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Energy Stocks Surge on Oil Spike: Buy, Hold, or Take Profits?By Chris Markoch. Publication Date: 3/25/2026. 
Key Points
- Energy stocks are rising amid geopolitical tensions, with volatility in oil prices creating both risks and opportunities for investors.
- Chevron, Valero, and Enbridge highlight different ways to gain exposure across upstream, midstream, and downstream segments.
- Dividend yields and pricing power make energy stocks attractive, even as investors weigh whether to take profits or remain invested.
- Special Report: Elon Musk already made me a “wealthy man”
Since hostilities against Iran began on Feb. 28, energy stocks have been among the few clear winners for bullish investors. That changed briefly after a social media post by President Trump pushed oil prices lower, dragging energy names down with it — a reminder that when markets are on a knife’s edge, small triggers can cause big moves. It’s worth noting that Chevron Corp. (NYSE: CVX) CEO Mike Wirth says markets are underpricing the supply shock that could follow Iran's closure of the Strait of Hormuz. Wirth argued the market was trading on “scant information” and “perception.” Investors may be flooded with headlines, but the accuracy of much of that information is uncertain.
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That’s why his comments shouldn’t be dismissed as an oil executive merely “talking his book.” Wirth runs a major with decades of experience in Venezuela; he understands what a disrupted market looks like and how long it can take to return to “normal.” Even if oil avoids a worst-case outcome — such as the $200-per-barrel scenario forecast by Citigroup (NYSE: C) — consumers are likely to face higher pump prices for some time. If you’ve been on the sidelines of this rally, there are still ways to get involved across different parts of the energy industry. Big Oil Strength: Chevron Leads the Charge in a Tight Supply MarketOn the Big Oil side, Chevron is first among names to consider. CVX is up nearly 33% in 2026 and recently broke out of a range it had been in since 2022. The rally intensified after U.S. military operations in Venezuela, where Chevron has been the only major company allowed to operate. That unique position has helped fuel investor interest. Is CVX setting up for a volatile snapback if Middle East tensions cool? Possibly — the stock trades roughly 11% above its consensus price target. Still, analysts have been lifting targets, most notably Piper Sandler, which raised its target to $242 from $179. Over the past three years, CVX has returned about 50%. That may not thrill pure growth investors, but it underscores Chevron’s status as a Dividend Aristocrat. For investors seeking a mix of growth and income, Chevron remains attractive: even after the recent run, its dividend yield is about 3.5%, or roughly $7.12 per share annually at current prices. Refining Advantage: Valero Thrives on Volatility and Margin ExpansionIf Chevron represents the upstream side of the trade, Valero Energy (NYSE: VLO) is a pure-play refiner that can benefit even when crude prices swing. That distinction makes Valero compelling in the current environment. Unlike many energy names that move with oil prices, refiners profit from the spread between crude input costs and refined product prices — the crack spread. Supply disruptions that rattle producers can widen margins for refiners. Valero is the world’s largest independent petroleum refiner, with 15 refineries across the U.S., Canada and the U.K. That scale provides a competitive moat and operational flexibility to adapt to shifting crude supply routes, a meaningful advantage if Strait-of-Hormuz disruptions force sourcing changes. VLO has climbed more than 45% in 2026 and trades roughly 20% above its consensus price target, though analysts have been revising targets higher. While the stock looks extended, Valero also offers income: its dividend yield is near 2%, or about $4.80 per share annually at current prices — a blend of cyclical upside and steady income for patient investors. Midstream Stability: Enbridge Offers Income and Volume-Driven Growth Another way to play the rally is through midstream companies — the pipeline operators that effectively act as toll booths for oil and gas. They collect fees for transporting product, so their revenue depends on volume rather than commodity prices. Volumes are near record levels in early 2026, which benefits midstream cash flows and makes the sector attractive for income-oriented investors. That’s why Enbridge Inc. (NYSE: ENB) warrants consideration. The Canada-based company operates over 18,000 miles of pipeline and handles roughly 30% of North American crude production and about 20% of U.S. natural gas consumption. Over the past three years, ENB has returned around 80%, reflecting the consistency of midstream businesses. The consensus price target of $65 implies nearly 20% upside from current levels, and that potential is complemented by a relatively secure dividend yield of about 5.1% (approximately $2.78 per share annually based on current prices). |
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