OXY

gwhite9

|Theme|Names|Weight| |:-|:-|:-| |Oil Shock|XOM, OXY|**35%**| |Power / Nuclear|CEG, CCJ, NEE|**40%**| |Materials|FCX, MP|**25%**|

JuniorPresentation58

VM calls on OXY?

version-two

Bought a bunch of APLD, OXY, ET & GOOG calls this week.. Idk what that says about me.

2PlyXtraSoft

My peeps! I’m holding OXY and VIX calls.

ub3rm3nsch

You left off OXY.

Alternative_Rule6208

No DVN, OXY or XLE?

TastyEarLbe

Added 5% of my portfolio to my 15% position today, now at 20%. Fair value of OXY is roughly $100 per share right now based on what the current oil prices are. I expect oil prices to be substantially higher over the next decade, so I'm looking to add on any dips.

iShitBloodandCumShit

Stonks always have pull backs. Don’t fucking fomo and don’t be like the oracle and diamond hands OXY.

iShitBloodandCumShit

How regarded is the oracle? That bitch has bagheld OXY for decades when he could’ve just bought fucking CASY at IPO and turned 30m into an easy 18b lmao

Dogsica-comics

Just bought 4 g’s of OXY in the Roth

AskMeAboutMyHermoids

Glad I held onto those XOM and OXY calls

GrondForGondor

All of my OXY calls expired worthless Friday. And now it’s back to a shit show. Wtf

WorldApprehensive705

!banbet OXY 60 7d

Not_Campo2

Yeah I’m aware, I was buying us exploratory oil companies in mid January and early February (SM, APA, OXY). The main issue is I view the current oil prices as already artificially low based on supply. There is no easy way to keep prices low now. Shorting futures to artificially lower prices is a short term solution, especially with the real shortages being in diesel and jet fuel. This isn’t going to end soon, and with the continued rhetoric that the war will be over soon it’s actually preventing mitigating policies from being implemented.

Pete26l96

Some of these comments by bers and cash gang are just mad delusional lol These clowns comparing themselves to Li Lu and Howard Marks, talking about how they've realized 80% annualized returns, and then I click their profile and see a post from 5 months ago showing their portfolio which consists of 1 share of NVIDIA, 1 share of Berkshire.B, and 2 shares of OXY LOL

Previous-Jello-7486

Everything 🥭🌮🥭 says is a lie , I went all in on VG, USO, OXY, at 3:58 pm. After hours looks good, I knew he was lying and this shit wasn't over. I miss the gold rush pump last week, I was in bad tech stocks, sold even or for a loss, went all in ....drill baby drill. Hope I'm right

MarsTellus13

So we're not actually disagreeing with each other. The one thing I'm doing you might not be is the bear spread (and some long calls on OXY) because I am uniquely pessimistic about the next year or so. I am sorely tempted to short the market today, but I'm not going to because that usually backfires spectacularly and need to stick to a safer hedge. Basically just throwing the winnings from playing with OXY and energy stocks since the war started. I don't think the war is done, fwiw, and even if it is the physical issues aren't disappearing within the next two weeks. I worry less about growth over the next 10 years and more that the market's going to overreact when Q2 (and/or Q3) earnings reflect a sudden increase in energy costs that still isn't likely to dissipate anytime soon. I'm also having a hard time believing the market has fully digested articles like [this](https://fortune.com/2026/04/16/iran-war-fertilizer-prices-skyrocketing-economy-agriculture-american-farmers-donald-trump/) because the effect on food prices won't hit until next year and the window to avoid a material decline in supply is already closed. To me the goal is DCA because on the long scale all of this stuff really does tend to balance out while trying to use options for their original purpose.

drew-gen-x

I just bought $XLE today instead of buying energy names I've bought in the past like $HAL or $OXY. Energy ETF's are easier to trade & buy and hold than the individual stock names. I will say if you look at the 5 year chart for $DVN you could make a very good case that this is a support level to BTD.

Wowmuchrya

Buy energy stocks, XOM OXY CVX. Don’t forget that Cuba is next.

Nexism

FML why did I buy $OXY.

