Trump waives Russian oil and gas sanctions under Graham Act days before provisions were set to take effect
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
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
- USO United States Oil Fund+4.9%
This fund moves with oil prices
- XOM Exxon Mobil+7.9%
Oil producers move when sanctioned barrels leave the market
- CVX Chevron+5.9%
Oil producers earn more when crude prices rise
- OXY Occidental Petroleum
Oil producers earn more when crude prices rise
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| GHM | +3.67% | +1.00% | base | -5.83% | -6.39% | after close | after close |
| RTX | -2.43% | +0.25% | base | +1.56% | +0.44% | after close | after close |
| LMT | -3.46% | -0.65% | base | +6.92% | after close | after close | after close |
| NOC | -7.50% | -5.40% | base | +2.35% | +1.36% | after close | after close |
| XLE | -2.35% | -0.51% | base | -0.84% | after close | after close | after close |
| GD | -2.28% | -1.02% | base | +1.71% | +1.41% | after close | after close |
| ITA | +0.57% | +0.95% | base | -0.62% | -2.40% | after close | after close |
| USO | -1.53% | +0.69% | base | +1.72% | after close | after close | after close |
| XOM | -1.88% | +0.08% | base | +0.06% | after close | after close | after close |
| CVX | -3.26% | -1.00% | base | -0.08% | after close | after close | after close |
| OXY | -3.25% | +0.04% | base | -0.34% | 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
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Trump waives Russian oil and gas sanctions under Graham Act days before provisions were set to take effect Energies Media
Source: Energies Media
Energy
| Company | When | Move | Status |
|---|---|---|---|
| CVX | that day | -0.08% | final price |
| CVX | three days earlier | -1.00% | final price |
| CVX | five days earlier | -3.26% | final price |
| GD | that day | +1.71% | final price |
| GD | the next day | +1.41% | still updating |
| GD | three days earlier | -1.02% | final price |
| GD | five days earlier | -2.28% | final price |
| GHM | that day | -5.83% | final price |
| GHM | the next day | -6.39% | still updating |
| GHM | three days earlier | +1.00% | final price |
| GHM | five days earlier | +3.67% | final price |
| ITA | that day | -0.62% | final price |
| ITA | the next day | -2.40% | still updating |
| ITA | three days earlier | +0.95% | final price |
| ITA | five days earlier | +0.57% | final price |
| LMT | that day | +6.92% | final price |
| LMT | three days earlier | -0.65% | final price |
| LMT | five days earlier | -3.46% | final price |
| NOC | that day | +2.35% | final price |
| NOC | the next day | +1.36% | still updating |
| NOC | three days earlier | -5.40% | final price |
| NOC | five days earlier | -7.50% | final price |
| OXY | that day | -0.34% | final price |
| OXY | three days earlier | +0.04% | final price |
| OXY | five days earlier | -3.25% | final price |
| RTX | that day | +1.56% | final price |
| RTX | the next day | +0.44% | still updating |
| RTX | three days earlier | +0.25% | final price |
| RTX | five days earlier | -2.43% | final price |
| USO | that day | +1.72% | final price |
| USO | three days earlier | +0.69% | final price |
| USO | five days earlier | -1.53% | final price |
| XLE | that day | -0.84% | final price |
| XLE | three days earlier | -0.51% | final price |
| XLE | five days earlier | -2.35% | final price |
| XOM | that day | +0.06% | final price |
| XOM | three days earlier | +0.08% | final price |
| XOM | five days earlier | -1.88% | 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 29 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 29 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 35 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 52 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 83 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 29 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 50 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 83 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 100Price not final
“Trump waives Russian oil and gas sanctions under Graham Act days before provisions were set to take effect” scores 12 out of 100. The score uses 1 sources. The price is not final yet.