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 11 Sept 2026

US Oil & Gas Producers is outperforming the S&P 500 and still gaining ground (the leading zone of the rotation chart). It is up 6.4% over the past month and 39.9% year to date. 17 of 17 stocks are above their 50-day average, with broad participation across the theme. On 3-month relative strength, PR.US, APA.US and SM.US lead the theme.

1D+0.48%
1W-0.21%
1M+6.43%
YTD+39.94%
RS vs S&P 500109.4
RS momentum103.4
QuadrantLeading

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 MA100%Share of holdings in an uptrend
Effective N17.0 of 17Independent names driving it

Latest-day drivers

  • EXE.US-2.11%-0.12%
  • AR.US-1.89%-0.11%
  • RRC.US-1.74%-0.10%

Top 3 account for 46% of the total move.

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

Emerging leaders (3-month rank)

  • 1PR.US+7
  • 2APA.US0
  • 3SM.US-2
  • 4COP.US+5
  • 5CVX.US+7

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
$44.73
1D
+0.45%
Weight
5.9%
Contribution
+0.03%

AR.US

Antero Resources Corp

Last
$38.43
1D
-1.89%
Weight
5.9%
Contribution
-0.11%

CHRD.US

Chord Energy Corp

Last
$152.01
1D
+0.13%
Weight
5.9%
Contribution
+0.01%

COP.US

ConocoPhillips

Last
$137.35
1D
+0.23%
Weight
5.9%
Contribution
+0.01%

CVX.US

Chevron Corp

Last
$214.06
1D
+0.61%
Weight
5.9%
Contribution
+0.04%

DVN.US

Devon Energy Corporation

Last
$50.23
1D
+0.42%
Weight
5.9%
Contribution
+0.02%

EOG.US

EOG Resources Inc

Last
$147.36
1D
-0.07%
Weight
5.9%
Contribution
-0.00%

EQT.US

EQT Corporation

Last
$54.07
1D
-1.62%
Weight
5.9%
Contribution
-0.10%

EXE.US

Expand Energy Corporation

Last
$94.83
1D
-2.11%
Weight
5.9%
Contribution
-0.12%

FANG.US

Diamondback Energy Inc

Last
$204.97
1D
-0.20%
Weight
5.9%
Contribution
-0.01%

MTDR.US

MTDR

Last
$61.05
1D
-0.93%
Weight
5.9%
Contribution
-0.05%

OVV.US

Ovintiv Inc

Last
$63.69
1D
-0.48%
Weight
5.9%
Contribution
-0.03%

OXY.US

Occidental Petroleum Corporation

Last
$61.46
1D
+0.49%
Weight
5.9%
Contribution
+0.03%

PR.US

Permian Resources Corporation

Last
$23.78
1D
+0.34%
Weight
5.9%
Contribution
+0.02%

RRC.US

RRC

Last
$41.15
1D
-1.74%
Weight
5.9%
Contribution
-0.10%

SM.US

SM Energy Co

Last
$38.10
1D
-0.21%
Weight
5.9%
Contribution
-0.01%

XOM.US

Exxon Mobil Corp

Last
$165.99
1D
+0.46%
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.