SPDR Energy Select

ConocoPhillips: Iran Conflict Disrupts LNG Supply, Qatar Joint Venture Delay Limited to Months

SLB Reports Beat, Hits 52-Week High, Analysts Raise Targets as Insiders Sell

Williams Companies Executive Glen G. Jasek Sells 2,500 Shares for Approximately $195,606.58

FactSet Survey: 26 Analysts Raise ConocoPhillips 2026 EPS Median Estimate to $9.43

Phillips 66 Advances Permian Basin Zeus Gas Plant Project, $2-2.5B Investment for 2028 Operation

Glenfarne and ConocoPhillips Sign Precedent Agreement for North Slope Gas Sales in Alaska LNG Project

Exxon Mobil Options Surge on May 15, Call Ratio Hits 77%

ExxonMobil dismisses ISS objections to Texas relocation as irrelevant and questions independence

Argus Raises Phillips 66 Price Target to $197, Maintains Buy Rating

Berkeley Capital Partners LLC Reduces Holdings in EOG Resources Inc

Innovation Energy Holdings to Acquire Chevron's Singapore SRC Refinery Shares and Other Regional Assets for $2.17B

Phillips 66 CFO Kevin J. Mitchell Sells Company Shares

ExxonMobil Reports Atmospheric Pollution Leak at Beaumont Refinery in Texas

Sabre: Qatar Energy's North Field Expansion Delayed Due to Supply Chain Issues

ADL and JLens urge Chevron shareholders to oppose Proposal 6

QatarEnergy and Others Sign MOU with Syria to Assess Potential of Block 3

ISS advises ExxonMobil shareholders to oppose the company's relocation proposal

Securian Asset Management Inc. Cuts Holdings in Phillips 66

AMPLITECH GROUP INC. COM USD0.001 (S/R 18/07/2026)

AMPLITECH GROUP INC. USD0.001 S/R 20/11/26 SER B

Wellgistics Health

Huachen AI Parking Management Tech

GeoVax Labs

Sunshine Biopharma

AIM ImmunoTech

Virax Biolabs

NextNRG

GCT Semiconductor

Pinned News

置顶新闻

Archer Q1 FY26 returns to profit of USD 3.6 million; revenue falls to USD 278.4 million

ARCH

EQNR

AMLP

TPYP

MLPA

Archer reported a Q1 FY26 profit of USD 3.6 million, reversing a loss from the previous year, despite a 6.92% revenue decline to USD 278.4 million. Operating profit decreased to USD 16 million, while net interest expense fell to USD 13 million. Net cash from operations was positive at USD 6.3 million. Archer also secured a NOK 3 billion contract extension with Equinor and announced a quarterly cash distribution of NOK 0.62 per share.

PUBT

Arch Resources

Equinor Asa

Ritchie Bros Auctioneers

Us Natural Gas

Alerian MLP

Tortoise N Americ Pipe

Global X MLP

SPDR O&G Ex & Prd

iShares US Oil & Gas Expl & Prod

Equinor ASA

Capricorn Energy PLC has secured a long-term concession deal in Egypt's Western Desert, effective from July 1, 2025. The agreement consolidates eight concessions, extending their life by up to 20 years and revising fiscal terms to attract investment. Analysts rate CNE stock as a Buy, with a price target of £310.00, citing improved financial performance and technical momentum, despite some operational risks.

Tip Ranks

Capricorn Secures Long-Term Western Desert Concession Deal in Egypt

SHEL

SHEH

Shell plc has repurchased 231,000 shares at £32.4578 each as part of a share buy-back program aimed at enhancing shareholder returns. Goldman Sachs is managing the buy-back in compliance with market regulations. Analysts rate Shell stock as a Buy with a £3700.00 price target, though Spark's AI Analyst gives it a Neutral rating due to cooling financial performance. Shell focuses on returning cash to shareholders while transitioning to lower-carbon energy solutions.

Shell

United States Oil Fund LP

VG Energy

VanEck Oil Services ETF

ISHRS S&P Glb Engy

Shell plc ADRhedged

Goldman Sachs

Shell PLC

GS Hldg R

Shell Advances Capital Return Drive with Fresh Share Buy-Back

CRAK

Cleveland Fed projects May inflation at 4.18%, with Q2 CPI annualizing at 6.89%, the highest in three years. The Iran war's impact has led to soaring oil prices, causing U.S. gas prices to rise rapidly. As a result, hopes for rate cuts in 2026 have diminished, with potential hikes anticipated under new Fed Chair Kevin Warsh.

- The Cleveland Fed projects May inflation at 4.18%, with the Q2 CPI annualizing at 6.89%, marking a three-year high.  
- The Iran war has closed the Strait of Hormuz, causing oil prices to rise significantly and leading to the fastest increase in U.S. gas prices in 30 years.  
- This inflation surge diminishes hopes for rate cuts in 2026, with potential interest rate hikes anticipated under the new Fed Chair Kevin Warsh.

