Chevron Aktie News

Following the ouster of former Venezuelan President Nicolás Maduro, Venezuela's stock market has ripped higher. There are ways to gain indirect exposure to the country through some stocks and bonds.

Energy investors are tantalized by the prospect of Venezuela's oil market opening up. The road to earnestly boosting production will be long and winding.

Exxon Mobil (XOM) is the clear winner over Chevron (CVX), offering superior long-term upside and operational leverage. XOM projects operating cash flow to rise from $58.46B (2025) to $98.11B (2030), with $234.36B in excess cash flows. CVX's Hess acquisition adds growth and synergies, but annualized upside is only 8.2% versus XOM's 17.6%.

Coca-Cola boasts a globally recognized brand with a vast distribution network. Procter & Gamble is a major player in the consumer goods industry with a diverse portfolio of well-known brands.

Chevron is rated "Buy" with a $183/share target, reflecting operational improvements and strategic asset positioning. Key value drivers include advanced oil recovery, Guyana offshore assets, and expansion into gas-fired power for data centers. Management targets 2%-3% production CAGR through 2030, structural cost reductions of $3-$4 billion by 2027, and nearly doubling FCF per share in five years.

The U.S. is moving as fast as it can to grant Chevron an expanded license for its oil production in Venezuela, U.S. Energy Secretary Chris Wright told Reuters on Friday.

Oil executives and lawyers for international oil companies are lobbying the U.S. and Venezuelan governments for changes in the OPEC member's hydrocarbon law that would give them the right to freely export the oil they produce in Venezuela, sources involved in the talks said.

The market is reacting to headlines, not fundamentals. Deep discounts are creating unusually asymmetric setups in quality dividend growth stocks. Patient income investors may be getting a rare gift to lock in big yields with strong dividend growth profiles.