Trump's trade deals with the EU and Japan pave the way for the stock market to end with it's third straight annual gain of more than 20%, Oppenheimer said.

Similar to Exxon, Chevron (CVX) is another integrated energy giant that stands to profit handsomely from the EU’s $750 billion energy pledge, particularly in oil and LNG exports. Its recent victory over Exxon in a dispute over Hess’s offshore oil assets in Guyana enhances its growth outlook, complementing the trade deal’s opportunities.

Global stocks rose and the euro firmed on Monday after a trade agreement between the United States and the EU lifted sentiment and provided clarity in a pivotal week headlined by the Federal Reserve and the Bank of Japan policy meetings.