NYSE:CVX

I don't think it's any surprise that these companies are doing quite well.

And in the pre-market, they're both up 1.5%, both under XOM ticker and CVX for Chevron.

Both companies beating profits and both posting record refining profits.

That's off that huge boom in gasoline and diesel so converting you know kind of crude into the refined products really adding to these companies so it's been a stellar year for these companies are both up 50 percent uh year today it's so much on this you know background of the higher crude market something of note uh from the uh from the earnings though chevron noted that venezuela is quote immediately accretive and free cash flow positive so been kind of digging into that company to see when venezuela will start to pay off and it looks like it has for that company

And next up, XOM or ExxonMobil paid me $13.92.

So speaking of oil, another oil company, CVX or Chevron paid me $32.13. And next up, we have Johnson & Johnson or J&J, which is talk about a wide moat company.

This is another cornerstone company of a diversified dividend portfolio.

And that's because they own so many brands.

So I think the answer, it depends on what you're looking for.

If you want energy specifically, CVX, SLB is where you would want to go.

If you're looking to reallocate your industrial exposure, I think XLI, you're probably going to see a similar return profile here.

Amongst those two, I'd probably say CVX is a bit better, a bit more defensive, bit of a cushion, also solid dividend.

Thanks for the call.

Well, folks, we're headed into a break.

The next eight contributors...

Companies like Broadcom, Microsoft, Exxon, SanDisk, Boeing, CVX, that's energy, right? MPC, Amazon.

Chevron.

Yeah, Chevron.

I would make that swap unless you have some tax implications.

CVX is a better way to go.

Let's go to Robert in Tennessee.

Robert.

And energy stays structurally supported as long as the Iran conflict keeps fuel costs elevated.

So XOM and CVX, they're not going anywhere.

And if you're sitting in cash or short duration treasuries, you're getting paid to wait.

This is not an environment to rush back into long duration growth names, banking on rate cuts that might not be coming.

And final stock on your radar?

Let's take a look at Chevron as well, so ticker CVX.

Uh, not up too much now.

It's about, uh, two-tenths of 1%, but earlier it was actually down a little bit more.

I'm waiting now for streaming, I guess, and I can't see it in the theater.

Taylor Swift and her friends in coordinating shirts at the Knicks game, if you remember the CVX.

That was

adorable.