My last analysis on Chevron stock (NYSE: CVX ) was published about 3 months ago (on 10-22-2024 to be exact) by Seeking Alpha. That article was titled "Chevron Vs. XLE: The Energy GiantAs you can tell, our core style is to provide actionable and unambiguous ideas from our independent research. If you share this investment style, check out Envision Early Retirement. It provides at least 1x in-depth articles per week on such ideas.We have helped our members not only to beat S&P 500 but also avoid heavy drawdow ...

Diesel Market Dynamics - Diesel prices surged due to forecasts of an extremely cold winter and rising natural gas prices, with the average retail diesel price increasing by $0.027 to $3.503 per gallon [1] - Ultra-low sulfur diesel (ULSD) futures rose by $0.055 per gallon to $2.2995, marking a 2.44% gain and the highest settlement since November 5th [1] - Natural gas prices on the Chicago Mercantile Exchange (CME) increased by almost 152% since March 26th, impacting the transportation sector and broader economy [2] - U.S. inventories of non-jet distillates stood at 116.5 million barrels as of December 20, 2024, significantly lower than the five-year average of 125.4 million barrels [3] - Rising diesel demand, driven by cold weather forecasts and low supply, creates a favorable environment for energy companies [3][4] Chevron Corporation - Chevron is the second-largest integrated oil company in the U.S. with a market capitalization of around $265 billion and global operations [6] - The company reported Q3 2024 earnings of $4.5 billion and a record cash flow from operations of $9.7 billion, with a quarterly dividend of $1.63 per share [7] - Chevron is targeting $2-3 billion in structural cost reductions by the end of 2026, including a $0.7 to $0.9 billion after-tax restructuring charge in Q4 2024 [8] - The company announced the sale of its Canadian assets for $6.5 billion as part of its portfolio optimization strategy [8] ExxonMobil Corporation - ExxonMobil is one of the world's largest publicly traded energy companies with a market capitalization of around $475 billion [10] - The company reported Q3 FY2024 earnings of $8.6 billion, or $1.92 per share, and achieved a record liquids production of 3.2 million barrels per day [10] - ExxonMobil declared a Q4 dividend of $0.99 per share, a 4% increase, and plans to repurchase over $19 billion of shares in 2024 [12] - The company has achieved $11.3 billion in cumulative structural cost savings and aims to deliver $15 billion in savings by the end of 2027 [13] Investment Opportunities - The surge in diesel prices presents a compelling investment opportunity in energy stocks, particularly for Chevron and ExxonMobil [14] - Both companies are well-positioned to benefit from increased diesel demand due to their strong financial positions, diversified operations, and commitment to dividend growth [14][15] - Chevron and ExxonMobil offer a balance of income and growth potential, making them suitable for beginner to intermediate investors navigating the dynamic energy market [15]

Natural gas prices recently jumped 20% in a single day. That's a pretty shocking move but, frankly, not all that unusual when it comes to energy prices. If you are looking at the broader energy sector and trying to figure out which stock to buy as 2025 gets underway, your best option is probably going to be an integrated energy giant like ExxonMobil (XOM -0.24%) or Chevron (CVX 1.29%).Here's how these two U.S. energy giants stack up and why you might want to pick Chevron.The benefits of integrationAs the na ...

Buffett has raised a staggering $325 billion in cash but has relucted to sell much of this stock to do it.There might not be an investor who has done it as well for as long as the great Warren Buffett. Nicknamed the Oracle of Omaha, Buffett is still actively involved in key decisions at Berkshire Hathaway, the holding company he's managed for decades. Berkshire Hathaway has aggressively raised its cash to a staggering $325 billion, selling lots of stock to make that happen.Buffett raising so much cash could ...

I'm an individual investor looking to grow my wealth over the long term. I've tried many different styles of investing over the last 25 years and have found that buying dividend growth stocks and reinvesting the dividends is one of the easiest ways to grow wealth over the long term. Over the years, I've owned stocks, options, ETFs, treasury notes, and mutual funds. I operate a blog, HarvestingDividends.com, that provides information on the S&P Dividend Aristocrats and other dividend growth stocks.Analyst’s ...

For Immediate ReleasesChicago, IL – December 30, 2024 – Zacks.com announces the list of stocks and featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include Canadian Natural Resources Limited (CNQ) , Chevron (CVX) and Kinder Morgan (KMI) .Here are highlights from Monday’s Analyst Blog:3 High-Yield Energy Giants That Are Worth a Closer LookAs 2024 draws to a close, Wall ...

Chevron - Chevron has a strong balance sheet with a debt-to-equity ratio of 0.2, providing flexibility to leverage during energy downturns [1] - The company offers an attractive 4.5% dividend yield, making it a compelling investment [1] - Chevron has a 37-year streak of annual dividend increases, showcasing its reliability [13] - As an integrated energy company, Chevron operates across upstream, midstream, and downstream sectors, which helps mitigate industry volatility [8] Enterprise Products Partners - Enterprise Products Partners had a solid year in 2024, with a 5% growth in distributable cash flow in Q3 and a 5% increase in distribution payments [14] - The company has several organic expansion projects expected to enter commercial service in 2025, driving cash flow growth [2] - The acquisition of Pinon Midstream for $950 million is expected to add $0.03 per unit in 2025, with further upside potential [3] - The company’s distribution yield is 6.8%, significantly higher than the S&P 500 average of 1.2% [9] Occidental Petroleum - Occidental Petroleum has sufficient cash to repay debt maturing in 2025 and aims to further reduce debt even in a low-oil price environment [5] - The company has already achieved 90% of its $4.5 billion debt reduction target within three months of the CrownRock acquisition, driven by strong Q3 cash flow [16] - CrownRock’s assets in the Permian Basin are contributing to Occidental’s production and cash flows [11] - Occidental’s low-carbon ventures and OxyChem businesses are additional growth catalysts [11] Energy Sector Overview - Energy stocks in the S&P 500 underperformed in 2025, with the Energy Select Sector SPDR Fund up only 1%, compared to the S&P 500’s 25% rally [6] - Occidental Petroleum was one of the largest underperformers in 2024, losing 19% of its value, partly due to debt from the CrownRock acquisition [10] - Chevron, Enterprise Products Partners, and Occidental Petroleum are expected to deliver strong performances in 2025 [12]

This past year has been a relatively quiet one for the oil market. After a brief bounce, crude prices are on track to end 2024 in the low $70s -- right around where they began the year. There haven't been any major supply disruptions, and demand has remained resilient. It's anyone's guess what oil prices will do in 2025. I've seen predictions that crude will remain around its current level next year, while other prognosticators believe it could collapse to $50 a barrel. Given that oil prices are tough to pr ...

Chevron Corporation (CVX) , through its Angola’s subsidiary Cabinda Gulf Oil Company (“CABGOC”), has reached a milestone in the development of the country’s energy infrastructure with the successful first gas production from the Sanha Lean Gas Connection project. This achievement is critical to Chevron’s broader strategy to enhance Angola’s energy security, diversify economy and boost its standing as a key player in the global natural gas market. The Sanha Lean Gas Connection is designed to provide a reliab ...

Chevron Corporation (CVX) and Woodside Energy have agreed on an asset swap deal to restructure their portfolios and focus on their core projects in Australia. This strategic swap should support both companies to fulfill their long-term goals, focus on efficiency and enhance sustainability.Per the proposed transaction, Woodside will acquire Chevron’s 16.67% interests in the North West Shelf (NWS) Project, the NWS Oil Project and a 20% stake in the Angel Carbon Capture and Storage (CCS) initiative. In exchang ...