Stock Markets March 29, 2026

Energy Rally Carries Some Names Up More Than 50% — Momentum May Not Be Exhausted

A cluster of energy stocks has surged in recent months, with select positions showing sizable gains after early model-driven picks

By Marcus Reed OXY DK PARR PBF ACDC
Energy Rally Carries Some Names Up More Than 50% — Momentum May Not Be Exhausted
OXY DK PARR PBF ACDC

Several energy companies have posted strong gains in recent months, with Occidental Petroleum leading the group after an AI-driven selection earlier this year. A set of mid-cap and downstream energy names has also recorded sharp month-to-date and March moves. The investment model that identified these names refreshes its picks monthly, uses a broad set of financial models and equal-weighted strategy tracking, and will reset for April in the coming days.

Key Points

  • Occidental Petroleum (OXY) has risen 56.2% since being selected at the start of the year, up 21.83% month-to-date and about 6% this week; a $10,000 position at selection would be roughly $15,620 today.
  • Other model-identified energy names have shown strong recent performance: DK +22.6% MTD (including +4.91% this week), PARR +47.67% MTD (including a 3% single-day move), PBF +41.94% in March, ACDC +36.16% in March, DINO +28.18% in March, and MPC +25.91% in March.
  • The stock-picking model refreshes monthly, uses up to 20 picks per strategy, draws on over 150 financial models across 15+ years of data, and tracks strategy performance using equal weighting.

Volatility across broader markets has not prevented concentrated strength from emerging inside the energy sector. Investors who were positioned ahead of the recent run in oil- and refining-related equities have seen substantial gains in a relatively short time.

One of the most pronounced examples is Occidental Petroleum (OXY). Since being selected by the model at the beginning of the year, OXY has advanced 56.2%. The stock is up 21.83% month-to-date and has recorded a roughly 6% gain this week. To illustrate the magnitude of the move, a hypothetical $10,000 investment made at the time of selection would now be worth approximately $15,620.

Other energy names highlighted by the model have also delivered notable returns over the recent period:

  • Delek US Energy (DK) - +22.6% month-to-date, including +4.91% this week alone
  • Par Pacific Holdings (PARR) - +47.67% month-to-date, including a 3% move in a single day
  • PBF Energy Inc (PBF) - +41.94% in March alone
  • ProFrac Holding Corp (ACDC) - +36.16% in March alone
  • HF Sinclair Corp (DINO) - +28.18% in March alone
  • Marathon Petroleum Corp (MPC) - +25.91% in March alone

Those gains are not presented as isolated occurrences. The investment model refreshes its stock lists at the start of each month and will be reset for April in a matter of days. Members who follow the model’s output receive up to 20 stock picks per strategy at the monthly refresh.

The model’s selection process blends a wide range of analytical inputs. Specifically, it relies on a combination of more than 150 established financial models compiled through machine learning applied to over 15 years of global financial data. Stocks may be added, held or removed as the model reassesses each company’s medium-term growth profile.

For consistency in tracking results, each strategy uses equal weighting across all selected stocks. That equal-weight approach serves as a benchmark for evaluating how effectively the model identifies opportunities across its portfolios, although individual investors are not required to replicate the exact weighting.

The track record presented for the model includes cumulative and relative performance metrics. Since launch, the model is reported to have returned +171.91%, representing a +116.95% outperformance versus the S&P 500 over the same period. For 2026, the model’s return is listed at +9,04%, which is a +13.14% outperformance versus the S&P 500 in that year. Specific strategy returns cited include the Mid-Cap Movers strategy, which is said to have produced a 58.2% return since inception while outperforming its benchmark by approximately 17 percentage points, and the Best of Buffett portfolio, which has delivered a 43.31% return since launch. Additionally, the Tech Titans portfolio is shown as having returned 167.28% since launch, beating its benchmark by more than 114%.

Users who subscribe to the service have access to model selections, performance tracking and portfolio placement guidance via a dashboard. The service also offers a Fair Value calculator that applies a mix of 17 industry valuation models to estimate the bottom line for individual stocks such as OXY as well as thousands of other securities.

Subscription pricing is mentioned as being available for less than $9 a month for those who have not joined yet. Current members are invited to review their latest selections inside the dashboard and monitor how the model’s picks perform over time.


How the monthly picker operates - key mechanics

  • The AI refreshes strategies at the start of each month, generating up to 20 stock selections per strategy.
  • Selections are derived from a blend of over 150 financial models and more than 15 years of global financial data.
  • Equal-weighting is used to track strategy performance consistently across the selected stocks.

Investors should note that strength often emerges unevenly across markets - building first in certain sectors and names before widespread attention follows. The recent energy moves provide an example of that pattern: significant gains concentrated in a subset of stocks and segments rather than across the entire market.

Risks

  • Timing risk - the model’s picks are refreshed monthly and a reset for April is imminent, which could change portfolio composition and remove recently successful names - this impacts investors following the model’s energy positions.
  • Concentration risk - the recent strength is concentrated in specific energy names rather than broad market breadth, which may lead to outsized volatility in portfolios exposed to these sectors.
  • Model limitations - performance depends on the underlying models and historical data; past outperformance since launch and in 2026 does not indicate guaranteed future results, affecting sectors tied to energy and equities generally.

More from Stock Markets

Tadawul slips as financials, real estate and retail drag index lower Mar 29, 2026 Trades Ahead of Major Policy Moves Prompt Scrutiny Over Possible Pre-Disclosure Activity Mar 29, 2026 Experts Call for Scrutiny After Large, Timely Trades Ahead of Key Trump Policy Moves Mar 29, 2026 Analysts Shuffle AI Bets: Microsoft Reinstated as Buy, SAP Trimmed to Neutral, Arm Upgraded Mar 29, 2026 Analysts Weigh In: Governance, AI Infrastructure and Clinical Uncertainty Drive This Week's Calls Mar 29, 2026