21 members · drivers first · 1M · residual 40.3bp within 60bp gate
The XLE rose 0.25% (+0.16 pts) on the month, but 13 of 21 members went the other way. MPC and VLO carried the tape higher, contributing more than the entire move.
slicing the +0.16 pt move · cell size = points contributed · color = direction, intensity = return
MPC+0.4 pts(+15.9%)
VLO+0.3 pts(+12.6%)
SLB−0.3 pts(−12.6%)
PSX+0.2 pts(+7.6%)
XOM+0.2 pts(+2.3%)
CVX−0.1 pts(−0.4%)
KMI+0.1 pts(+5.0%)
OKE−0.1 pts(−6.2%)
COP−0.1 pts(−2.1%)
HAL−0.1 pts(−9.8%)
FANG−0.1 pts(−6.5%)
EXE−0.1 pts
BKR−0.1 pts
DVN−0.1 pts
EQT
OXY
WMB
EOG
APA
Concentration curve
cumulative share of the +0.16 pt move · sorted by contribution
When they drove it
cumulative points through the period
Breadth
member returns, this period
−15%−5%+5%+15%
From −12.60% (SLB) to +15.95% (MPC). Equal-weight, the XLE would be −0.75% vs the actual +0.25%; the gap is what cap weighting did.
By sector
point contribution · sums to +0.16 pts
-21
+0.2
The year, session by session
every trading day of 2026 · hover for the move
JANFEBMARAPRMAYJUNJULAUGSEPOCT
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Energy · Select Sector
What moved the market
1M · OCT 9, 2026
+0.25%
+0.2 pts · closed 65.09
8 of 21 rose · 13 fell
MPC+15.9%
+0.4
VLO+12.6%
+0.3
PSX+7.6%
+0.2
XOM+2.3%
+0.2
KMI+5.0%
+0.1
HAL−9.8%
−0.1
COP−2.1%
−0.1
OKE−6.2%
−0.1
CVX−0.4%
−0.1
SLB−12.6%
−0.3
MPC carried a split tape · 13 of 21 went the other wayWMTMT.COM
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