Feed / Theme
Confirmed

Oil & Gas Integrated

7 names are moving together; 86% are participating in the current session.

Co-movement

Observed intraday paths are not available for this group yet.

Members

TICKERCompanySectorTodayObserved activity
OXYOccidental Petroleum CorporatioEnergy+2.0%Group member
EQNREquinor ASAEnergy+1.0%Group member
CVXChevron CorporationEnergy+2.2%Group member
XOMExxonMobil Holdings CorporationEnergy-1.1%Group member
DOWDow Inc.Basic Materials+0.7%Group member
LYBLyondellBasell Industries NVBasic Materials+2.7%Most structurally connected
MEOHMethanex CorporationBasic Materials+0.6%Group member

Why we believe this

Cohort

7 names

Participation

86% this session

Observed history

1 daily builds

Filing coverage

5/7 members

demand / volume

33 Table of Contents Advanced Polymer Solutions Segment Overview —EBITDA increased in the first quarter of 2026 relative to the fourth quarter of 2025 as a result of higher volumes, slightly offset by lower margins.

LYB 10-Q

restructuring

OVERVIEW Results from continuing operations for 2025 decreased when compared to 2024, primarily as a result of non-cash impairment charges recognized in 2025 in our Olefins and Polyolefins-Europe, Asia, International (“O&P-EAI”) and Advanced Polymer Solutions (“APS”) segments.

LYB 10-K

restructuring affecting expense

Three Month Periods Ended September 30, 2025 and 2024 U.S. upstream earnings decreased by $664 million primarily due to lower liquids realizations of $600 million and severance and other transaction costs related to the Hess acquisition of $245 million, partly offset by impacts from higher sales volumes of $250 million.

CVX 10-Q

Oil & Gas Integrated can stay leader-led if XOM and the next software names fail to join while LYB keeps moving.

Connected, outside the group

No high-confidence filing-linked non-members are available for this group yet.

History

Historical cohort observations are not available yet.