No. of Recommendations: 9
YouTube: Chevron's CEO on Climate Change, Oil Prices, and Warren Buffett | At Barron's (Barron's)'Chevron's CEO on Climate Change, Oil Prices, and Warren Buffett | At Barron's'
Really enjoyed this insightful and multi-topic Barron's 20 minute interview with Chevron CEO, Mike Wirth. He seems to be very bright, well balanced, shareholder friendly ($75B approved buybacks, 6% divi raise), appropriately ESG sensitive and a great communicator.
Outstanding to hear that he and Warren are friendly and had a 3 hour lunch together with WEB diving deeper into the business, Wirth's vision and I am sure his views on ongoing capital allocation! We own $21B of CVX but wish we had not trimmed our position in recent quarters. My guess is we will keep this a large position for a good while and I would imagine Greg finds the position favorable as well.
