Smart Money Is Piling Into These 2 Energy Stocks as the Iran Crisis Deepens -- Should You Follow?

Group 1: Oil Market Overview - The price of Brent crude has increased over 44% in the past month, currently trading around $107 per barrel, with projections suggesting it could rise to between $150 and $200 per barrel due to restricted shipments through the Strait of Hormuz [1][4]. - The ongoing military actions and Iran's rejection of the U.S. peace plan indicate that the conflict in the Middle East is likely to persist, impacting oil prices [1]. Group 2: Chevron Analysis - Chevron's stock has risen over 13% recently, trading at approximately $210.65, with a market cap of $420 billion [6][7]. - The company operates strong upstream operations in North America and other regions, positioning it favorably despite geopolitical tensions [5]. - Chevron has a gross margin of 14.66% and a dividend yield of 3.28%, with a commitment to returning capital to shareholders, having increased its dividend for 39 consecutive years [7][8]. Group 3: Oneok Analysis - Oneok's stock has increased by 13.7% over the past month, currently priced at $92.96, with a market cap of $59 billion [10][11]. - The company operates a diverse range of midstream assets, including 60,000 miles of pipeline, which helps mitigate risks associated with downturns in specific commodities [11]. - Oneok's business model is largely fee-based, with projections indicating that over 90% of its earnings will remain fee-based through 2026, and it offers a forward dividend yield of 4.5% [12][13].