What investors are saying about Chevron (CVX)

Summary

In the past 30 days, 5 people on 4 investor and market shows discussed Chevron (CVX) in 5 views. Going by each speaker's latest call, 4 are bullish and 1 is bearish. Chorus has followed Chevron since October 10, 2026.

Who talks about it most

• Scott Galloway · 1
• Jim Cramer · 1
• Steve Grasso · 1
• Tim Seymour · 1
• Chris Whalen · 1

The latest views

Newest first. Every quote is checked against the episode's transcript.

• Scott Galloway · NYU Stern School of BusinessBearish

  Chevron is hurt by a Democratic sweep through falling oil prices and Venezuela probes.

  Galloway expects Democrats to tie high energy prices to broader cost pressures and to push oversight of corporate pricing and market concentration. He thinks oil will fall as a result, which would hurt oil majors further. Investigations into energy exploration in Venezuela matter most for a company like Chevron.

  “Oil's gonna come down, which is gonna hurt them more.”at 22:10

  Prof G Markets: The Stock Market Is Already Pricing In A Democratic Sweep · November 2, 2026

• Jim Cramer · CNBCBullish

  Chevron is the energy pick to own after energy led October; Middle East turmoil may return.

  Energy was the best of the 11 major sectors in October, up nearly 14%. Cramer thinks the Middle East turmoil may pick up again after next week's midterms, which would support oil and energy shares, and he names Chevron as the pick in the group. He says Chevron is the better energy name, with Valero second.

  “energy sector had the best month, up nearly 14%. Stick with Chevron.”at 23:57

  Mad Money with Jim Cramer: Mad Money w/ Jim Cramer 10/30/26 · October 31, 2026

• Steve Grasso · Grasso Global Inc.Bullish

  Integrated majors like Chevron have more levers and room to run than refiners.

  Steve notes Chevron and Exxon are up 55% this year, versus Valero up 145% and Marathon up 175%. He says large integrated names take longer to track and have more levers to pull and more bandwidth. He thinks they could run further, unlike refiners, which trade as high-beta bets on crack spreads.

  “And you look at the two, biggest integrated names, Chevron and Exxon, they're up 55%... It takes longer to track through in a large integrated name... Those could run further.”at 26:31

  CNBC Fast Money: Amazon and Intel Report Results… And Alphabet’s Post-Earnings Plunge 10/30/26 · October 30, 2026

• Tim Seymour · Seymour Asset ManagementBullish

  Chevron's chart is breaking out, and integrated oil has not yet priced in the higher oil.

  Seymour points to Chevron's one-year chart as a breakout, and says the integrated names have not yet priced in the oil move. He argues the market is pricing in no exit ramp from the war, with prices staying high. US producers whose infrastructure is not targeted are best placed to benefit, which he contrasts with oil services names trading below their pre-war levels.

  “Look at that chart on Chevron. Just look at a one year. Forget a three year chart. I mean, that's a chart that's breaking out.”at 37:38

  CNBC Fast Money: Buying Opportunity In AI Pullback?... And Oil’s Next Move 10/19/26 · October 19, 2026

• Chris Whalen · Whalen Global Advisors LLCBullish

  Chevron is pricey but can rise further, since energy demand will keep rising.

  Whalen owns Chevron. He says Wall Street already re-rated energy names like Chevron, Exxon and Valero a few months ago, and they are all pretty pricey. They could still go higher because of continued energy need, and solar and wind policy may be set aside for the short term as refined product becomes scarcer.

  “I own Chevron.”at 33:55

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