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›Oil & Gas Refining & Marketing›Oil & Gas Refining & Marketing

1 · Sector

Weight and 12M allocation change

Information Technology41.0%+4.61 pp Industrials10.3%+0.34 pp Energy2.4%+0.09 pp Materials2.1%-0.14 pp Utilities2.5%-0.22 pp Real Estate2.0%-0.28 pp Consumer Discretionary11.2%-0.41 pp Health Care10.4%-0.48 pp Communication Services2.2%-0.51 pp Consumer Staples5.7%-1.01 pp Financials10.3%-1.99 pp

2 · Industry

Inside Energy

Oil & Gas Refining & Marketing0.38%+0.08 pp Oil & Gas Exploration & Production0.72%-0.05 pp Oil & Gas Equipment & Services0.27%+0.05 pp Integrated Oil & Gas0.57%+0.03 pp Oil & Gas Storage & Transportation0.48%-0.02 pp

3 · Sub-industry

Inside Oil & Gas Refining & Marketing

Oil & Gas Refining & Marketing0.38%+0.076 pp

Concentrated

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

View all contributions →

Oil & Gas Refining & Marketing · weight

0.38%

Industry change · 12M

+0.08 pp

Oil & Gas Refining & Marketing · contribution

+0.076 pp

Company participation

100%

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Jun 2026 · 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
Valero Energy → VLO	United States	$77.3bn	0.134%	+0.027 pp	+0.044 pp	+98.7%	Yes
Marathon Petroleum → MPC	United States	$74.6bn	0.130%	+0.025 pp	+0.020 pp	+56.9%	Yes
Phillips 66 → PSX	United States	$67.8bn	0.118%	+0.011 pp	+0.013 pp	+46.6%	Yes

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.