Commercial-District1

Oh shit, OXY puts ITM

Ill_Jackfruit8113

Top might be in I sold my amd calls I kinda don’t want to switch over to puts so what you guys think about CVX XOM and OXY calls

Dingdongas

I bought 2k OXY stocks too. Upcoming May earnings report gonna be sweet. Crude oil paper market going to get correction as spot crude sells with much higher price. Countries like Ireland and Australia are facing rationing gasoline. Oil Tankers already have lag by refilling which makes crude more expensive ir near future.

FreeHelthcareforall

Dumb move I sold my VOO at 596. Had it for years I was up 25% and I figured Microsoft is gonna drag it down in the war would keep having negative effects . But it only lasted a few days. I got lots of cash so I’ve just been selling out of the money PUTs like INTC, MRVL, MS, OXY. APPL, TSM, SOXL

wrongrobertpatrick

Don’t worry about OXY and XOM bulls — it’s just a fake out

zonk84

I have no idea on OXY going forward, but it goes into one of my "dumber" ideas.... I ditched it about a year and a half ago after holding it for 2-2.5 years. I'm well aware - or at least, at the time - thought I was aware of how perilous oil/energy stocks are. Why did I buy? Of course -- because Warren/Berkshire were loading in.... it was a pure "template" against a trusted investor. I'll never do that again... Don't get me wrong - the Oracle of Omaha is still a god to me, but chasing/patterning? Not for me. So, I gave up and exited. Not a disaster by any stretch - I didn't lose much and pretty much followed his pattern of "under 60". Looking it up? overall/average cost basis of 59. I sold around 56. And today? I see it's at 56. I always record - separate, in a simple XLS - "why I bought", "what I expect", and while I'm a pure buy-and-hold guy, "what I learned". My sheet says: "I'm going to see how well 'patterning' works. WB likes it under 60 and I'm willing to wait, so let's see" and "I expect it to sector out-perform because the oracle knows." and finally, "DO YOUR OWN HOMEWORK!!! Stop trying to cheat off someone else who probably has a different aim than you."

wrongrobertpatrick

Idk why OXY is green today but no complaints here

1UpUrBum

NESR , BTE OXY is losing it USO Is still fine. There's threats of turning the Red Sea into a war zone which voids insurance. PSX Is at it's last chance hold out. If it breaks 157 it's not looking good.

DiamondG331

I wouldn’t want to get stuck holding but at least OXY/PSX pay Q divs. Oil could easily spike back up again, but at the same time we haven’t yet begun to feel the effects of the trade restrictions. Takes couple months for the ships to make it to US from Middle East. Supply/demand will likely bring prices back up. I have some calls on SCO.

taplar

I still own some OXY.

zchw

I put my entire roth in OXY 0501C68

scrooplynooples

When Berkshire decides to finally make a move, everyone will stop and watch. They know what they’re doing. With the amount of capital they have on hand, they will be able to invest in massive companies in hilariously advantageous ways. It’s also important to know that at level of dry powder, they could deploy tens of billions, make a significant return on them, and still barely move their bottom line for a year. They’re waiting for opportunities that will pay for themselves multiple times over, like OXY in 2019. 10b for 100k preferred shares, which pay an 8% dividend.. berkshire has earned over $1b per year on dividends from their holding of oxy stock (preferred and common). When a company gets that large, the game changes, and don’t need to innovate and market to consumers. They’re in the business of buying businesses. They don’t need to beat Apple when they have over 5% of apple’s float (and this is after reducing their stake by 75%). With their holding of tbills, they make roughly $15b per year in interest.. from the US GOVERNMENT. Over 95% of the companies in the S&P 500 have market caps under $300b. Thats an insane thing to realize… Berkshire could buy Raytheon and still have enough money left over to possibly buy OpenAI or Stripe. In full. People who aren’t impressed with BRK’s returns don’t fully appreciate just how well-positioned they are. They’re a sleeping giant right now and rather than chasing massive, but risky, growth they’re looking for ways to soundly but surely invest in long term returns.

Apfelmoes_

I think Claude might be the bear of Ai models because I ran a bunch of stocks through it and it shits on basically everything except nvidia and Google. Gemini and gpt are way more optimistic. Like if I ask them about MP or OXY you get a sense they're pretty decent picks. If you ask Claude it'll say something like "SELL THIS OVERVALUED TRASH IMMEDIATELY"

ThatOneRedditBro

I sold the OXY top and it feels amazing. Been holding for 5 months now. 

