Reddit Posts
Which Gas/Oil company is going to benefit most from renewable energy and will see growth in the next year?
What are your favorite oil-related stocks?
Hidden Gem - Look up CEMATRIX Corporation (CTXXF)/ CEMATRIX Corporation (CVX.V)
Just hit my first major milestone, 12k invested. Just 3.5 years ago I lost my job to due COVID-19 & became homeless shortly after. After going broke & losing my car all my friends slowly disappeared & that is why I’m here sharing this information.
What are your best and worst performers in the energy sector?
Cost Basis is wrong on ComputerShare. It should have been adjusted to Date-of-Death. How can I fix this?
I see very little talk about OIL and OIL /GAS stocks.
$MOND $ACN $CVX "3 "3 Stocks to Buy Before They Become the Next Trillion-Dollar Companies in 2024"
What do you think of Chevron’s (CVX) acquisition of Hess (HES)?
My Israel-Hamas conflict play: $PBR "Hey dummy, you're looking at the wrong continent."
CVX, Chevron spills the beans early, gonna kill earnings this friday, leaks sneak peek
Here's why oil has gone down for the past year, despite OPEC cuts and so many factors, and why people calling $100+/barrel got it so wrong.
Dow Jones today: Markets sputter to start a shortened week.
This is the last time I try to help you all, after this I'm just here LOL with you Apes
How do we feel about going long on oil?!? BP,XOM, CVX, SHEL maybe even OXY
Stocks moving in after-hours: Berkshire Hathaway ($BRK.A), Beam Therapeutics Inc($BEEM), Tesla ($TSLA).
Rip speculative Oxy calls and potentially share price on Monday
Considering doing a 15k order tomorrow for $CVX if it drops to $150. Thoughts
Considering doing a 15k YOlO for $CVX tomorrow if it hits $150. What do you apes think?
2023-03-29 Wrinkle Brain Plays - In the style of Wednesday Addams
Question on oil prices and today's drop, is it time to buy?
A market-cap weighted index of the five top-rated Dow stocks yielding at least 2% as of Feb. 14, 2022 is beating the market by 20 percentage points.
Buyback- CVX & Other Oil Stocks- When do you see impact?
2023-02-16 Wrinkle-brain Plays (Mathematically derived options plays)
Berkshire Hathaway Q4 Updated 13F: Cut stake in TSM by 86%
2023-02-03 Wrinkle-brain Plays (Mathematically derived options plays)
How High Will Chevron (CVX)Stock Go? Is Chevron Still A Good Buy?
Chevron slips after Q4 earnings miss expectations in record full year (NYSE:CVX)
Poetic Justice : Looks likes shorts getting squeezed in Chevron play by management
Chevron surges on eye-catching buyback plan; raised dividend yield tops Exxon (NYSE:CVX)
$10K in puts on the oil/energy sector. DD: Biden admin probably fuming after $CVX buyback / dividend increase announcement.
Nuclear fusion breakthrough - where and how to invest
Nuclear Fusion breakthrough by scientists - where and how to invest
Commodity prices as recession leading indicators
F13 Q3 Update: Berkshire Hathaway Just Started a Position in Taiwan Semiconductor (TSM) and Trimmed Activision (ATVI)
oil will drive higher? CVX calls $190 Nov 18 2022. (serious DD) (not a meme) (GTFIH - Get the fooork in here) 💰💰💰 🚀🚀🚀
Shorting CVX and Petrol Companies.
Warren Buffet now has 73% of his portfolio in 5 stocks?
Warren Buffett's Berkshire Hathaway $BRK.A has reported a 20% jump in operating profits in Q3. Apple (AAPL), Bank of America (BAC), and Chevron (CVX) remain Berkshire’s top holdings. Did you have a better Q3 than Warren Buffett?
Berkshire Hathaway’s operating earnings jump 20%, conglomerate buys back another $1 billion in stock
It's time for big oil to feel the pain let's go $XOM $CVX
Chevron, Exxon up in premarket as energy sector earnings reports start to roll in, adding to industrial growth story
XOM AND CVX earnings tomorrow I’m getting calls on XOM if earnings does amazing. Energy stocks been already good but let’s just see tomorrow🛢
How Will Interest Rate Effect Earnings?
2022-10-25 Better Tasting Crayons (Mathematically derived options plays)
How to Fight Russia with Gold and Oil
Chevron Announces Q&A Series for Retail Shareholders
Own Energy and gas stocks as Europe faces severe energy shortage
The Interesting Portfolio of a Smaller Asset Management Company Owned by Berkshire Hathaway........
