ExxonMobil, another dividend aristocrat, is up 31% year-to-date, with significant overall gains for both owners, contributing substantially to combined dividend income.
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My Oil Stocks Are Up BIG in 2026 — Selling or Holding for Dividends?
The Dividend Diplomats discuss their oil and gas stock holdings, which have seen significant gains due to rising oil prices. They analyze whether to hold, sell, or consolidate positions in companies like BP, Chevron, Kinder Morgan, LyondellBasell, Occidental Petroleum, TotalEnergies, Shell, and ExxonMobil, considering current yields, recent performance, and future outlook.
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Tickers discussed in this post
Shell has climbed back from its COVID-era dividend reduction, is up 24% year-to-date, and has provided a massive 194% overall return on investment, yielding 3.1%.
TotalEnergies is up 37% this year with a 79% overall gain, producing $160 of income at a 4.4% yield, and is considered one of the first dividend stock positions purchased.
Occidental Petroleum is up nearly 45% this year with a 50%+ unrealized gain, but its low yield and small position size make it a candidate for consideration, despite an 8% dividend increase.
LyondellBasell has surged 72% after cutting its dividend, and the creator believes it's the 'lowest hanging fruit' to sell due to doubts about its current $75 valuation and a 3.7% yield.
Kinder Morgan is up 21.64% year-to-date, considered the worst performer in the group but still showing strong gains, with a 44% overall return and a 3.5% yield.
Chevron, a dividend aristocrat, is up 32.17% this year and 82% overall, producing $105 in income with a 3.53% yield.
BP is up 32% this year, with a 48% total gain on the position, yielding 4.3%, and is considered a long-term holding despite a falling yield.
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