Chevron (NYSE: CVX) and Devon Energy (NYSE: DVN) rallied more than 20% during the first half, while Occidental Petroleum (NYSE: OXY) was up over 100%. Red hot inflation -- fueled partly by surging energy costs -- has wreaked havoc on the stock market this year. On top of that, Russia invaded Ukraine, causing global governments to sanction one of the world's leading oil and gas producers, further impacting supply.