JustOurSecret

OXY down 5% today. I don't get it. Strait is closed. Oil doesn't get through. Oil prices seems to go down?? What am I missing

Hellmale

I placed order for 100 OXY . It has better upside potential

VolcanicCupid69

Loaded up on. OXY June calls today knowing we should see a 5% swing the other way in a week or two :-)

Hellmale

Bought 100 OXY

haihaihaihaihaihai1

lol there was a dude who posted about buying OXY yesterday and the day before almost being smug about it ahah get shit on

Due-Chipmunk-1335

OXY was up 3.5% in overnight markets yesterday. i said I had 20% of my portfolio in it. i sold because i have a different trading style. but i recommended still holding it. i see it making new highs soon

Global-Layer6530

Yea but you also told people to buy OXY and look how that went

InevitableAd2436

What about OXY

JonRadian

Welcome to the Bought-OXY-Cuz-Buffet-and-Crying club!

Zigxy

I held cash over the weekend. Same same. Now I’m thinking about buying OXY. Is $58.49 a good entry point?

Remarkable-Fox-1429

3 DDs were on Point OXY, MO and ABAXX Whoever followed (not me , i am a pussy) won hard

cryptohomunculus

OXY $60 calls are paying by the end of this week

cryptohomunculus

OXY calls are cheap as hell & I am loading up

Revelati123

I bought 100k of OXY and all I got was rehab, wtf bro!

ub3rm3nsch

Equities, and particularly OXY, has not correlated well with the price of oil. The oil upswings are muted, while every downswing causes panic selling in OXY that doesn't recover.

FriedRice2682

Demand might go down, but as of right now the offer is still way insufficient. During the GFC, the oil demand only dropped by ~1-2% as Saudi Arabia ramped up production. We're very far away from oversupply. Also, you have to take into account that a big part of the crash was due to a liquidity crisis where hedgefund dumped their oil futures. Of course, if you're buying OXY right now, you already missed the train if the initial idea was to go long.

Catch_ME

I think you'll have time to see an off ramp. Just take profit when you can.  And I'm in the same boat with you but not for OXY but for XLE and XOM.  I'm betting on the economy slowing down and energy being expensive. 

Ahzmer

Man I love and hate OXY. It's undervalued if oil sustains high prices for multiple months more. But it just drops like a rock with oil price, and pumps mildly with oil price. That said, I have a big position in this, and various other similar picks. I think the shortages wont dissapear for many more months, and I don't want to sell when I think the stock is sorta undervalued. Different story if it pumps more from here.

CLAMACID

only thing i held over the weekend were OXY & VIX calls

PriorityVegetable795

Oil penny stocks just seem to all have issues. EONR, TPET, KOS, PROP (ew), WTI?, REI (almost no volume) Each of these have something going on with them and they also don't seem to track oil pricing. It seems to be manipulated also so that the big oil stocks (XOM, OXY, CVX) do well. I'm not well educated, just the experience from when Venezuela situation began, to now.

wrongrobertpatrick

All inverse semis, nbis, smci, Uvix And 1300 Shares of OXY LFG

TaoTeCha

I bought some OXY, VG, XOM Thursday and Friday. Had to do some very quick research because I'm not familiar with the sector but I figure it's only up from here. Even if a deal was made soon honestly

wrongrobertpatrick

It better be, bc I bought OXY near the damn top

Kik-stein9421

Let’s goooo spy puts and USO/OXY calls Yes I understand he is a terrible terrible man. I can’t stop him but I need money to help hedge against this inflationary system we live in. That will be all

Wolfgoatlife

My $OXY calls making me want to take oxycuntin. Found oil in Gulf of America (don't tell Trump I think it is Mexico) yet being dumped. PRAISE BE TO....!

InevitableAd2436

You realize how fucking stupid you sound right? You post an article from 3 weeks ago and believe there’s still some coordinated multi national effort to short oil futures when mass media headlines will do that for them just fine without the massive risk. The Japanese PM fucking walked back that statement anyways lmao I’ve owned BRK.B and OXY essentially as soft hedges the past few years without overpaying for puts. So no I’m not an oil permabull. But price always wins out. If the strait stays closed for months which is what the underlying bet actually is, then oil will go up (what a novel concept). Might make a few bucks in your paper trading account

InevitableAd2436

Optimistic view? You’re kidding right? lmao I started buying OXY after Buffett acquired oxychem That’s great that you’ve been trading oil cfds for a decade but you’re still naive if you believe bessent will personally be able to manipulate oil prices long term lmao. Price always wins out eventually.

