My 26 Oil & Dividend Stocks — Upstream Series FINALE | Avg 7.2% Yield 🛢️💰

Описание: 🛢️ The Upstream Series is DONE — 26 stocks, an honest scorecard, my top-5 portfolio.

In this finale episode I go GROUP BY GROUP through all 26 analyzed positions: status, 2026 plan, dividend, my clear BUY/HOLD/WATCH — all in 17 minutes.

Plus: three big lessons from 2 years of research, and my concrete top-5 portfolio with a weighted dividend of 9.3%.

📊 26 STOCKS · Avg 7.2% Yield

BLOCK 1: 6 INTEGRATED MAJORS
#17 Chevron (CVX) — P/E 30, Hess/Guyana
#18 ConocoPhillips (COP) — Goldman Conviction Buy
#22 TotalEnergies (TTE) — Best EU major
#11+ BP — quarterly loss, buybacks paused
#09 ENI — LNG champion 6–8%
#06 Repsol — European cashflow giant 8–10%

BLOCK 2: 5 NORWEGIANS (THE CASHFLOW MACHINES)
#02 Equinor — core position
#05 Aker BP — 9% + FCF boom 2027
#14 Var Energi — TOP PICK, 12% yield
#19 DNO ASA — 9.5%, Sval transformation
#07 Panoro Energy — small-cap gem in Africa

BLOCK 3: 3 UK NORTH SEA PLAYERS
#13 Harbour Energy — P/E 4.2 + 6.8% yield
#21 Serica Energy — production doubles
#15 Energean — 10% yield, Israel risk

BLOCK 4: 5 NORTH AMERICA E&P
#10 Devon Energy — Coterra merger
#04 APA Corp — spin-off, low valuation
#21 Riley Exploration — P/E 4.9, 43% NAV discount
#20 InPlay Oil — 6–8% MONTHLY
#08 Cardinal Energy — 7–8% Canadian mid-cap

BLOCK 5: 4 EMERGING MARKETS
#11 Petrobras — 8% + $109B growth plan
#12 Ecopetrol — 16% (HIGHEST yield), election risk
#16 PetroTal — $1.7B reserves, dividend cut
#20 Total Gabon — cash box with 8.5%

🛠️ My Tools & Recommendations (Affiliate*)

🔎 InvestingPro — Deep fundamental analysis:
👉 https://www.investing-referral.com/mb...
💰 Coupon Code: mbcapitalglobal

🌳 Debitum — Alternative fixed-income investing:
👉 https://debituminvestments.pxf.io/vDzqgy

🧰 MB Capital Strategies Global Toolbox:
👉 https://mbcapitalstrategiesgloabal.com

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⚠️ Disclaimer: Not financial advice. Personal opinion & strategy.
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