Reddit Posts
Anyvody else betting on Gulf chaos? CVX Calls
The June 2026 Confluence? Maybe....
Berkshire just tripled its GOOGL stake and bought Delta again
Buffett just tripled Berkshire’s GOOGL stake and bought Delta again what’s the read?
Sold XOM $149P expiring Friday — IVR hit 100 across the whole energy sector this morning. Gift or tr
Why does the market keep pushing toward highs even when the macro backdrop still looks bad?
I'm well on my way to having to post somewhere else with these gains!
South Korea is moving toward a major oil deal with Kazakhstan to reduce reliance on the Middle East
$CDT - Acess to Sarborg, Private Ai Company, 200% SI to Tradable Float. Similar $CVX setup
Just looked at today’s market heatmap and… yeah, it’s pretty ugly.
Warren Buffett bought 4 stocks in his last 13F. Only Dominos ($DPZ $380.77) is below his entry price
WTI just broke Brent and nobody's talking about it $USO $XLE
Oil price and Producer & operators Ratio (XOM, DVN., DOW, APA etc)
Oil stocks- Late in the game - Swing or short term
Speculative Energy Play: Bought CVX $210 Calls for $0.79 — Timing & Volatility Aligning for Quick Profits, But Facing Risks as Prices Near Historical Highs
The Hormuz Straight is closed
The Hormuz Straight is closed
Will Occidental Petroleum $OXY keep it's gains after the Iran war stops?
Nobody warned me the Iran war would literally flip my entire watchlist upside down
The Iran war didn’t just change politics. It completely reshuffled the entire market and most people are still sleeping on it.
$OLOX Giant Containers Retained to Design, Deliver New Modular Structures for World-Leading EV Company
#OIL In play OLOX -Olenox CEO Michael McLaren. “We are pleased with the progress of our workovers and revitalization in our Wichita field. Production has stabilized and our original target of 70 barrels a day is in clear sight,” McLaren said. “We hope to hit or exceed this target by month’
Trump can’t TACO out of the Iran war’s oil price shock! Upstream earnings for ExxonMobil (XOM) and Chevron (CVX)?
What are you folks watching or buying during this downturn?
Iran crisis just lit up energy prices. What Monday/Tuesday actually told us about inflation vs recession fears.
Map of Oil Tankers Waiting for Passage Through the Straits of Hormuz
US orders non-essential embassy staff to leave Israel ASAP as Iran war risks spike.
The real bubble is in Big Oil, NOT in Big Tech.
CMV: Big Tech stocks aren’t in a bubble, Big Oil stocks are.
Pre-Market Alert: PPI comes in HOT (+0.5% / +3.3% YoY). The "Inflation Reboot" trade.
Pre-Market Prep: "AI Anxiety" hits Software, PPI Inflation & Big Oil Earnings tomorrow.
DBS bank has nearly all of their sell-side reports public for anyone to see.
Trump: THERE WILL BE NO MORE OIL OR MONEY GOING TO CUBA - ZERO!
Why do Canadian natural resource companies drop when oil prices go up?
Chevron (CVX) and Venezuelan Oil: Implications for the Stock?
Chevron (CVX) and Venezuelan Oil: Implications for the Stock?
With Venezuela's political upheaval, are oil stocks poised to take off? CVX is just a step away from hitting new highs.
My plan to delegate $30k - adding to an existing diversified brokerage. All at once or roll it in a period of time?
The Venezuela Play: Why Chevron ($CVX) is the Only Rational Move Right Now
What is everyone’s thoughts about opening on Monday in relation to the news from Venezuela?
What is everyone’s thoughts about opening on Monday in relation to the Venezuela situation?
What is everyone’s thoughts for opening on Monday with the news of Venezuela?
am i thinking straight on this one?
Am i thinking straight about the Venezuela & US situation?
CVX: Late Hour Boom Before Market Closure ... Likely to get contract?
