ConocoPhillips considers selling Permian assets worth $2 billion, Bloomberg News reports
ConocoPhillips is reportedly exploring the sale of its interests in a Permian Basin pipeline and other infrastructure assets, which could fetch over $2 billion according to sources. The company has engaged advisers for the potential divestment. This move comes as energy prices remain high and demand for infrastructure assets in the Permian Basin continues to strengthen.
ConocoPhillips (NYSE:COP) Lowered to "Sell" Rating by Wall Street Zen
Wall Street Zen has downgraded ConocoPhillips (NYSE:COP) from a "hold" to a "sell" rating. This comes despite several other analysts maintaining "outperform" or "overweight" ratings with various price targets. ConocoPhillips recently missed analysts' consensus earnings estimates in its last quarterly report, and its CEO sold a significant number of shares in December.
ConocoPhillips Reportedly Mulls Sale Of Permian Assets For $2B
ConocoPhillips is reportedly considering selling some of its Permian Basin assets, valued at approximately $2 billion, as part of a portfolio streamlining effort. These assets were acquired through deals with Concho Resources and Shell Plc, and the company is currently seeking buyers with the help of advisers. The potential sale follows a fourth-quarter 2025 earnings report showing a decrease in earnings compared to the previous year, although retail investor sentiment for COP shares remains bullish.
ConocoPhillips Reportedly Mulls Sale Of Permian Assets For $2B
ConocoPhillips is reportedly considering selling some of its Permian Basin assets, potentially valued at around $2 billion. This move is part of a broader strategy to streamline its portfolio, with the company looking for buyers among strategic and private equity firms. The assets in question were acquired through deals with Concho Resources and Shell Plc.
ConocoPhillips exploring sale of $2B in Permian Basin assets, Bloomberg says
ConocoPhillips (COP) is reportedly exploring the sale of some Permian Basin assets, which are expected to generate approximately $2 billion. This move is part of a broader portfolio streamlining effort by the company. Following the news, shares of ConocoPhillips were trading 0.8% lower in afternoon trading.
Canada's Oil Sands Poised for Mega Merger
Analysts suggest Canada's oil patch is ripe for a mega merger following a record year for deals, leaving fewer smaller targets. The consolidation trend, mirroring recent large transactions in the US shale sector, is driven by efficiency needs and constrained export capacity. Major producers like Canadian Natural and Suncor might engage in significant acquisitions in the coming years.
ConocoPhillips considers selling Permian assets worth $2 billion, Bloomberg News reports
ConocoPhillips is reportedly considering the sale of some of its Permian Basin assets, which could be valued at up to $2 billion, according to Bloomberg News. The energy company's potential divestment highlights ongoing portfolio optimization within the oil and gas industry. This news is relevant to investors tracking ConocoPhillips (COP) and the broader energy market.
ConocoPhillips considers selling Permian assets worth $2 billion, Bloomberg News reports
ConocoPhillips is reportedly exploring the sale of some of its Permian Basin assets, which could fetch approximately $2 billion. This move is part of the company's strategy to streamline its portfolio and achieve a $5 billion disposition target by the end of 2026. The company is working with advisers to find a buyer, with interest anticipated from both strategic and private equity investors.
ConocoPhillips considers selling Permian assets worth $2 billion, Bloomberg News reports By Reuters
ConocoPhillips is reportedly exploring the sale of some of its Permian Basin assets as part of a portfolio streamlining effort. These assets, acquired through previous deals with Concho Resources and Shell, are expected to be valued at approximately $2 billion. The potential sale was reported by Bloomberg News, citing unnamed sources familiar with the matter.
Kosmos Energy (KOS) Leads Oil and Gas Stock Surge in 2026
Kosmos Energy (KOS) has shown a remarkable 95.06% year-to-date increase, leading the oil and gas sector's surge in 2026, with other companies like Texas Pacific Land and W&T Offshore also seeing significant gains. Despite this impressive stock performance, Kosmos Energy faces financial challenges including a negative operating margin, high debt-to-equity ratio, and a distressed Altman Z-Score, coupled with recent insider selling. Investors are advised to consider these financial health risks and market volatility, even as institutional ownership remains strong.
ConocoPhillips considers selling Permian assets worth $2 billion, Bloomberg News reports
ConocoPhillips is reportedly exploring the sale of some Permian Basin assets, which could fetch around $2 billion, as part of a strategy to streamline its portfolio. These assets were acquired through previous deals with Concho Resources and Shell. The Houston-based company aims to meet a $5 billion disposition target by the end of 2026.
