特朗普炫耀美国油气公司利润之际,其在伊朗战争期间所持股票增值数百万美元


2026年10月26日 美国东部时间上午9:52 | 哥伦比亚广播公司新闻网

华盛顿讯——美国国会联合经济委员会民主党议员发布的最新报告显示,随着总统特朗普炫耀美国油气行业从对伊战争中赚取的巨额利润,这位总统本人所持油气资产的价值已介于2250万美元至8160万美元之间,而2025年底时这一数字为1260万至4600万美元。

民主党少数派基于伦敦证券交易所集团数据与分析公司(LSEG Data Analytics)的数据指出,自2025年底以来,总统所持股票的平均涨幅达43%。报告还发现,自2026年3月战争爆发至最新可获取数据的8月底期间,总统买入的油气股票价值介于470万至1750万美元;而在此同一时段内,其卖出的油气股票价值介于200万至540万美元之间。

哥伦比亚广播公司新闻网独家获取了这份报告,其信息来源为总统向政府伦理办公室提交的财务披露文件。根据规定,披露人仅需申报交易金额区间,而非具体数额。

但随着美国人因战争的后续影响支付的天然气价格大幅上涨,特朗普于周六晚在佐治亚州吹嘘称,美国油气公司“正赚取数千亿美元”。

“油价目前暂时处于高位,一旦战争结束,油价将在短期内大幅下跌,因为霍尔木兹海峡的所有船只都在等待驶入,我们正在快速疏通航道,”他对集会人群说道。“美国油气业务正赚取数千亿美元……由于中东局势变化,我们的国家正赚取数千亿美元。”

总统补充称,他的顾问此前告诉他不要提及油气行业从中东乱局中获利多少。

作为美国有史以来最富有的总统,特朗普拥有涵盖所有经济领域的庞大股票投资组合。哥伦比亚广播公司新闻网此前曾报道,他今年已完成数千笔股票及证券交易,金额达数亿美元。白宫方面表示,特朗普本人不做交易决策,其资金管理者试图复制主要股指走势。

白宫发言人戴维斯·英格尔表示:“特朗普总统唯一的目标是维护美国公众的最大利益——正因如此,尽管多年来一直有针对他及其企业的谎言和不实指控,美国民众仍以压倒性选票再次选举他担任这一职务。”

英格尔指出,特朗普的股票和债券组合“由第三方金融机构独立管理”,其所有资产“均置于全权委托账户中,通过计算机模型投资组合进行管理,自动复制公认的指数走势”。

他补充道:“无论是特朗普总统还是其任何家庭成员,都无权指挥、影响或干预投资组合的管理方式,也无权决定何时买入或卖出。所有投资决策完全由独立管理者做出,不存在任何利益冲突。”

在2026年7月接受消费者新闻与商业频道(CNBC)采访时,特朗普表示,其子埃里克·特朗普也负责他的财务事务。

伊朗战争导致原油和汽油价格升至数年新高,推动石油公司利润飙升,能源类股也因此大幅上涨。标准普尔500指数成分股中的能源公司股价自年初以来涨幅超过50%,远超标准普尔500指数约11%的整体涨幅。

2026年2月初,也就是对伊战争在2026年2月底爆发前,全美普通汽油平均价格为每加仑2.87美元,柴油为每加仑3.68美元。八个月后的如今,普通汽油价格为每加仑4.29美元,柴油则为每加仑6.28美元。全球基准原油布伦特原油价格也在每桶115美元上方波动,而战争爆发前一天该价格不到75美元。

“特朗普发动的伊朗战争让美国民众在加油站支付了更高的油价,同时石油巨头赚得盆满钵满,而总统本人在油气行业的股票财富仍在持续膨胀,”联合经济委员会首席民主党议员、新罕布什尔州参议员玛吉·哈桑表示。“身为美国最高级公职人员的特朗普,继续持有并交易有望从其决策中受益的公司股票,这种行为引发了严重的利益冲突担忧。”

根据美国法律,总统、副总统和国会议员在任职期间可以持有、买入和卖出股票,但仍需遵守内部交易相关法律。

民主党少数派指出,总统的股票买入总额或总价值可能更高,因为他尚未提交9月和10月的交易报告。

在特朗普投资组合中占最大油气持股的九只股票中,雪佛龙和埃克森美孚占比最高。他持有雪佛龙股票的价值最高达2310万美元,持有埃克森美孚股票的价值最高达1840万美元;自2月20日以来,两家公司的股价分别上涨了近25%和近22%。