What does Trump really want with Venezuela? Here are the Best Takes and stocks
Venezuela Hostile Takeover & Implications for O I L 🛢️
U.S. military action in Venezuela & implications for OIL 🛢️
Oil Prices Up, But Can Exxon and Chevron Keep Up? What’s Your Take?
Oil stocks show little reaction to Venezuela tensions. Why?
Flight radar looking crowded near Venezuela. If the Thursday night rumors are true, what's the play?
CVX is going to jump in price as a result of the potential Venezuela conflict
Anyone know why Chevron outstanding shares jumped from 1.7 billion to 2 billion in 1 quarter?
Is now a good time for oil stocks with crude oil so low and stocks near 12mo lows?
Tax loss harvesting and avoiding wash sale clarification
Potential Ukraine peace push? Impact on energy markets if Russia is pressured to negotiate
Energy names worth looking at, but oil stuck in neutral - demand soft?
Trump’s Slashes to Renewables Will Send $CVX, $OXY, and $BE to the Moon
Trump’s Slashes to Renewables Will Send $CVX, $OXY, and $BE to the Moon
Dictators don’t live forever. Chevron does. Venezuela & Maduro 🛢️
S&P 500 may get a new member soon! Which company do you think would make it into the index?
I’m straight up not having a good time anymore
Geopolitical Alert: Trump Warns Iran Not to Restart Nuclear Program Should We Watch Oil & Gas and Military Stocks?
Mentions
SPY and CVX calls tomorrow
Yep, bought tons of XOM during Covid. Stock holder since 2009, dripping all shares. Sold all 706 shares at $166.69 this year and bought lots of MU and MSFT at bargain prices during a pullback. Recently purchased CVX instead of buying more of XOM back due to their great yeild and projected higher PT. I am addicted to owning the oils and oil service stocks I guess!
I bought my first calls in 4 months friday at close on CVX and right now im thinking I might just make a living out of this for 2 months until it's back to Wendy's
Im in the higher camp because I bought calls on CVX. The lastest news will cause investors to likely rotate. This back and forth nonsense with Iran isnt good.
Would throwing down 200k on CVX and chill for 10 years be wise?
Purchased $2,000 worth of CVX calls out to October on no research other than the fact Dan Crenshaw went 3X bullish on that USO ETF. Feels like we're about to go 180 from that big deal Trump made a bit ago and go back into full blown war.
yes. CVX + XOM and VG (natural gas) 😊
hope my XOM and CVX prints
CVX calls SPY calls and PLTR just go down to 120 thats all I ask, I take back the EMP statement
V to 400 by end of August or CVX to 220 by end of August??
why XOM, CVX? if there is a new 5th. "peace deal" they will fall hard..
Cut your losses and go into something that moves. The worst thing you can do is stay in a bad trade. Get out. If you want safe buy XOM, CVX or JPM you will do much better. MSFT has zero chance of doubling any time soon.
Chevron -CVX Energy for AI Raising Oil prices You're welcome for the pointer
Oil up over $80 a barrel again but CVX and COP are still red somehow today.
the CVX you’re talking about, is it chevron corporation?
The Strait of Hormuz is the tightest chokepoint in global energy — roughly 20% of world oil supply and a third of all LNG passes through it. Historically, actual closures haven't held for long because Iran's own oil exports depend on the same passage, but even a credible threat reprices risk premiums fast. The 2019 tanker incidents sent Brent up 4-5% intraday before fading within a week once the posturing became clearer. The market sectors to watch: integrated majors (XOM, CVX) and tanker operators (STNG, FRO) get a bid immediately. Refiners are mixed — higher crude input costs squeeze margins unless they can pass through. Defense names get a look too. The broader index reaction depends on how bond yields move; oil shocks that bleed into CPI expectations can reprice rate cut timelines and that hits multiples across the board harder than the direct energy exposure. The key question is duration intent vs. tactical posture. Iran has issued Hormuz closure threats roughly a dozen times since 2008 without following through on a sustained basis, largely because it would be self-defeating economically. That pattern suggests knee-jerk energy spike trades have a poor risk/reward on longer holds. The more durable play, if this escalates, is probably defense primes and domestic US E&P names that benefit from a structural shift away from Middle East supply.
