XOM

Mrhotel-ca2654

I would sell upside calls on XOM and VLO, they’re run up a lot and will likely pull back be going higher if they do. Only Chevron is in Venezuela the rest including XOM aren’t going back anytime soon. They’ve been screwed twice there and didn’t enjoy it.

goodness247

Why is no one talking about big moves in XOM and CVX on Friday?

thewaterb0yyyy

XOM is the way

AntoniaFauci

Agree except I might say XOM definitely has some interests. Enough that they burned a lot of money challenging CVX in courts for several years. Some suggest they did this just to poke the eye of their competitor and knew they would eventually lose. But it strikes me that the Exxon executives must think they have some rights or opportunities in Venezuela.

selesnyaTroll

Yeah, perhaps. I honestly don't follow $HAL or $SLB anywhere near enough to say on those (see it's ok to admit when you don't understand something enough to make a play on it). I was more laughing at everyone on twitter and the like saying oil futures would gap down hard and Canadian oil companies were doomed. Or that CVX, XOM, BP etc would immediately gain bigly from this. Like 1, the VZ situation is far from settled. 2nd, it would take a shit ton of money and years to start pulling up VZ oil in a meaningful way. 3rd, these companies haven't earmarked any of their money for said venture yet. So when I saw Canadian names like CVE and SU get shit on in early market, I bought and sold in the afternoon for a quick easy day trade lmao. Long term remains murky as VZ is unresolved, Russia/Ukraine is unresolved, and there continues to be musings of going after Iran again.

ChipsDipChainsWhips

XOM cvx pbr geo and literally no humans outside of shareholders

salty0waldo

Some of the moves don't make sense. Like, I don't think COP or XOM are going to enter or really commit to anything in a meaningful way. But like, CVX already has assets there so they likely will be reclaiming those. Then a few service companies will benefit from the increased CAPEX like HAL and SLB. The CAPEX need is pretty massive from what the reports mention on the overall infrastructure.

x7_omega

I learnt in 2025 that it takes effort to not overthink Trump. He is simple-minded, and he doesn't hold much. And he is hopelessly in love with money. So Venezuela act is about oil, but it is too dumb to be successful for many reasons, unless USA invades, conquers and holds the land, which would be a first in recent times (after WW2). Doing that with a country with a strong national identity and an ability to turn invasion into endless bloodbath is a very dumb thing to consider, even for Trump who is not fond of killing. If was a show of force, of a sort, even if it was not meant to be. What it showed is the era of international law is finally and completely over, and now only force matters. It also showed, in a larger context, that USA (also EU, but that is a later subject) is inclined to carelessly expose themselves to being humiliated militarily, which would have immediate financial and economic consequences, and it doesn't take a grand army to do. So the risks Trump took with this exceed his imagination, but the success of this operation guaranteed the next one will be attempted, with everyone currently preparing hastily for that. China and Russia are not even relevant here - the chance of anything like that done there is exactly zero. But the show of force by USA established this model for China, Russia and anyone else interested in such things - it is now normalised to do that, no one can blame anyone for that now. That will also have financial and economic consequences - the world economy and financial markets are optimised for operation within legal domain, and cannot function otherwise. Oil companies, including XOM, need that too to operate, otherwise any of their sites outside USA is too risky for investment, and the value at risk would require immediate attention from executeves - sell, cut or run, that sort of attention. In this context, any big oil company would do anything to keep distance from the actions that would expose them to such risks. They can find oil elsewhere, but they cannot operate if they are exposed everywhere. Bad for business, very bad for executives' careers.

Srnkanator

I'd go one more level up and ask a geophysicist. I'm really close to a former senior research geophysicist at XOM. It's really complex, but the "value" of any crude oil deposits are quite dynamic depending on the upstream, midstream, and downstream processes needed to actually distill it into whatever best use petroleum product is the end goal, and the logistics necessary for actual delivery. The oil sands of Canada are vast, but bitimun is extremely difficult and costly to process into product. Same with the Orinoco Belt. It's low grade and best used for more industrial applications, but not putting gasoline into your tank. In other words, these two reserves need extensive technical infrastructure from the outside to actually get to an end stage deliverable product. Low profit margin Saudi Arabia is the opposite (so is the Permian Basin, to an extent.) it's extremely high grade, very easy to extract and refine, and vertically integrated within the country. High profit margin.

okiewxchaser

It’s a mixed bag though, other producers like EXE, BP, DVN, and SHEL are down around 5% today Even XOM is barely up despite the news being incredibly positive for them

Pizzabe

here comes the V on CVX boys and XOM

CEO-of-SOXL

XOM

cvandyke01

I have it for oil exposure for 2026. I wanted either XOM or CVX and chose CVX on new years. I have June $140 calls. I mostly focus on long dated ITM calls

ETFBro4DaWinz

Dusappointed with the XOM pump has to be said. Still now might be the time to sell, before the costs of this become apparent.