$VET Strongest OIL & Gas Name Today, Breaking Weekly & Daily Flag.
Made 20k on SPY puts almost lost it in AMZN calls post split then CVX calls for the save then Tesla shares to finish it out
How will the U.S. stock market trend next Monday?
Does Warren Buffet Buy Penny Stocks?
What stocks to invest in according to SynerAI's Foliko ?
Oil had a great run, but it may be time to consider cutting loose those oil industry stocks, and look into shorting them. Here's why:
Seeing though a recession seems extremely likely, is it time to offload oil?
Should we give up on leveraged oil etfs for now or double dip because of the recent price drops?
Oil puts go brrrrrr BABA lotto puts don’t go brrrrr.$CVX baby bet, 7/15 and 7/01 150p
Large Oil Companies: So Mr. President, 4.99 oil and we avoid "windfall" profit taxes right?
CVX and XOM could more than double last years earning - that would mean they still made less than Apple did last year
Daily Commentary (June 13/14, 2022)
Mentions
I'm holding CVX for the dividends.
looked over both $XOM and $CVX earnings and say both CEOs interviews while both doing great, $CVX just crushing it might join you w 50 and assess
#Your doing it wrong - You buy stocks with no intention of selling them until it’s plain stupid that you don’t, you traded on emotion. This move treated the stocks as a gamble, this isn’t a casino. - You had a gain, not a loss. - You will be taxed as ordinary income not long-term gains. - no one knows the future, but NVDA is not an AI play. It’s a chip and software company that is currently well run and has not had any major missteps. - AI has absolutely inflated the market beyond reason, but the entire market is inflated if the P/E is over 1:1 - The market is not a casino. Buy good companies like NVDA and hold. Buy more on the dips. - OR stay out of the market. - OR buy real dividend paying stocks like AMKBY or CVX and make your dividend money with less risk. - OR buy VYM and let the market makers do their thing. Still, I can’t say you are wrong for sure because I can’t predict the past or the future.
XOM and CVX are integrated oil companies. They produce oil and then refine it, so if crack spreads widen and oil prices decline, they will end up between pure-play refiners and oil producers.
Fair point, but in the past month XOM and CVX are flat vs. COP down 8% - that is the part I don't understand.
Correction BRK is ~18-19% oil and LNG. ~10% CVX and ~ 8% OXY. Now I ask you because I think you’re all full of shit. Where are you getting your option from? Reddit?
I tried to "recession-proof" over the past few weeks, focusing on basic consumer goods and stores (dollar general, cvs, proctor-gamble) and power/water companies (CVX, XO, BP)
What are people actually looking at for next week? Mostly just doing csps, so the boring stuff is fine for me. Maybe snag some CVX before the div date, NBIS, CRWV, OKLO, ASTS (if it dips).
Not using electricity like UNH, POOL, CVX, and LEN. He did get pumped and dumped by ULTA lol
Ppl calling bubble are the ones missed the boat, probably they loaded up so-called value stocks like BRK CVX
CVX calls before we nuke Caracas?
CVX is an easy short term play. Great earnings, US bombs Venezuela, oil will spike and OPEC won't be happy. Will see how they respond
I like CVX. Their gas stations are nicer as well.
#TLDR --- Ticker: CVX Direction: Up Prognosis: Buy Jan 2026 $170 Calls Thesis: Potential US-backed conflict between Venezuela and Guyana over oil-rich land will cause crude oil prices to spike, and Chevron is the best-positioned major to ride the volatility. Risk: Peace breaks out and you lose 100% of your premium.
CVX calls for regime change in Venezuela?
Oops, I meant company in the traditional economy like CVX, NVO, UNH, or LLY.
The failing fiat currency only is screaming buy hard assets. So gold/silver and their mining stocks, timber REITs, oil stocks, income producing real estate...... I am sitting on about 5% physical gold/silver, a good chunk of GDX, NEM AEM B and lots of CVX XOM BP
Up huge on GLD and PSLV again. Drank the cocktail back in '21. Took a while, but taking profits on crypto and overvalued tech and pumping them into GLD. I think we should see oil move soon so adding to longs on CVX slowly.
was eyeing CVX before the sale started. . . always a great place to park $.
great time to load up on oil stocks which are also inexplicably down too if you think the downward trend in overall market might continue. EOG, CVX, and lastly CNQ if you want something more stable are at good entry points.
Buying CVX now is a classic contrarian trade right now.