Vessel Traffic Limited at Sabine Pass LNG by Heavy Fog Forecast Through Weekend
Heavy fog has continued to halt vessel traffic on the Sabine-Neches waterway, leading to limitations on LNG exports. The forecast predicts similar foggy conditions will persist until Saturday, following a week where comparable weather already impacted export operations. This ongoing situation underlines the vulnerability of LNG shipping to adverse weather conditions in critical waterways.
Comstock Resources (CRK) Fell This Week. Here is Why
Comstock Resources (CRK) shares dropped by 8.86% from February 11 to February 18, 2026, due to a significant plunge in natural gas prices. The decline is attributed to milder weather reducing heating demand, increased production, and smaller-than-normal storage withdrawals, pushing U.S. natural gas futures to a four-month low. The article notes that while CRK has potential, certain AI stocks might offer better upside and less risk.
Citigroup looks at the scenarios for crude as tensions rise
Citigroup has analyzed various scenarios for crude oil prices amidst rising U.S.-Iran tensions, which are causing oil prices to see their first weekly gain in three weeks. The bank presents a bull case of $70-75/bbl for Brent if supply risks persist without a Strait of Hormuz blockage, a base case averaging $67/bbl in Q1'26 dropping to $62/bbl later in 2026, and a bear case of $50/bbl due to weak demand and increased OPEC+ output. The report highlights that an escalation leading to transit disruptions in the Strait of Hormuz could cause further price increases.
Public Sector Pension Investment Board Sells 2,579,700 Shares of TC Energy Corporation $TRP
The Public Sector Pension Investment Board significantly reduced its stake in TC Energy Corporation ($TRP) by selling 2,579,700 shares, bringing its total holdings to 100,872 shares valued at approximately $5.49 million. This move comes as TC Energy recently increased its quarterly dividend to $0.8775 per share, representing a 5.6% yield, and reported Q4 EPS of $0.70, beating estimates, despite a revenue miss. Analysts currently hold a consensus "Hold" rating on the stock with a target price of $72.50.
A dual-coast LNG strategy
Sempra Infrastructure is pursuing a dual-coast LNG strategy, developing facilities on both the US Gulf Coast and Mexico Pacific Coast to serve Atlantic and Pacific markets. The company's Vice President, Carlos de la Vega, discusses the progress of projects like Port Arthur LNG and Cameron LNG. This approach aims to provide competitive and flexible LNG supply to a global market.
Woodside Energy stock rises as oil stays near 6‑month highs — what to watch next week
Woodside Energy stock closed 1.2% higher as rising oil prices, fueled by U.S.-Iran tensions, boosted energy shares. Investors are now looking to Woodside's upcoming full-year update and guidance on February 24th, especially concerning its production forecasts for 2026 and the 94% complete Scarborough project. The company's immediate future is tied to both global crude news and specific project developments, with oil's geopolitical risk premium potentially fading quickly if tensions ease.
Crude Oil Breakout: What the Bull Flag Means for Oil Traders and UCO Buyers
Crude oil futures have broken out of a daily bull flag pattern, indicating a moderately bullish but conditional outlook. Geopolitical tensions and an unexpected inventory draw are driving this momentum, with the $65 area for crude and the $24.40-$24.60 range for the UCO ETF acting as crucial support levels for continued upward movement. Traders should monitor these levels as technical support for the breakout to remain valid.
Cenovus Energy focusing on MEG integration as it reports $934M Q4 profit
Cenovus Energy reported a Q4 profit of $934 million, or 47 cents per diluted share, a decrease from $2.9 billion in the same quarter last year. The company's focus for the year ahead includes integrating its recently acquired stake in the MEG Energy Corp. joint venture, aiming to save $150 million in annual upstream operating costs. Despite lower profits, Cenovus returned $1.2 billion to shareholders through dividends and share buybacks and plans to allocate 50% of free funds flow to shareholder returns once net debt hits $4 billion.
BP stock hits 52-week high at 39.51 USD
BP PLC ADR's stock price hit a 52-week high of $39.51, reflecting an 18.18% appreciation over the past year and indicating renewed investor confidence in the energy giant despite mixed Q4 2025 earnings. The company maintains a robust 5.13% dividend yield, having paid dividends for 35 consecutive years, but faces recent analyst downgrades due to concerns over oil prices and its strategic pivot.
Oil Index ETF (OILT) Touches New 52-Week High
The Texas Capital Texas Oil Index ETF (OILT) has reached a new 52-week high, surging 50.5% from its low. This performance is attributed to geopolitical tensions, strong U.S. petroleum net exports, and a market rotation into undervalued energy stocks. The fund, which focuses on Texas-based oil and gas extraction companies, is expected to continue its upward trend.
