Energy
Oil, gas, refining, energy infrastructure. The most cyclical major sector — commodity price swings dominate over fundamentals. Wide-moat names are rare; capital allocation history is everything.
What drives this sector
- Commodity prices > company decisions
- Reserves replacement matters more than current production
- Capital discipline distinguishes winners
- Energy transition is multi-decade tailwind/headwind
Top stocks ranked by Buffett-fit
These are the top names in this sector by our composite quality score (ROIC, margin stability, balance-sheet strength, growth quality).
- 1
ENBEnbridge Inc.119.9Bmcap0Q - 2
TTETotalEnergies SE204.3Bmcap0Q - 3
COPConocoPhillips151.1Bmcap0Q - 4
WMBThe Williams Companies, Inc.92.8Bmcap0Q - 5
CNQCanadian Natural Resources Limited97.7Bmcap0Q - 6
SLBSLB N.V.84.6Bmcap0Q - 7
BKRBaker Hughes Company68.4Bmcap0Q - 8
MPLXMPLX Lp58.0Bmcap0Q - 9
LNGCheniere Energy, Inc.57.2Bmcap0Q - 10
WDSWoodside Energy Group Ltd44.4Bmcap0Q - 11
SOCSable Offshore Corp.1.4Bmcap0Q - 12
HALHalliburton Company35.0Bmcap0Q - 13
VNOMViper Energy, Inc.19.1Bmcap0Q - 14
PRPermian Resources Corporation16.1Bmcap0Q - 15
APAAPA Corporation14.9Bmcap0Q - 16
AMAntero Midstream Corporation10.4Bmcap0Q - 17
NBRNabors Industries Ltd.1.7Bmcap0Q - 18
CNRCore Natural Resources, Inc.4.5Bmcap0Q - 19
HCCWarrior Met Coal, Inc.4.4Bmcap0Q - 20
TXOTXO Partners, L.P.687Mmcap0Q - 21
USACUSA Compression Partners, LP3.3Bmcap0Q - 22
AMRAlpha Metallurgical Resources, Inc.2.4Bmcap0Q - 23
TBNTamboran Resources Corp813Mmcap0Q - 24
SUNCSunocoCorp LLC2.9Bmcap0Q - 25
CSANCosan S.A.4.0Bmcap0Q - 26
OVVOvintiv Inc.17.8Bmcap0Q - 27
XOMExxon Mobil Corporation627.2Bmcap0Q - 28
CVXChevron Corporation376.6Bmcap0Q - 29
SHELShell plc252.8Bmcap0Q - 30
BPBP p.l.c.120.9Bmcap0Q - 31
PBRPetróleo Brasileiro S.A. - Petrobras141.8Bmcap0Q - 32
TRPTC Energy Corporation68.8Bmcap0Q - 33
IMOImperial Oil Limited64.2Bmcap0Q - 34
KMIKinder Morgan, Inc.72.0Bmcap0Q - 35
ETEnergy Transfer LP68.8Bmcap0Q - 36
EPDEnterprise Products Partners L.P.83.2Bmcap0Q - 37
CCJCameco Corporation52.9Bmcap0Q - 38
VLOValero Energy Corporation74.0Bmcap0Q - 39
PSXPhillips 6670.9Bmcap0Q - 40
MPCMarathon Petroleum Corporation73.3Bmcap0Q - 41
CVECenovus Energy Inc.55.1Bmcap0Q - 42
FANGDiamondback Energy, Inc.59.4Bmcap0Q - 43
TRGPTarga Resources Corp.55.1Bmcap0Q - 44
OXYOccidental Petroleum Corporation58.7Bmcap0Q - 45
EQTEQT Corporation37.1Bmcap0Q - 46
CQPCheniere Energy Partners, L.P.32.3Bmcap0Q - 47
UGPUltrapar Participações S.A.6.5Bmcap0Q - 48
FSLRFirst Solar, Inc.22.7Bmcap0Q - 49
EXEExpand Energy Corporation24.1Bmcap0Q - 50
ARRYArray Technologies, Inc.1.2Bmcap0Q
Screen all stocks in sector
These are the top names in this sector by our composite quality score (ROIC, margin stability, balance-sheet strength, growth quality).