Global X MLP

Enterprise Products Partners Report: Strait of Hormuz Closure Could Cut Daily Supply by 10M+ Barrels, WTI Expectations Diverge

Plains All American Pipeline 12-Month Price Target Raised to $23.18

FactSet Survey: 9 Analysts Lower Plains All American Pipeline 2026 EPS Median Estimate

Goldman Sachs analyst maintains hold rating on Energy Transfer

Western Midstream Partners Projects EBITDA to Reach Upper End in 2026

Keyera Corp. Completes $5.3 Billion Acquisition of Plains Canadian NGL Business

FactSet analysts 上调 Energy Transfer LP - Unit 目标价

FactSet Raises Plains All American Pipeline LP's 2026 EPS Forecast to $1.61

Plains All American Pipeline released FY2026 Q1 earnings on May 8 (EST), actual revenue USD 12.47 B (forecast USD 12.02 B), actual EPS USD 0.2152 (forecast USD 0.4887)

Cheniere Initiates Maintenance at Corpus Christi LNG Export Plant

Plains All American Pipeline Reports Q1 Earnings: Revenue Surpassed Expectations, EPS Fell Short

Cheniere Energy Partners LP released FY2026 Q1 earnings on May 7 (EST), actual revenue USD 3.6 B (forecast USD 2.974 B), actual EPS USD 0.19 (forecast USD 1.1395)

Genesis Energy L.P. released FY2026 Q1 earnings on May 7 (EST), actual revenue USD 446.56 M (forecast USD 152 M), actual EPS USD -0.0553 (forecast USD 0.16)

Enterprise Products Partners Reports 6.4% Q1 Net Income Growth and Declares Quarterly Cash Distribution

Cheniere CEO Says LNG Expansion Project Exceeded Expectations

Western Midstream Partners LP released FY2026 Q1 earnings on May 6 (EST), actual revenue USD 1.124 B (forecast USD 1.022 B), actual EPS USD 0.85 (forecast USD 0.7166)

Western Midstream Partners to Acquire Brazos Delaware II for $1.6 Billion

MPLX LP released FY2026 Q1 earnings on May 5 (EST), actual revenue USD 3.038 B (forecast USD 3.093 B), actual EPS USD 0.8985 (forecast USD 1.0504)

Sunoco LP released FY2026 Q1 earnings on May 5 (EST), actual revenue USD 10.69 B (forecast USD 10.19 B), actual EPS USD 2.85 (forecast USD 1.7207)

Energy Transfer LP released FY2026 Q1 earnings on May 5 (EST), actual revenue USD 27.77 B (forecast USD 27.3 B), actual EPS USD 0.347 (forecast USD 0.3788)

OPTIMI HEALTH CORP

HCW Biologics

FLAG SHIP ACQUISITION CORPORATION COM USD0.001 (SUB/RIGHT 31/03/2026)

Micware

Silexion Therapeutics

GCL Global

EMMIS ACQUISITION CORP. ORD USD0.0001 (S/R 12/09/2030)

AMPLITECH GROUP INC. COM USD0.001 (S/R 18/07/2026)

AMPLITECH GROUP INC. USD0.001 S/R 20/11/26 SER B

XOMX

AMLP

MLPA

CRAK

MLPX

Integrated Investment Consultants LLC increased its holdings in ExxonMobil Corporation by 88.3% in Q4, acquiring 9,324 shares, bringing its total to 19,881 shares valued at $2,392,000. Other hedge funds also adjusted their positions in ExxonMobil. Analysts have mixed ratings on the stock, with an average target price of $163.95. Positive developments include favorable oil prices and resumed drilling in Guyana, while concerns over governance issues related to the company's incorporation move persist.

- Integrated Investment Consultants LLC increased its ExxonMobil holdings by 88.3% in Q4, owning 19,881 shares valued at $2,392,000.  
- Several other hedge funds also raised their positions in ExxonMobil, with others showing positive sentiment toward the company's exploration and production due to high oil prices.  
- Analysts have mixed views, with a range of price targets and ratings reflecting varying expectations for ExxonMobil's performance amidst market fluctuations.

