Reddit Posts
Trump announced a deal for 65 billion barrels of Venezuelan oil. How much of that is actually investable?
1,000+ Trades: Trump portfolio active in defense and energy during June
Not advice, but I actually do beat the market
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
Mentions
Red days on CVX have been outlawed In perpetuity
i have $CVX puts i need a TACO asap
Total North America Oil production \~32 million barrels per day (bpd). Total consumption \~ 25 million bpd All Hormuz global Oil price crash very badly soon. War is not going everyday. It’s tit for tat. On top now Venezuela production bump. $XOM $CVX $VLO $RIG $SLB $HAL $EQT $XLE \& many soon cooldown https://preview.redd.it/5xfbpqfqzzmh1.png?width=740&format=png&auto=webp&s=84bafe453d8462788d84f343b64d3e7b8b3742a0
Even weirder is that this isnt theoretical, oil companies have had insane blowout earnings. SHEL for example has +90% net income YoY and obliterated expectations...and yet is only up like 12% since the start of the war. CVX had similar results.
Might finally sell the CVX and XOM I've been holding for years.
Yield: doesn't matter to 99% of people. Brent: I bought plenty of XOM and CVX stocks.
One bottleneck I think gets underestimated here is natural gas. Not because gas is suddenly an “AI technology,” but because data centers need reliable 24/7 power and grid connections are taking forever. There’s already a surprising amount of behind-the-meter gas generation being planned for data centers. So I wonder if part of the next AI trade ends up looking very boring: turbines, pipelines, gas supply and integrated energy companies. Wouldn’t have put XOM/CVX anywhere near an AI thesis a couple years ago, but the connection is getting harder to ignore.
Of course CVX is ripping when my order didn’t fill on Friday
Has worked well for me on CVX. Short dated puts and have stayed out of assignment so far.
Position: no exposure to any names mentioned. Reserves headlines are almost never investable in the near term. Venezuela's production is 1.25M bpd against a theoretical 65B in reserves. Ramping heavy crude output there takes 5-10 years of capex minimum, and that is assuming political stability, which is not the base case. CVX is the only real play with boots on the ground. Everyone else is speculation until contracts publish.
Energy. CVX. A lot of the oil companies are getting into data centers too. I wouldnt look at companies like XOM or CVX as pure oil plays anymore.
The oil market is rarely short on drama, but today’s setup offers investors something more useful: tangible operating momentum, a policy-driven reshaping of Western Hemisphere supply, and a small-cap producer beginning to show what a restarted asset can do. $SOC $CVX https://vistapglobal.com/u-s-venezuela-oil-talks-put-chevron-and-sable-offshore-in-focus-in-september-cvx-soc/
Im not saying its logical price action its just how the market operates. If you want to see even more illogical price action look at how CVX for example crushed earnings even larger and was flat the next day.
Oh I have a lot of prejudice, for sure. I think he is an absolute moron and ultimately will be a stain on this country that may take a century to rectify. All that being said, I have made a shitload of money off this corrupt asshole the past year and a half because he so obviously telegraphs exactly what he will do. In fact, I would argue that my hatred of him actually has worked out *great* for my investing. Most recently, I didn't believe any of his "war is over 43 times" nonsense and just kept buying CVX / DVN / VLO. I don't need to "hear what he is saying" and try to decipher the 3D chess hieroglyphics to explain what he really meant... because what he is saying is the rantings of a drooling man-child. I can just look at the stupid shit that he is *doing* and make my money that way.
Azioni Wide Moat che presentano fondamentali di primissimo ordine per FCF, EBIT Margin e ROIC. 100 azioni per titolo, assegnate in tempi diversi tramite la vendita di opzioni put. Tra dividendi e vendita di covered call, queste posizioni mi generano un discreto rendimento da flusso di cassa: Illinois Tool Works(ITW)Industriale; AbbVie (ABBV) Pharma; Morgan Stanley (MS) Finanza; Chevron (CVX) Energia; Procter & Gamble (PG) Consumer Staples; Waste Management (WM) Utilities & Servizi Ambientali.
CVX up at the moment...
Oil and gas. SU, XOM, CVX, VG
CVX just had a major strike in Angola, it’s mooning
CVX struck oil in Angola and you’re wringing your hands over memery
I ran CVX vs FANG vs COP, FANG did come out on top at 74 points, but with COP still doing a bit better than CVX at 52 points. [https://drive.google.com/file/d/1hY0-srijsv7OJZIsb65\_itxgRahYgmif/view?usp=sharing](https://drive.google.com/file/d/1hY0-srijsv7OJZIsb65_itxgRahYgmif/view?usp=sharing)
I like ET, OXY and CVX better
As someone who has played oil futures (and lost), IMO dont go with direct oil exposure like USO, BNO or futures. Go with oil companies, they are the way safer play if you think oil prices will be higher for longer. You won't need that spike to 150 to make you profitable, and if you are wrong you can collect some juicy dividends, at least. CVX and FANG are the two I keep on wheeling, XOM and COP seemed to underperform, so I've gotten rid of those.
