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Oil Majors & Refiners: Integrated Energy Cash Flow
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While the AI hardware complex de-rates after China's chip unwind, integrated oil majors and refiners are near their 52-week highs. On this sheet they also carry low forward multiples and solid free-cash-flow yields. XOM and CVX reported on 2026-10-30, so the earnings read is fresh. This basket owns the companies that produce and refine hydrocarbons, a cash-flow theme that has little to do with AI capex.
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While the AI hardware complex de-rates after China's chip unwind, integrated oil majors and refiners are near their 52-week highs. On this sheet they also carry low forward multiples and solid free-cash-flow yields. XOM and CVX reported on 2026-10-30, so the earnings read is fresh. This basket owns the companies that produce and refine hydrocarbons, a cash-flow theme that has little to do with AI capex. Launch basket (equal weight): XOM, CVX, VLO, MPC, PSX, COP, EOG, OXY, DVN Rules: 1. No inverse, leveraged or volatility ETFs. 2. Only names tradable at the enrolled brokers (Moomoo): no OTC listings, no dead tickers, nothing on the refused list.
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