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	27.3%	2.06 → 2.14	+4%	+3.0 pp	−1%
2	CVChevron CorporationCVX	15.7%	2.97 → 2.43	−18%	−3.2 pp	−1%
3	COConocoPhillipsCOP	7.3%	2.15 → 1.98	−8%	−0.7 pp	−10%
4	ENEnbridge Inc.ENB	4.2%	0.67 → 0.86	+28%	+1.3 pp	−2%
5	EOEOG Resources, Inc.EOG	3.9%	3.10 → 2.95	−5%	−0.3 pp	−2%
6	SLSlb N.V.SLB	3.7%	0.74 → 0.77	+4%	+0.1 pp	−14%
7	EPEnterprise Products Partners L.P.EPD	3.5%	0.66 → 0.63	−5%	−0.2 pp	−1%
8	MPMarathon Petroleum CorporationMPC	3.3%	2.59 → 4.33	+67%	+1.7 pp	−14%
9	PSPhillips 66PSX	3.3%	1.73 → 2.38	+38%	+0.8 pp	−14%
10	OXOccidental Petroleum CorporationOXY	3.1%	0.75 → 1.03	+37%	+0.8 pp	−3%
11	ETEnergy Transfer LPET	3.0%	0.32 → 0.35	+9%	+0.2 pp	+3%
12	WMThe Williams Companies, Inc.WMB	2.8%	0.52 → 0.33	−37%	−0.7 pp	+9%
13	VLValero Energy CorporationVLO	2.8%	3.75 → 2.71	−28%	−1.1 pp	−8%
14	OKONEOK, Inc.OKE	2.6%	1.09 → 1.33	+22%	+0.4 pp	+2%
15	HEHess CorporationHES · since delisted	2.5%	3.16 → 2.46	−22%	−0.6 pp	−4%
16	KMKinder Morgan, Inc.KMI	2.4%	0.33 → 0.26	−21%	−0.5 pp	+8%
17	MPMPLX LpMPLX	2.4%	0.98 → 1.14	+16%	+0.5 pp	+2%
18	LNCheniere Energy, Inc.LNG	2.2%	2.13 → 3.84	+80%	+1.1 pp	+9%
19	IMImperial Oil LimitedIMO	2.0%	2.23 → 2.11	−5%	−0.2 pp	−1%
20	FADiamondback Energy, Inc.FANG	2.0%	4.28 → 4.66	+9%	+0.2 pp	+1%
	Sector earnings growth	100%			+2.9 pp