Gasoline prices since Iran war started - up over 30% Stock price of gas sellers like XOM, CVX, SHEL since war started - down 5% Ok.
The market should have already priced this in, but I feel like integrated oil stocks like XOM, CVX, and SHEL are going to blow up when they release their earnings at the end of the month. They're all below their pre-war prices by quite a bit, even though oil price and especially refined product price has been way above normal during the last quarter. I can understand why their stock price is pegged to oil barrel price, but upstream is only a portion of their revenue, so it's very strange to see them so beaten down
I dont even disagree with any of that lol, my point is more that if companies like Exxon and CVX are still selling oil products at elevated prices they should be making bank, so its weird seeing their price valuation so low.
I would check out Berkshire Hathaway's holdings. They are always solid. **Top 9 holdings by portfolio weight:** |Ticker|Holding|% of Portfolio|Value| |:-|:-|:-|:-| |AAPL|Apple|21.99%|$57.8B| |AXP|American Express|17.43%|$45.9B| |KO|Coca-Cola|11.56%|$30.4B| |BAC|Bank of America|9.52%|$25.0B| |CVX|Chevron|6.64%|$17.5B| |OXY|Occidental Petroleum|6.55%|$17.2B| |GOOGL|Alphabet Class A|5.93%|$15.6B| |CB|Chubb|4.24%|$11.2B| |MCO|Moody's|4.09%|$10.8B| ||
Anyone else load up on CVX yesterday at 1:30 right before all this shit happened again?
Ceasefire over, back to bombing, reserves running out, Hormuz shipping a fraction of the normal volume for months, oil jumped up 7% overnight... So naturally oil companies like CVX, XOM and SHEL are all well below their **pre-war** prices still.
US raining ceasefire from the skies over Iran. CVX calls
I entered all of Goog, MU, AAOI, CVX, UNH leaps at bottom and sold all of them for 20-30% profits. I accumulated RDDT and MSFT ‘28 leaps last 2 months. I will let them expire this time.
Why is CVX taking such a beating when it in theory has had nothing but bullish news?
Its so weird how much of a beating energy stocks are taking. CVX is down almost 10% from pre-war levels despite Hormuz traffic being like 10% of normal and Chevron recently inking a 20 year agreement to power data centers.
Some metrics say oil levels are going to get critical in July and companies like XOM, CVX, and SHEL post earnings+guidance at the end of the month as well. Even assuming things dont continue to escalate in Iran, next month might be the time where energy companies shine. All the jawboning has them at 5%+ BELOW their pre-war levels, which makes no sense no matter how you slice it, considering elevated oil price in the short term and nations’ reserves needing to be refilled in the long term.
I dont think the market actually believes these data centers will be used. Energy companies like CVX are loading up on 20yr contracts to power them and the market just shrugs and continues to sell them off. Same with utilities.
$CVX market cap 340 Billion $AMAT market cap 520 Billion Both have flat revenue last 6 quarters, check https://preview.redd.it/1mhsk9ut4o9h1.png?width=778&format=png&auto=webp&s=81c9a21e25ae2d82341f1cebc256c70507986824
Venezuela earthquakes. Poots on CVX...
If only mango’s market worked that way. I’m talking about you, CVX.
I like CAT as a long-term company, but it directly linked with semiconductors is just weird. I know it's due to data center buildout...not just construction equipment but also generators...but if these pumps are due to data centers being built, why arent utilities for example also pumping, since their revenue would directly increase with data center utilization (due to increases in water/power)? Or energy companies like CVX, who are locked-in with 20 year contracts to provide natural gas to said generators?
