Oil & Gas Storage & Transportation
Oil & Gas Storage & Transportation is losing market weight. Gained weight for 2 consecutive months.
Most of this industry's losses came from a few companies.
Where did the weight change come from?
12-month contribution in universe percentage points · contributions add to the industry change
The three largest same-direction contributors explain 92% of gross losses. Opposing contributions can make an individual company’s change larger than the industry’s net change.
How has it moved through history?
Share of matched S&P 500 members
Jan 2021 – Dec 2025 · market weight (%)
Relative performance
Industry return versus ACWI · no future data shown
Is participation broad or concentrated?
Actual constituent counts at this date, not the legacy synthetic breadth proxy
This is size concentration, not contribution to the 12-month change. The attribution above measures the latter.
Evidence can disagree
Independent dimensions · no combined score or bullish/bearish verdict
Other evidence and availability
Valuation data: unavailable; shown as zero placeholder.
Attention data: unavailable; shown as zero placeholder.
Actual fund flows: unavailable. No ETF, mutual-fund or institutional flow feed is connected.
Volume / turnover: unavailable in this dataset.
Follow the contribution to individual companies
Sorted by absolute 12-month weight contribution, not investment merit
| Company | Sub-industry | Country | Universe weight | 12M contribution | 12M price return | Revisions |
|---|---|---|---|---|---|---|
| Oneok → OKE | Oil & Gas Storage & Transportation | United States | 0.091% | -0.042 pp | -22.9% | 0.0 |
| Kinder Morgan → KMI | Oil & Gas Storage & Transportation | United States | 0.120% | -0.018 pp | +4.8% | 0.0 |
| Targa Resources → TRGP | Oil & Gas Storage & Transportation | United States | 0.078% | -0.011 pp | +5.7% | 0.0 |
| Williams Companies → WMB | Oil & Gas Storage & Transportation | United States | 0.144% | -0.006 pp | +14.9% | 0.0 |
Underlying monthly industry observations
| Month | Weight | 1M change | 3M change | 6M change | 12M change | Relative return · 12M |
|---|---|---|---|---|---|---|
| Dec 2025 | 0.432% | +0.002 pp | -0.013 pp | -0.066 pp | -0.077 pp | -18.1% |
| Nov 2025 | 0.429% | +0.029 pp | -0.016 pp | -0.071 pp | -0.111 pp | -22.9% |
| Oct 2025 | 0.400% | -0.045 pp | -0.070 pp | -0.124 pp | -0.097 pp | -20.0% |
| Sep 2025 | 0.445% | -0.000 pp | -0.053 pp | -0.129 pp | +0.002 pp | +1.4% |
| Aug 2025 | 0.445% | -0.025 pp | -0.055 pp | -0.087 pp | -0.013 pp | -0.4% |
| Jul 2025 | 0.470% | -0.027 pp | -0.054 pp | -0.037 pp | +0.151 pp | +10.8% |
| Jun 2025 | 0.498% | -0.003 pp | -0.077 pp | -0.011 pp | +0.175 pp | +18.1% |
| May 2025 | 0.501% | -0.024 pp | -0.031 pp | -0.040 pp | +0.181 pp | +19.5% |
| Apr 2025 | 0.525% | -0.050 pp | +0.017 pp | +0.028 pp | +0.065 pp | +25.4% |
| Mar 2025 | 0.574% | +0.043 pp | +0.065 pp | +0.131 pp | +0.131 pp | +44.5% |
| Feb 2025 | 0.532% | +0.024 pp | -0.009 pp | +0.073 pp | +0.108 pp | +43.3% |
| Jan 2025 | 0.508% | -0.001 pp | +0.011 pp | +0.189 pp | +0.096 pp | +41.9% |
| Dec 2024 | 0.509% | -0.032 pp | +0.066 pp | +0.186 pp | +0.086 pp | +41.3% |
| Nov 2024 | 0.541% | +0.044 pp | +0.082 pp | +0.221 pp | +0.092 pp | +41.3% |
| Oct 2024 | 0.497% | +0.054 pp | +0.178 pp | +0.037 pp | +0.069 pp | +24.5% |
| Sep 2024 | 0.443% | -0.016 pp | +0.121 pp | -0.000 pp | +0.024 pp | +13.5% |
| Aug 2024 | 0.459% | +0.140 pp | +0.139 pp | +0.034 pp | +0.048 pp | +17.8% |
| Jul 2024 | 0.319% | -0.004 pp | -0.141 pp | -0.093 pp | +0.036 pp | +15.2% |
| Jun 2024 | 0.322% | +0.003 pp | -0.121 pp | -0.101 pp | +0.038 pp | +16.0% |
| May 2024 | 0.320% | -0.140 pp | -0.104 pp | -0.129 pp | +0.044 pp | +20.1% |
| Apr 2024 | 0.460% | +0.017 pp | +0.048 pp | +0.033 pp | +0.049 pp | +10.6% |
| Mar 2024 | 0.443% | +0.019 pp | +0.020 pp | +0.024 pp | +0.032 pp | +6.8% |
| Feb 2024 | 0.424% | +0.013 pp | -0.025 pp | +0.014 pp | -0.001 pp | -1.4% |
| Jan 2024 | 0.412% | -0.011 pp | -0.016 pp | +0.128 pp | -0.026 pp | -5.7% |
