ServisFirst Gets Axed by Champlain — a Minor Position in a Major Drawdown

Champlain Investment Partners completely exited its position in ServisFirst Bancshares, selling 1.57 million shares worth approximately $124.23 million. However, the exit appears to be part of broader fund downsizing rather than a targeted judgment on the company, as Champlain's reportable AUM contracted by roughly $2 billion quarter-over-quarter. The position represented only 1.14% of the fund's prior-quarter holdings.

05/17/2026, 4:32 PM • The Motley Fool

Brent Crude Topped $109, and Inventories Are Draining at a Record Pace. These Energy Stocks Could Win.

With Brent crude oil surpassing $109 per barrel due to the Strait of Hormuz closure, global emergency oil inventories are draining at a record pace of 11-12 million barrels daily. Pipeline companies benefit from increased throughput volumes distributing SPR reserves, while oil producers gain from elevated crude prices and higher cash flows to return to shareholders.

04/27/2026, 5:15 PM • The Motley Fool

The World Is Paying an Energy Premium. These 3 Dividend Stocks Pass It On to You.

Rising oil prices driven by geopolitical tensions have created windfall profits for oil companies. Three dividend-focused oil stocks—Chord Energy, Diamondback Energy, and EOG Resources—are positioned to return a significant portion of these excess profits to shareholders through increased dividends, share repurchases, and special dividend payments.

04/22/2026, 5:15 AM • The Motley Fool

The Geopolitical Windfall Big Oil Didn't Advertise

The closure of the Strait of Hormuz due to the Iran conflict is forcing European and Asian refiners to source crude from the U.S., pushing American net crude exports to a seven-month high of 5.2 million barrels per day. This geopolitical shift positions U.S. oil producers as major beneficiaries, with strong demand from Europe and Asia, though export capacity is nearing its 6 million bpd ceiling.

04/20/2026, 6:30 AM • Benzinga

3 Under‑the‑Radar Energy Stocks Quietly Benefiting From Trump's Push to Reshore Supply Chains

The Trump administration's focus on boosting domestic energy production presents opportunities for energy investors. Three stocks are highlighted as beneficiaries: EOG Resources, an exploration and production leader with 97% U.S. operations and a strong dividend history; Kinder Morgan, a major pipeline infrastructure company with $10 billion in growth projects; and MPLX, a midstream company with significant expansion plans and a high dividend yield of 7.9%.

04/18/2026, 8:30 PM • The Motley Fool

3 Battle‑Tested Energy Stocks With the Balance Sheets to Handle the Next Iran‑Driven Shock

The article identifies three energy stocks with strong financial profiles positioned to weather oil price volatility from Iran-related geopolitical tensions. ExxonMobil, Chevron, and EOG Resources are highlighted for their fortress-like balance sheets, low-cost operations, and resilient dividend histories, making them suitable for investors seeking stability amid energy market uncertainty.

04/17/2026, 1:05 PM • The Motley Fool

Iran Declares Strait Of Hormuz Open To All Vessels: Crude Plunges 14%, Airlines And Cruise Stocks Soar

Iran's Foreign Minister announced the Strait of Hormuz is fully open to all commercial vessels during the ceasefire, causing crude oil to plunge 14% to $81/barrel. Airlines and cruise lines surged as fuel costs declined, while energy and chemical companies fell sharply. The S&P 500 reached record highs with the Nasdaq 100 on its 13th consecutive gaining session.

04/17/2026, 9:56 AM • Benzinga

Oil Above $90, Pump Above $4 — And 7 Energy Stocks Still Trading At A Wide Discount

Seven major energy stocks are trading at historically low valuations (7x-11x forward P/E) despite oil prices above $90/barrel due to the Strait of Hormuz crisis. The sector has underperformed crude oil gains, creating a potential opportunity if the supply disruption persists, though risks remain if a ceasefire rapidly brings prices back down to $65-70.

04/16/2026, 11:26 AM • Benzinga

The Iran Conflict Is Sending Oil Prices Soaring -- These 3 Energy Stocks Are Built to Profit

Oil prices have surged over 70% to above $100 per barrel due to the Iran conflict, benefiting energy companies built to operate profitably at much lower price points. ConocoPhillips, EOG Resources, and Diamondback Energy are highlighted as three oil producers with low breakeven costs that can generate substantial free cash flow and return windfalls to shareholders through dividends and share repurchases.

03/29/2026, 9:14 AM • The Motley Fool

Better Dividend Stock: ConocoPhillips vs. EOG Resources

ConocoPhillips and EOG Resources are compared as dividend stocks, both offering yields above 2.5% and well above the S&P 500's 1.2%. ConocoPhillips is favored due to its expected faster dividend growth, with plans to grow within the top 25% of S&P 500 companies and more than double free cash flow by 2029, compared to EOG Resources' mid-single-digit growth rate.

03/24/2026, 9:30 AM • The Motley Fool

3 Dividend Paying Big Oil Stocks

With Middle East tensions driving oil prices above $77 per barrel, three major oil companies offer attractive dividend yields for income investors. EOG Resources, Exxon Mobil, and Chevron are highlighted for their steady dividend increases and strong cash generation, though recent earnings have been pressured by lower oil prices in late 2025.

03/05/2026, 1:42 AM • Investing

4 Dividend Stocks to Double Up On Right Now

As AI-driven demand boosts energy and utility stocks, four dividend-paying companies offer attractive opportunities for growth and income investors. Duke Energy, Enbridge, Enterprise Product Partners, and EOG Resources are highlighted as solid income stocks with strong fundamentals and consistent dividend histories.

02/25/2026, 6:17 PM • The Motley Fool

The Schwab U.S. Dividend Equity ETF Has Surged 15% to Start 2026. Here's the Secret Fuel Source Driving the Rally.

The Schwab U.S. Dividend Equity ETF (SCHD) has surged 15% in early 2026, significantly outperforming the S&P 500's less than 1% gain. The rally is driven by a sharp rise in crude oil prices (Brent crude up 15% to over $70/barrel) due to supply disruption concerns in Venezuela and Iran. The ETF's high 19.9% weighting to energy stocks, particularly oil dividend payers like Chevron and ConocoPhillips, has fueled the outperformance. These oil companies offer high dividend yields with above-average growth rates and strong free cash flow projections through 2030.

02/21/2026, 12:07 PM • The Motley Fool

Oil Glut, Wind Freeze, and Energy Policy in the Year Ahead

Energy investors face mixed signals in 2026 as oil prices remain depressed due to global oversupply, while renewable energy projects face policy headwinds from the Trump administration's pause on offshore wind projects. Despite challenges, analysts highlight opportunities in well-capitalized midstream companies, cost-efficient oil producers, and renewable energy leaders positioned to benefit from long-term demand trends and infrastructure spending.

01/08/2026, 9:38 AM • The Motley Fool

Northside Capital Dumps $6.1 Million EOG Shares

Northside Capital Management sold 51,383 shares of EOG Resources, reducing its holdings by 30% and trimming its position by approximately $6.1 million during Q3 2025, while maintaining significant energy sector investments.

10/21/2025, 7:06 PM • The Motley Fool