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Exxon, Chevron, Shell post record $70B free cash flow as Hormuz disruption persists

Exxon Mobil logoExxon Mobil
Sig2.35Sen+4.10Env0.00Soc0.00Gov0.00
Chevron logoChevron
Sig2.90Sen+5.80Env0.00Soc0.00Gov0.00
Shell logoShell
Sig2.40Sen+6.15Env0.00Soc0.00Gov0.00

The Kobeissi Letter reports that ExxonMobil, Chevron, Shell, TotalEnergies and BP together generated nearly $70B in free cash flow in Q2 2026, the largest on record, with combined cash reserves rising about 600% quarter-over-quarter. The buildup follows uncertainty and tense U.S.-Iran relations disrupting Strait of Hormuz supplies, while U.S. Strategic Petroleum Reserve levels fall below 300M barrels.

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