MSFT partners with CVX for a 20 year power purchase agreement on a 2.7 gigawatt power plant - CVX down 2.4% GEV is providing 2 of the natural gas turbines with a one time purchase - GEV up 2.3% Shit makes no sense, market just has favorites.
CVX and GOOG MoC, the latter should fall a bit more but getting a nibble in at the close.
What are the chances that next earnings cycle, energy stocks like CVX, XOM, SHEL etc blow up in value as the retarded short-sighted market realizes theyve been making money hand over fist with the elevated oil prices?
i am glad I stayed in my lane and stayed away from oil. I would be in the red by now have I bought CVX when I seriously thought of buying them.
Market pricing energy stocks as if the strait has already been open for a year. It knows it's going to take time to go back to normal and there's a big backlog, right? Assuming everything actually ends up going as planned Friday... Lower than pre-war pricing for XOM and CVX is something I really can't wrap my head around considering elevated oil prices.
Lol CVX and XOM are down like 5% from even pre-war levels. I think the market might be overreacting a bit to this concept of a peace deal
Bought UCO USO XOM CVX calls today at close. How am I gonna do Monday?
Its weird that inflation is coming in so high because of oil (obviously because of the war), but meanwhile oil producing companies like CVX and XOM are trading below their pre war prices. How is it possible that the companies providing the thing causing inflation cant even keep up with inflation wtf
Today is fucking weird. Oil down but oil stocks (XOM, CVX, etc) up.
XOM and CVX are supplying the data centers with natural gas. And they both pay dividends which is nice.
you are not talking about energy stocks, you are talking about utilities and industrials for those applications. Energy stocks are oil and gas, and while gas might have a big role, this is all electrical generation and infrastructure, not XOM and CVX
I trade XLE on the Iran situation. Mostly XOM and CVX, but it does even it out a bit. I usually buy on Friday or just as soon as I hear movement, and I sell when the bastard announces yet another peace deal close. I usually make a percent or two on the gain, but I'm learning to play the system they've built.
I understand oil stocks like CVX and XOM going down on peace deal rumors (fake or not), but how is it that theyre trading lower than their prewar levels with oil prices at least 40% higher per barrel lol
Long CVX and XOM. This “deal” is fake btw
Calling JNJ, JPM, WMT, CAT, CVX, and hotels “AI plays” is doing some serious mental gymnastics lol. AI is a huge theme across the entire market, you would've made this comment no matter what set of stock tickers I threw up there.
It is kind of crazy the experts are shrugging this off when XOM and CVX have both issued warnings about global reserves. Experts are convinced a deal will happen soon and there will be a glut - prices will drop below where they were before the conflict. I just don't see it either. The picture is not as clear as it's being painted IMO.
that's not really true, take a look at many stocks across different industries: \- JNJ \- JPM \- GE \- MAR / HLT \- WMT \- CAT \- CVX There have been huge winners in industrials, manufacturing, commercial goods, travel, tech, finance, etc. believing that semi conductors are the only thing driving the market is nothing more than a myth.
I liked SHEL because of its diversification and super low forward PE and earnings beat but its been pathetic since I bought. I also have DVN since its purely US oil, but its been lackluster too lol Also CVX, XOM, and FSLR
CVX pays a 3.8% dividend and is the same price as 2/27 ::shrug::
Oil stocks like XOM, CVX, DVN are currently lower price than they were before the war started. The war that is supposed to be the worst energy crises in history, with oil prices having been elevated 30%+ for over 3 months. This is the power of fake peace deal announcements, they can reshape reality at this point.