委员会民主党人士估算,自战争爆发以来,美国家庭平均在汽油上多花费了856美元。

有时会有迹象表明总统的言论会影响政策。2026年8月,特朗普公开点名埃克森美孚和雪佛龙,称它们的燃料利润“赚得太多了”。

他在椭圆形办公室表示:“它们赚得太多了,好吗?基于供应短缺的情况,它们赚得太多了。我不喜欢这种情况。而我最不该说这种话,因为我是坚定的自由企业支持者,没人比我更坚定。”

油气股票的买卖在特朗普的整体净资产中仅占一小部分;据《福布斯》估算,截至2026年9月,他的净资产约为70亿美元。

2026年8月,哥伦比亚广播公司新闻网审查了特朗普的油气交易。其中一笔值得注意的大额交易发生在4月7日,也就是总统宣布停火协议的当天。根据特朗普于6月底提交的财务披露报告,他的投资账户在当天卖出了价值50万至100万美元的埃克森美孚股票。4月7日,该公司股价收盘价为163.91美元,而特朗普当晚宣布停火协议后,股价在4月8日开盘时暴跌6%以上,报153.52美元。

生活成本始终是选民关注的首要问题。

上周,特朗普指责伊朗试图在美国即将举行的中期选举前推高油价。

他在真实社交(Truth Social)上写道:“伊朗正在尽一切努力在美国中期选举前推高油价。他们甚至编造了虚假袭击、水雷等各种借口,因为霍尔木兹海峡现在的石油运输量甚至超过冲突开始前。”

自2026年2月28日特朗普对伊朗发动战争以来,这场冲突阻碍了该地区的石油出口,尤其是霍尔木兹海峡的石油运输。此后,中东的石油运输量有所上升,因为出口商寻找替代路线,且海峡部分交通得以恢复。但即便作为全球最大的石油产品出口国,这类供应中断、供给受限以及不确定性仍推动了包括美国在内的油价上涨。

总统已采取一些措施降低燃料价格,包括与俄罗斯达成协议购买俄罗斯柴油,并取消他刚刚签署生效的制裁。但这项来自俄罗斯的燃料是个颇具争议的举措,对美国庞大的需求而言只是杯水车薪,对降低柴油价格作用甚微。

周四,特朗普宣布将援引《国防生产法》,投入1.5亿美元用于提高汽油和柴油产量。

特朗普曾表示,一旦战争结束,油价将“暴跌至地板价”,但即便如此,战争何时结束仍不明确。

总统并未排除在中期选举后重启对伊朗的打击。美国驻联合国大使迈克·瓦尔茨对《金融时报》表示,战争可能持续一年,尽管他希望伊朗领导人“在那之前回到谈判桌前”。

本文最初于2026年10月26日上午9:30发布于哥伦比亚广播公司新闻网。

As Trump brags about U.S. oil and gas company profits, his stocks gained millions during Iran war

October 26, 2026 / 9:52 AM EDT / CBS News

Washington —As President Trump boasts about how much money the U.S. oil and gas industry is making from the war with Iran, the president’s personal holdings in oil and gas are now worth between $22.5 million and $81.6 million, compared with $12.6 million to $46 million at the end of 2025, according to a new report by Democrats on the Congressional Joint Economic Committee.

The stocks the president holds have increased in value by an average of 43% since the end of 2025, the Democratic minority said, based on data from LSEG Data Analytics. The report also found the president purchased between $4.7 million and $17.5 million in oil and gas stocks between March, after the war began, and the end of August, which is the most recently available data. He also sold between $2 million and $5.4 million in oil and gas stocks in the same timeframe, the minority found.

The report was obtained exclusively by CBS News and is based on the president’s financial filings with the Office of Government Ethics. Filers are only required to report transaction ranges, not specific amounts.

But as Americans are paying significantly higher gas prices due to downstream effects from the war, Mr. Trump on Saturday night in Georgia bragged that U.S. oil and gas companies are “making hundreds of billions of dollars.”

“And while oil prices are temporarily high and will be falling dramatically in a short period of time, as soon as that war’s over, because there’s so much oil,” he told the crowd. “All in the Hormuz Strait, there are ships waiting to come, we’re getting them out so fast. The United States oil and gas business is making hundreds of billions of dollars. … Our country is making hundreds of billions of dollars because of what’s happened in the Middle East.”

The president added that his advisers told him not to mention how much money the oil and gas industry is making from the chaos in the Middle East.

The wealthiest person to serve as president, Mr. Trump has a vast stock portfolio with holdings in all sectors of the economy. He has executed thousands of stock and securities trades this year, worth hundreds of millions of dollars, CBS News has previouslyreported. The White House says Mr. Trump doesn’t make trading decisions himself, and his money managers try to replicate major stock indices.

“President Trump only acts in the best interests of the American public – which is why they overwhelmingly reelected him to this office, despite years of lies and false accusations against him and his businesses,” said White House spokesman Davis Ingle.