Occidental Petroleum

iShares US Oil Equip & Svcs

VanEck Oil Refiners ETF

Pro Ultr Bloomberg Crude Oil

SPDR O&G Equip

Us Brent Oil

Fed's May inflation forecast spikes, rate cuts unlikely in 2026

SLB Limited (NYSE:SLB) reached a new 52-week high of $57.35, closing at $57.2090. Analysts have mixed ratings, with Citigroup raising its target to $68.00 and Sanford C. Bernstein to $71.00. The company reported $0.52 EPS, beating estimates, and declared a quarterly dividend of $0.295 per share. Insider selling activity was noted, with significant shares sold by executives. Institutional investors have also adjusted their stakes in SLB recently.

Market Beat

Citigroup

JPMorgan Chase

ROYAL BANK OF CANADA

CITIGROUP INC 6.250 NON CUM SER II PFD WI

JPMORGAN CHASE & CO. 4.20% DEP SHS REPSTG 1/400TH PFD SER MM

JPMORGAN CHASE & CO. 6%NON CUM DEP SHS REP 1/400TH PFD SER EE

JPMORGAN CHASE & CO. DEP REP 1/400TH (5.75% NON CUM PFD DD)

JPMORGAN CHASE & CO. 4.625% DEP SH RE 1/400TH INT NO CU PF LL

JPMorgan Chase & Co.

JPMORGAN CHASE & CO. 4.55% DEP SHS REPSTG 1/400TH PFD SER JJ

JPMORGAN CHASE & CO. 4.75 DEP SHS REP 1/400 NCUM PFD SR GG

SLB (NYSE:SLB) Hits New 52-Week High  - Time to Buy?

CTRA

RBC Capital Markets suggests Devon Energy (DVN) may benefit from its merger with Coterra Energy (CTRA) in June, highlighting potential asset sales and merger synergies. The firm anticipates a new guidance update mid-June, with asset sales possibly exceeding $4 billion. Devon's $1 billion synergy target and $8 billion stock buyback plan indicate strong confidence. RBC maintains a sector perform rating with a $59 price target.

fidelity

Coterra Energy

Devon Energy

Devon Energy Could Gain From Merger Update in June, Asset Review, Buybacks, RBC Says

MLPX

Phillips 66 (PSX) announced plans for a major midstream capacity expansion, including the Zeus Gas Plant and a new Coastal Bend fractionator to enhance Permian gas processing. The projects, part of a $2.0-$2.5 billion capital spending program, aim to support rising output and improve flow efficiency. Shares rose 0.88% to $176.47 in premarket trading. The company expects to reduce debt to $17 billion by 2027 and return over 50% of operating cash flow to shareholders.

benzinga_article

Phillips 66

GLOBAL X MLP & Energy Infra

Morgan Stanley

Bank of Nova Scottia

MORGAN STANLEY DEP SHS EA REP 1/1000 SHS NON CUM PFD O

MORGAN STANLEY DEP SHS REPSTG 1/1000TH PFD SER Q

MORGAN STANLEY DEP SHS REPS 1/1000 7.125% PFD E

MORGAN STANLEY NON-CUM DEP SH REP 1/1000 PFD SER I

MORGAN STANLEY 4.875 DEP SHS REP 1/1000 NCUM PFD SR L

MORGAN STANLEY 6.5%DEP SHS REPSTG 1/1000 NON CUM SER P

MORGAN STANLEY DEP SHS REPS 1/1000 PFD SER 'A'

MORGAN STANLEY DEP SHS REPR 1/1000TH INT PFD SER 'F' FX

MORGAN STANLEY DEP SHS REP 1/1000 NON-CUM PFD STK SER K

Phillips 66 Plans Major Midstream Capacity Expansion

RBA Assistant Governor Sarah Hunter will address inflation and the Middle East conflict at the Bloomberg Forum in Sydney. Her speech will focus on energy-driven price pressures and the impact of elevated oil prices on the Australian economy. Markets are expected to scrutinize her remarks for indications of how geopolitical risks may influence inflation and interest rates, particularly following three consecutive rate hikes by the RBA. Hunter's address signals the Bank's concern over persistent inflation and its implications for future monetary policy.

- Reserve Bank of Australia’s Assistant Governor Sarah Hunter will address the impact of inflation and the Middle East conflict at a Bloomberg investment forum in Sydney.  
- The speech comes after three consecutive interest rate hikes of 25 basis points, reflecting the RBA's concerns over persistent inflation driven by geopolitical factors.  
- The market will closely watch for indications that the RBA views conflict-driven oil prices as a lasting inflation factor, impacting consumer prices and future rate decisions.

Investinglive

RBA to address inflation risk from Middle East conflict at Sydney forum. Hunter no dove.

On May 18, 2026, Glen G. Jasek, Senior VP of Williams Co. (WMB), sold 2,500 shares valued at $195,374, marking a significant insider move. Despite bearish options trading and heightened caution ahead of earnings, analysts raised price targets due to strong Q1 performance and a robust project backlog. However, risks include high leverage from a $7.3B capex plan and regulatory challenges. Spark rates WMB as Neutral, citing solid profitability but constrained by leverage and moderate valuation.

