Cameco (CCJ)
Chevron (CVX)
ExxonMobil (XOM)
Shell (SHELL)
Santos (STO.AX)
Decoding Chevron’s 2025 Investor Day
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Decoding Chevron’s 2025 Investor Day

Chevron’s 2025 Investor Day outlines a strategy to 2030 focused on cash flow, returns, and resilience. Key targets include >10% annual FCF/EPS growth, 2–3% production growth, disciplined capex, and a >3 pp ROCE boost. This analysis reviews each target, assesses plausibility, and highlights execution risks and opportunities.

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Decoding Chevron’s 2023 Investor Day
Decoder Financial Consulting Decoder Financial Consulting

Decoding Chevron’s 2023 Investor Day

As part of our Decoding Investor Day series, we turn to Chevron’s 2023 Investor Day. We unpack the bold promises on growth, capital discipline, and shareholder returns — and test whether the pivot to acquisition-driven scale has strengthened the story, or simply raised the execution bar.

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