XOM release on July 1 indicated via a range almost 90% increase in Q2 22 earnings vs Q1 22.
Over half of the profit increase was downstream.
Additionally, over half of their revenue is non-US.
This is similar to CVX. So maybe CVX will experience a similar Q1 to Q2 earnings growth.
OXY is far more concentrated in US and upstream. We will see how they perform.