Watch US Hits Iran’s Qeshm Island as Hormuz Talks Keep Oil Markets on Edge
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This report is about oil and tanker shipping. Names like XOM and CVX typically gain because exxonMobil Holdings (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “oil” (oil) in this story.
Directly affected
- No company is named in this report.
Indirectly affected
- USO United States Oil Fund
United States Oil Fund: its price follows crude oil. Linked by “oil” (oil) in this story.
- XLE Energy Select Sector SPDR
Energy Select Sector SPDR: its price follows crude oil. Linked by “oil” (oil) in this story.
- BWET Breakwave Tanker Shipping ETF
Breakwave Tanker Shipping ETF: it tracks tanker freight rates. Linked by “oil” (tanker shipping) in this story.
- FRO Frontline
Frontline (deep sea foreign transportation of freight): tanker owners earn more when more crude has to move by sea. Linked by “oil” (tanker shipping) in this story.
- XOM ExxonMobil Holdings
ExxonMobil Holdings (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “oil” (oil) in this story.
- DHT DHT Holdings
DHT Holdings (deep sea foreign transportation of freight): tanker owners earn more when more crude has to move by sea. Linked by “oil” (tanker shipping) in this story.
- CVX Chevron
Chevron (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “oil” (oil) in this story.
- INSW International Seaways
International Seaways (water transportation): tanker owners earn more when more crude has to move by sea. Linked by “oil” (tanker shipping) in this story.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| USO | +4.37% | +7.30% | base | +0.90% | -7.20% | -5.48% | -4.86% |
| XLE | +1.44% | +2.16% | base | -0.83% | -5.58% | -7.74% | -8.36% |
| BWET | -1.54% | +2.86% | base | -7.81% | -22.25% | -25.97% | — |
| FRO | +3.34% | +8.65% | base | +0.74% | -7.65% | -13.16% | -12.44% |
| XOM | +0.06% | +1.89% | base | -1.26% | -5.72% | -8.04% | -7.56% |
| DHT | +1.11% | +5.11% | base | +0.29% | -7.65% | -12.84% | -12.88% |
| CVX | +0.19% | +1.58% | base | -1.10% | -4.77% | -5.46% | -6.49% |
| INSW | +5.42% | +7.55% | base | -0.80% | -5.76% | -9.43% | -7.26% |
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.
Watch US Hits Iran’s Qeshm Island as Hormuz Talks Keep Oil Markets on Edge Bloomberg.com
Source: Bloomberg
Strait of Hormuz
| Company | When | Move | Status |
|---|---|---|---|
| BWET | that day | -7.81% | final price |
| BWET | the next day | -22.25% | final price |
| BWET | two days later | -25.97% | final price |
| BWET | three days earlier | +2.86% | final price |
| BWET | five days earlier | -1.54% | final price |
| CVX | that day | -1.10% | final price |
| CVX | the next day | -4.77% | final price |
| CVX | two days later | -5.46% | final price |
| CVX | three days later | -6.49% | final price |
| CVX | three days earlier | +1.58% | final price |
| CVX | five days earlier | +0.19% | final price |
| DHT | that day | +0.29% | final price |
| DHT | the next day | -7.65% | final price |
| DHT | two days later | -12.84% | final price |
| DHT | three days later | -12.88% | final price |
| DHT | three days earlier | +5.11% | final price |
| DHT | five days earlier | +1.11% | final price |
| FRO | that day | +0.74% | final price |
| FRO | the next day | -7.65% | final price |
| FRO | two days later | -13.16% | final price |
| FRO | three days later | -12.44% | final price |
| FRO | three days earlier | +8.65% | final price |
| FRO | five days earlier | +3.34% | final price |
| INSW | that day | -0.80% | final price |
| INSW | the next day | -5.76% | final price |
| INSW | two days later | -9.43% | final price |
| INSW | three days later | -7.26% | final price |
| INSW | three days earlier | +7.55% | final price |
| INSW | five days earlier | +5.42% | final price |
| USO | that day | +0.90% | final price |
| USO | the next day | -7.20% | final price |
| USO | two days later | -5.48% | final price |
| USO | three days later | -4.86% | final price |
| USO | three days earlier | +7.30% | final price |
| USO | five days earlier | +4.37% | final price |
| XLE | that day | -0.83% | final price |
| XLE | the next day | -5.58% | final price |
| XLE | two days later | -7.74% | final price |
| XLE | three days later | -8.36% | final price |
| XLE | three days earlier | +2.16% | final price |
| XLE | five days earlier | +1.44% | final price |
| XOM | that day | -1.26% | final price |
| XOM | the next day | -5.72% | final price |
| XOM | two days later | -8.04% | final price |
| XOM | three days later | -7.56% | final price |
| XOM | three days earlier | +1.89% | final price |
| XOM | five days earlier | +0.06% | final price |
Congressional trades in the stocks in this story
- Rep. Pete Sessions sold ExxonMobil Holdings (XOM), worth $1,001 - $15,000 on 14 Oct 2026. That is 20 days before publication. Filed 27 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 64 days before publication. Filed 25 Sep 2026. View the filing.
- Rep. Pete Sessions sold Chevron (CVX), worth $15,001 - $50,000 on 14 Oct 2026. That is 20 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Kevin Hern sold Chevron (CVX) (jointly held), worth $15,001 - $50,000 on 23 Sep 2026. That is 41 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 62 days before publication. Filed 7 Oct 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).
Where this story sits: Strait of Hormuz
Geopolitics Alpha has 211 stories about Strait of Hormuz from the past 7 days and 695 stories from the past 30. That is about its usual pace over the past month. “Watch US Hits Iran’s Qeshm Island as Hormuz Talks Keep Oil Markets on Edge” is tagged to Strait of Hormuz.
How solid the energy case looks
12 out of 100
“Watch US Hits Iran’s Qeshm Island as Hormuz Talks Keep Oil Markets on Edge” scores 12 out of 100. The score uses 1 sources.