Exxon Mobil

Chevron

ConocoPhillips

Williams

EOG Resources

ONEOK

Schlumberger

Kinder Morgan

Phillips 66

Marathon Petroleum

Energy Select Sector SPDR Fund

XLE tracks a market-cap-weighted index of US energy companies in the S&P 500.

CSI Compressco

Cenovus Energy

Enbridge

Equitrans Midstream

Genesis Energy

VanEck Vectors Oil Services ETF

Plains All American Pipeline

Pembina Pipeline

Transocean

Sitio Royalties Corp

Targa Resources

TC Energy

Viper Energy Partners LP

Western Gas Partners

SPDR S&P Oil & Gas Exploration & Production ETF

Energy shares traded aimlessly on low volume until indicators pointed to a tightening oil market late in the week. Friday saw dramatic outperformance in response to improving oil market fundamentals despite heightened macro concerns. The late-week price action suggests further oil market tightening will push oil-related equities higher over the coming months.

Energy Income Weekly: The Week's Price Action Bodes Well For The Second Half

Summary  Several factors have weighed on energy sector performance in 2023, but energy infrastructure companies have been a clear bright spot.   Midstream/MLPs' fee-based business models have provided insulation from weakness in commodity prices, while generous dividends have also enhanced total return.

Energy Half-Time 2023 Report: MLPs' Defense Is Winning

Vanguard Consumer Discretionary ETF

Industrial Select Sector SPDR Fund

Technology Select Sector SPDR Fund

Apart from the ongoing AI boom, a strong job market, a resilient economy, solid cash reserves, a new bull market, a rebound in the home building sector and massive infrastructure spending should drive the broader market in the second half of 2023 despite rising rate worries.

Beyond AI, 6 Factors That Could Boost Wall Street ETFs in 2H

Edison

Occidental Petroleum

During our climate-defined era, the interplay of energy stocks and weather patterns continues to shape investment prospects in the sector. This month, we're looking at three opportunities uniquely positioned to leverage current environmental conditions.

The 3 Best Energy Stocks to Buy in July

The Energy Select Sector SPDR Fund NYSE: XLE is setting up on a higher time frame for a potential breakout. YTD, the sector ETF is down almost 7%.

Is The XLE Primed For A Potential Breakout?

Supply has continued to outpace demand in recent months.

Oil Is on Track for Record Losing Streak

An oil hedge fund is looking at 51% loss as its bets on energy prices turns sour, Bloomberg reported. Pierre Andurand's hedge fund had delivered sky-high returns to its investors from 2020 through 2022.

An oil-trading hedge fund just got slammed with a 51% loss amid this year's slump in energy prices

iShares Core U.S. Aggregate Bond ETF

JPMorgan BetaBuilders Europe ETF

iShares iBoxx High Yield Corporate Bond ETF

PIMCO Enhanced Short Maturity Active ETF

Invesco National AMT-Free Municipal Bond ETF

Invesco QQQ

iShares 1-3 Year Treasury Bond ETF

SPDR S&P 500 ETF Trust

iShares Short-Term National Muni Bond ETF

Rising concerns around future interest rate hikes, renewed global recessionary fears, and the possibility new restrictions on technology sales to China by U.S. firms led to mixed market returns during the fund-flows week. Equity ETFs witnessed net inflows for the second week in three, attracting a little less than $7.0 billion for the most recent fund-flows week. For the second week in a row, taxable bond funds (ex-ETFs) witnessed net outflows, while posting a 0.02% market gain on average for the fund-flows week.

U.S. Weekly FundFlows Insight Report: Equity ETFs Attract Net Inflows While Conventional Equity Funds Suffer Redemptions

An interesting article based on cycles and commodities versus stocks suggests that over the past 90 years, stocks have outperformed commodities by 4 to 1. Within those 90 years though, there are times that commodities outperform stocks, generally for about 15 years.

What A Healthy Correction in Energy Stocks Looks Like

Oil prices could reach $100 a barrel if central banks ease monetary policies in response to deteriorating macroeconomic indicators. The U.S. Strategic Petroleum Reserve's inventories are near record lows, and geopolitical tensions or unexpected events could push oil prices higher. Risks to this outlook include a prolonged global recession and a continued sufficient supply of oil from OPEC+ members and US production facilities.

Oil Can Still Hit $100 Per Barrel And XLE Investors Can Benefit

Baker Hughes Co

Halliburton

NexTier Oilfield Solutions Inc

PDC Energy Inc

Patterson-UTI Energy

Weatherford International PLC

It's sometimes said that markets can turn on a dime. That seemed to have happened with the energy sector, which was the huge 2022 winner, but the Energy Select Sector SPDR Fund NYSEARCA: XLE is down 7.56% so far in 2023, lagging behind all other sectors.

Oilfield Services Growing Faster Than Wider Energy Sector

Global X MSCI Argentina ETF

Global X Copper Miners ETF

First Trust Natural Gas ETF

iShares Latin America 40 ETF

KraneShares CSI China Internet ETF

Li Auto Inc.