Conocophillips stock hits 52-week high at 113.0 USD
ConocoPhillips (COP) stock recently hit a 52-week high of $113.00 USD, reflecting robust performance with a 1-year return of 14.8% and a 6-month return of 19.89%. The company boasts a market cap of $137 billion, a 3.04% dividend yield, and a 56-year history of consistent dividend payments. Recent analyst actions include UBS raising its price target to $130, BMO Capital to $115, and Piper Sandler to $111, while Roth/MKM downgraded the stock to Neutral.
Occidental Stock Jumps 6%. It’s Not Just About Oil Prices.
Occidental Petroleum's stock surged 6% following a fourth-quarter earnings report that exceeded expectations. The article suggests that the positive performance is not solely attributable to oil prices, implying other factors are at play.
Occidental Stock Jumps 6% After Earnings. It’s Not Just About Oil Prices.
Occidental Petroleum's stock surged approximately 6% before the market open on Thursday, driven by better-than-expected fourth-quarter earnings. The article suggests that this positive performance is influenced by factors beyond just oil prices.
ConocoPhillips Bets US$2.1b On Norway To Sustain Long-Term Growth
ConocoPhillips is investing US$2.1 billion to restart production at three oil fields in Norway's Greater Ekofisk area, signaling a continued commitment to long-life offshore assets outside the US. This project aligns with the company's focus on exploration and production, balancing capital allocation between shorter-cycle shale and longer-cycle offshore ventures. Investors will be watching how this long-horizon commitment impacts ConocoPhillips' capital budget and its ability to maintain cost discipline and shareholder returns.
BP Stock’s New Twist: Why Wall Street Suddenly Cares Again
BP is attracting renewed investor interest due to its decision to increase shareholder payouts and temper its aggressive green energy commitments. While its earnings have been stronger than expected and share buybacks are ongoing, the recalibrated green strategy has stirred debate among investors. The company's strong US presence and dividend appeal make it a dollar-priced value play with global energy exposure, positioning it as a potentially attractive option for those seeking income and exposure to commodity cycles.
Targa Resources Stock Near Record Highs: Smart Buy or Late Chase?
Targa Resources Corp (NYSE: TRGP) has reached near all-time highs due to strong earnings, rising dividends, and bullish Wall Street targets. The company, a major independent midstream infrastructure provider, benefits from growing US natural gas and NGL volumes and surging export demand. While the rally has been significant, investors are now questioning if it remains an attractive entry point or if the easy gains have already been made, emphasizing a focus on long-term value compounding rather than quick re-rating.
Murphy Oil (MUR): Can This Quiet Cash Machine Beat Big Oil in 2026?
Murphy Oil (MUR) is positioned as a mid-cap U.S. exploration and production company with strong ties to North American crude prices, focusing on capital discipline, shareholder returns, and oil-weighted production. While analysts offer a mixed but generally constructive outlook, investors view MUR as a tactical play on the energy market, offering potential for income and diversification but subject to commodity price volatility. The stock's performance is closely linked to WTI and Brent prices, with conservative leverage and a base dividend policy aiming for shareholder-friendly returns.
Woodside Energy Just Flipped the Script on US LNG — Should You Care?
Woodside Energy Group, an Australian LNG producer, is significantly influencing the global LNG market, impacting US gas prices, exports, and energy portfolios. Despite being a major independent energy producer, it operates largely behind the scenes but its strategic moves and project decisions directly affect global gas supply, pricing trends, and competition for US LNG exporters. US investors can gain exposure to Woodside through OTC ADRs (WDS), making it a high-octane global LNG play with both opportunities and risks tied to commodity volatility and climate policy.
Marathon Petroleum vs Phillips 66: Which Refining Giant Wins as Energy Sector Dominates 2026?
This article compares Marathon Petroleum (MPC) and Phillips 66 (PSX) quarter results and business strategies, highlighting their performance within the strong energy sector. Marathon Petroleum, a pure-play refiner, delivered superior earnings and free cash flow due to its focused strategy, while Phillips 66, with a more diversified portfolio including chemicals and renewables, offers a higher dividend yield. The article concludes that Marathon's concentrated refining approach has led to stronger financial metrics and stock performance year-to-date, contrasting with Phillips 66's diversified model which provides downside protection but dilutes pure refining exposure.
Murphy Oil (MUR): Can This Quiet Cash Machine Beat Big Oil in 2026?
