Retail Investors Flock to US Energy Stocks Amid Rising Oil Prices and Treasury Yields

The US energy sector is seeing increased interest from retail investors due to rising oil prices and Treasury yields. The usual playbook for stocks is under pressure, creating potential openings in other sectors. Three companies exposed to these cross currents are Ovintiv (OVV), Magnolia Oil & Gas (MGY), and Select Water Solutions (WTTR).

Ovintiv is a large North American oil and natural gas exploration and production company with assets across the Permian and Anadarko in the US. The stock has a market cap of roughly $18.4 billion, putting it firmly in the mid to large cap bracket. Ovintiv puts you right at the point where war-driven oil and gas price spikes feed into company cash flows.

Magnolia Oil & Gas is a US independent producer that fits directly into the screener's focus on upstream companies whose earnings move with crude and natural gas liquids prices. It acquires, develops, and produces oil, gas, and NGLs from the Eagle Ford Shale and Austin Chalk in South Texas. The stock has a market cap of about $6.7 billion.

Select Water Solutions gives you a way to play the US Oil & Gas Producers and Energy Infrastructure theme through the water systems that keep drilling and completions running. The company runs three segments, with Water Services contributing about $743.8 million of revenue, Water Infrastructure about $361.3 million, and Chemical Technologies about $339.9 million.