The closure of the Strait of Hormuz sent shockwaves through global energy markets in early 2026, pushing Brent crude to levels most analysts had dismissed as a worst-case fantasy just weeks before. With roughly 20% of the world's oil supply suddenly rerouted or halted, the spotlight turned sharply to American producers and three companies in particular proved they were built exactly for moments like this. While geopolitical chaos rattled portfolios across the board, these oil majors turned rising prices and supply disruptions into record-breaking profits. Here's who came out on top.

The energy market in 2026 is going through one of the most turbulent periods since the oil shock of the 1970s. Coordinated US and Israeli military strikes on Iranian infrastructure in late February triggered an avalanche of events that completely redrew the global oil market map. The closure of the Strait of Hormuz, through which around 20% of the world's oil production normally flows, drove prices to levels…