Trump and Burnham discuss North Sea oil, Ukraine and Falklands
Published . Updated .
This report is about Russia and Ukraine and Defense. Names like LMT and RTX typically gain because defense contractors get more work when conflict spending rises.
Directly affected
- RTX Rtx-0.4%
Named in this report.
Indirectly affected
- LMT Lockheed Martin+11.5%
Defense contractors get more work when conflict spending rises
- NOC Northrop Grumman+5.3%
Defense contractors get more work when conflict spending rises
- XLE Energy Select Sector SPDR+3.8%
Energy prices move when Russian supply is at risk
- GD General Dynamics-1.7%
Defense contractors get more work when conflict spending rises
- ITA iShares U.S. Aerospace & Defense-6.7%
A fund of aerospace and defense companies
- XOM Exxon Mobil+7.9%
Oil producers earn more when crude prices rise
- CVX Chevron+5.9%
Oil producers earn more when crude prices rise
- USO United States Oil Fund+4.9%
This fund moves with oil prices
- WEAT Teucrium Wheat-4.3%
Wheat prices rise when Black Sea grain is disrupted
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| RTX | +0.43% | +0.19% | base | after close | after close | after close | after close |
| LMT | -9.46% | -8.86% | base | after close | after close | after close | after close |
| NOC | -7.45% | -2.17% | base | after close | after close | after close | after close |
| XLE | -2.18% | -1.67% | base | after close | after close | after close | after close |
| GD | -2.32% | -1.32% | base | after close | after close | after close | after close |
| ITA | +2.59% | +1.63% | base | after close | after close | after close | after close |
| XOM | -2.72% | -2.80% | base | after close | after close | after close | after close |
| CVX | -3.81% | -2.83% | base | after close | after close | after close | after close |
| USO | -5.10% | -5.75% | base | after close | after close | after close | after close |
| WEAT | +4.83% | +1.27% | base | after close | after close | after close | after close |
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.
Market Call
Think this story will push the stock up or down over the next three trading days? Make a free call and see what other readers think. Points are play money with no cash value.
Trump and Burnham discuss North Sea oil, Ukraine and Falklands Reuters
Source: Reuters
Energy
| Company | When | Move | Status |
|---|---|---|---|
| CVX | three days earlier | -2.83% | final price |
| CVX | five days earlier | -3.81% | final price |
| GD | three days earlier | -1.32% | final price |
| GD | five days earlier | -2.32% | final price |
| ITA | three days earlier | +1.63% | final price |
| ITA | five days earlier | +2.59% | final price |
| LMT | three days earlier | -8.86% | final price |
| LMT | five days earlier | -9.46% | final price |
| NOC | three days earlier | -2.17% | final price |
| NOC | five days earlier | -7.45% | final price |
| RTX | three days earlier | +0.19% | final price |
| RTX | five days earlier | +0.43% | final price |
| USO | three days earlier | -5.75% | final price |
| USO | five days earlier | -5.10% | final price |
| WEAT | three days earlier | +1.27% | final price |
| WEAT | five days earlier | +4.83% | final price |
| XLE | three days earlier | -1.67% | final price |
| XLE | five days earlier | -2.18% | final price |
| XOM | three days earlier | -2.80% | final price |
| XOM | five days earlier | -2.72% | final price |
Trades by members of Congress and officials in the stocks in this story
- Rep. Kevin Hern sold Lockheed Martin (LMT) (jointly held), worth $15,001 - $50,000 on 23 Sep 2026. That is 30 days before publication. Filed 13 Oct 2026. View the filing.
- Rep. Kevin Hern sold Lockheed Martin (LMT) (jointly held), worth $15,001 - $50,000 on 23 Sep 2026. That is 30 days before publication. Filed 13 Oct 2026. View the filing.
- Rep. Kevin Hern sold Lockheed Martin (LMT) (jointly held), worth $15,001 - $50,000 on 17 Sep 2026. That is 36 days before publication. Filed 13 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 53 days before publication. Filed 25 Sep 2026. View the filing.
- Donald J Trump, an executive branch official, bought ExxonMobil Holdings (XOM), worth $250,001 - $500,000 on 31 Jul 2026. That is 84 days before publication. Filed 22 Sep 2026. View the filing.
- Rep. Kevin Hern sold Chevron (CVX) (jointly held), worth $15,001 - $50,000 on 23 Sep 2026. That is 30 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 51 days before publication. Filed 7 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, sold Chevron (CVX), worth $15,001 - $50,000 on 31 Jul 2026. That is 84 days before publication. Filed 22 Sep 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).
How solid the energy case looks
12 out of 100
“Trump and Burnham discuss North Sea oil, Ukraine and Falklands” scores 12 out of 100. The score uses 1 sources.