ExxonMobil (XOM) surged approximately +14.9% over the past 30 days, climbing from $136.54 on June 26 to $156.94 by July 24, 2026. The rally was primarily fueled by escalating geopolitical tensions between the U.S. and Iran, which drove crude oil prices sharply higher and disrupted Strait of Hormuz shipping lanes.

SHEL has gained approximately 7.5% over the past 30 days, climbing from $83.98 on July 13 to $90.28 as of August 12, 2026, supported by an exceptional second-quarter earnings report. Shell's Q2 adjusted earnings more than doubled year-over-year to $9.84 billion, handily beating the consensus estimate of $8.92 billion and marking the company's second-highest quarterly profit on record.

Net profit reached $1.205 billion, compared with just $58 million in the same quarter a year earlier. Revenue surged 42% year-over-year to $6.574 billion, surpassing analyst estimates compiled by LSEG of approximately $6.10 billion.

YPF is scheduled to report Q2 2026 results on August 10, 2026, with a conference call expected to follow on August 11. Consensus estimates point to EPS of approximately $2.41 and revenue near $6.2 billion, representing a dramatic year-over-year increase from EPS of $0.13 and revenue of $4.64 billion in Q2 2025.

Net income surged 96.8% year-over-year to R$52.44 billion (approximately US$10.4 billion), comfortably beating the consensus estimate of R$44.69 billion and marking the company's third-highest quarterly profit on record. Revenue jumped 42.3% to R$169.53 billion, driven by a 54.1% rise in Brent crude prices (averaging US$104.52 per barrel) and record production volumes.

CVX is trading up +0.38% during Friday's regular session after reporting Q2 2026 earnings before the market open, though gains narrowed from premarket highs of up to +3%. Adjusted EPS of $6.06 crushed consensus estimates of ~$5.56, while revenue surged +56% YoY to ~$70 billion — the highest quarterly profit since 2022.

XOM is trading down approximately -1.73% in premarket action on Friday following the release of Q2 2026 results before the opening bell. The primary catalyst: adjusted EPS came in at $3.52, missing the consensus analyst estimate of approximately $3.60, despite revenue beating expectations at $116 billion.

Adjusted earnings surged to $9.84 billion , more than doubling the $4.26 billion reported in Q2 2025 and beating the company-provided analyst consensus of $8.92 billion. Cash flow from operations (CFFO) reached $21.4 billion , driven by higher realized commodity prices, a $3.4 billion working capital inflow, and strong trading performance.

Adjusted net income reached $6.0 billion in the second quarter, up 12% from the first quarter and 68% higher than the same period last year. Cash flow from operations excluding working capital (CFFO) rose to $9.8 billion, a nearly 15% sequential increase, driven by elevated crude prices and surging refining margins.

PBR shares surged approximately 11.5% over the last 30 days, climbing from $17.03 on June 23 to $18.99 as of July 23, 2026, fueled by escalating Middle East geopolitical tensions and a sharp rally in crude oil prices. Brent crude rebounded roughly 27% from its early-July lows near $71.57 per barrel, driven by renewed US-Iran hostilities, Houthi attacks on Saudi-linked tankers in the Red Sea, and disruptions in the Strait of Hormuz.

BP shares surged approximately 11.7% over the last 30 days, rising from a closing price of $39.33 on June 23 to $43.94 as of July 23, 2026. The rally was fueled by escalating Middle East tensions that disrupted Strait of Hormuz shipping routes, driving Brent crude to average $103.85 per barrel in the second quarter — a sharp jump from $81.13 in Q1.

Adjusted earnings per share (EPS) came in at $1.33 , narrowly missing the consensus estimate of $1.38, while revenue of approximately $34 billion was essentially in line with expectations. Adjusted operating income reached $11.48 billion , exceeding the analyst consensus of $11.37 billion, driven by elevated commodity prices and robust trading performance.

XOM shares closed at $147.36 on July 17, 2026, reflecting a 6.9% gain over the trailing 30-day period as the stock recovered from a mid-June selloff that briefly took prices below $135. ExxonMobil signaled that Q2 2026 upstream earnings will benefit by $3.5–$3.9 billion from elevated crude prices, with additional margin gains of $3.0–$3.6 billion across its Energy Products and Chemical Products segments.

Underlying replacement cost (RC) profit reached $3.2 billion, up from $1.5 billion in the fourth quarter of 2025. Adjusted operating cash flow totaled $8.9 billion for the quarter.

TotalEnergies shares fell approximately 14.2% over the last 30 days, driven primarily by a sharp decline in crude oil prices following the US-Iran peace deal and the reopening of the Strait of Hormuz. Brent crude dropped from elevated levels above $110 per barrel in May to the low $70s by early July, removing a substantial geopolitical risk premium that had supported energy stocks.

IMO shares have surged in recent weeks, reaching 52-week highs amid a rally in crude oil prices. Geopolitical tensions in the Middle East have boosted oil prices, supporting energy stocks like IMO.

SU shares near 52-week highs after robust year-to-date gains exceeding 50%. Analysts recently raised price targets, signaling confidence in operational strength.

EQNR stock declined approximately 13% over the past 30 days, with the price moving from around 39.50 to 34.26. Over the past quarter, the stock fell about 11%, reflecting a broader downward trend from levels near 38.50.

PBR stock declined approximately 14% over the past 30 days amid broader energy sector weakness and an ex-dividend adjustment. Over the past quarter, the stock posted a roughly 11% decline, reflecting sustained pressure from macroeconomic factors and commodity price movements.

XOM shares are falling approximately 5% during Monday's session on June 15, 2026, declining from Friday's close of $147.01 to the $139–$140 range intraday. Primary catalyst: A formal U.S.-Iran agreement to reopen the Strait of Hormuz was announced on June 15, erasing the geopolitical risk premium that had been embedded in crude oil prices for months.