CVX acquisition, big drop from some recent news. Thought was “this is an overreaction, surely this will rebound”
I already start allocating myself into the fence stocks and one buffer ball United healthcare I bought health care LLY The M something company that makes seasoning and spices. I bought STC about CVX. I also bought PNG and Walmart because of the penguins toy they were selling that also came with an NFT and you got AirDrop the coins
M & A reports. EOG, FANG, CVX, XOM, BUI, etc.🚀
He’s been pretty consistent is discouraging callers from taking a position in OXY. And since Buffett acquired it, that’s been sound advice as it hasn’t gone anywhere. He’s pumped a lot of other energy stocks over that time frame but not OXY. As of the last couple weeks he’s been pushing people out of things like XOM and CVX.
IDK it seems like dead money to me and I have been holding it and CVX for years Options I sell never hit. If I get tired of playing the theta game and sell it it probably will pop
Historically, oil prices moved when a war broke out. The impact of Russia v Ukraine has defied the historical tendency. Buying oil probably makes sense if you’re going with a contrarian strategy. I have CVX shares but am not adding to my position. The dividend is ok and they have a decent management team.
Or the imminent insolvency of XOM and CVX circle mid-2020
Making money in companies I don’t know (SOFI, GLXY, TLRY) Not doing shit with boomer companies that actually do things (XOM, CVX, COP, Netflix) Makes sense
If they lower Fed overnight rates, seems like anything with a dividend north of 5% should be a good call candidate.Like VZ and T and F and CVX. Too bad they all sht companies.
SGOV and treasuries. And I guess MO, WM, CVX, but I've had those a while.
Over 15 years for me: AAPL, KO, MRK, and CVX all in DRPs. Not that I’d make those same plays today. ETFs for long term. Playing with RBLX, RIVN, NVDA, and TSM
Yeah, energy’s always ripe for M&A when crude’s stuck in the mud. Majors are sitting on fat cash piles — XOM just closed the $60B Pioneer deal, CVX scooped Hess, and I wouldn’t be shocked to see more mid-cap shale names get taken out if valuations stay compressed. Watch the Permian and Gulf Coast players — that’s where the consolidation game is heating up the most.
gas under 3 a gallon. half what I was paying a few years ago gotta hurt XOM / CVX before too long
CVX (Chevron) PFG (Principal Financial)
How ironic is it that CVX puts are paying for my new Rivian
Hey, yeah most likely it is gone now, as my buy order never hit this morning. I came across it by studying what time a day the sell orders were thickest and noticed large blocks were being dumped in every morning then just used the normal intraday standard variation/deviation math to find the entry and exit points, nothing special. CRWV isn't the only stock Ive done this on, Ive done CVX, KO and a few others in the past
Today I cashed and rolled my PLTR calls, sold all shares, and bought a fucking boatload of TGT, CVX, TROW, KO, SMG, and PEP
I was raw dogging TGT, KO, CVX, TROW, and PEP all day today
I have an answer for you, but it probably won’t satisfy you/align with your trading/investment strategy. If it wasn’t clear from my post, my DD is centered around what I believe is an increased likelihood of positive catalysts materializing in the near future for gas, oil, and coal. This is an area that the market is not great at pricing in, and thus can be capitalized on. Even if catalysts don’t immediately come, I believe Trump’s rejection of renewables will bring more attention to how the US’ energy production needs to expand to support the data center growth that is already occurring, which can drive $CVX and $OXY up. I also think some investors in energy production will move their money from renewables to Chevron and OXY off of Trump’s recent words. I’m also a believer in Berkshire, as many investors are, and their latest 13F filing showing more Chevron purchasing came out only about a week ago. I’m not an expert on the energy industry. I trade on catalysts, and sometimes you have to move faster on catalysts than it takes to become an industry expert. In terms of the oil market outlook: the share price of Chevron is significantly below the vast majority of analyst price targets, Berkshire has made purchases of both Chevron and Occidental this year, and Berkshire has almost 30% ownership of $OXY. There is no amount of DD I could ever do that would be superior to the DD they’ve done. Also, I like the chart. That’s good enough for me. My biggest concern is I think we could be entering a period of chop in the market, which could just cause nearly all stocks to drag. But please, give me your bear case. You and a couple others have vaguely criticized the DD, but one of the reasons I’ve posted here is to get insight into anything important that I’ve missed.