Murphy Oil Corporation (MUR) is presented as a mid-cap U.S. exploration and production company generating significant cash, increasing dividends, and executing stock buybacks. The article explores how MUR's performance is tied to North American crude prices and management's capital allocation strategy, posing the question of whether its upside justifies the inherent risk. It delves into analyst perspectives, social sentiment, and key drivers U.S. investors should consider when evaluating MUR for their portfolios.
Ovintiv (OVV) Gains 4.2% After Announcing $3B Asset Sale
Ovintiv Inc. (OVV) saw a 4.2% increase in post-market trading after announcing a $3 billion asset sale of its Anadarko assets. This divestment aims to focus the company's operations on its core Permian and Montney basins, following a recent $2.6 billion acquisition of NuVista Energy. While the company exhibits strong operating margins, its Altman Z-Score indicates potential financial challenges, and recent insider selling raises concerns.
SCHD ETF gets extremely overbought: Is it a good dividend stock?
The SCHD ETF has reached an all-time high, outperforming the S&P 500 and Nasdaq 100 this year due to a rotation from growth to value stocks. While the ETF has benefited from strong performances by traditional companies, its Relative Strength Index (RSI) indicates it is deeply overbought, suggesting a potential retreat in the near future. Investors may anticipate profit-taking and a drop to the $28 level.
Is Ecopetrol blueprint an option to overhaul Petroperú?
Former Ecopetrol CEO Juan Carlos Echeverry suggests that Petroperú's current crisis is an opportunity for a major overhaul, drawing parallels with Ecopetrol's transformation. He emphasizes the need for cultural change, operational efficiency, capital discipline, and governance reform, echoing sentiments from ProInversión's Ángel Delgado. The article also highlights Petroperú's severe financial deterioration, rising debt, and the impact of political interference, urging for governance reform and private capital injection to ensure its viability.
SCHD ETF gets extremely overbought: Is it a good dividend stock?
The Schwab US Dividend Equity (SCHD) ETF has soared to a record high, outperforming the S&P 500 and Nasdaq 100 this year due to an ongoing investor rotation from growth to value stocks. While its recent rally has been strong, technical analysis suggests the ETF is now highly overbought, with the Relative Strength Index (RSI) at its highest level since May 2021, indicating a potential retreat in the coming weeks. The rotation is driven by a decline in top technology companies and increased investment in traditional sectors like defense and energy.
OneSubsea Gets Gullfaks Subsea Compression Upgrade by Equinor
OneSubsea, a joint venture, has secured an EPC contract from Equinor to upgrade the subsea compression system at the Gullfaks field in the Norwegian North Sea. This involves delivering two next-generation compressor modules to enhance recovery and extend the field's life. The upgrade aims to increase differential pressure and flow capacity while minimizing downtime and reducing costs.
Citi Reaffirms Their Buy Rating on BP p.l.c. (BP)
Citi analyst Alastair Syme maintained a Buy rating on BP p.l.c. with a price target of £5.25, citing Syme's strong track record in the Energy sector. This reaffirmation comes as BP reported improved quarterly revenues and net profits, though another firm maintained a Hold rating shortly after.
After rig collapse, ConocoPhillips sees ‘no impact’ to Alaska drilling plans
ConocoPhillips has stated that a recent rig collapse will have no impact on its Alaska drilling plans, specifically near its Willow development. Doyon Drilling is leading the investigation into the incident. ConocoPhillips CEO Ryan Lance confirmed the company's unchanged drilling schedule.
Eni makes Calao South discovery offshore Côte d’Ivoire’s CI-501
Eni has announced a significant gas and condensate discovery, dubbed Calao South, in Block CI-501 offshore Côte d’Ivoire. The discovery, with estimated volumes up to 5 trillion cubic feet of gas and 450 million barrels of condensate, represents the second-largest find in the country after the Eni-operated Baleine field. Eni holds a 90% operating stake in the block, with Petroci Holding owning the remaining 10%.
ConocoPhillips stock downgraded by Roth/MKM on oil price concerns
Roth/MKM has downgraded ConocoPhillips (NYSE:COP) from Buy to Neutral, setting a price target of $112.00, due to concerns that global oil prices are nearing a short-term peak. The firm anticipates an oversupplied oil market through most of 2026, leading to increased global inventories and downward pressure on prices, despite acknowledging ConocoPhillips' strong balance sheet and consistent returns to shareholders. This downgrade comes amidst mixed analyst reactions to ConocoPhillips' recent Q4 2025 earnings, which fell below expectations.
