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

Information Technology29.9%+5.36 pp Consumer Discretionary12.3%+1.32 pp Materials2.8%-0.26 pp Communication Services2.9%-0.31 pp Industrials9.8%-0.31 pp Real Estate2.9%-0.32 pp Utilities2.9%-0.55 pp Energy3.3%-0.63 pp Consumer Staples6.8%-0.92 pp Financials11.2%-1.15 pp Health Care15.3%-2.24 pp

2 · Industry

Inside Energy

Integrated Oil & Gas0.85%-0.36 pp Oil & Gas Exploration & Production1.08%-0.29 pp Oil & Gas Equipment & Services0.44%+0.08 pp Oil & Gas Refining & Marketing0.49%-0.06 pp Oil & Gas Storage & Transportation0.45%+0.00 pp

3 · Sub-industry

Inside Integrated Oil & Gas

Integrated Oil & Gas0.85%-0.358 pp

Concentrated

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

View all contributions →

Integrated Oil & Gas · weight

0.85%

Industry change · 12M

-0.36 pp

Integrated Oil & Gas · contribution

-0.358 pp

Company participation

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Nov 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	$271.1bn	0.845%	-0.114 pp	-0.358 pp	-18.6%	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.