We recently published a list of 10 Stocks Everyone is Talking About After Trump’s New Tariffs. In this article, we are going to take a look at where Chevron Corp (NYSE:CVX) stands against other stocks everyone is talking about after Trump’s new tariffs.
Countries are beginning to react to President Donald Trump’s new reciprocal tariffs and analysts believe things might not go according to the White House’s expectations, with American workers and consumers likely to see the impact of new duties.
Fred Kempe from Atlantic Council said in a latest program on CNBC that many countries can impose strong retaliatory tariffs against the US.
“I think we have to recognize what’s going to be implemented is going to be the highest effective tariff rate since the 1930s. What also happened in the 1930s is you had new trading blocks, you had new trading partners finding their way to each other, and you could find that that happens as well. And let’s not forget what also happened in the 1930s afterwards. We hope that’s not going to happen now, but, um, you know, a trade war just really never serves, in the end, global stability, global peace.”
Kempe said investors failed to realize that Trump does not “care” about falling stock prices as he is looking to change the global trade system.
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For this article, we picked 10 stocks Wall Street analysts are talking about. With each stock, we have mentioned the number of hedge fund investors. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here).
An aerial view of an oil rig at sea, the sun glinting off its structure.
Number of Hedge Fund Investors: 63
Josh Brown, CEO of Ritholtz Wealth Management, explained in a latest program on CNBC the reasons he’s bullish on Chevron Corp (NYSE:CVX).
“I love it. So I think basically you’ve got a stock here approaching 52-week highs, 4% dividend yield, massive buyback in place, and two major overhangs that should be going away at some point this year. Strategically important assets to America all over the world, completely in sync with the president’s agenda. Berkshire Hathaway owns 118 million shares worth about $19 billion. Chevron is the fifth largest holding at Berkshire. It comprises about 6% of their portfolio. Come along with me and Warren Buffett—let’s own some Chevron.”
The two “overhangs” Brown talked about include Chevron potentially getting an extension from Trump for its projects in Venezuela and the increasing chances of it getting approval for its Hess acquisition.
Overall, CVX ranks 7th on our list of best mid cap growth stocks. While we acknowledge the potential of CVX, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than CVX but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock.
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Disclosure: None. This article is originally published at Insider Monkey.