Reason: War premium cracked post-truce (USO ~); integrateds oversold-quality, services washed (not the >70 trim).

Notes

Tape-read: the war/supply premium cracked post-truce — USO RSI 32.2, -20% in 30d, regime "pullback." Crude and the whole complex sold off, but the integrateds are washing out into oversold-quality pullbacks while still holding above SMA200 — this is a reset of strong names, not the overbought >70 trim setup. Services are deepest washed (RSI ~30s) and need a base before they're buyable.

• XOM — OVERSOLD-QUALITY · RSI 35.1, pullback, still +2.9% vs SMA200, golden cross, -22% off high; integrated leader resetting.
• CVX — OVERSOLD-QUALITY · RSI 32.5, pullback, +1.1% vs SMA200, golden cross, -20.2% off high.
• COP — OVERSOLD-QUALITY · RSI 33.7, pullback, +1.9% vs SMA200, golden cross, -21.9% off high.
• EOG — OVERSOLD-QUALITY · RSI 45.9, basing, +11.5% vs SMA200, golden cross, only -12% off high; firmest E&P.
• DVN — OVERSOLD-QUALITY · RSI 42.5, pullback, +6.7% vs SMA200, golden cross.
• OXY — OVERSOLD-QUALITY · RSI 33.2, pullback, golden cross, -24.1% off high.
• SLB / HAL / OIH — BROKEN-AVOID (for now) · services washed: SLB RSI 30.3, HAL RSI 30.7, OIH RSI 32.9; deep pullbacks, no base yet.
• USO — BROKEN-AVOID · RSI 32.2, the cracked premium itself; commodity, not a trend buy.

Lead pick: XOM — best risk/reward: a durable integrated on an oversold-quality reset still holding above SMA200 (golden cross intact). Trigger: wait for the bottom→pop — RSI cross back >40-45 and a reclaim of SMA20, then a flag; don't catch services until they base.