NetEase

Pinduoduo Inc - ADR

VanEck Vectors Steel ETF

Vipshop Hlds

Emerging markets and commodities are showing strength amid a weak USD, which has a historical negative correlation with these sectors. Risk-on currencies like the Australian Dollar and Canadian Dollar have broken out against the USD, providing a supportive backdrop for emerging markets and commodities. If the USD breaks below its support, it could lead to a further decline, potentially triggering powerful uptrends in commodity and emerging market stocks.

Under The Radar Strength In Commodity And Emerging Market Stocks (Technical Analysis)

Devon Energy

Global volatility didn't spare oil stocks in 2023. Indeed, the sector grappled with unique systemic risks, even as interest rate hikes and economic contraction beat down most stock sectors.

3 Oil Stocks Still on Sale as the Sector Rebounds

The relationship between energy stocks and the technology sector has been a roller coaster ride in recent years. As the world's energy needs continue to increase, artificial intelligence can play a crucial role in addressing these demands. While the short-term outlook for energy stocks may appear uncertain, there are reasons to believe that a comeback is possible.

XLE ETF: Can Energy Reclaim The 2022 Throne?

Amplify CWP Dividend & Option Income ETF

Consumer Discretionary Select Sector SPDR Fund

Exchange-traded funds are frequently based on market indexes. The most important thing for investors to understand is the index methodology.

Just Because It's an ETF Doesn't Mean It's Diversified -- Know What You Own

iShares Global Clean Energy ETF

In a surprise move, Saudi Arabia pledges to reduce its oil output further by a million barrels a day, causing a noticeable uptick in global oil prices.

Saudi Pledges Extra Oil Output Cuts: 4 Sector ETFs to Win

Energy investors have endured significant volatility over the past two months as China's economic recovery has fizzled out. Saudi Arabia decided to cut its production, demonstrating its commitment to defend oil prices from falling further, lending stability to the market. However, OPEC+ members are mixed in their responses, as lower oil prices could crimp revenue further if they reduce their output.

XLE: Saudi Arabia Sends A Message

Diamondback Energy

Kosmos Energy

Matador Resources

Ovintiv

At just over $71 a barrel, WTI crude remains above a key “support” level in the high-sixties.

The Price of Oil Could Run Up Soon. 6 Stocks to Play It.

Alerian MLP ETF

Enterprise Products Partners

Warren Buffett's Berkshire Hathaway has been increasing its stake in Occidental Petroleum, signaling a bullish outlook on the energy sector. The energy sector enjoys several strong and sustainable tailwinds right now. We share some of our top high yield energy picks.

Warren Buffett Is Buying Energy Hand-Over-Fist: Our Top Picks

Freeport-McMoRan

Nucor

SPDR S&P Metals & Mining ETF

The Energy Select Sector SPDR ETF is down about 16% from a multiyear peak in late 2022, and the SPDR S&P Metals & Mining ETF is down about 30%.

Commodity Stocks Are Cheap. Time to Buy Soon.

NextEra Energy

With summer just around the corner, it's time to look at some of the top energy stocks to own now. For one, we have driving season ahead of us, with AAA predicting Memorial Day weekend will be the third busiest auto travel time since 2000.

7 Energy Stocks to Charge Up Your Portfolio This Summer

iShares U.S. Real Estate ETF

SPDR S&P Bank ETF

SPDR S&P Regional Banking ETF

United States Natural Gas Fund LP

Vanguard Real Estate ETF

Financial Select Sector SPDR Fund

Real Estate Select Sector SPDR Fund

Banks are tightening lending practices, which has historically been predictive of recessions. Commercial real estate loans are coming due, with many properties being valued below the amount owed, potentially causing issues for banks.

Bank Tightening, Commercial Real Estate And Natural Gas Demand

Alerian Energy Infrastructure ETF

KraneShares Global Carbon ETF

Engine NO 1 Transform Climate ETF

Invesco Dynamic Energy Exploration & Production ETF

Invesco Solar ETF

Vanguard Energy ETF

Bull vs. Bear is a weekly feature where the VettaFi writers' room takes opposite sides for a debate on controversial stocks, strategies, or market ideas — with plenty of discussion of ETF ideas to play either angle. For this edition of Bull vs.

Bull vs. Bear: Is There a Future for Fossil Fuel Investments?

Since my last article on the XLE in December 2021, we have seen a further 52% gain in the ETF, even as oil prices have remained flat. Oil majors have been able to generate record free cash flows despite this drop in oil prices, which put the free cash flow yield at 14%.

XLE: Buy The Dip Amid Record 14% Free Cash Flow Yield

The oil industry is in a very strong cash position, a recession shouldn't stop upstream or downstream companies from continuing to return cash to shareholders with buybacks and dividend increases. There are a number of reasons to believe oil prices will stay at elevated levels even if the economy slows for multiple quarters and energy supplies remain tight.

XLE: A Fund That Should Still Hold Up Well If There Is A Recession

News for Energy Select Sector SPDR Fund ETF (XLE)