US theme · 17 holdings

US Oil & Gas Producers

This tracks how US Oil & Gas Producers is performing against the S&P 500: the relative-strength read traders use to find themes gaining momentum and the strongest stocks within them. Look for three things: whether it is gaining or losing ground on the index, whether the move is broad or led by a few large names, and which stocks lead on relative strength.

Current read · as at 3 July 2026

US Oil & Gas Producers is underperforming the S&P 500 and losing ground (the lagging zone of the rotation chart). It is down 10.0% over the past month but up 14.5% year to date. No stocks are above their 50-day average. On 3-month relative strength, EOG.US, OVV.US and SM.US lead the theme, and FANG.US has climbed the most in rank.

1D+1.57%
1W-1.27%
1M-9.97%
YTD+14.49%
RS vs S&P 50090.3
RS momentum98.9
QuadrantLagging

Relative strength is measured against S&P 500, centred at 100. Above 100 means it outpaced the benchmark.

Performance charts

Rebased to 100 vs S&P 500

End of day

Equal-weightS&P 500

US Oil & Gas Producers vs S&P 500

Rising = outperforming

100 = matches benchmark. Above = outpacing it; below = lagging.

What's underneath the leaders

End of day

Above 50-day MA0%Share of holdings in an uptrend
Effective N17.0 of 17Independent names driving it

Latest-day drivers

  • SM.US+4.35%+0.26%
  • MTDR.US+2.32%+0.14%
  • RRC.US+2.27%+0.13%

Top 3 account for 33% of the total move.

Contribution is each holding's weight times its one-day move.

Emerging leaders (3-month rank)

  • 1EOG.US+8
  • 2OVV.US+4
  • 3SM.US-1
  • 4FANG.US+9
  • 5PR.US0

Rank 1 = strongest 3-month move. Delta is the rank change; positive means improving.

Breadth and Effective N measure how widely the basket is moving right now — a participation gauge, not a forecast.

Constituents

Weights and contribution to the basket move

APA.US

APA Corporation

Last
$32.36
1D
+1.54%
Weight
5.9%
Contribution
+0.09%

AR.US

Antero Resources Corp

Last
$35.38
1D
+1.35%
Weight
5.9%
Contribution
+0.08%

CHRD.US

Chord Energy Corp

Last
$113.32
1D
+1.51%
Weight
5.9%
Contribution
+0.09%

COP.US

ConocoPhillips

Last
$104.73
1D
+1.46%
Weight
5.9%
Contribution
+0.09%

CVX.US

Chevron Corp

Last
$169.20
1D
+2.12%
Weight
5.9%
Contribution
+0.12%

DVN.US

Devon Energy Corporation

Last
$40.47
1D
+0.55%
Weight
5.9%
Contribution
+0.03%

EOG.US

EOG Resources Inc

Last
$130.78
1D
+1.70%
Weight
5.9%
Contribution
+0.10%

EQT.US

EQT Corporation

Last
$52.61
1D
+0.25%
Weight
5.9%
Contribution
+0.01%

EXE.US

Expand Energy Corporation

Last
$90.72
1D
+1.28%
Weight
5.9%
Contribution
+0.08%

FANG.US

Diamondback Energy Inc

Last
$172.04
1D
+0.05%
Weight
5.9%
Contribution
+0.00%

MTDR.US

MTDR

Last
$50.18
1D
+2.32%
Weight
5.9%
Contribution
+0.14%

OVV.US

Ovintiv Inc

Last
$52.96
1D
+1.89%
Weight
5.9%
Contribution
+0.11%

OXY.US

Occidental Petroleum Corporation

Last
$48.91
1D
+2.02%
Weight
5.9%
Contribution
+0.12%

PR.US

Permian Resources Corporation

Last
$18.20
1D
+1.51%
Weight
5.9%
Contribution
+0.09%

RRC.US

RRC

Last
$37.81
1D
+2.27%
Weight
5.9%
Contribution
+0.13%

SM.US

SM Energy Co

Last
$26.85
1D
+4.35%
Weight
5.9%
Contribution
+0.26%

XOM.US

Exxon Mobil Corp

Last
$137.09
1D
+0.59%
Weight
5.9%
Contribution
+0.03%

Last price shown at full precision. Contribution is each holding's weight times its one-day move. A dash marks data pending after the latest end-of-day refresh.

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Methodology

Equal weighted. Equal-weighted basket seeded from US-listed oil and gas exploration and production companies, screened nightly from end-of-day data. Active US common stocks only, with a market cap of at least USD 500 million and a 90-day average daily value traded of at least USD 2 million, top 20 by market cap.

End-of-day data, delayed. General information only, not financial advice.

US Oil & Gas Producers is a Swingfolio calculation over publicly listed US stocks. S&P 500 is shown as a benchmark comparison only.