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My Oil Stocks Are Up BIG in 2026 — Selling or Holding for Dividends?

Dividend DiplomatsApr 15, 2026

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.

Linked Mentions

Tickers discussed in this post

XOMNeutralMedium ConvictionSignal-backedSecondary

ExxonMobil, another dividend aristocrat, is up 31% year-to-date, with significant overall gains for both owners, contributing substantially to combined dividend income.

SHELNeutralHigh ConvictionSignal-backedSecondary

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%.

TTENeutralMedium ConvictionSignal-backedSecondary

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.

OXYNeutralLow ConvictionSignal-backedSecondary

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.

LYBBearishHigh ConvictionSignal-backedPrimary

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.

KMINeutralMedium ConvictionSignal-backedSecondary

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.

CVXNeutralMedium ConvictionSignal-backedSecondary

Chevron, a dividend aristocrat, is up 32.17% this year and 82% overall, producing $105 in income with a 3.53% yield.

BPNeutralMedium ConvictionSignal-backedSecondary

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.

Linked Signals

Tracked calls opened from this post

LYB
sell opened Apr 15, 2026
+8.11%