PERMIAN BASIN ROYALTY TRUST ANNOUNCES FEBRUARY CASH DISTRIBUTION, EXCESS COST POSITION ON WADDELL RANCH PROPERTIES AND UNITHOLDER MAILING BY SOFTVEST
The Permian Basin Royalty Trust declared a cash distribution of $0.014221 per unit for February, despite the Waddell Ranch properties being in an excess cost position due to production costs exceeding gross proceeds. The distribution was lower than the previous month, attributed to the prior receipt of a settlement payment, lower oil volumes and prices from Texas Royalty Properties, partially offset by higher natural gas volumes. Additionally, a unitholder, SoftVest, L.P., is seeking judicial modification of the Trust's Indenture regarding amendment approval requirements, with a hearing scheduled for May 8, 2026.
How ConocoPhillips’ (COP) Norway Reinvestment and Capital Returns Have Changed Its Investment Story
ConocoPhillips (COP) recently reported lower Q4 2025 earnings year-over-year but affirmed its Q1 2026 dividend and updated production guidance. A significant new development is the company's US$2.10 billion commitment to restart production at three oil fields in Norway's Greater Ekofisk area, which reinforces its strategy of investing in large, capital-intensive oil and gas projects. The success of this and other major projects will be crucial to ConocoPhillips' long-term investment narrative and financial performance.
Better Oil Stock: ConocoPhillips vs. Diamondback Energy
This article compares ConocoPhillips (NYSE: COP) and Diamondback Energy (NASDAQ: FANG), two major independent oil and gas producers, to determine which is a better investment. ConocoPhillips offers global diversification and long-term growth visibility through major projects like LNG investments and its Willow oil project, projecting a near doubling of free cash flow by 2029. Diamondback Energy, while strong in the Permian Basin, has less growth visibility, tying its production levels to oil prices.
Better Oil Stock: ConocoPhillips vs. Diamondback Energy
This article compares ConocoPhillips and Diamondback Energy, two leading oil and gas companies, to determine which is a better investment. ConocoPhillips is highlighted for its diversified global operations and strong visible growth driven by major long-cycle projects, expected to significantly increase free cash flow by 2029. Diamondback Energy, on the other hand, is a pure-play Permian Basin operator with more flexible but less predictable growth tied to oil prices, currently holding production flat.
Energy Stocks Are Printing Cash — So Why Are They Still Cheap?
Energy companies are generating impressive cash flows and offer high free cash flow yields, yet their valuations remain low compared to the broader market, reflecting persistent pessimism. Despite strong fundamentals, institutional ownership is below historical norms, influenced by past divestment trends and tech sector outperformance. However, global energy demand is projected to continue rising, suggesting the sector may be undervalued and due for a repricing.
Eni announces a gas and condensate discovery in Ivory Coast
Eni, an Italian energy company, has announced a significant gas and condensate discovery off the coast of Ivory Coast. This discovery is a positive development for Eni's exploration efforts and could contribute to the energy resources of Ivory Coast. The news follows other recent announcements by Eni regarding oil discoveries in Angola.
North Slope ConocoPhillips workers vote to unionize
Workers at ConocoPhillips' North Slope operations, including the Kuparuk, Alpine, and Willow fields, have voted to unionize. The National Labor Relations Board reported that 165 out of 220 workers in the Kuparuk and Alpine areas voted in favor of the union, with approximately 75% of voters at the Willow field also supporting unionization. This development follows ConocoPhillips' decision in December to lay off about 10% of its North Slope workforce.
ConocoPhillips Votes to Unionize
The article reports that ConocoPhillips employees have voted to unionize. It also lists several other news updates from February 15-16, 2026, including an FNSB School Audit release, a suspicious death investigation in Togiak, and upcoming winter storm warnings for Western Alaska.
Amplify Energy’s Stock Tests Investor Nerves As Volatility Returns To A Small-Cap Oil Name
Amplify Energy's stock has experienced significant volatility, reflecting fragile investor sentiment around this small-cap oil and gas company. Despite a decline over the past year, its price swings attract risk-tolerant traders, with its performance closely tied to commodity prices and operational risks. Wall Street coverage remains thin and cautious, suggesting it's a niche play, suitable for investors willing to undertake their own detailed analysis due to limited institutional sponsorship.
Shell Asset Management Co. Trims Stock Position in Devon Energy Corporation $DVN
Shell Asset Management Co. has significantly reduced its stake in Devon Energy Corporation (NYSE:DVN) by 53.0% in the third quarter, now owning 66,878 shares valued at $2.345 million. Despite this, other institutional investors have recently increased their positions in Devon Energy, with institutional ownership standing at 69.72%. The stock experienced a 1.5% increase, opening at $44.63, and analysts have issued varied ratings, resulting in an average "Moderate Buy" with a target price of $46.24.
