#oil 1. Exxon Mobil Corp
Exxon Mobil is an American energy company. It is one of the largest integrated oil companies in the world. Exxon Mobil has a market cap of $620 billion.
Shares of Exxon Mobil busted out to new all-time highs on the Iran War but are now treading water. It’s up just 1.2% in the last 3 months, which is about the length of time of the war. However, Exxon is higher year-to-date, having gained 20.6%
value.Earnings are expected to jump 64.4% in 2026. Thanks to rising oil prices, the analysts have been aggressively raising their full year earnings estimates. 2026 jumped to $11.49 from $6.60 just 90 days ago. Last year, Exxon made just $6.99.
Exxon rewards shareholders with a dividend, which is currently yielding 2.8%.
2,Ecopetrol S.A
Ecopetrol S.A. is a Colombian energy and infrastructure company with 19,000 employees. It has a market cap of $30.5 billion. Ecopetrol is the largest company in Colombia.
It has. an interesting business, as it does your usual oil production and refining, but also energy transmission, renewables, and toll roads. Ecopetrol has a telecom business in Brazil, Argentina, and Chile.
Shares of Ecopetrol are outperforming this year. Over the last 3 months, it’s gained 24.3% and is also up 46% year-to-date.
Because it’s a foreign company, there isn’t much coverage by the analysts. Zacks has just three analysts covering the company. But the 2026 Zacks Consensus is looking for $2.37, up from $1.02 just 90 days ago.
The shares are trading near 1-year highs but it’s still cheap. Ecopetrol has a forward P/E of just 6.3. A P/E under 10 is considered to be a deep value.
3,Chevron Corp
Chevron is also an American energy company. It has a market cap of $367 billion. Chevron is famous for being in Berkshire Hathaway’s equity portfolio.
Shares of Chevron have treaded water the last 3 months, much like Exxon. It’s down 1% in that time. Year-to-date, it has gained 17%
17%.Earnings are expected to soar 115.9% to $15.74 from $7.29 last year. But 90 days ago, Chevron was only expected to make $6.66. It’s been a massive turnaround thanks to higher oil prices
Chevron is cheap. It has a forward P/E of just 11.7. It also rewards shareholders with a dividend. It’s paying a solid dividend, with a yield of 3.9%.
