TSLA - sold one otm put this morning on Wedbush analyst note that demand for model 3 is lacking. I could see demand for S and X stalling as potential buyers wait for the motor and range upgrade to 370 miles and faster charging rate. IMO pendulum has swung too far.
CVX - dips toes into EV charging at stations. I am guessing that top CVX execs live in Alamo, Danville, San Ramon, Orinda and Lafayette, (Blackhawk is unincorporated so no data) and can experience for themselves the penetration of BEV's in their area ~3%.