5 Stocks I Want If Oil Hits $100

Leo Nelissen Investing Group Leader Follow Summary Energy remains my top sector for 2026, with structural underweighting in the S&P 500 and compelling long-term rotation potential. Oil market dynamics are complex: inventory drawdowns, geopolitical risks, and inflation sensitivity create both upside and macroeconomic hazards. My preferred energy picks—TPL, VNOM, CNQ, CVX, and WBI—offer high margins, inflation protection, and resilience across oil price scenarios. I avoid positioning solely on war risk; my thesis favors secular growth, inventory trends, and selective exposure to income and growth vehicles. Looking for a helping hand in the market? Members of Main Street Alpha get exclusive ideas and guidance to navigate any climate. Learn More » grynold/iStock via Getty Images Introduction I have been bullish on energy. That’s not a surprise to most of you. On December 24, I wrote a public piece titled “Energy Is, By Far, My Favorite Sector For 2026.” And This article was written by Leo Nelissen 51.66K Followers Follow Leo Nelissen is a macro-focused equity strategist and long-term investor with more than a decade of experience on Seeking Alpha, where he has built a following of over 50,000 readers. His work combines big-picture macro analysis, geopolitical insight, and bottom-up research to identify high-quality businesses and long-term investment opportunities. He is the founder of Main Street Alpha, a Seeking Alpha Investing Group focused on macro strategy, real portfolios, dividend investing, and disciplined capital allocation for long-term investors. Analyst’s Disclosure: I/we have a beneficial long position in the shares of TPL, CNQ either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.