Energy: which companies drove growth

Weight is each company's share of the 20 companies' combined market cap. Contribution is the change in its owners' profit divided by their combined base profit, in percentage points, so the column adds up to the sector's earnings growth. EPS cannot be added across companies, which is why contributions use profit.

#	Company	Weight	EPS $, base → now	EPS growth	Contribution	Price
1	XOExxon Mobil CorporationXOM	23.7%	2.25 → 1.91	−15%	−3.6 pp	−16%
2	CVChevron CorporationCVX	16.5%	3.48 → 1.22	−65%	−10.7 pp	−12%
3	COConocoPhillipsCOP	8.2%	2.31 → 2.52	+9%	+0.5 pp	−3%
4	ENEnbridge Inc.ENB	4.6%	0.26 → 0.81	+212%	+3.0 pp	+9%
5	SLSlb N.V.SLB	4.4%	0.78 → 0.77	−1%	0.0 pp	−11%
6	EOEOG Resources, Inc.EOG	4.2%	3.48 → 3.42	−2%	−0.1 pp	−4%
7	PSPhillips 66PSX	3.5%	4.69 → 2.85	−39%	−2.1 pp	+11%
8	EPEnterprise Products Partners L.P.EPD	3.4%	0.60 → 0.71	+18%	+0.6 pp	−4%
9	MPMarathon Petroleum CorporationMPC	3.3%	8.28 → 3.84	−54%	−4.6 pp	−2%
10	OXOccidental Petroleum CorporationOXY	3.1%	1.20 → 1.08	−10%	−0.4 pp	−7%
11	PXPioneer Natural Resources CompanyPXD · since delisted	3.1%	5.41 → 5.27	−3%	−0.1 pp	−2%
12	ETEnergy Transfer LPET	2.7%	0.15 → 0.37	+147%	+1.9 pp	−1%
13	HEHess CorporationHES · since delisted	2.6%	1.64 → 1.34	−18%	−0.2 pp	−6%
14	VLValero Energy CorporationVLO	2.6%	7.49 → 3.55	−53%	−3.5 pp	−9%
15	WMThe Williams Companies, Inc.WMB	2.5%	0.54 → 0.93	+72%	+1.2 pp	+3%
16	LNCheniere Energy, Inc.LNG	2.5%	7.03 → 5.75	−18%	−0.8 pp	+4%
17	OKONEOK, Inc.OKE	2.4%	0.99 → 1.18	+19%	+0.6 pp	+11%
18	KMKinder Morgan, Inc.KMI	2.3%	0.24 → 0.27	+13%	+0.2 pp	+6%
19	MPMPLX LpMPLX	2.2%	0.89 → 1.11	+25%	+0.5 pp	+3%
20	BKBaker Hughes CompanyBKR	2.0%	0.51 → 0.43	−16%	−0.2 pp	−3%
	Sector earnings growth	100%			−17.9 pp