thursday Sector Leaders: Oil & Gas Exploration & Production, Education & Training Services.” 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

    In “Thursday Sector Leaders: Oil & Gas Exploration & Production, Education & Training Services,” 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

    For “Thursday Sector Leaders: Oil & Gas Exploration & Production, Education & Training Services,” 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 24 Sep 2026 story “Thursday Sector Leaders: Oil & Gas Exploration & Production, Education & Training Services.” Reason on file: Oil-supply or crude-price developments can transmit through WTI/Brent proxies and energy producer earnings expectations

  • NESR National Energy Services Reunited

    National Energy Services Reunited (NESR) is linked, with no stored direction, medium confidence in the 24 Sep 2026 story “Thursday Sector Leaders: Oil & Gas Exploration & Production, Education & Training Services.” Reason on file: GA selected NESR as a RELATED security because its canonical security name directly matches this event's themes: services, energy. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • ESOA Energy Services of America

    Energy Services of America (ESOA) is linked, with no stored direction, medium confidence in the 24 Sep 2026 story “Thursday Sector Leaders: Oil & Gas Exploration & Production, Education & Training Services.” Reason on file: GA selected ESOA as a RELATED security because its canonical security name directly matches this event's themes: services, energy. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • NINE Nine Energy Service

    Nine Energy Service (NINE) is linked, with no stored direction, medium confidence in the 24 Sep 2026 story “Thursday Sector Leaders: Oil & Gas Exploration & Production, Education & Training Services.” Reason on file: GA selected NINE as a RELATED security because its canonical security name directly matches this event's themes: services, energy. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • KLXE KLX Energy Services Holdings

    For “Thursday Sector Leaders: Oil & Gas Exploration & Production, Education & Training Services,” KLX Energy Services Holdings (KLXE) is linked, with no stored direction, medium confidence. Reason on file: GA selected KLXE as a RELATED security because its canonical security name directly matches this event's themes: services, 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

United States Oil Fund (USO) is the company in “Thursday Sector Leaders: Oil & Gas Exploration & Production, Education & Training Services,” the 24 Sep 2026 Energy story.

What ties United States Oil Fund (USO) to the headline is this: Oil-supply or crude-price developments can transmit through WTI/Brent proxies and energy producer earnings expectations

A second company, United States Brent Oil Fund (BNO), is listed for a different reason: 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 Oil Fund (USO) price range

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.

The energy score for United States Oil Fund (USO)

46 out of 100

“Thursday Sector Leaders: Oil & Gas Exploration & Production, Education & Training Services” scores 46 out of 100. The score uses 1 sources, and 10 linked companies.