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Index
US & Middle East Energy Index
official“An index of the largest US and Middle East oil and gas producers, refiners, and infrastructure operators — capturing the global hydrocarbon majors.”
built · 2026-04-30 21:02·rebalance · quarterly·next run · 2026-07-30
creator narrative
0/1000
backtest · S&P 500 (SPX)·range
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risk-free raterf = 4.50%
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no backtest data
attribution factsheet
holdings · 10
click a row to drill in ↗NameAllocation· cap 20%Rationale
XOMExxon MobilEnergy20.00%Largest US oil major with Permian and Guyana growth.CVXChevronEnergy16.00%Diversified US supermajor with Permian, Australia LNG, Hess assets.KSAiShares MSCI Saudi Arabia ETFEnergy14.00%World's lowest-cost producer; backbone of global crude markets. (substituted via KSA ETF — Aramco is the largest Saudi listing but trades only on Tadawul)COPConocoPhillipsEnergy10.00%Largest US independent E&P; Permian and Alaska assets.EOGEOG ResourcesEnergy8.00%Premier US shale operator with industry-low breakevens.PSXPhillips 66Energy7.00%Largest US refining and midstream complex.MPCMarathon PetroleumEnergy7.00%Top US independent refiner with MPLX midstream.SLBSLBEnergy7.00%Largest global oilfield services firm; deep Middle East exposure.OXYOccidental PetroleumEnergy6.00%Permian heavyweight with carbon-capture optionality.KMIKinder MorganEnergy5.00%Largest US natural gas pipeline network.
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weighting · market_cap · cap=20%
rebalance · quarterly