Josh Silverstein (UBS)

Focus Areas4 topics

Revenue Growth2Competitive Dynamics2Capex Investment1Margin1

Trends3 quarters

Questions per Quarter

Companies Covered

Question History3 questions

CVXChevron Corporation3 quarters

2025 Q2

Is this just at FGP or the whole project? And maybe if you can give us kind of the forward outlook here. Is it kind of sustainable at this level?

Capex InvestmentRevenue GrowthView in transcript →

2025 Q1

Can you provide us some details as to what you're seeing across the non-op royalty side now and any reduction in activity there

Competitive DynamicsRevenue GrowthView in transcript →