Geopolitics Alpha

U.S. crude stockpiles fell 5.3M barrels last week, API says (USO:NYSEARCA)

Published . Updated .

Key takeaways

  • Exposed: USO, XLE, XOM, CVX, SHEL
  • Market reaction: price tracking starts with the next trading session.

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.

Get these market calls by email

The week's biggest market-moving stories, Congress trades and Trump posts, with the tickers they touch. Free, one email a week.

Free. We only use your email to send the digest, never sell or share it, and every email has a one-click unsubscribe link. See our privacy policy.

ENERGYU.S. crude stockpiles fell 5.3Mbarrels last week, API says(USO:NYSEARCA)GEOPOLITICS ALPHA

This report is about oil. Names like XOM and CVX typically gain because exxonMobil Holdings (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “crude” (oil) in this story.

Directly affected

  • No company is named in this report.

Indirectly affected

  • USO United States Oil Fund+8.9% 30d

    United States Oil Fund: its price follows crude oil. Linked by “crude” (oil) in this story.

  • XLE Energy Select Sector SPDR+8.9% 30d

    Energy Select Sector SPDR: its price follows crude oil. Linked by “crude” (oil) in this story.

  • XOM ExxonMobil Holdings+3.3% 15d

    ExxonMobil Holdings (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “crude” (oil) in this story.

  • CVX Chevron+12.5% 30d

    Chevron (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “crude” (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 “crude” (oil) in this story.

  • OXY Occidental Petroleum+10.3% 18d

    Occidental Petroleum (crude petroleum and natural gas): oil producers' profits rise and fall with crude prices. Linked by “crude” (oil) in this story.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
USO+5.38%+6.75%baseafter closeafter closeafter closeafter close
XLE+2.64%+4.95%baseafter closeafter closeafter closeafter close
XOM+2.57%+5.49%baseafter closeafter closeafter closeafter close
CVX+1.76%+4.58%baseafter closeafter closeafter closeafter close
SHEL+0.85%+4.31%baseafter closeafter closeafter closeafter close
OXY+4.03%+5.88%baseafter closeafter closeafter closeafter 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.

U.S. crude stockpiles fell 5.3M barrels last week, API says (USO:NYSEARCA) Seeking Alpha

Source: Seeking Alpha

The price since 3 Nov 2026: United States Oil Fund (USO) versus the S&P 500

CompanyWhenMoveStatus
Chevron (CVX)three days earlier+4.58%final price
Chevron (CVX)five days earlier+1.76%final price
Occidental Petroleum (OXY)three days earlier+5.88%final price
Occidental Petroleum (OXY)five days earlier+4.03%final price
Shell (SHEL)three days earlier+4.31%final price
Shell (SHEL)five days earlier+0.85%final price
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)three days earlier+4.95%final price
Select Sector Spdr Tr (XLE)five days earlier+2.64%final price
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

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)

The side that tends to collect

  • XOM ExxonMobil Holdings

    ExxonMobil Holdings (XOM) tends to benefit, medium confidence in the 3 Nov 2026 story “U.S. crude stockpiles fell 5.3M barrels last week, API says (USO:NYSEARCA).” Reason on file: ExxonMobil Holdings (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “crude” (oil) in this story

  • CVX Chevron

    For “U.S. crude stockpiles fell 5.3M barrels last week, API says (USO:NYSEARCA),” Chevron (CVX) tends to benefit, medium confidence. Reason on file: Chevron (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “crude” (oil) in this story

No up or down call on file

  • USO United States Oil Fund

    United States Oil Fund (USO) is linked, with no stored direction, medium confidence in the 3 Nov 2026 story “U.S. crude stockpiles fell 5.3M barrels last week, API says (USO:NYSEARCA).” Reason on file: United States Oil Fund: its price follows crude oil. Linked by “crude” (oil) in this story

  • XLE Select Sector Spdr Tr

    For “U.S. crude stockpiles fell 5.3M barrels last week, API says (USO:NYSEARCA),” 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 “crude” (oil) in this story

  • SHEL Shell

    For “U.S. crude stockpiles fell 5.3M barrels last week, API says (USO:NYSEARCA),” Shell (SHEL) is linked, with no stored direction, medium confidence. Reason on file: Shell (crude petroleum and natural gas): oil producers' profits rise and fall with crude prices. Linked by “crude” (oil) in this story

  • OXY Occidental Petroleum

    For “U.S. crude stockpiles fell 5.3M barrels last week, API says (USO:NYSEARCA),” Occidental Petroleum (OXY) is linked, with no stored direction, medium confidence. Reason on file: Occidental Petroleum (crude petroleum and natural gas): oil producers' profits rise and fall with crude prices. Linked by “crude” (oil) in this story

United States Oil Fund (USO) and the energy link

The 3 Nov 2026 story “U.S. crude stockpiles fell 5.3M barrels last week, API says (USO:NYSEARCA)” names United States Oil Fund (USO) because of Energy.

What ties United States Oil Fund (USO) to the headline is this: United States Oil Fund: its price follows crude oil. Linked by “crude” (oil) in this story

Select Sector Spdr Tr (XLE) is here too. Its reason reads: Energy Select Sector SPDR: its price follows crude oil. Linked by “crude” (oil) in this story

What this energy story puts on the calendar

USO traded between 141.82 and 171.80 across 20 sessions. The latest close on file is 156.89. XLE traded between 62.95 and 70.15 across 20 sessions. The latest close on file is 67.26. XOM traded between 172.72 and 188.47 across 15 sessions. The latest close on file is 179.77.

A simple score for United States Oil Fund (USO)

46 out of 100

“U.S. crude stockpiles fell 5.3M barrels last week, API says (USO:NYSEARCA)” scores 46 out of 100. The score uses 1 sources, and 6 linked companies.