MFer $MCD is not showing any weakness! Bring this b*tch to $305 tomorrow at open $CVX Puts
If you check the charts, these stocks look primed for a huge breakout (unfortunately not clear yet which way). The upcoming days will be interesting, as many confluences—market structure of energy sector stocks, moving averages, etc.—are all aligning for a significant move. It's not just CVX and OXY; tickers like COP and many others are showing the same kind of setup.
Absolutely, CVX and OXY are not highly likely to experience huge growth. That’s why I’m more confident in them and feel there’s less downside risk. I don’t think choking renewables will be a lasting policy when we get new leadership, so CVX is positioned to take advantage of the current policies and quickly pivot when necessary. OXY has a lower market cap and could benefit more from positive catalysts, which is why I have an options position in them and a heavier share position in CVX. You’re not wrong on $BE. It’s a high risk play that will be dependent on more positive catalysts, but I think there’s more growth potential here. I’ve only taken a small position relative to my Chevron position, which is the focus of the post. $BE requires catalysts in the form of more news coverage regarding the Oracle deal and announcements of more data center partnerships.
CVX is heavily invested in all forms of energy. Both OXY and CVX aren’t going to experience the massive growth we see in smaller companies in the same sector but they have high dividend and will perform well in the future. Why you’re buying BE after a massive run is beyond me. The company has a 400 P/E ratio and is clearly massively overpriced. The good news has been priced in and while they may perform well in the future now is not the time to buy in friend.
Im 47 and I started with 30,000 from a rollover IRA with limited prior trading experience and decided to mange it myself . Mainly bought stocks I liked with good dividends Xom, CVX, then some tech then did some covered calls starting in February. Bought puts on my oil and gas for protection and made money there….then I decided to only keep place holder values of stock of 1 share to easily watch charts. In a matter.of time I began trading my whole account taking crazy trades that were not perfect setups and made trades between pre market highs and pre market lows well after the stock was trading an hour in to this zone after market open. Thinking I knew what direction it was headed. Too big position sizes and a belief I had it figured out got me in big trouble. Max gain $90,000 down to $12,000. Watch Kay capitals (somesh) on YouTube and instagram. He is excellent and helped me gain my confidence back. Hundreds of great videos. Watch them, learn them and you’ll be a more excellent trader. Get to know yourself and the greed and fear motive inside you and control it.
Options on CVX insane. Own it or don’t, but options are literally Vegas on this stock. Good luck!
So are $IXHL, $NRXP, $UNH, $KO, $CVX, $GIBO, $ORIS, and dozens of others. But again your argument is compelling.
CVX is a solid stock now the HESS deal is done.
CVX then. Technicals show its going to pop.
It was 100% index funds until I hit around $4-5M and then made some started playing with a handful of blue chip names. In addition to index funds my individual holdings at the moment are AAPL, AMZN, GOOG, WM, CVX, NVDA and UNH.
Another reason to avoid upstream for the time being. Stick with vertically integrated, so XOM or CVX.
The last time CVX was that low, oil prices went negative… Out of all the US oil companies, vertically integrated XOM/CVX are the best able to weather a storm. The smaller downstream players like FANG and OXY are the ones that technically will see margin pressures. At the end of the day, O&G is cyclic and the way these companies handle markets being flooded is to cut working capital (layoffs) and shutdown wells (which will actually hurt the economy) You might get lucky and see 120, but that would be a stretch. Hope I’m wrong, cause I’ll scoop more up. But if that does happen, a lot of people will be out of jobs, particularly out in Texas.
Yeah, AMD, TSLA, CVX, and uranium stocks will get me there…. I hope
I’m highly skeptical you’ll see CVX at $100/share, but if you do, I’ll be right there buying with you. You have to go back around 3 or so years to find that price. I usually pick up shares around $130-135.
Lol my CVX calls aren't doing anything. Ill see myself out.
Anyone playing XOM or CVX earnings?
Do you avoid/target earnings releases for the CSP's? IV/IVR has no factor into your picks? CVX options seem to have very low premium the majority of the time. Do you have ideal DTE's and delta targets for these type of underlyings?
CVX calls. Since my calls already at -75%
CVX & XOM....world forgetting about climate change, guyana booming, Latam booming, petroleum is the futurrrr
If i was trying to invest 100k into a singular stock and that was a significant amount of my money, not a great idea. CVX, FICO, MCO, PANW are positions I would take if I was picking singular stocks to put into a large position.
