S&P 500 Energy Sector SEC Filings — October 27, 2026

27-10-2026

BlackRock, Inc. filed an amended Schedule 13G/A reporting that, as of 09/30/2026, it beneficially owns 0 shares (0.0%) of EXXON MOBIL CORP common stock, with sole and shared voting and dispositive power all reported as zero. The filing indicates BlackRock has fallen below the 5% beneficial ownership reporting threshold and is an exit/termination-style amendment rather than a new position disclosure. No change in control intent is asserted; the filing is made under Rule 13d-1(b) as a holding company parent.

• · Filing is a Schedule 13G/A (amendment) filed 10/27/2026 under Rule 13d-1(b) by BlackRock, Inc. as parent holding company, covering reporting business units under SEC Release No. 34-39538.
• · Filer certifies securities were acquired and held in the ordinary course of business, not for the purpose of influencing control of the issuer.
• · Accompanying Exhibit 24 is a power of attorney dated 01/21/2025 authorizing named BlackRock attorneys-in-fact to file Schedules 13D/13G and other regulatory forms, revoking a prior 04/30/2023 power of attorney.

27-10-2026

Expand Energy reported Q3 2026 net income of $519 million ($2.24 diluted EPS) versus $547 million ($2.28 diluted EPS) in Q3 2025, a 5% decline, while nine-month net income rose to $2,200 million from $1,266 million. Total revenues and other grew 11% YTD to $10,643 million, but Q3 operating cash flow was not separately reported and cash fell to $118 million from $616 million at year-end, with total debt-related outflows and $900 million of share repurchases. Performance is mixed: earnings and cash position weakened in the quarter even as year-to-date results and the $1,405 million business combination expanded the asset base.

• · Q3 2026 gathering, processing and transportation expense rose to $678 million from $608 million (up about 11%), a notable cost headwind.
• · Q3 2026 marketing expense rose to $888 million from $659 million (up about 35%), tracking higher marketing revenue of $927 million from $666 million.
• · Q3 2026 exploration expense increased to $19 million from $3 million.
• · Q3 2026 other operating expense was $29 million versus $37 million of income in Q3 2025, a swing of about $66 million.
• · Q3 2026 interest expense fell to $44 million from $57 million, while nine-month gains on debt extinguishment reached $37 million.
• · Nine-month cash paid for common stock dividends fell to $411 million from $628 million, and the quarterly dividend charge declined to $134 million from $351 million in Q3 2025 (which included a special component).
• · Cash flow from investing included $1,395 million of business combination spending and $2,298 million of capital expenditures in the nine months.
• · Total long-term debt, net declined to $4,632 million from $5,009 million at year-end 2025, while total liabilities rose to $10,242 million.
• · Goodwill of $349 million and intangible assets of $1,089 million (customer relationships $641 million, transportation and storage contracts $432 million) were recorded from the acquisition; purchase price allocation is preliminary.
• · Shares outstanding fell about 3.5% year-to-date, from 239.2 million to 230.9 million, driven by repurchases totaling about $900 million in cash.

27-10-2026

ONEOK reported higher third-quarter 2026 results, with net income attributable to ONEOK of $1.35 billion ($2.13 per diluted share) and adjusted EBITDA of $2.24 billion, up 6% YoY, aided by record Permian volumes and a one-time noncash tax benefit of $336 million. The company raised 2026 guidance, with net income midpoint of $4.18 billion, adjusted EBITDA midpoint of $8.55 billion, and capital expenditures of about $3.5 billion. Performance was mixed by segment: Natural Gas Liquids and Natural Gas Gathering and Processing adjusted EBITDA declined in the quarter, while Refined Products and Crude and Natural Gas Pipelines rose.