SaltTax9001

I've owned XOM for years, I think this is the speepest I've seen it go up in 2 days...

oldmanballsacks81

So we are all gonna pile into HAL, SLB,XOM today at the bell, amirite?!

JohniBGood

CVX and XOM - time to spread democracy to oppressed oil in Venezuela

Narrow-Ad-7856

I doubt the run will last. I'm considering selling my CVX and XOM and just buying XLE later on when prices drop again. Oil is very cyclical.

gnanwahs

Puts on $XOM $CVX $COP

Portlog11

I wouldn’t pay much attention to those moves. Before CVX’s production increases and XOM enters Venezuela, many still unpredictable conditions have to be met. It’s a treacherous journey from here on for these companies if they are to benefit from this.

ETFBro4DaWinz

Dont disagree, though XOM in particular still stand in line to make a fortune.

jonneh

Friendly reminder that market makers know ALL of the moves you want to make already based on the news this weekend. They know you want CVX and XOM calls and to short crude oil futures. # They’ll let it run for a bit before they cause a severe reversal to trap you, force you to sell so they can **accumulate** more before they truly pump it.

ETFBro4DaWinz

XOM had huge reserves in Venezuela before they nationalised, and has been preparing for regime change ever since

ETFBro4DaWinz

XOM pump very underwhelming, Palantir copetards pretending Maduro capture was *super advanced high tech American superiority*. So ironically all the Venezuela oil theft will do is pump the asset price bubble even more

Impossible_Mix_4366

bers are gonna slap XOM

OGWFORLIFE

XOM tomorrow. I’m not even sure if I should wait for a dip in the morning.

E39_CBX

Shorting XOM HAL CVX

WinstonSalemSmith

I am holding XOM, and reinvesting the dividend. I will sell half if it keeps going. Not sure of my target price anymore. If you are stressing, sell half Monday. In this game you have to keep your head. I know someone who has held Exxon since 1976 and reinvested the divs. They are old and rich now.

windycityinvestor

Bought $XOM too. And they will sell their souls to make sure that dividend is protected.

Electronic-Data-2622

XOM at 130 for anyone else?

DryGeneral990

XOM up 6% and had a spike on Fri before the invasion. No corruption going on there.

Equivalent-Coat-7605

Was in XOM and MPC pretty heavily and they are ripping

paragonx29

I'm feeling very good about my XOM purchase in 2024.

zonestarx

It’s basically flat. CVX and XOM the winners

Automatic_Spring90

CVX is already up 10% and XOM 6%

sNeKbIt99

Yup, look at CVX and XOM.

Jesus-Musk

Oof thank God I didnt sell my 3000 shares of XOM at the end of the year

paragonx29

My XOM buy 2 Summers ago: prescient.

GuiltyShirt3771

XOM and CVX mooning

CEO-of-SOXL

My $XOM shares just shot up in futures on RH. Yummy

EuphoricWizard

XOM up 10% in falling crude prices.  Gonna be an ez short 

gopoohgo

XOM up 5%, HAL up 14%.    Oil patch happy

poorat8686

Holy fuck XOM

xbitxfatxstonkx

Can we get 5% up on XOM tomorrow

Safety-International

I’ve held XOM call options Jan 2028 for a couple months now, friday had pretty large gain for no news at all

kegman83

> Lots of people are talking about oil companies and oil infrastructure companies like CVX, XOM, COP and HAL. Absolutely none of these companies are getting into the country any time soon. Maduro's party is still in power, and the opposition parties of the country hate each other too much to banned together to form a coherent government. > How do you think this will be paid for? They wont. Venezuela was already in a precarious position before this happened, and was barely getting itself out of a self-induced famine. It doesnt produce anything but oil and the oil infrastructure was increasingly decrepit to begin with, and its not something you can just turn on and off. And all of these assets are still owned by Citgo who last I checked is still in US bankruptcy court and wont be leaving any time soon. That means all that infrastructure doesnt get touched by a US company for the foreseeable future.