Thank you! Yeah i am also confused by the weird price action of XOM and CVX but bullish on short/medium term considering the news
SOC calls and CVX shares
Could be macro-driven or just technical selling hitting stops. When oil moves like this, I always watch for the ripple effect across energy names - sometimes you get better risk/reward on individual oil stocks than trying to trade the commodity directly. I run a momentum scanner during market hours that's been catching a lot of energy breakouts lately when crude makes these kinds of moves. The per-second volume detection picks up the energy names loading before the 1-minute candles even close. XOM and CVX usually lead, but the real juice is often in the smaller names that gap fill or break key levels when the sector rotates.
So as big as **Exxon Mobil (XOM)**: The North American energy titan. **Samsung Electronics**: The South Korean electronics and semiconductor pioneer. **Chevron (CVX)**: The multinational energy and oil conglomerate. **Nestlé**: The Swiss food and beverage multinational. 330b? Ok I’ll sell you the call option for this. European style 10 year expiry 330b market cap strike
Crude fear porn is literally their favorite play lol. If you’re gonna YOLO CVX you’re basically betting on boomers and boomers love their dividends, so not the worst choice. I’m eyeing XOM calls for a sympathy move and maybe a tiny USO lotto if it really gets spicy.
Lmao same brainrot, I grabbed CVX and a little XOM for the boomer divs while I YOLO elsewhere. If storage actually gets tight this thing will rip, if not I’m bagholding with a 4 percent yield so whatever. If you really wanna degeneracy, look at some OTM calls a few months out and pray to Jerome.
I already hold CVX shares from last year, so yes, kinda.
Those CVX calls been staring us in the face and everybody didn't want to look at it you are all in denial
Id like to know as well given that i invested in CVX like 3 months ago. My current theory is theyre subsidizing with our reserves, which are starting to run low
Anyone placing new oil & oil stonk bets? My guess is CVX is undervalued vs sustained higher oil prices due to overallocation to Gay.I. names
Hi, interesting port! Im very long oil myself, but I chose to go with futures (MCL & BNO shares), and the biggest companies in the space, mostly focused on upstream (XOM, CVX, COP). Whats your reasoning for going with the smaller companies?
thinking about picking up a few calls on some speculative oil names in my gambling account. Not crazy about options around XOM or CVX but there could be some profit in some small tickers.
CVX everyone. Research them on Wikipedia. Or pay for Ai.
Yes, because AMD, MRVL, AVGO, META, TSLA, and CVX are all small caps that are insignificant to market conditions... Right?
$CVX - Powerplay with Brent crude oil prices nearing $100/barrel. Chevron just applied for a $14B investment plan in Argentina's oil reserves. Deutsche Bank recently set the price target of Brent crude at $109/barrel. CEO claims it will run hard if oil prices keep skyrocketing.
been holding CVX leaps for this exact reason (i didnt read it all but just assuming). godspeed
CVX is probably a good play as well. I'm just look forward to the volatility that the Iran war brings. The off again/on again news cycle is great as a day trader.
I am not going to recommend individual equities but if there is one that is likely to do well for the next 3-5 years even if the bubble bursts as I expect it will, it would be XOM or CVX.
What's your opinion of CVX? Seems like theyre primed to win when Venezuela gets pumping like the 90s. They already have active infrastructure in the region, Shell, BP or Exxon would likely have to rebuild completely.
There are of course a lot of ways to play these sectors but below are some of the ones I own/like. SHOP, MELI and SE for e commerce. AMD, Nvidia, AVGO for semis. SNOW, DDOG, MDB and NOW for software. OXY and CVX for oil.
Iran talks are over. Cl1 +6%. XOM and CVX CEO gave price targets of 150+
Interesting, I think rotation back to defense LMT,RTX and energy CVX, XOM will come soon. Both are way cheaper now than before the war and things are generally going well for them.
>I mean the same people 3 weeks ago said we'd be at 150 front futures. Not sure which three you're talking about, but most of the non-hype people have said that if the disruption continues we'll see $150+. Anyone worth listening to would not promise a date for that. I agree, for what it's worth. There's definitely a supply deficit, but there's also a lot of buffer in the system. >If supply is so troublesome how come the biggest oil companies are selling so cheaply 6 months out? I'm not sure what you're referring to here...What are they selling cheaply? Both XOM and CVX have stated in the last week that they're seeing early signs of supply issues.