| Dec 2023 | 0.423% | -0.026 pp | +0.004 pp | +0.138 pp | -0.034 pp | -9.1% |
| Nov 2023 | 0.449% | +0.022 pp | +0.039 pp | +0.173 pp | +0.001 pp | -2.5% |
| Oct 2023 | 0.427% | +0.008 pp | +0.144 pp | +0.017 pp | -0.008 pp | -1.7% |
| Sep 2023 | 0.419% | +0.008 pp | +0.134 pp | +0.007 pp | +0.045 pp | +1.2% |
| Aug 2023 | 0.411% | +0.127 pp | +0.135 pp | -0.015 pp | +0.017 pp | -5.0% |
| Jul 2023 | 0.283% | -0.002 pp | -0.128 pp | -0.155 pp | -0.090 pp | -1.7% |
| Jun 2023 | 0.285% | +0.009 pp | -0.127 pp | -0.172 pp | -0.107 pp | -2.7% |
| May 2023 | 0.276% | -0.135 pp | -0.150 pp | -0.172 pp | -0.153 pp | -14.0% |
| Apr 2023 | 0.411% | -0.001 pp | -0.027 pp | -0.024 pp | +0.009 pp | -1.2% |
| Mar 2023 | 0.412% | -0.014 pp | -0.045 pp | +0.037 pp | +0.025 pp | +4.4% |
| Feb 2023 | 0.426% | -0.012 pp | -0.022 pp | +0.032 pp | +0.056 pp | +14.6% |
| Jan 2023 | 0.438% | -0.019 pp | +0.003 pp | +0.064 pp | +0.092 pp | +25.3% |
| Dec 2022 | 0.457% | +0.009 pp | +0.083 pp | +0.065 pp | +0.157 pp | +53.3% |
| Nov 2022 | 0.448% | +0.013 pp | +0.054 pp | +0.019 pp | +0.129 pp | +46.0% |
| Oct 2022 | 0.435% | +0.061 pp | +0.061 pp | +0.033 pp | +0.100 pp | +41.1% |
| Sep 2022 | 0.374% | -0.020 pp | -0.018 pp | -0.013 pp | +0.040 pp | +33.4% |
| Aug 2022 | 0.394% | +0.020 pp | -0.035 pp | +0.024 pp | +0.092 pp | +54.1% |
| Jul 2022 | 0.374% | -0.018 pp | -0.028 pp | +0.028 pp | +0.055 pp | +38.3% |
| Jun 2022 | 0.392% | -0.037 pp | +0.005 pp | +0.092 pp | +0.045 pp | +28.4% |
| May 2022 | 0.429% | +0.028 pp | +0.059 pp | +0.111 pp | +0.082 pp | +39.7% |
| Apr 2022 | 0.402% | +0.015 pp | +0.056 pp | +0.066 pp | +0.070 pp | +36.8% |
| Mar 2022 | 0.387% | +0.017 pp | +0.087 pp | +0.053 pp | +0.213 pp | +28.7% |
| Feb 2022 | 0.370% | +0.024 pp | +0.051 pp | +0.068 pp | +0.208 pp | +30.4% |
| Jan 2022 | 0.346% | +0.045 pp | +0.010 pp | +0.027 pp | +0.165 pp | +27.7% |
| Dec 2021 | 0.300% | -0.018 pp | -0.034 pp | -0.047 pp | +0.008 pp | +16.5% |
| Nov 2021 | 0.319% | -0.017 pp | +0.017 pp | -0.029 pp | +0.004 pp | +13.8% |
| Oct 2021 | 0.336% | +0.001 pp | +0.017 pp | +0.004 pp | +0.037 pp | +24.2% |
| Sep 2021 | 0.335% | +0.033 pp | -0.013 pp | +0.160 pp | +0.334 pp | +27.4% |
| Aug 2021 | 0.302% | -0.017 pp | -0.046 pp | +0.141 pp | +0.302 pp | +10.0% |
| Jul 2021 | 0.319% | -0.028 pp | -0.013 pp | +0.138 pp | +0.318 pp | +11.0% |
| Jun 2021 | 0.347% | -0.000 pp | +0.173 pp | +0.054 pp | +0.347 pp | +5.8% |
| May 2021 | 0.348% | +0.016 pp | +0.186 pp | +0.034 pp | +0.347 pp | -3.4% |
| Apr 2021 | 0.332% | +0.158 pp | +0.151 pp | +0.033 pp | -0.062 pp | -4.5% |
| Mar 2021 | 0.174% | +0.013 pp | -0.119 pp | +0.174 pp | +0.174 pp | +7.0% |
| Feb 2021 | 0.161% | -0.019 pp | -0.153 pp | +0.161 pp | +0.161 pp | -29.2% |
| Jan 2021 | 0.180% | -0.112 pp | -0.118 pp | +0.180 pp | -0.329 pp | -33.4% |
How are these descriptive states defined?
Gaining / losing: 12-month weight change above +0.005pp / below −0.005pp. Direction and speed are separate dimensions, not mutually exclusive recommendations.
Accelerating / slowing: compare the most recent 3M change with the preceding 3M change. Accelerating means a positive change speeds up by >0.02pp. Slowing means the magnitude of movement declines by >0.02pp. A falling industry can also slow.
Reversing: the last two 3M changes have opposite signs, outside a ±0.005pp tolerance. Persistence counts consecutive same-direction monthly changes.
Broad / concentrated: company attribution, not a market-cap concentration shortcut. Concentrated means the three largest same-direction contributors account for ≥70% of gross same-direction changes; otherwise broad requires ≥60% of constituents moving with the industry. Other cases are mixed.
Weights use matched S&P 500 members’ market-cap estimates, based on SEC-reported shares available by each month-end and monthly closing prices. Companies without a matched price or share record are omitted, so the denominator is the matched sample rather than every index member. These are not official float-adjusted S&P weights. Flow is not measured.