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WHAT MOVED THE MARKET TODAY
DAILY NOTES

Energy · Select Sector

21 stocks · cap-weighted, ETF-derived weights · Oct 9, 2026 close
65.09
+2.27 (+3.61%)
XLE 65.09 · +2.3 pts (+3.61%) 1W
1D1W1MQTD3M6MYTD1Y2Y3Y5Y
66.2365.2764.3063.33EW +3.81%H 66.00 · 11:30L 62.61 · 09:30
Oct 5Oct 6Oct 7Oct 8Oct 9
30-minute bars · index reconstructed live from member prices
Breadth
21 / 21
stocks rose with the index
Concentration
44%
of the gain from XOM, CVX, COP
Biggest driver
XOM +0.47
EXXONMOBIL HOLDINGS CORP, +3.05%
Biggest drag
SLB −0.00
SLB LTD, +0.43%

What drove it

21 members · drivers first · 1W · residual 0.5bp within 60bp gate

The XLE rose 3.61% (+2.27 pts) on the week in a broad advance: 21 of 21 stocks rose, with XOM out front at +0.47 points.

Read the latest market-close note: Goldman and Microsoft Push the Dow to a Large Gain While Telecoms Sink Communication Services

+2.3 pts from 20 gainers−0.0 pts from 1 losers
net +2.3 pts · gainers outweigh losers 22.7 to 1
Stock
Points
Return
XLEsum of all 21 stocks
+2.3
100%
+3.61%
XOMEXXONMOBIL HOLDINGS CORP
+0.5
21%
+3.05%
CVXCHEVRON CORP
+0.3
13%
+2.56%
COPCONOCOPHILLIPS
+0.3
11%
+5.81%
MPCMARATHON PETROLEUM CORP
+0.2
11%
+7.74%
VLOVALERO ENERGY CORP
+0.2
9%
+6.78%
PSXPHILLIPS 66
+0.2
7%
+5.10%
EOGEOG RESOURCES INC
+0.1
5%
+4.82%
KMIKINDER MORGAN INC
+0.1
4%
+4.57%
WMBWILLIAMS COS INC
+0.1
4%
+3.06%
EQTEQT CORP
+0.1
2%
+5.31%
FANGDIAMONDBACK ENERGY INC
+0.1
2%
+4.02%
OXYOCCIDENTAL PETROLEUM CORP
+0.0
2%
+3.47%
TPLTEXAS PACIFIC LAND CORP
+0.0
2%
+6.19%
OKEONEOK INC
+0.0
2%
+2.18%
TRGPTARGA RESOURCES CORP
+0.0
1%
+1.75%
APAAPA CORP
+0.0
1%
+5.04%
EXEEXPAND ENERGY CORP
+0.0
1%
+3.16%
BKRBAKER HUGHES CO
+0.0
1%
+1.25%
DVNDEVON ENERGY CORP
+0.0
1%
+1.32%
HALHALLIBURTON CO
+0.0
1%
+2.17%
SLBSLB LTD
−0.0
0%
+0.43%
Cap weighting, illustrated

EXXONMOBIL HOLDINGS CORP and EXPAND ENERGY CORP moved almost identically (+3.05% vs +3.16%), yet XOM moved the XLE 23.4× as much. In a cap-weighted index, the bigger company's weight turns the same percentage move into far more points.

Attribution map

slicing the +2.27 pt move · cell size = points contributed · color = direction, intensity = return
XOM+0.5 pts(+3.0%)
CVX+0.3 pts(+2.6%)
COP+0.3 pts(+5.8%)
MPC+0.2 pts(+7.7%)
VLO+0.2 pts(+6.8%)
PSX+0.2 pts(+5.1%)
EOG+0.1 pts(+4.8%)
KMI+0.1 pts(+4.6%)
WMB+0.1 pts(+3.1%)
EQT+0.1 pts(+5.3%)
FANG+0.1 pts(+4.0%)
OXY+0.0 pts(+3.5%)
TPL+0.0 pts
OKE+0.0 pts
TRGP+0.0 pts
APA+0.0 pts
EXE
BKR
DVN
HAL

Concentration curve

cumulative share of the +2.27 pt move · sorted by contribution
0%50%100%5111621stocks:3 stocks = 44%100% covered at 20

When they drove it

cumulative points through the period
0XOM +0.47CVX +0.28COP +0.25SLB −0.00Oct 2Oct 9

Breadth

member returns, this period
0%+2%+4%+6%
From +0.43% (SLB) to +7.74% (MPC). Equal-weight, the XLE would be +3.81% vs the actual +3.61%; the gap is what cap weighting did.

By sector

point contribution · sums to +2.27 pts
-21
+2.3

The year, session by session

every trading day of 2026 · hover for the move
JANFEBMARAPRMAYJUNJULAUGSEPOCT

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