Market Beat

Exxon Mobil

Direxion Daily XOM Bull 2X Shares

SPDR O&G Ex & Prd

Alerian MLP

SPDR Energy Select

VG Energy

ISHRS S&P Glb Engy

VanEck Oil Refiners ETF

GLOBAL X MLP & Energy Infra

iShares US Oil & Gas Expl & Prod

GAMCO Investors, Inc.

Piper Sandler Cos

Bank of America

Citigroup

Jefferies Financial

Chevron

BANK OF AMERICA CORPORATION DEP SHS REP 1/1000TH INT NON CUM PFD QQ

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200TH PRF SERIES '5'

BANK OF AMERICA CORPORATION 7.25% NON-CUM PERP CONV PFD SER L

BANK OF AMERICA CORPORATION 5.875%NON CUM DEP SHS REP1/1000TH SER HH

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200TH PRF SERIES '2'

BANK OF AMERICA CORPORATION 5% DEP SHS REPR 1/1000TH NON CUM PFD LL

BANK OF AMERICA CORPORATION DEP SHARES REP 1/1000TH PERP PFD SER 'E'

BANK OF AMERICA CORPORATION INCOME CAPITAL OBLIG NTS DUE 15/12/2066

BANK OF AMERICA CORPORATION 4.375% DP SH RP 1/1000TH IN NON CU PF NN

BANK OF AMERICA CORPORATION DEP SH REP 1/1200TH PRF SER 1 USD25

BANK OF AMERICA CORPORATION 5.375%DEP SHS REP 1/1000TH NON CUM SR KK

BANK OF AMERICA CORPORATION 6%NON CUM DEP SHS EACH REP 1/1000 SER GG

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200 PFD SER 4 USD25

BANK OF AMERICA CORPORATION DEP SHS REP 1/1000TH NON CUM PFD SER SS

BANK OF AMERICA CORPORATION 4.125%DEP SH REP 1/1000 PFD SER PP USD25

Bank of America Corp

CITIGROUP INC 6.250 NON CUM SER II PFD WI

Integrated Investment Consultants LLC Acquires 9,324 Shares of ExxonMobil Corporation $XOM

PAGP

Plains GP Holdings, L.P. stock's 12-month price target has been raised to $23.54, indicating a potential downside of 5%. The average target increased from $23.38, with estimates ranging from $18 to $26. The consensus rating is now 'Hold' from 14 analysts, comprising 6 Buys, 5 Holds, and 3 Sells.

TradingView

Plains GP Holdings LP 

iShares US Oil Equip & Svcs

SPDR O&G Equip

VanEck Oil Services ETF

Factset Research

Plains GP Holdings, L.P. Stock 12‑Month Price Target Raised to $23.54, Implies 5% Downside

Phillips 66 (PSX) announced plans for a major midstream capacity expansion, including the Zeus Gas Plant and a new Coastal Bend fractionator to enhance Permian gas processing. The projects, part of a $2.0-$2.5 billion capital spending program, aim to support rising output and improve flow efficiency. Shares rose 0.88% to $176.47 in premarket trading. The company expects to reduce debt to $17 billion by 2027 and return over 50% of operating cash flow to shareholders.

benzinga_article

Phillips 66

Morgan Stanley

Bank of Nova Scottia

MORGAN STANLEY DEP SHS EA REP 1/1000 SHS NON CUM PFD O

MORGAN STANLEY DEP SHS REPSTG 1/1000TH PFD SER Q

MORGAN STANLEY DEP SHS REPS 1/1000 7.125% PFD E

MORGAN STANLEY NON-CUM DEP SH REP 1/1000 PFD SER I

MORGAN STANLEY 4.875 DEP SHS REP 1/1000 NCUM PFD SR L

MORGAN STANLEY 6.5%DEP SHS REPSTG 1/1000 NON CUM SER P

MORGAN STANLEY DEP SHS REPS 1/1000 PFD SER 'A'

