Geopolitics Alpha

Wednesday Sector Leaders: Oil & Gas Refining & Marketing, Information Technology Services

Published . Updated .

In trading on Wednesday, oil & gas refining & marketing shares were relative leaders, up on the day by about 2%. Leading the group were shares of Par Pacific Holdings, up about 6.4% and shares of Delek US Holdings up about 5.4% on the day. Also showing relative strengt

Directly affected

  • PARR Par Pacific Holdings

    Named in this report.

  • DK Delek US Holdings

    Named in this report.

Indirectly affected

  • XOM Exxon Mobil

    Oil producers earn more when crude prices rise

  • CVX Chevron

    Oil producers earn more when crude prices rise

  • OXY Occidental Petroleum

    Oil producers earn more when crude prices rise

  • COP ConocoPhillips

    Oil producers earn more when crude prices rise

  • VLO Valero

    Refiners' profits move with crude and fuel prices

  • MPC Marathon Petroleum

    Refiners' profits move with crude and fuel prices

  • XOP SPDR S&P Oil & Gas Exploration

    A fund of oil and gas producers

  • XLE Energy Select Sector SPDR

    A fund of energy companies

  • USO United States Oil Fund

    This fund moves with oil prices

  • OIH VanEck Oil Services

    Oilfield services rise when drilling follows oil prices

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
PARR———————
DK———————
XOM———————
CVX———————
OXY———————
COP———————
VLO———————
MPC———————
XOP———————
XLE———————
USO———————
OIH———————

In trading on Wednesday, oil & gas refining & marketing shares were relative leaders, up on the day by about 2%. Leading the group were shares of Par Pacific Holdings, up about 6.4% and shares of Delek US Holdings up about 5.4% on the day.…

Source: Nasdaq Markets

Select Sector Spdr Tr (XLE) compared with energy stocks (XLE) since 30 Sep 2026

Since the first closing price after “Wednesday Sector Leaders: Oil & Gas Refining & Marketing, Information Technology Services,” Select Sector Spdr Tr (XLE) is +8.15%. The S&P 500 fund (SPY) is +0.33% over the same days, a +7.82% difference versus the market.

XLE
SPY
XLE

Select Sector Spdr Tr (XLE) on one side of this energy story

Companies carried with this story

  • XLE Select Sector Spdr Tr

    Select Sector Spdr Tr (XLE) is linked, with no stored direction, high confidence in the 30 Sep 2026 story “Wednesday Sector Leaders: Oil & Gas Refining & Marketing, Information Technology Services.” Reason on file: Oil-supply or crude-price developments can transmit through WTI/Brent proxies and energy producer earnings expectations

  • USO United States Oil Fund

    For “Wednesday Sector Leaders: Oil & Gas Refining & Marketing, Information Technology Services,” United States Oil Fund (USO) is linked, with no stored direction, high confidence. Reason on file: Oil-supply or crude-price developments can transmit through WTI/Brent proxies and energy producer earnings expectations

  • BNO United States Brent Oil Fund

    In “Wednesday Sector Leaders: Oil & Gas Refining & Marketing, Information Technology Services,” United States Brent Oil Fund (BNO) is linked, with no stored direction, high confidence. Reason on file: Oil-supply or crude-price developments can transmit through WTI/Brent proxies and energy producer earnings expectations

  • XOP State Street Spdr S&P Oil & Gas Exploration & Production Etf

    For “Wednesday Sector Leaders: Oil & Gas Refining & Marketing, Information Technology Services,” State Street Spdr S&P Oil & Gas Exploration & Production Etf (XOP) is linked, with no stored direction, high confidence. Reason on file: Oil-supply or crude-price developments can transmit through WTI/Brent proxies and energy producer earnings expectations

  • NESR National Energy Services Reunited

    In “Wednesday Sector Leaders: Oil & Gas Refining & Marketing, Information Technology Services,” National Energy Services Reunited (NESR) is linked, with no stored direction, medium confidence. Reason on file: GA selected NESR as a RELATED security because its canonical security name directly matches this event's themes: services, energy. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • CBAT CBAK Energy Technology

    CBAK Energy Technology (CBAT) is linked, with no stored direction, medium confidence in the 30 Sep 2026 story “Wednesday Sector Leaders: Oil & Gas Refining & Marketing, Information Technology Services.” Reason on file: GA selected CBAT as a RELATED security because its canonical security name directly matches this event's themes: technology, energy. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • ESOA Energy Services of America

    In “Wednesday Sector Leaders: Oil & Gas Refining & Marketing, Information Technology Services,” Energy Services of America (ESOA) is linked, with no stored direction, medium confidence. Reason on file: GA selected ESOA as a RELATED security because its canonical security name directly matches this event's themes: services, energy. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • NINE Nine Energy Service

    In “Wednesday Sector Leaders: Oil & Gas Refining & Marketing, Information Technology Services,” Nine Energy Service (NINE) is linked, with no stored direction, medium confidence. Reason on file: GA selected NINE as a RELATED security because its canonical security name directly matches this event's themes: services, energy. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

Select Sector Spdr Tr (XLE) and the energy link

“Wednesday Sector Leaders: Oil & Gas Refining & Marketing, Information Technology Services” (30 Sep 2026) reaches Select Sector Spdr Tr (XLE) through Energy.

For Select Sector Spdr Tr (XLE), the reason on file says Oil-supply or crude-price developments can transmit through WTI/Brent proxies and energy producer earnings expectations

A second company, United States Oil Fund (USO), is listed for a different reason: Oil-supply or crude-price developments can transmit through WTI/Brent proxies and energy producer earnings expectations

The price range for Select Sector Spdr Tr (XLE), and the dates in the story

BNO traded between 57.39 and 67.79 across 20 sessions. The latest close on file is 67.10. USO traded between 141.82 and 162.99 across 20 sessions. The latest close on file is 160.80. XLE traded between 60.95 and 68.51 across 20 sessions. The latest close on file is 67.80.

The energy score for Select Sector Spdr Tr (XLE)

46 out of 100

“Wednesday Sector Leaders: Oil & Gas Refining & Marketing, Information Technology Services” scores 46 out of 100. The score uses 1 sources, and 10 linked companies.