FuckURDDT

PLTR, CVX, and XOM. Puts on SPY

0fuxleft2give

OIL cant flourish without the infrastructure to move it from there. $XOM welcome back :)

Physical-Sir-8259

Same lol a bought som XOM calls that expire Jan 15th 2027 literally Friday 5 min before the close. I’m curious what will happen

ronk55

COP or XOM. BUY oil stocks asap

DryGeneral990

XOM is up 2.88%, is that much of a spike? Looks like it's been steadily increasing since April just like the rest of the market.

crazybutthole

Bullshit. Dude threw out seven companies and didn't even mention XOM or WFRD and you respond that 1 company is definitely the right choice. I bet cvx won't outperform all of his companies. That's silly

Coquito3000

wait until the dust settles and see who s getting the contracts. XOM CVX probably. CVX operates a bit in venezuela so they may have first mover advantage. I'm not super knowledgeable but you can easily tell where this is heading. All that it needs is the green light.

TechNightmares

Did Trump clear this with XOM first?

matthias_lee

feels like long term, could be good for XOM CVX, maybe even get property paid back, when Hugo Chavez nationalized everything, now could help get all the oil to the refineries in Texas/Lousiana

Cav829

This is correct. People have been longing Oil while it's cheap for 2028 and beyond. This will not do much short-term, but it may mark the end of the dirt cheap cost of oil companies as of recent. Most people in on oil are in on like CVX and XOM for dividends. I have owned CVX for a while and have dumped and rebought it constantly as needed as it is kind of dead money in the short-term (save ex-dividend dates). It's been stuck in the same channel forever. You'll see the vast majority of the stock's growth for almost 2 decades was between 2022 and 2023. If it breaks $157 resistance, that would be the sign of possibly turning bullish. So filling in up to $156 on Friday means you're running a real risk of plunging back down toward $150 or possibly lower and being stuck sitting on the stock for a while to get your money back. You'll probably see similar action on most other oil stocks. So I'd be torn going in on Sunday night/Monday morning. I'd have to sit down and look at others to see if any are actually worth taking a shot on. As others have mentioned, the type of people buying oil stocks probably aren't going to love the initial CapEx.

Arquit3d

XOM, CVX, COP, VLO, MPC, PSX, OXY, OVV Pick 3

Any_Improvement9815

Chevron (CVX) is the only major still working in Venezuela, Exxon (XOM) & ConocoPhillips (COP) have huge arbitration awards on the books but no direct presence in Venezuela. My money is on the downstream guys like Valero (VLO) who can refine Venezuela’s heavy sour crude and the services companies like SLB & Baker Hughes (BKR).

Boom_Boom_At_359

I’m too lazy to read anything. Boom boom make XOM go up?

PlayerPlayer69

Probably XOM or CVR. Venezuela is going to make Exxon Mobil and Chevron a lot of fucking money. The next Venezuelan President is for sure going to be a puppet regime controlled by the US. History repeats itself.

Yabuduzhdat

open the casino now so i can panic buy CVX, XOM, OXY

AdQuick8612

So did XOM. Someone always knows. (Especially in this administration.)

bdh2067

10 to 1 CVX and XOM trade lower at end of 2026 than now

Normal-Meringue7592

To have a friendly oil producing nation yes! To have the Chinese and Russians out of the americas yes! But to think that most of the oil revenue is going to American Companies is just false! HAL, SLB, XOM, CVX will get service contracts, and access to oil, but so will foreign companies. They will help rebuild the oil industry just like in Iraq, but the biggest beneficiary is the Venezuelan people and PDSV. Them making a few extra billion is nothing compared to the economic boom this would create for the Venezuelan people. You can argue that overthrowing the regime like this is unethical, but it’s just not true that this would lead to the oil “being stolen” in any figure of the imagination. It’s just not possible legally and practically. My business partner is Venezuelan, and he has been waiting for a moment like this his whole life. The theft, murder, rape of his country by these gangsters. Hopefully they can rebuild and he can move back after 15 years in exile.

khizoa

Literally started shorting XOM yesterday

Kimboslav

Hopefully XOM and COCO up, oil slightly down but there are also other forces in play there. Otherwise I guess its going to be a nothing burger.

corundum9

I've been loading up on CVX, XOM, PR, CNQ, and SLB since June. On average up over 10% since then with room to run. You don't have to be an insider to recognize opportunity.

worst_items_instock8

Imagine I almost trimmed my position in XOM EOY. Almost.

