Chevron Pens $2.17 Billion Downstream Asset Sale

Chevron has agreed to sell its downstream fuels and lubricants marketing operations across Southeast Asia and Australia to ENEOS Holdings for $2.17 billion. The deal includes operations in Singapore, Malaysia, the Philippines, Australia, Vietnam, and Indonesia, as well as a 50% stake in Singapore Refining Company. Chevron's stock remains in a near-term consolidation phase with mixed technical signals.

05/14/2026, 8:21 AM • Benzinga

New York Times: More Than Just News, But Is the Valuation Good Enough?

Warren Buffett's Berkshire Hathaway initiated a $351 million position in The New York Times, signaling a portfolio shift toward traditional businesses. While NYT demonstrates strong operational performance with 12.8 million subscribers, 25% digital advertising growth, and healthy free cash flow of $550 million, the stock's valuation appears stretched at 38% above GF value with a forward P/E of 27.7x. The company faces AI-related uncertainties but could benefit from content licensing opportunities and regulatory protections for intellectual property.

05/14/2026, 6:22 AM • Investing

SCHD Has the Scale. HDV Has the Energy Tilt. Which Dividend ETF Fits Your Portfolio?

Schwab U.S. Dividend Equity ETF (SCHD) and iShares Core High Dividend ETF (HDV) are compared as dividend investment options. SCHD offers lower expenses (0.06%), higher yield (3.30%), and larger scale ($90.5B AUM) with a multifactor quality approach, while HDV concentrates more heavily in energy and consumer staples with a 0.08% expense ratio. SCHD delivered stronger 1-year returns (25% vs 22%) but HDV showed better 5-year total returns ($1,659 vs $1,510 on $1,000 invested). The choice depends on whether investors prioritize dividend growth and diversification (SCHD) or energy sector concentration (HDV).

05/13/2026, 2:34 PM • The Motley Fool

Warren Buffett Reveals Why Berkshire's Portfolio Hasn't Changed Much in Recent Years

Warren Buffett explains that Berkshire Hathaway's portfolio remains concentrated in five stocks (Apple, American Express, Coca-Cola, Bank of America, and Chevron) accounting for 60% of holdings because he only invests in businesses he thoroughly understands. Buffett admits he understands fewer businesses as a percentage of the whole than a decade ago and hasn't learned new industries in quite a while, making the portfolio appear stale to growth-oriented investors. Despite this conservative approach, Berkshire's portfolio continues to perform well, with Apple being a standout performer.

05/13/2026, 4:15 AM • The Motley Fool

3 Oil Stocks to Buy Before Prices Head Higher

With Brent crude oil prices up 90% to $120/barrel due to Middle East conflict disrupting the Strait of Hormuz, three oil stocks are positioned for further gains: Occidental Petroleum (upstream-focused, higher growth), Chevron (integrated, diversified), and ExxonMobil (integrated, diversified). All three have breakeven prices below $50/barrel and offer attractive valuations and dividend yields.

05/12/2026, 1:30 PM • The Motley Fool

Fuel Shortages Could Hit This Summer and Oil Execs Say Recovery Is Months Away. 3 Stocks to Own While It Lasts.

Shell warns the world is short 1 billion barrels of oil due to Middle East conflict, with recovery expected to take months. High energy prices are expected to persist, benefiting oil and gas producers. The article recommends three energy stocks: Chevron for conservative long-term investors seeking dividend stability, and Diamondback Energy and Devon Energy for those willing to accept higher volatility in exchange for greater upside potential from elevated oil prices.

05/11/2026, 11:15 PM • The Motley Fool

TotalEnergies' CEO Says 500 Million Barrels Are Already Gone. Is It Too Late to Buy Oil Stocks?

The closure of the Strait of Hormuz has caused a massive oil supply disruption, with the global economy burning through 500 million barrels from inventory since the war began. Oil production in the Persian Gulf has tumbled 57%, forcing the world to draw down stockpiles at 10-13 million barrels per day. Even after the Strait reopens, it could take up to seven months to restart Persian Gulf wells, meaning oil prices will likely remain elevated through next year. This supply crunch positions oil producers to generate significantly more cash than anticipated, suggesting it may not be too late to buy oil stocks.

05/11/2026, 2:15 PM • The Motley Fool

The World Is Burning Through Oil With No Resupply in Sight. Is SHEL Stock a Buy Before the Squeeze Gets Worse?