MORGAN STANLEY DEP SHS REPR 1/1000TH INT PFD SER 'F' FX

MORGAN STANLEY DEP SHS REP 1/1000 NON-CUM PFD STK SER K

Phillips 66 Plans Major Midstream Capacity Expansion

High Note Wealth LLC increased its holdings in ExxonMobil Corporation (NYSE:XOM) by 6,350.5% in Q4, owning 12,127 shares valued at $1.46 million. Other institutional investors also adjusted their positions. ExxonMobil's stock opened at $157.72, with a market cap of $653.72 billion. The company reported $1.16 EPS, exceeding estimates, and announced a quarterly dividend of $1.03 per share.

- High Note Wealth LLC significantly increased its stake in ExxonMobil by 6,350.5% in the fourth quarter, holding 12,127 shares valued at $1,459,000.  
- Other institutional investors also adjusted their positions, with notable stake acquisitions, while 61.80% of the shares are owned by hedge funds and institutions.  
- ExxonMobil's latest earnings topped expectations, with a quarterly EPS of $1.16 and a revenue of $83.16 billion, alongside a declared dividend of $1.03 per share.

AllianceBernstein

High Note Wealth LLC Raises Stock Holdings in ExxonMobil Corporation $XOM

Veteran wealth manager Ted Oakley warns that investors are underexposed to the energy sector, which he believes is currently outperforming tech. He emphasizes the importance of a diversified energy investment strategy, citing companies like Antero, Exxon, and Chevron. Oakley predicts a significant rise in oil prices due to ongoing geopolitical tensions and suggests that a high allocation to energy is crucial for investors to capitalize on upcoming opportunities.

- Ted Oakley, founder of Oxbow Advisors, emphasizes the need for investors to increase their allocations to energy stocks, which he believes are undervalued compared to their potential returns.  
- He argues that the ongoing geopolitical tensions, particularly concerning Iran, will lead to higher oil prices in the coming months.  
- Oxbow's diversified investments include stocks in oil and natural gas producers, midstream pipelines, and drillers, positioning them favorably for future market shifts.

Dow Jones

Occidental Petroleum

Antero Resources

Us Brent Oil

Direxion Daily Energy Bull 2X

Pro Ultr Bloomberg Crude Oil

United States Oil Fund LP

NVIDIA

Matador Resources

Enterprise Products Partner

Energy Transfer LP

MPLX LP

Transocean

Noble

Lowes

Target

OpenAI

NVIDIA Corporation

ENERGY TRANSFER LP SER I FXD RT PER PFD UNITS

NOBLE CORPORATION PLC C/WTS 04/02/2028 (TO PUR COM) 1

NOBLE CORPORATION PLC C/WTS 04/02/2028 ( TO PUR ORD) 2

NOBLE CORPORATION PLC

'Even better than tech.' A scramble into this sector is coming, warns veteran wealth manager.

EMLP

TPYP

NorthWestern's Q1 earnings call highlighted a cautiously optimistic outlook, with adjusted EPS rising 7.4% year-over-year to $1.31. Shareholder support for the Black Hills merger was overwhelming at 99.7%. The company anticipates no common equity issuance in 2026 but may need it in 2027. Challenges include higher operating costs, a warm winter impacting demand, and regulatory uncertainties. The board declared a quarterly dividend of $0.67, targeting an 8%-10% total return through growth and dividends.

Tip Ranks

Black Hills

Northwestern

Select Sect Spdr Util

ISHRS S&P Glb Utilities

First Trust North American Energy Infra Fd

Tortoise N Americ Pipe

NorthWestern Earnings Call Highlights Growth Amid Headwinds

GRID

Public Service Enterprise Group (NYSE:PEG) shares hit a new 52-week low at $76.50, closing at $76.6180. Analysts have mixed ratings, with a consensus of 'Moderate Buy' and an average price target of $93.42. The company reported $1.55 EPS, exceeding estimates, and declared a quarterly dividend of $0.67 per share. Recent insider sales were noted, with a total of 10,949 shares sold in the last quarter.

