Brianne Gardner Chevron Texaco CVX-N WATCH Jun 16, 2025

It reports Friday. He won't buy any oils, because these companies could cave to Trump's demands of drilling like mad. He thinks they will stay disciplined.

The dividend is super safe and cash flow is great.

Hess deal being contested made things too murky. He sold. Comfortable with his Canadian holdings in the oil patch instead.

Pays a 4.6% dividend yield. It bounced nicely today.  They keep buying back stock. A good CEO. He's not an oil bull, though.

He was going to recommend it is a dividend stock, but no one can tell where oil will go.

They report Friday. He doubts they will report anything positive because of the low price of oil.

Pays a 4.8% dividend and return a lot of money to shareholders.

He expects to fall into the $50s, as part of Trump's plan, but CVS yields 5%. Buy at $136

Has both upstream and downstream. So you could do quite well on the oil price, but then lose $$ on the refining side. Refining is a tough industry, pretty cyclical. Well run, but instead look to OXY, XOM, or CNQ.