Shell's CEO warns the world faces a 1 billion-barrel oil shortage due to Middle East geopolitical conflict closing the Strait of Hormuz. While current high oil prices benefit energy companies, the supply imbalance will take months to resolve after the conflict ends. For long-term investors, integrated energy majors like Chevron and ExxonMobil are preferred over Shell due to stronger dividend histories and balance sheets, with Chevron offering the best value among the three.

05/10/2026, 10:15 PM • The Motley Fool

My Top 3 Energy Stocks for May 2026

With oil prices currently high due to geopolitical conflict, the author recommends cautious energy investing. Enterprise Products Partners and Enbridge are recommended for conservative investors seeking high dividend yields (5.6% and 5.1% respectively) with stable cash flows from infrastructure assets. Chevron is suggested for those wanting direct oil producer exposure, offering a 3.7% yield and diversified operations that cushion against oil price volatility.

05/09/2026, 1:15 PM • The Motley Fool

Want Safe Dividend Income in 2026 and Beyond? Invest in This Ultra-High-Yield Stock.

Enterprise Products Partners (EPD), a midstream energy MLP, is highlighted as a relatively safe high-yield dividend stock with a 5.7% yield and 29 consecutive years of annual dividend increases. The company is capitalizing on AI data center demand driving natural gas consumption, with nearly $5 billion in capital projects under construction and a $5 billion unit buyback program.

05/09/2026, 10:30 AM • The Motley Fool

Occidental Petroleum: Buy, Sell, or Hold?

Occidental Petroleum's stock has rebounded over 45% in 2026 after a difficult 2024-2025, driven by the $9.7 billion sale of OxyChem to Berkshire Hathaway, debt reduction, improved efficiency, and elevated crude oil prices above $100/barrel. While the company appears fairly valued with strong free cash flow projections, risks remain tied to oil price sensitivity and upcoming leadership changes. The analyst recommends waiting for Q1 earnings before making investment decisions.

05/06/2026, 2:32 PM • The Motley Fool

Welcome to Shareholder Meeting Month: AI, Oil, and Consumer Are in the Spotlight

May marks Shareholder Meeting Month with major corporations holding Annual General Meetings across sectors including Consumer Staples, Industrials, Financials, Tech, and Energy. Key topics include consumer spending resilience, AI strategy, energy production amid geopolitical tensions, and economic health. Notable meetings include PepsiCo, Southwest Airlines, AMD, Intel, JPMorgan, Citigroup, Amazon, McDonald's, Exxon Mobil, Chevron, and Salesforce, offering investors forward-looking insights beyond quarterly earnings.

05/06/2026, 10:35 AM • Investing

Welcome to Shareholder Meeting Month: AI, Oil, and Consumer Are in the Spotlight

May marks shareholder meeting season with major corporations across sectors holding AGMs. Key focus areas include consumer spending resilience (PepsiCo, Southwest), industrial execution (CSX, 3M), AI strategy (AMD, Intel), discretionary strength (Ford, Hilton), financial health (JPMorgan, Citigroup), e-commerce and consumer behavior (Amazon, McDonald's), and energy dynamics (Exxon Mobil, Chevron). These meetings provide forward-looking insights beyond earnings reports, with management commentary on strategy, capital allocation, and economic outlook.

05/06/2026, 9:20 AM • Investing

Better Oil Stock: Chevron vs. Occidental Petroleum

Following the Iran War outbreak in late February, WTI crude oil prices nearly doubled to $100/barrel, benefiting oil stocks. While Occidental Petroleum (OXY) outperformed Chevron (CVX) over the past three months due to its upstream-focused business, the article recommends Chevron as the better long-term investment. Chevron's diversified operations, 39-year dividend streak, lower breakeven price ($50 vs. $60/barrel), and resilience through oil cycles make it a safer choice despite OXY's higher short-term growth potential and lower valuation multiple.

05/05/2026, 5:30 PM • The Motley Fool

Berkshire Hathaway’s Record Cash Hoard: Why and What’s Next?

Berkshire Hathaway has accumulated a record $397 billion in cash under new CEO Greg Abel following Warren Buffett's retirement. The company's cash hoarding reflects concerns about expensive stock valuations (S&P 500 P/E at 27.5x vs. 20x average) and provides flexibility for future investments. Potential deployment areas include energy stocks, financial services, and basic materials, while the company has been divesting tech stocks despite Apple remaining its largest holding.

05/05/2026, 8:30 AM • Investing