Public Service Enterprise

Us Natural Gas

Fisr Trust Nasdaq Clean Edge Smart Grid Infra

Wells Fargo

JPMorgan Chase

WELLS FARGO & COMPANY DP SHS REP 1/1000TH INT NCUM PFD CL A DD

WELLS FARGO & COMPANY 7.5% PERP CONV PRF CLS 'A' SERIES 'L'

WELLS FARGO & COMPANY DEP SHS REP 1/1000 INT PER PFD SER Y A

WELLS FARGO & COMPANY DP SHS REP 1/1000TH INT NCUM PFD CL A CC

WELLS FARGO & COMPANY 4.75% DEP SHS 1/1000 NCUM PFD CL A SR Z

WELLS FARGO & COMPANY DEP SHS REP 1/1000TH INT PFD SR AA (CLA)

JPMORGAN CHASE & CO. 4.20% DEP SHS REPSTG 1/400TH PFD SER MM

JPMORGAN CHASE & CO. 6%NON CUM DEP SHS REP 1/400TH PFD SER EE

JPMORGAN CHASE & CO. DEP REP 1/400TH (5.75% NON CUM PFD DD)

JPMORGAN CHASE & CO. 4.625% DEP SH RE 1/400TH INT NO CU PF LL

JPMorgan Chase & Co.

JPMORGAN CHASE & CO. 4.55% DEP SHS REPSTG 1/400TH PFD SER JJ

JPMORGAN CHASE & CO. 4.75 DEP SHS REP 1/400 NCUM PFD SR GG

Public Service Enterprise Group (NYSE:PEG) Hits New 12-Month Low  - Here's What Happened

BOIL

U.S. Energy Secretary Wright predicts the Strait of Hormuz will reopen by summer, despite a loss of 10 billion cubic feet in daily transport capacity. The U.S. has increased its natural gas export capacity by 2.5 billion cubic feet per day. Wright emphasized the importance of reaching an agreement to avoid military enforcement for reopening, although he acknowledged the challenges involved.

CoinLive

Us 12 Mth Natural Gas

Pro Ultr Natural Gas

Range Global LNG Ecosystem ETF

First Trust Natural Gas ETF

U.S. Energy Secretary Predicts Hormuz Strait Reopening by Summer

Argus has raised its price target for Phillips 66 (NYSE:PSX) from $185.00 to $197.00, maintaining a "buy" rating. This suggests a potential upside of 14.57% from the current price. Other analysts have also increased their targets, with Wells Fargo setting it at $201.00 and UBS at $212.00. The stock currently trades at $171.95, with an average rating of "Moderate Buy" and a consensus target price of $186.28. Phillips 66 reported earnings of $0.49 per share, exceeding estimates, and has a market cap of $68.94 billion.

UBS Group AG

Barclays

M&T Bank

M & T BANK CORP DEP SHS REPSTG 1/400TH INT PERP SER K

M & T BANK CORP PERP NON CUM PFD FIXED FLTG RATE SER H

M & T BANK CORP DEP SHS EA REP 1/400TH SHS SERIES J

Phillips 66 (NYSE:PSX) Price Target Raised to $197.00

Exxon warns that the oil market is not fully accounting for the ongoing crisis in the Strait of Hormuz, which has disrupted 20% of global oil flows and pushed Brent crude prices above $112 per barrel. With strategic reserves depleting, analysts fear prices could soar to $200 if Middle East tensions escalate.

- The closure of the Strait of Hormuz has disrupted 20% of global oil flows, causing Brent crude prices to exceed $112 per barrel.  
- Strategic and commercial oil reserves are being quickly depleted, which diminishes the protection against further price increases.  
- Analysts warn that if Middle Eastern conflicts worsen and damage persists, oil prices could potentially reach $200 per barrel.

Exxon warns oil shock far from fully priced in

Global X MLP(MLPA.US)