At $100 Per Barrel, Which Oil Stock Has Dominated in 2026: ExxonMobil, Chevron, or BP?

Quick Read

• ExxonMobil (XOM) leads lipid majors successful 2026 with a 31% YTD gain, portion Chevron (CVX) trails by conscionable 2 points astatine 29%.

• The XLE ETF holds ExxonMobil astatine 24% and Chevron astatine 18% but excludes BP wholly since the UK-listed ADR isn't successful the S&P 500.

• BP offers the highest dividend output astatine 4.61% but has suspended buybacks successful bid to chopped nett indebtedness to a people scope of $14 cardinal to $18 cardinal by 2027.

• Act now: the expert who called NVIDIA successful 2010 conscionable named his apical 10 AI stocks — and Exxon Mobil didn't marque the cut. Grab the names FREE today.

Energy is backmost successful absorption midday Thursday. WTI crude lipid is up 6% implicit the past 24 hours to $91.94 per barrel, and Barron's reported that WTI concisely deed $100 per tube earlier today, its archetypal clip supra $100 successful astir 2 months, earlier settling adjacent $91.94. That crude rally is lifting the integrated lipid majors crossed the board.

With lipid investigating triple digits again, investors are asking a just question. Among the 3 astir wide held integrated names, ExxonMobil (NYSE:XOM), Chevron (NYSE:CVX), and BP (NYSE:BP), which banal has really dominated successful 2026?

The abbreviated answer: it's a adjacent contention alternatively than a blowout, and ExxonMobil banal is narrowly retired successful beforehand twelvemonth to day (YTD). All three, however, are riding the aforesaid tailwind of firmer crude lipid prices.

ExxonMobil Leads the 2026 Pack

ExxonMobil banal is up 31% YTD, the champion of the 3 majors. Investors are paying a P/E ratio of 26x for ExxonMobil shares and collecting a dividend output of 2.67%, the lowest income output successful the trio.

The fundamentals down the tally are solid. ExxonMobil produced 4.6 cardinal oil-equivalent barrels per time and posted a Q1 2026 adjusted EPS of $1.16, topping estimates by 15%. The institution is besides executing a $20 cardinal buyback program successful 2026 and conscionable extended its dividend rise streak to 43 consecutive years.

Act now: the expert who called NVIDIA successful 2010 conscionable named his apical 10 AI stocks — and Exxon Mobil didn't marque the cut. Grab the names FREE today.

The trade-off is straightforward. ExxonMobil shares connection the smallest existent income watercourse but the cheapest net aggregate and the strongest 2026 terms performance.

Chevron Sits successful the Middle

Chevron banal is up 29% YTD, trailing ExxonMobil by lone 2 percent points. Chevron shares commercialized astatine a P/E ratio of 34x and transportation a dividend output of 3.69%, a middle-ground illustration connected some valuation and income.

Chevron's Q1 2026 study was 1 of its stronger caller showings. Chevron's adjusted EPS came successful astatine $1.41 versus $0.97 expected, a 45% bushed and the sixth consecutive 4th of topping consensus. Chevron's accumulation climbed to 3,858 MBOED, up 15% twelvemonth implicit twelvemonth (YoY), boosted by the Hess acquisition that closed past year.