Oh WTI is up 3% to 90 again. But CVX, SHEL, and other some other oil companies are still down overnight… This is some goofy shit lol
I'm looking at XOM, CVX, and MPC. I could see ERX or UCO being reasonable, too, if someone wanted to hold leverage and was more comfortable with volatility risk than with theta.
Article states that IEA’s published outlook says July is when things are going to get crazy. You could long oil now but if headlines keep popping up about a deal oil stocks won’t hold up. I’d rather wait till the end of June to go long, that way even if I’m too early oil earnings should be insane. I’ll probably go long on VLO calls since their earnings are earlier than CVX/XOM. Could also do XLE calls idk
Buy CVX, CNQ, EOG, DVN and collect dividends as the world burns.
if youre looking for something that moves with oil itself rather than just energy stocks thats the hard part because most oil companies have a bunch of other variables affecting them like hedging production costs debt management refining margins etc from what ive seen XOM and CVX are surprisingly less correlated than people expect during short term oil moves a lot of people use USO even with its flaws because its still closer to the commodity than individual companies. if youre specifically betting on a Hormuz disruption youre basically making an oil price bet not necessarily an oil company bet
It’s hard to wrap my head around the fact there’s a huge oil bottleneck that has driven barrel price up at least 50%, and yet oil stocks like XOM and CVX are flat or even below their price at the start of the war. Who knew stacking ceasefire rumors could be so effective? Its more peaceful than actual peace.
On SPY? AI bulltrain is super strong, no idea if this is gonna work. Personally Im long BNO (long common, short cash secured puts), and MCL contracts, if you want to trade futures. You might get better risk/reward buying XOM or CVX. Oil is ripping violently up and down, but every analyst forcasts at least $90 until EOY, so those should have limited downside, considering they are profitable at $60ish a barrel. This is either the most obvious trade the market does not seem to see, or Im just a regarded permabear. Size carefully.
Buy CNQ, XOM, CVX, COP and collect divys. Not sexy but will win in the long run. This is a Mexican standoff investment.
December 2025: I believe oil is oversold and take a position in OXY and CVX. 2026: Venezuela, oil pops. A little. Then the unthinkable, Iran and the US enter a war and the Gay of Hormuz closes. Seemingly indefinite To date (6 months of a correct hypothesis; CVX up approximately 19%. ) Conversely: randomly choose to buy a fucking space meme stock a week ago, up 48% ASTS.
Uhh can someone explain why energy stocks are dumping today, when they already dumped last week on multiple “deal hours away” fake stories that were definitively proven to be wrong? XOM and CVX are both lower price now than before the war even started, while a shoe company turned “AI” is still up over 30% in the same time frame. I honestly don’t understand how that’s possible lol
More explosions in the Strait of Hormuz, tankers are blowing up, oil is about to reach the pumps... The bears are still opening short positions saying 'this time it's definitely a recession' 😂 Brother, while Iran is setting another ship on fire every day, you're still crying 'we're at rock bottom'. I'm watching the energy sector, XOM and CVX will surge soon. The bears will get screwed in these explosions too, classic.
In 2020 when the price of a barrel of oil went NEGATIVE, I loaded up on $CVX, $RDS.A (that was the ticker then) and $XOM. Ask me how I retired early again.
This is why I held on to my CVX poot leaps...
Insurance like ALL or PGR (PGR is 15% of my portfolio). Pharma like JNJ or Merck. PFE has a nice dividend. everyone oughta have an energy stock of some sort like CVX, XOM, or just buy the XLE etf. Hold something outside the us like EWZ or EWC. I think this AI event is a wave, like Josh brown said. It’ll end like everything does, but you’ve gotta ride it.