Valero doesn’t have a leg to stand on when it comes to upstream refining. Upstream is where all the money is now. Sour crude from Canada is now being sent in large volumes through the new pipeline to Asia, driving the price up of sour crude. Profit margins have decreased. Downstream refineries are operating on very thin profit margins. Btw that sour crude goes even down to Texas. Valero has refineries there, California (lol not worth operating in, very hard to be profitable here), Midwest, gulf, and 1 refinery in the UK (also very hard to operate profitably and developments on the pipelines that go to the east US from Canada are being worked on that would provide products that would box out the competition from Atlantic pipelines to the East US. They have no bargaining chips upstream imo. XOM, COP, and now CVX with them winning the Guyana arbitration are much better positions than Valero to weather the tides.
Is anyone buying CVX?
I did not mention SMR in one bit. Well, go look up nuclear stocks. Compare it to gas. While gas is faster to make money with, nuclear is cheaper, but takes time to build the reactors. AI will need lots of energy, electric energy. So big corporations may be inclined to invest in the future and look forward. The news are supporting it. Look, stay in gas no problem, but with $CVX, at least, I get a sizable dividend.
Today's agenda is going Nuclear even though reactors building takes time. It's Nuclear stocks growth time. To my understanding American LNG is expensive for Europe and Asia too, probably. And demand from manufacturing is not there. Look at $UNL. Is the company viable - yes. Does it really need your cash for growth - probably not. I would give them my cash if they provide a dividend like $CVX. Also, Ukraine-Russia is coming to conclusion. Sanctions could come off.
59% of its holdings are in 10 stocks. Right now several of those are down or sideways. CVX. HD. COP. VZ. Also, SCHD only holds about 100 stocks. This is why I prefer VYM.
CVX wins arbitration over XOM. Oil goes up. Both tickers go down. Seriously oil companies are such trash long term investments. Quick trades sometimes? Sure. Actual things you hold in your portfolio, no. These are losers.
MP Materials (MP), Cameco (CCJ), Loar Holdings (LOAR), Chevron (CVX), Merck (MRK)
Nice! I dumped by CVX as well and spread into a few biotechs and gov tech and hit some good ones today!
Even if this is true, beware with CVX, it’s a sinking boat at this point …
Up 3k on oxy and another 1k on CVX, have calls expiring by eow
AMD AMZN CVX VXTRF/voxtur. Don't recommend this one WBA... it's getting bought out/not worth a look
Rotation into value stocks PFE, CVX ripping. Should’ve bought some Pfe
PLTR: * Market cap: $321B * Income: $570M CVX: * Market cap: $250B * Income: $15.6B
XOM and I’ve also been looking at CVX.
FANG is my favorite. CVX is good too. XOP if you don't want to pick and choose. Most important thing is always a robust balance sheet that can support oil at $50.
> In fact, the USA would welcome Iran with open arms if they agree XOM, CVX or whichever USA oil company to operate there I mean, the U.S. already tried that in 1953. They got about 26 good years out of it.
I don't believe the Americans have a problem with the Iranian people it's more with the Ayatollah, mainly because they want a nuclear bomb. In fact, the USA would welcome Iran with open arms if they agree XOM, CVX or whichever USA oil company to operate there (or sell the US oil).
Which Ticker? Majority of oil companies are green: CVX, OXY, XOM, USO, etc all currently green.
Waiting to watch my CVX calls take me home
Too late, really the best trade would be buying lots of CVX and selling covered calls ATM ~180 DTE.
I’d think OXY / CVX etc stand to spike a bit too no?
XOM and CVX are profitable companies that know how to allocate capital; whether or not now is the time to buy, I think they belong in any portfolio. Devon Energy is my dark horse long term play. Low debt, own low cost properties in productive basins, good capital allocators, produce nat gas and oil, variable dividend. Long term I could see them being bought out by one of the majors though I'm not looking for any short term moves. Could energy companies benefit from AI data center build outs?
This is first for me... usually I see XOM, and me personally I focus on CVX for my oil plays
Guess i'll be able To ditch these CVX and XOM bags next weeeeeeek.
I have XOM and CVX calls
Screw index. Depending on age, buy a blue chip dividend stock (IBM,KO,CVX...etc) and reinvest dividends for 10-15 years. Compound interest and this guy is a millionaire forever.
I went for Chevron, because they are relatively low and have shown support at that level for quite some time… then finally started moving upwards on this news. Got a couple CVX LEAPs.
Not sure why the govt would favor this over XOM, CVX, PSX, VLO.
XOM or CVX better buy right now?
CVX weeklies printing a bit but not bigly. Pretty nothing 🍔.
> CVX CVX is always a good buy. It's in the "too big to fail" club, can see a big upside if oil price spikes and its dividend yield is roughly the same as short term treasuries.