• · Credit ratings upgraded to BBB+ by S&P Global Ratings and Fitch Ratings
• · Nine-month net income attributable to ONEOK of $3.09B ($4.89 per diluted share) vs $2.416B ($3.87) prior year
• · Q3 2026 operating income of $1.568B was roughly flat vs $1.558B, while operating costs rose 16.7%
• · Nine-month Natural Gas Pipelines adjusted EBITDA rose 44.5% ($867M vs $600M), driven by Waha-Katy price differentials
• · $60M noncash impairment of a Refined Products and Crude JV investment in the nine-month period
• · Powder Springs Logistics (50%-owned JV) produced losses that reduced Refined Products and Crude nine-month adjusted EBITDA by $14M
• · Natural Gas Gathering and Processing nine-month adjusted EBITDA declined 2.3% due to lower realized NGL and natural gas prices
• · Q3 capital expenditures of $937M vs $804M prior year, up 16.5%

27-10-2026

Baker Hughes reported third-quarter 2026 results with revenue of $8,025 million (up 19% sequentially and 14% year-over-year, largely driven by the Chart Industries acquisition), orders of $10,764 million, and record IET remaining performance obligations (RPO) of $39.4 billion within total RPO of $46.4 billion. However, GAAP net income fell 40% sequentially and 33% year-over-year to $411 million, and GAAP diluted EPS declined to $0.41 from $0.68 sequentially and $0.61 year-over-year; adjusted net income and adjusted EPS grew only modestly (+8% sequentially, +2% year-over-year), and OFSE was described as 'solid' rather than strong.

• · Net income fell 40% sequentially and 33% year-over-year; this decline is not captured in the summary's headline growth framing.
• · Adjusted net income growth was only 2% year-over-year, essentially flat, despite the Chart acquisition contribution.
• · Free cash flow declined 31% sequentially and operating cash flow declined 25% sequentially.
• · Sequential orders grew only 2%, indicating flattening after a 31% year-over-year increase.
• · Other (income) expense of $157 million, mainly transaction costs from disposals and acquisitions, weighed on GAAP results.
• · Adjusting items totaled $284 million excluded from adjusted net income, a material gap between GAAP and adjusted results.
• · Year-over-year revenue growth of 14% was attributed mainly to the Chart acquisition rather than organic growth.

27-10-2026

BlackRock, Inc. filed an amended Schedule 13G reporting beneficial ownership of 22,115,488 shares of Marathon Petroleum Corp (MPC) common stock as of September 30, 2026, representing 7.9% of the outstanding class. The filing discloses sole voting power over 20,749,039 shares and sole dispositive power over 22,115,488 shares, and is filed under Rule 13d-1(b) as a passive institutional holder. No change in control intent is asserted, and the filing is a routine beneficial ownership update rather than a transaction or corporate action by Marathon Petroleum.

• · Filing type is Schedule 13G/A under Rule 13d-1(b), indicating a qualified institutional investor filing rather than an activist 13D.
• · Certification states the securities were acquired in the ordinary course of business and not for the purpose of changing or influencing control of the issuer.
• · No single BlackRock person's interest exceeds 5% when reported on a disaggregated basis under SEC Release No. 34-39538, per the filing's Item 4 disclosure.
• · Filing references a Power of Attorney dated January 21, 2025, revoking a prior April 30, 2023 power of attorney.
• · Filing is dated October 27, 2026 with an event date of September 30, 2026.

27-10-2026

BlackRock, Inc. filed a Schedule 13G reporting beneficial ownership of 297,486,444 shares of ExxonMobil Holdings Corp common stock as of 09/30/2026, representing 7.2% of the class. The filing is made under Rule 13d-1(b) as a passive institutional holder certifying the shares were acquired in the ordinary course of business and not for the purpose of influencing control. The filing is a routine beneficial ownership disclosure with no reported negative or mixed performance metrics.

• · Shares reported with shared dispositive power total 297,486,444, with zero sole dispositive power, indicating the holdings are managed through BlackRock's reporting business units.
• · The filing certifies Rule 13d-1(b) passive status, stating the securities were not acquired for the purpose of changing or influencing control of the issuer.
• · No single person's interest in ExxonMobil Holdings Corp common stock exceeds five percent of total outstanding shares, per the Item 8 disclosure referenced in the filing.
• · The filing references a Power of Attorney dated January 21, 2025 that revokes an earlier April 30, 2023 power of attorney.