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Chevron, Exxon Mobil and ConocoPhillips are poised to benefit from unprecedented Middle East oil and gas disruptions. I expect Brent to reach $150–$200/bbl due to the Strait of Hormuz closure, depleted reserves, and double-demand catalysts.

Phillips 66 (PSX) reached a significant support level, and could be a good pick for investors from a technical perspective. Recently, PSX broke through the 50-day moving average, which suggests a short-term bullish trend.

Phillips 66 is well-positioned for a significant windfall from elevated crack spreads driven by global supply disruptions and the Iran War. Refining margins surged to $10.11/barrel, with spreads near $60, potentially delivering $7B+ cumulative windfall through 2027, or ~$20/share. Operational improvements and cost reductions, alongside a 50% capital return policy, support robust shareholder returns and accelerated debt reduction.

Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.

Following a careful analysis of the Zacks Oil and Gas - Refining & Marketing industry, we advise buying three stocks: VLO, PSX and DINO.

Today's energy backdrop has parallels to the late stages of 2022, where refining margins, not oil prices, became the key performance driver. High-quality companies in the Oil and Gas Refining and Marketing industry may be best positioned to capitalize on higher gas and diesel prices, translating macro pressures into profits. From large-scale operators to niche regional players, the common thread tying them together is the ability to monetize tighter refining capacity and resilient market demand.

For the last two years, investors were trained to chase anything tied to artificial intelligence.