Should have bought CVX a week ago and just close the app. This is stupid
CVX calls are free money. This is not a drill
It does work out when you buy the "logical" stocks at particular low points, because theyre due for a bounce. Worked out very well for me for oil stocks like CVX and SHEL, easily bet the market with them within like 1 or 2 months Still risky though lol
SOFI, XOM , CVX. Imma boomer
CVX was flat after earnings when they quintupled their income and beat expectations by 10%+, does that count?
How is CVX not a great entry here?
Dumb ass - The one advantage we have over China and you want to give it up. Buy CVX and take the dividend and 10% yearly gains on the stock.
Who knows, the market is on crack. Oddly Mango did erase it's post earnings gains just from saying "I dont like that theyre making so much money" and did some shitpost on the CEO of Chevron specifically. Its bizarre that that can effect the price so much but this is just where we are I guess. Maybe when the market starts being rational again Ill have wished I loaded up more CVX right now at this price and outlook, but Don just has that much influence over stock price today.
Lost $2k on CVX calls because it’s making too much money
Oil up 1.3% Oil companies like CVX and SHEL down 1% even though they crushed earnings and had blowout revenue MAKES A LOT OF SENSE REALLY.
War back on, 5x the quarterly earnings, elevated oil and refined product prices for the foreseeable future...and CVX is at the price it was at the start of the war on March 2nd. Same with XOM. Oh yeah, insiders massively got tipped off about this war before it happened lmao
Hey so oil dumped 10%+ over the last 5 days because the Strait was supposed to be fully open yesterday...clearly hasn't happened, so can it go back up so that I can justify holding my CVX please? Thanks.
Why is CVX at the same price it was the day before the war started when it quintupled its quarterly income and oil is still at least 10% higher?
CVX, XOM, COP, DVN for example
8-12 max. I’d keep MA, V, KO, Google, COST, LMT, CVX, LLY.
Puts on oil. Who's the sacrifice? $EXXONMOBIL, $BP, $CVX, $SHELL or @MUSCAT?
Algos sold off CVX and XOM bc Orange face said they’re “making too much money” now I’ve finally seen it all 🤡
Same I doubled my position on CVX today. “Making too much money” what more do you need to commit lol
All cash for now i wait for a trend this chop around ath is weird Gold accumulating for a big move on the daily also point to wait for direction For now little money on 180C 7DTE on CVX
>‘Making too much money’: Trump blasts XOM, CVX profits. 🤣 Bro where were you during the fracking boom or when oil was negative and they were crushed by SPY.
Yup, instantly, erasing the gains CVX made after quintupling their earnings compared to last quarter. Just the power of him saying "I don't like that" invalidates insane profit beats. Pure madness lol
You forgot the part where mango said CVX and XOM are making too much money and their stock prices subsequently fell.
**“Chevron, too much money. ExxonMobil, too much money,” Trump said. “They’re going to give some of that back to the public and they better cut the retail price, the consumer price.”** Trump look out! There's a communist in the mirror! Also look at the 2:16EST selloff the algos did on CVX and XOM as soon as he said this. Amazing the amount of influence he has on these bots lol
Iran noise Fake and Gay. CVX 220c 1/15/27
This would explain why RTX, PSX, MPC, and CVX kept playing “just the tip” with my scans all day
Big oil on deck this morning. CVX and XOM.
Buffet stocks DVA and GOOGL are up 70% over 1 year. Buffet stock CVX is up 28% over one year. Meanwhile MU is up 700% and SNDK is up 2,888%.
Tomorrows forecast: XOM and CVX earnings in the morning. Angry Trump tweets in the afternoon.
So I know we are high on semis today but I’m feeling CVX and XOM 1DTEs
>***full port oil stocks tomorrow*** * XOP * XLE * XOM * PBR * CVX * OXY * DVN * SLB
valuations matter too. SU \~ 17x p/e and CVX \~ 33x p/e. Both have analysts projecting to double earnings in 2026 or 2025. SU is constrained due to issues in the past that management seem to be handling.
XOM, COP, and CVX are all below or close to their pre-war price even after everything that has happened. On no news. Going into earnings at the end of the week where they're been making bank off of elevated oil product prices for months. ....Market is high as a kite.
CVX almost back down to its pre-war price again, even after everything that's happened lmao
still up $900 on CVX and XOM just holding
Right. I'm having a great month. CVX and UAL trade inverse of each other based on oil prices. You just go back and forth.
Why are the prices of integrated oil companies like CVX, XOM, and SHEL mostly pegged to oil future price when a shit ton of their revenue comes from refined products?
By energy I mean oil companies and Brent crude not sustainable. Just wait for the earnings and guidance. Refiners: VLO MPC COP majors: CVX XOM FANG Others: FANG OXY I’d avoid generator creating companies like CAT who have seen a huge bump from generator sales/pre-sales
All I'm asking for is a slight pullback CVX and I'll buy you
who knows? oil stocks like XOM and CVX are up today with oil being down too, which makes even less sense
Rate my boomer port. XOM, CVX, MSFT, PM, PEP, SNEX, NFLX (got in at 67), and IONQ
Market is so stupid it's probably going to shit its pants when integrated oil companies (CVX, XOM, SHEL) have their quarterly earnings, even though it should be overwhelmingly obvious how much money theyve been making these last few months.
CVX saving me, damn I thought SPY was gonna go up
CVX,SPY to the promise land
Got a feeling $CVX is gonna pull a $CAT and go parabolic
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.