bdh2067

More oil available means lower oil prices. For a decade, there has been too much oil. This may actually make it worse. Cheaper at the pump, yes, but that’s not good for USO, XOM, or CVX

theummeower

Interesting that XOM boomed yesterday. Almost like insiders knew this was coming today

WideFunction6166

Exxon Mobil (XOM) -- Long history of climate-change misinformation allegations and lobbying against environmental regulation. Philip Morris International (PM) --Tobacco products linked to preventable disease; accused of targeting youth and emerging markets. Meta Platforms (META) --Repeated data-privacy violations, algorithmic harm concerns, and societal impact controversies. Chevron (CVX) --Environmental damage and human-rights allegations tied to oil extraction activities abroad. Nestlé (NSRGY) --Criticized for water privatization, infant formula marketing practices, and supply-chain labor issues. Palantir Technologies (PLTR) --Surveillance and data-analytics contracts linked to civil-liberty and privacy concerns.

starlordbg

I had a position in XOM earlier ~~this~~ last year, but decided to reallocate everything to a single position for better growth opportunities.

americanbreakie

How come Chevron (CVX) and Exxon (XOM) are up while the strike didn't happen until Saturday morning?

AcceptableWelder1192

please tell me fellow regards, XOM or Chevron longs?

MichiganCarNut

In-the-money XOM puts first thing in the morning

MichiganCarNut

In-the-money XOM puts

jonahmiller32

You’ll get it if you take a look at XOM.

ElmoLovesGrover

RIG is worth consideration for sure. SLB, HAL also. Big US-based oil like XOM, CVX, OXY. Buffet (Berkshire) had 28% of OXY shares. only mention because that means those shares are essentially off the market for the next several years. So the OXY float is actually 28% lower than what is listed.

cinciNattyLight

And CVX, maybe moreso than XOM

moneyman2222

Sooooo how cooked are my XOM puts 😅

duddnddkslsep

XOM about to skyrocket

cruisin_urchin87

XOM will take a dip and then green dildo this week. Anyone else think this?

ElmoLovesGrover

Probably the opposite will happen. The regime change in Venezuela will result in much more Venezula oil coming onto the market depressing the price of crude. The small and micro oils all have higher break-even point than the big multinationals like XOM, CVX, etc. The small guys need elevated oil prices to make a profit. Entire petrochemical industry likely to dip next week. A play to consider is to buy large oil on the dip. Venezuela will need to sign contracts with oil and oil field service players to fix the damage to their industry that the past 20 whatever years of Chavez/Maduro socialism has wrought. US companies (for reasons that are quite obvious after the US military intervention today) are s hoe-in to secure these contracts. If oil, big oil, and oil fields service dip next week, will be a buying opportunity if willing to hold longer term.

phatpham1803

XOM CVX MPC COP calls

Perfect_Proof810909

So... XOM, CVX, COP calls?

TechNightmares

I have to assume Trump cleared this with XOM first and there should be no problems.

scarletknight87

XOM go up.

bevo_expat

Oil sector already started going brrrrrrrr on Friday. All oil majors went up about 2% (XOM, CVX, RDS, COP)…someone knew something was going down

corundum9

CVX, XOM, NKE, PFE, and DOW/LYB if you think chemical markets will cyclically improve

Happy_Discussion_536

Perhaps but they already have legs there. I feel like this was done to let in the other big boys like XOM.

affordancefy

they will only profit from this deal, sure XOM/CVX on monday will hit ATH

horationel123

Got to be bullish for the s and p. The US now controls all Venezuelan crude. Venezuela can no longer sell to the brics. This protects and strengthens the US dollar. I would expect gold and silver to fall as a result and oil companies like XOM to pump. Well done America. Very immoral but this is why the US economy always outperforms.

Gainztrader235

lol XOM has been trading in this zone for months

Potato_Octopi

Imagine simping for a dictator that ruined millions of lives and their big oil company just because you have a hate boner for XOM.

Venice_LA

likely the opposite, OIL falls but XOM/CVX will pump on retaking their offshore agreements in full

Venice_LA

MELI XOM CVX gonna have a good Monday

Purple_Bearkat

I wonder if XOM and ConocoPhillips get comped now.

Idkhow2trade

So $XOM silver and gold ? 🤷‍♂️

masturbator6942069

Calls on XOM

nopigscannnotlookup

Did anyone else notice oil majors jumped during Friday trading? There wasn’t an oil price catalyst that day; someone knew the strike was going down and was guessing the likes of XOM, CVX, SHEL would have a field day on Monday.