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Sunday's Bonus Story Energy Stocks Surge on Oil Spike: Buy, Hold, or Take Profits?Submitted by Chris Markoch. Article Published: 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 with 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 the price of oil—and consequently many oil stocks—lower. It was a reminder that when markets are on a knife's edge, it doesn't take much to trigger large moves. It's worth noting that Chevron Corp. (NYSE: CVX) CEO Mike Wirth says markets are underpricing supply shocks from Iran's closure of the Strait of Hormuz. Wirth argued the market was trading on "scant information" and "perception." Investors may feel they're getting a firehose of information, but the accuracy of much of that information is questionable. That's why investors shouldn't dismiss this as an oil executive "talking his book." As CEO of a major with decades of operations in Venezuela, Wirth understands what a disrupted market looks like and how long it can take to return to "normal." Even if oil prices avoid a worst-case scenario—such as the $200-per-barrel forecast from Citigroup (NYSE: C)—consumers are likely to face higher pump prices for some time. If you've been on the sidelines for this rally, there's still time to get involved, and different areas of the industry offer distinct buying opportunities. Big Oil Strength: Chevron Leads the Charge in a Tight Supply Market Starting with Big Oil, Chevron is the first name to consider. CVX is up nearly 33% in 2026 and has broken out of a trading range it occupied since 2022. The recent surge followed the U.S. military's operations in Venezuela, where Chevron has been the only oil company allowed to operate. That unique position has helped drive investor interest. It's fair to ask whether CVX is vulnerable to a volatile snapback if hostilities in the Strait of Hormuz ease. Chevron is trading about 11% above its consensus price target. Analysts have been raising their targets, with Piper Sandler notably boosting its price target for Chevron to $242 from $179. Over the past three years, CVX has delivered a total return of roughly 50%. That may not excite pure growth investors, but it underscores Chevron's status as a Dividend Aristocrat. For investors seeking both growth and income, Chevron reliably pays shareholders while offering upside potential. Even after the recent rally, Chevron still yields about 3.5%, or approximately $7.12 per share annually at current prices. Refining Advantage: Valero Thrives on Volatility and Margin Expansion If Chevron represents the upstream side of the trade, Valero Energy (NYSE: VLO) offers a pure-play refining story that can perform well even when crude prices are volatile. That distinction is what makes Valero attractive in the current environment. Unlike many energy names that move with the price of crude, refiners like Valero profit from the spread between crude input costs and refined product prices—known as the crack spread. A supply disruption that rattles producers can actually widen margins for refiners. Valero is the largest independent petroleum refiner in the world, operating 15 refineries across the United States, Canada, and the United Kingdom. That scale provides a competitive moat and the operational flexibility to adapt to shifting crude supply routes—an advantage if disruptions in the Strait of Hormuz force sourcing changes. VLO has climbed more than 45% in 2026 and sits roughly 20% above its consensus price target. As with Chevron, analysts have been revising targets higher, and the stock looks somewhat extended. Still, Valero rewards patient investors with a dividend yield near 2%, or about $4.80 per share annually at current prices, offering a blend of cyclical upside and income. Midstream Stability: Enbridge Offers Income and Volume-Driven Growth Another way to play the energy rally is through midstream companies—the pipeline operators that move oil and natural gas to downstream refiners. These firms function like toll booths for the industry. They collect fees for transporting oil and gas regardless of commodity prices. The key metric is volume, not price, and volumes have been near record levels in early 2026. That's why Enbridge Inc. (NYSE: ENB) deserves consideration. The Canada-based company operates over 18,000 miles of pipeline, handling roughly 30% of North America's crude production and about 20% of U.S. natural gas consumption. Over the past three years, ENB has delivered a total return of around 80%, reflecting the steady performance common among quality midstream names. The consensus price target of $65 implies nearly 20% upside from current levels. That potential is complemented by a reliable dividend that yields about 5.1%, or roughly $2.78 per share annually based on current prices. | 
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