Motley Fool highlights Chevron, Delek Logistics and Kinetik Holdings for income investors

The Motley Fool has published an analysis recommending Chevron, Delek Logistics Partners and Kinetik Holdings as long-term dividend investments, pointing to the energy sector’s ability to outperform the broader market in income generation. The publication notes that the S&P Energy Select Sector index yields 2.7 per cent, significantly higher than the S&P 500’s average of 1.1 per cent.

Chevron is highlighted for its 39-year consecutive record of dividend growth, with the company announcing a payout increase earlier in 2026. The integrated oil giant currently offers a 3.7 per cent yield and management has stated the dividend is fundable at $40 per barrel, a threshold $57 below the West Texas Intermediate settlement price on May 22. The firm’s cost-cutting measures and $6 billion in first-quarter shareholder rewards, comprising buybacks and dividends, are cited as key safety nets.

Delek Logistics Partners is recommended for its 8.8 per cent yield and 23.7 per cent year-over-year earnings growth. The midstream operator is transitioning away from its “captive” status with parent company Delek, which holds a 63.3 per cent stake, by sourcing 80 per cent of its 2026 EBITDA from third parties. The article notes the company’s combined crude, natural gas and water services provide a competitive moat in the midstream space.

Kinetik Holdings is identified as a mid-cap operator with a 6.3 per cent yield and a strong presence in the Delaware Basin. CEO Jamie Welch has reiterated the company’s 2026 EBITDA guidance, noting that customers are pulling forward activity to 2027. Management claims the firm has “meaningful insulation” from oil price volatility, while simultaneously engaging in stock buybacks and debt reduction despite trading at a discount to peers.

The Motley Fool article includes standard disclosures regarding its positions, noting that the publication holds positions in Chevron and recommends Delek US. Author Todd Shriber has no position in the mentioned stocks. The piece also references historical performance data for Netflix and Nvidia to promote the publication’s Stock Advisor service.