Observatory · observe first

Follow the allocation change

Matched S&P 500 members → sector → industry → sub-industry → company. Each step uses the same percentage points.

Historical time machine

Historical observation

20182026

Universe›Energy›Integrated Oil & Gas›Integrated Oil & Gas

1 · Sector

Weight and 12M allocation change

Materials32.1%+29.08 pp Energy2.4%-0.93 pp Real Estate2.0%-1.30 pp Utilities2.1%-1.36 pp Communication Services1.9%-1.47 pp Consumer Discretionary8.6%-2.35 pp Consumer Staples4.9%-2.62 pp Industrials7.0%-2.73 pp Financials7.7%-3.97 pp Health Care10.9%-5.94 pp Information Technology20.2%-6.43 pp

2 · Industry

Inside Energy

Integrated Oil & Gas0.68%-0.43 pp Oil & Gas Exploration & Production0.80%-0.34 pp Oil & Gas Refining & Marketing0.33%-0.13 pp Oil & Gas Storage & Transportation0.28%-0.09 pp Oil & Gas Equipment & Services0.34%+0.06 pp

3 · Sub-industry

Inside Integrated Oil & Gas

Integrated Oil & Gas0.68%-0.430 pp

Concentrated

Most of this industry's losses came from a few companies.

View all contributions →

Integrated Oil & Gas · weight

0.68%

Industry change · 12M

-0.43 pp

Integrated Oil & Gas · contribution

-0.430 pp

Company participation

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Jul 2023 · sorted by absolute contribution to 12-month change

Company	Country	Market cap	Universe weight	3M contribution	12M contribution	12M price return	Above 6M weight average
Chevron Corporation → CVX	United States	$310.0bn	0.676%	-0.410 pp	-0.430 pp	+3.5%	No

Company contributions use weights among matched S&P 500 members and add through each level without rescaling. Companies without matched shares and prices are omitted. These observations do not establish official index weights or actual fund flows.