Ukraine resumes refinery strikes as Zelenskyy’s anger at Trump mounts
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-2.2%
Named in this report.
Indirectly affected
- LMT Lockheed Martin+14.2%
Defense contractors get more work when conflict spending rises
- NOC Northrop Grumman+5.1%
Defense contractors get more work when conflict spending rises
- XLE Energy Select Sector SPDR+7.4%
Energy prices move when Russian supply is at risk
- GD General Dynamics-2.1%
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+11.0%
Oil producers earn more when crude prices rise
- CVX Chevron+9.9%
Oil producers earn more when crude prices rise
- USO United States Oil Fund+8.2%
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 | -0.53% | -2.10% | base | +3.74% | +2.74% | +3.40% | +2.49% |
| LMT | -4.36% | -5.44% | base | +3.63% | +2.90% | +2.97% | +3.58% |
| NOC | -3.67% | -3.57% | base | +4.17% | +2.28% | +7.00% | +8.11% |
| XLE | -2.22% | +0.95% | base | +2.53% | +1.88% | +2.11% | +2.40% |
| GD | -1.67% | -1.33% | base | +2.12% | +1.30% | +2.17% | +2.34% |
| ITA | -0.09% | -1.34% | base | +1.10% | +0.38% | -0.40% | -0.57% |
| XOM | -3.27% | -0.37% | base | +2.45% | +2.00% | +1.81% | +1.92% |
| CVX | -3.36% | -0.70% | base | +2.56% | +2.33% | +2.87% | +3.37% |
| USO | -5.77% | -2.69% | base | +2.82% | +2.25% | +2.14% | +1.55% |
| WEAT | +0.58% | -0.04% | base | -1.21% | -1.69% | -3.09% | -5.02% |
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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Ukraine resumes refinery strikes as Zelenskyy’s anger at Trump mounts KATU
Source: KATU
Energy
| Company | When | Move | Status |
|---|---|---|---|
| CVX | that day | +2.56% | final price |
| CVX | the next day | +2.33% | final price |
| CVX | two days later | +2.87% | final price |
| CVX | three days later | +3.37% | final price |
| CVX | three days earlier | -0.70% | final price |
| CVX | five days earlier | -3.36% | final price |
| GD | that day | +2.12% | final price |
| GD | the next day | +1.30% | final price |
| GD | two days later | +2.17% | final price |
| GD | three days later | +2.34% | final price |
| GD | three days earlier | -1.33% | final price |
| GD | five days earlier | -1.67% | final price |
| ITA | that day | +1.10% | final price |
| ITA | the next day | +0.38% | final price |
| ITA | two days later | -0.40% | final price |
| ITA | three days later | -0.57% | final price |
| ITA | three days earlier | -1.34% | final price |
| ITA | five days earlier | -0.09% | final price |
| LMT | that day | +3.63% | final price |
| LMT | the next day | +2.90% | final price |
| LMT | two days later | +2.97% | final price |
| LMT | three days later | +3.58% | final price |
| LMT | three days earlier | -5.44% | final price |
| LMT | five days earlier | -4.36% | final price |
| NOC | that day | +4.17% | final price |
| NOC | the next day | +2.28% | final price |
| NOC | two days later | +7.00% | final price |
| NOC | three days later | +8.11% | final price |
| NOC | three days earlier | -3.57% | final price |
| NOC | five days earlier | -3.67% | final price |
| RTX | that day | +3.74% | final price |
| RTX | the next day | +2.74% | final price |
| RTX | two days later | +3.40% | final price |
| RTX | three days later | +2.49% | final price |
| RTX | three days earlier | -2.10% | final price |
| RTX | five days earlier | -0.53% | final price |
| USO | that day | +2.82% | final price |
| USO | the next day | +2.25% | final price |
| USO | two days later | +2.14% | final price |
| USO | three days later | +1.55% | final price |
| USO | three days earlier | -2.69% | final price |
| USO | five days earlier | -5.77% | final price |
| WEAT | that day | -1.21% | final price |
| WEAT | the next day | -1.69% | final price |
| WEAT | two days later | -3.09% | final price |
| WEAT | three days later | -5.02% | final price |
| WEAT | three days earlier | -0.04% | final price |
| WEAT | five days earlier | +0.58% | final price |
| XLE | that day | +2.53% | final price |
| XLE | the next day | +1.88% | final price |
| XLE | two days later | +2.11% | final price |
| XLE | three days later | +2.40% | final price |
| XLE | three days earlier | +0.95% | final price |
| XLE | five days earlier | -2.22% | final price |
| XOM | that day | +2.45% | final price |
| XOM | the next day | +2.00% | final price |
| XOM | two days later | +1.81% | final price |
| XOM | three days later | +1.92% | final price |
| XOM | three days earlier | -0.37% | final price |
| XOM | five days earlier | -3.27% | 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 22 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 22 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 28 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 45 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 76 days before publication. Filed 22 Sep 2026. View the filing.
- Donald J Trump, an executive branch official, sold ExxonMobil Holdings (XOM), worth $1,001 - $15,000 on 17 Jul 2026. That is 90 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 22 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 43 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 76 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
“Ukraine resumes refinery strikes as Zelenskyy’s anger at Trump mounts” scores 12 out of 100. The score uses 1 sources.