Chevron (CVX) tops its peers in some industry metrics. It pays investors a 3.5% dividend yield, too. The oil and gas giant fits perfectly with Raymond James' commodity thesis, said Pavel Molchanov, an analyst at the firm. Under current market conditions, you want oil and gas companies to have a lot of oil and minimize their exposure to North American natural gas. Chevron's done that, with more than two-thirds of its reserves in oil and less than