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Ones on my watch list that I haven’t taken the plunge on: MLI (mueller industrials- makes copper plumbing materials among other things ) V (visa) ONDS (onidas- a drone manufacturer) ERIE (Erie insurances company) Djco (daily journal- Charlie mungers holding company) PGR (progressive insurance) WM (waste management ) Ones I …
CVX CEG VRT KMI
BKR for gas turbines (facility-sized) TTE, SHEL for integrated oils at lower multiple than XOM, CVX MHVIY for gas turbines (utility sized), also defense EQT, KMI for nat gas production and distribution
Help With Exercise - Global Dividend Names Wanted to share an exercise I thought was interesting, and ask if anyone knows any of these names well? I screened for **global large-caps paying >4% dividend yield that were either US listed, had US ADRs, or in countries where I can buy …
CVX, XOM, and EQT for the Trump Administration's focus on LNG exports TTE given Europe's push for energy independence from Russia D for data center expansion and population growth in the DMV area AES for operational presence and proximity to DC, and I like that they're headquartered in Virginia
XOM, CVX, OKLO
NEE, CVX, TSLA
I'm up like 200% on both XOM and CVX when I bought in April 2020. Had a lot of other oil stocks I sold off in 2022 but kept those. I think think I'll ever sell. Renewables are a meme.
I've owned both XOM and CVX for a while. They're both well run companies, but CVX IMO is the better company and deserves a premium. If you look at the 5y and 10y returns (including dividends)...CVX is way ahead of XOM: [https://portfolioslab.com/tools/stock-comparison/cvx/xom](https://portfolioslab.com/tools/stock-comparison/cvx/xom) CVX also has much better growth projections than …
Still holding the XOM, CVX, VLO, HAL, EXE, APA, OXY, and the AMPY I bought back in 2021. Made some nice gains from those purchases, plus a dividend to sweeten the pot. Ive added to it here and there, mostly into XOM, but the bulk of the holdings are from …
Recently bought: CVX, ET, and EPD. ET and EPD you get for something like 13 P/E with decent potential for growth and 7% dividend.
This is bullish. Not kidding. Long CVX.
Puts? Calls on CVX.
CVX calls 🤔
https://preview.redd.it/oulkmaviug4g1.jpeg?width=1206&format=pjpg&auto=webp&s=cfec0947bedd50e9a719d2c3f65769277a785d90 Right there with you OP. I’m 46 and at $2.7MM. My desire is to retire at 55 which is 9 years away. I think I can double my position by then at a minimum. I’m not in anything silly. A ton of ETFs etc. My biggest stock holdings are …
calls on CVX
Trump is preparing for a “drug” war there. Keep in mind venezuela is home to the world’s largest oil reserves. HAL and CVX calls.
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Total Off-Exchange Volume: 4.1 million
Values over 50% Short often indicate hidden bearish pressure from institutions.
🏆 Master Buzz Score: 2/15
Capitol Trades
| Date | Politician | Amount |
|---|---|---|
| Oct 17, 2025 | Gil Cisneros | $8,000 |
Insider Trades
| Date | Insider | Value |
|---|---|---|
| No recent trades found. | ||
Institutional Holdings (Whales)
| Institution | Shares | Value | % Held | Date |
|---|---|---|---|---|
| Vanguard Group Inc | 183,790,028 | $27.8 billion | 0.0913% | Sep 30, 2025 |
| State Street Corporation | 152,605,988 | $23.1 billion | 0.0758% | Sep 30, 2025 |
| Blackrock Inc. | 139,096,738 | $21.0 billion | 0.0691% | Sep 30, 2025 |
| Berkshire Hathaway, Inc | 122,064,792 | $18.4 billion | 0.0606% | Sep 30, 2025 |
| Geode Capital Management, LLC | 43,478,121 | $6.6 billion | 0.0216% | Sep 30, 2025 |
| JPMORGAN CHASE & CO | 42,298,656 | $6.4 billion | 0.0210% | Sep 30, 2025 |
| Morgan Stanley | 36,607,107 | $5.5 billion | 0.0182% | Sep 30, 2025 |
| Charles Schwab Investment Management, Inc. | 35,075,503 | $5.3 billion | 0.0174% | Sep 30, 2025 |
| Bank of America Corporation | 28,045,509 | $4.2 billion | 0.0139% | Sep 30, 2025 |
| Northern Trust Corporation | 22,724,515 | $3.4 billion | 0.0113% | Sep 30, 2025 |

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