InevitableAd2436

Headlines will move futures far more than any secret treasury manipulation. I do think they’re all lock step with each other more than ever. The government can’t fully control oil prices long term. The strait being disrupted is real and price will win eventually. I’m long OXY and XOM.

wrongrobertpatrick

Aggressively bought OXY,SLB, BKR, HAL, VG, XOM, MOS, NTR and CF because when you’re down 25K, what else are you gonna do? I doubled down because taco doesn’t matter I have the 403 457 for rational investing https://preview.redd.it/dzn582t1j2ug1.jpeg?width=1320&format=pjpg&auto=webp&s=9cd84f055b2fa227545d6350e7379b8d86f035de 2k going in tmrw

wrongrobertpatrick

Oil: OXY, VG, SLB, BKR, XOM Fertilizer: NTR, CF, IPI, MOS

Traditional-Koala927

OXY ran five percent today but SPY was more exciting to watch even though OXY is SPY. I hate my life

wrongrobertpatrick

https://preview.redd.it/k5knygflq0ug1.png?width=2120&format=png&auto=webp&s=957d247907ce889367569c58e09fb58d775cbc8c bought OXY after hours yesterday

wrongrobertpatrick

It’s not too late— buy OXY

Due-Chipmunk-1335

very good so far. time to sell everything. bought some OXY this morning, will sell that too if it doesnt end at least flat today

Background-Cat6454

I think OXY is a buy here.

CMDR_Shepard96

Maybe those OXY 65/80 Bull spreads weren't the best idea after all

Postmodern_Pastiche

i closed the XOM OXY and VG calls i bought last week at 10:30 this morning for around 70% profit, so at least i got that going for me

sourskittlesfan

but /u/ub3rm3nsch kept telling us to only buy back below his S&P 500 sell price below 20% ATH and we will make huge bank on OXY calls!

Aggravating-Zone8489

I'm not an experienced trader by any means, I don't read charts or involve myself with LAME BEHAVIOR, but instead I deeply involve myself in human psychology, incentive structures and history instead because I'm unironically autistic like the rest of you tards (except the ones of you who larp). Built a whole portfolio around the thesis that this war escalates while the rest of you keep buying peace dips like goldfish with 15 second memory. OXY up 26%. Bought before the war. Turns out watching troop buildups is pretty useful. CF Industries. The play nobody is talking about. 30% of global fertilizer goes through Hormuz. Strait closed. It's planting season. There's no strategic fertilizer reserve. That damage is done. Your grocery bill is going up into 2027 and no peace deal fixes it. Equinor. If Houthis close Bab al-Mandeb too then Europe loses both shipping routes and Norway becomes their entire energy supply. Already happening. Leonardo. Europe rearming. NATO 5% GDP. Germany dropping €500B. US munitions depleted. This doesn't reverse on a ceasefire. Gold. Because obviously. "MUUHHHH the peace deal!" Yeah. 749 insiders sold $19B in stock this month. Zero buys. Kept only oil. Someone dumped $580M in oil futures 15 minutes before Trump's last peace announcement. The TACO trade. Trump Always Chickens Out. But sure, this time the deal is real. Just like the last four deadlines were real. CNN says a deal is expected tonight and Trump said a deal was made WITH PAKISTAN(?!). The IRGC says all restraint has been removed and they'll deprive America of oil for years. I know which one I'm believing. Sources for it included here: [https://kenoma.substack.com/p/the-biggest-heist-in-history-is-happening](https://kenoma.substack.com/p/the-biggest-heist-in-history-is-happening)

callsonreddit

OXY -9% hmm..

Top_Signature4068

So randomly I also bought really cheap deep OTM puts on OXY last week 4/10 DTE at 59 strike price, 10 contracts. At close they were worth like .25 cents each. Wonder what % gain I’ll be looking at in the morning on those if the dump holds..it’s legit down like 10% rn

Due-Chipmunk-1335

i urge everyone. buy OXY right now!