Ingle said Mr. Trump’s stock and bond portfolio is “independently managed by third-party financial institutions” and all his holdings are “maintained in discretionary accounts and invested through computer-based model portfolios that automatically replicate recognized indexes.”

“Neither President Trump nor any member of his family has any ability to direct, influence, or provide input regarding how the portfolio is invested or when investments are bought or sold,” Ingle added. “All investment decisions are made entirely by independent managers. There are no conflicts of interest.”

In a July 2026 interview with CNBC, Mr. Trump said his son, Eric Trump, also handles his finances.

Energy stocks have surged as the Iran war pushed oil and gasoline prices to their highest levels in years, driving profitsforoil companies. The share prices of energy companies that are listed on the S&P 500 jumped more than 50% since the start of the year, easily outpacing the broader S&P 500’s roughly 11% jump.

In early February, before the Iran war began at the end of February, nationwide, the average cost of a gallon of regular gas was $2.87, and a gallon of diesel cost $3.68. Now, eight months later, it’s $4.29, with diesel at $6.28 per gallon. The global benchmark for crude oil, Brent, is also hovering above $115 a barrel, compared to less than $75 the day before the war began.

“Trump’s Iran War has forced Americans to pay much more at the pump while Big Oil rakes in profits and the president’s own stock wealth in the oil and gas industry continues to balloon,” said Sen. Maggie Hassan of New Hampshire, the top Democrat on the Joint Economic Committee. “As Trump — the country’s highest ranking public employee — continues to own and trade stocks in companies that stand to benefit from his decisions, his actions raise major concerns about conflicts of interest.”

Presidents, vice presidents and members of Congress are allowed to own, buy and sell stocks while in office, although insider trading laws still apply.

The minority said the president’s stock purchases or total value may be even higher, since he has not yet reported transactions for September or October.

Among the nine stocks that make up the largest oil and gas holdings in Mr. Trump’s portfolio, Chevron and ExxonMobil represent the most significant portion. He owns up to $23.1 million in Chevron stock and up to $18.4 million in ExxonMobil, which saw their stock prices grow nearly 25% and nearly 22% in value, respectively, since Feb. 20.

Democrats on the committee estimated American families have spent an average of $856 more on gas since the war began.

There are occasional reminders that pronouncements the president makes affect policies. In August, Mr. Trump called out ExxonMobil and Chevron by name for making “too much money” on fuel profits.

“They’re making too much money, okay?” he said in the Oval Office. “Based on a shortage, they’re making too much money. I don’t like it. And I should be the last one to say because I’m a big free enterprise guy, nobody bigger.”

Energy stock purchases and sales make up a small portion of the president’s overall net worth, which Forbes estimated to be roughly $7 billion as of September.

In August, CBS News reviewed the president’s oil and gas trades. One notable large transaction was on April 7, the day the president declared a ceasefire in the war. His investment accounts sold between $500,000 and $1 million of ExxonMobil stock, according to afinancial disclosure report Mr. Trump filed in late June. The company’s share priceclosed at $163.91 on April 7, before Mr. Trumpannounced the ceasefire that evening, and it opened down over 6% at $153.52 on April 8.

The cost of living continues to be a top issue for voters.

Last week, Mr. Trump accused Iran of trying to drive up oil prices ahead of next week’s U.S. elections.

“Iran is doing everything they can to drive up the price of Oil prior to the U.S. Midterm Election,” he wrote on Truth Social. “They are even making up fake hits, mines, and everything else, because more Oil is coming through the Hormuz Strait now than it did even prior to the beginning of the Conflict.”

Since Mr. Trump launched the war with Iran on Feb. 28, the conflict has stymied oil exports in the region, particularly in the Strait of Hormuz. Oil shipments from the Middle East have climbed since then as exporters look for alternate routes and some traffic in the strait is restored. But the disruptions, constricted supply and uncertainty have pushed up prices, even in the U.S., which is the world’s largest exporter of total oil products.

The president has made some efforts to bring down fuel prices, including by making a deal with Russia to purchase Russian diesel fuel and waiving sanctions he had just signed into law. But that fuel from Russia, a controversial move, is a drop in the bucket of the United States’ massive demand, and does little to lower diesel prices.

On Thursday, the president announced he would invoke the Defense Production Act to spend $150 million to boost gasoline and diesel production.

Mr. Trump has said gas prices will “drop through the floor” once the war is over, but even if that’s the case, it’s not clear when the war will end.

The president has not ruled out restarting strikes on Iran after the midterms. U.S. Ambassador to the United Nations Mike Waltz told the Financial Times the war could last another year, although he said he hopes the Iranian leaders “come to the table” before that.

This story published first on CBS News at 9:30 a.m. on Oct. 26, 2026.

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