Analysis indicates that Exxon Mobil (XOM) is among the top energy stocks held by Donald Trump, according to his financial disclosures earlier this year. The stock has seen approximately a 27% increase year-to-date. The analysis suggests Exxon Mobil benefits from rising oil prices amid the Iran conflict, with its upstream segment projected for a multi-billion dollar earnings lift in Q2. The company is also on pace to repurchase roughly $20 billion in stock this year and is expanding production in Guyana and the Permian Basin. Chevron (CVX) is another notable energy name in Trump's portfolio. However, the analysis also notes potential risks, including softened global oil demand forecasts from the IEA and OPEC, and the possibility of oil price premiums fading if a ceasefire occurs.