Due-Chipmunk-1335

now is a good time to buy OXY and oil. flash crash as anticipated. expect it to reach all time highs by next week

Jagged_Tide

Thanks for confirming my XOM and OXY calls will print, you’re real af

Due-Chipmunk-1335

we're getting a ceasefire (it'll eventually be broken, so who cares). i urge everyone to buy more oil and OXY stock tomorrow. I expect oil to explode by monday

Express_Painter_450

Anyone know why OXY stock is dropping and not rising if oil keeps going up?

Alimakakos

LMT, chevron, OXY, yeah there will be green candles

Due-Chipmunk-1335

there could be a flash crash in oil due to a fake ceasefire. but i would def buy more OXY as soon as tmrw; i see it going up between 5 and 10% over the next 2 weeks

Due-Chipmunk-1335

oil is not done climbing. its following the same chart as google. expected to peak within the next 2 weeks. not is a good time to buy OXY

Jagged_Tide

I literally had my two $100 call picks for the day, long OXY or 1WTE UNH… guess which one I went for… guess which one is worth $1500 right now

dogs_eatmyflagging

will a TACO Tuesday and complete de-escalation drive up OXY price? yeah I fricked up

Aware-Teacher5389

Damn, OXY about to turn green

Consistent_Panda5891

OXY is just profit taking, as Brent is pretty high rn. Nvidia is because they know the dump is coming, after all see how it pumps 1% in 1/4volume just to increase artificially so they dump it on bagholders. Check Vix, did not go below 23 any day of this week or even previous despite all green days. If you are bullish deserves to be cooked with all data available there is

ub3rm3nsch

I have cash, OXY calls and old shares and LEAPS not related. Actually, my Microsoft shares would stand to gain. Are you suggesting, though, that the actual facts shouldn't be shared?

hegorachi2

HEY HOW COME MY USO and OXY stock PRICE DIDNT MOON!!

SlfImpr

Buffet bought OXY stock so I bought it and sat on it at $45 for months and it was stuck between $43-46. Eventually I got tired and sold it. Now it is $63!

genjky

Based Buffett with the OXY call 15 months early

playstationjeans

CF (CF Industries) COP (ConocoPhillips) DHT (DHT Holdings) FRO (Frontline Plc) GLNG (Golar LNG Ltd) INSW (International Seaways) LNG (Cheniere Energy) OXY (Occidental Petroleum) TNK (Teekay Tankers) VET (Vermilion Energy)

IdratherBhiking1

Getting ahead of the cycle is what I try to do and see you getting at OP, thoughtful. I think recession is just a quarter or two away (will show up partially in this next quarter, fully in the following on earnings calls). I think utilities have already started their move… What do you think about this? I think housing and adjacent companies are bottoming and have been beaten down…. Ex- I stopped buying OXY last June and that trade just played out…. Very well. If I want to get ahead of the market, I get into real estate and adjacent asset classes now. Wait 8 months and the market will be starting to price in rate cuts (1 year out). I may miss an inflationary bump to consumer staples…. Getting into housing could be a more profitable move. DCA into the RH? Just thinking. Like the foresight regardless OP. 👍

No_Stand5622

Going to add my 10 shares of OXY on my dating profile

let-it-rain-sunshine

My play is to buy BRK-B when I feel like shit has hit the fan, of which OXY is a part of.

MeasurementSecure566

OXY

MeasurementSecure566

2 decades is probably too long. 3-5 years is probably the the duration of an optimal hold. OXY

_SirShackleton_

For pure gas plays I tend to invest in quality leaders like EQT. They are not cheap tho unfortunately. If you want an underdog have a look at Harbour Energy Plc, great gas assets in NorthSea and super low lifting costs in the british/norwegian coast shelf. They recently acquired longlife oil assets from LLOG in the Gulf of Mexico so they have assets in multiple markets opening arbitrage options. FCF will be insane. Coterra is a nice mixed play in my opinion. They will merge with Devon and have a decent amount of gas in their future portfolio. Long term LNG deals with UK linked to TTF pricing. Personally i hold CVX, DVN, EOG and OXY.

Grey-59throwaway

Calls on OXY?

MeasurementSecure566

my vehicle is OXY. in my view, they are a leveraged oil bet, without the risk of me getting liquidated :)