Williams

Top Williams Co. Executive Makes Notable Insider Move

As oil prices may decline following an Iran ceasefire, three energy stocks are highlighted as attractive investments: Marathon Petroleum, Valero Energy, and Phillips 66. Marathon is noted for its ability to refine heavy crude, Valero for capturing rerouted global crude, and Phillips 66 for its diversified business model. Analysts have raised price targets for these stocks, indicating potential growth despite the anticipated drop in oil prices.

Marathon Petroleum

Valero Energy Corp New

Iran Ceasefire Trade: 3 Energy Stocks to Own if Oil Falls to $80

Glen Jasek, SVP of Williams Companies (NYSE:WMB), sold 2,500 shares at $78.15 each, totaling $195,375. Post-sale, he holds 54,101 shares, a 4.42% decrease in ownership. The transaction was filed with the SEC. Williams Companies reported $0.73 EPS for the last quarter, exceeding estimates, and announced a quarterly dividend of $0.525 per share, payable on June 29th.

Wells Fargo

Jefferies Financial

Brookfield

WELLS FARGO & COMPANY DP SHS REP 1/1000TH INT NCUM PFD CL A DD

WELLS FARGO & COMPANY 7.5% PERP CONV PRF CLS 'A' SERIES 'L'

WELLS FARGO & COMPANY DEP SHS REP 1/1000 INT PER PFD SER Y A

WELLS FARGO & COMPANY DP SHS REP 1/1000TH INT NCUM PFD CL A CC

WELLS FARGO & COMPANY 4.75% DEP SHS 1/1000 NCUM PFD CL A SR Z

WELLS FARGO & COMPANY DEP SHS REP 1/1000TH INT PFD SR AA (CLA)

Glen Jasek Sells 2,500 Shares of Williams Companies (NYSE:WMB) Stock

15 May was the SEC 13F deadline for Q1 2026. Five top managers I think are worth a read. Here's what changed, in plain SG-investor language.

NVIDIA

Taiwan Semiconductor

Broadcom

Micron Tech

Intel

Sandisk

Lumentum

Coreweave

Core Scientific, Inc.

Applied Digital

Alphabet - C

Alphabet

Microsoft

Amazon

Electronic Arts

Salesforce

Workday

ServiceNow

Confluent

Dropbox

Spotify

Uber Tech

Hilton Worldwide

New York Times

Lennar

Delta Air Lines

Chevron

Constellation Energy

Visa

Mastercard

Natera

Teva Pharmaceutical Industries

Woodward

BBB Foods

YPF Sociedad Anonima

Linde

Bloom Energy

iShares Core S&P 500 UCITS ETF

Vanguard FTSE All-World UCITS ETF Accum USD

Invesco QQQ Trust

SPDR S&P 500

iShares Core S&P 500

Invesco S&P 500 Eq Wgt ETF

Financial Select Sector SPDR Fund

Global X MSCI Argentina

Berkshire Hathaway B

Berkshire Hathaway

Pershing Square

Lennar-B Shares

Q1 2026 13F Highlights: 5 Top Funds in 5 Minutes

Nobody thought gold could do it, and then it did... $SPDR Energy Select(XLE.US) $SPDR Gold Shares(GLD.US)

SPDR Gold Shares

As fears of a complete oil supply-chain disruption increase, $SPDR Energy Select(XLE.US) is quickly gaining momentum.🔄

• Oil prices are rising while futures are falling. $SPDR Energy Select(XLE.US) $Exxon Mobil(XOM.US) $Chevron(CVX.US) • Eli Lilly's obesity drug faces competition from black-market versions. $Eli Lilly(LLY.US) • $Apple(AAPL.US) is surging ahead of the WWDC event. • $Cisco(CSCO.US) is near highs after transitioning to AI infrastructure. • Memory-chip stocks are rallying due to increased AI data center spending. $Micron Tech(MU.US) $Sandisk(SNDK.US) $Seagate Tech(STX.US) $Western Digital(WDC.US) • Upcoming week includes Cisco earnings and potential Dow Jones stock breakouts.

Apple

Eli Lilly

Cisco

Exxon Mobil

Seagate Tech

Western Digital

Dow Jones Industrial Average

Sandisk - WI

Western Digital - WI

• Dow Jones rose over 600 points amid hopes for a peace deal and strong labor data. • Oil prices fell nearly 7% due to potential diplomatic solutions. $SPDR Energy Select(XLE.US) $Exxon Mobil(XOM.US) • $Automatic Data Process(ADP.US) report showed private-sector payrolls increased by 109,000 in April, exceeding expectations. • Advanced Micro Devices reported a 43% earnings increase, driving stock prices higher. $AMD(AMD.US) • Walt Disney's earnings beat expectations, with a refined guidance projecting 12% EPS growth. $Disney(DIS.US) • Lam Research stock is recommended as a strong buy following significant earnings growth. $Lam Research(LRCX.US)

Lam Research

Disney