Reddit Posts
10 calls for XOM. I am going to drop the gas price!
$XOM =ER 2-2-24 Houthis KILLED- through Syrian / Iran compatriots, THE FIRST 3 American Soldiers in this Middle East Conflict.
flowr kidz art + ticker $XOM = Earnings this Friday 2-2-24 B4Bell. Three Fellow Service Americans Dead. Red Sea Ruckus/Disaster.
It's been quite the six figure (several) ride down over the past year. No one tells you it gets faster as you get closer to zero. Inherited
Been quite the 6 figure (several) ride down this year. No one tells you it goes faster as you get closer to zero
Sell any of these or hold all for the next 40 years?
What are your best and worst performers in the energy sector?
My Israel-Hamas conflict play: $PBR "Hey dummy, you're looking at the wrong continent."
ExxonMobil ($XOM) announces merger with Pioneer Natural Resources ($PXD) in an all-stock transaction
TIL that energy stocks are actually war stocks!
Exxon in advanced talks for $60 billion acquisition of Pioneer, sources say
Criticize my buying puts till assignment then selling covered calls strategy?
QIND stock could skyrocket in the Next 3 Months.
Here's why oil has gone down for the past year, despite OPEC cuts and so many factors, and why people calling $100+/barrel got it so wrong.
Oil Giant ExxonMobil (XOM) is Investing in this EV Metal
Oil Giant ExxonMobil ($XOM) is Investing in this EV Metal
Oil Giant ExxonMobil (XOM) is Investing in this EV Metal
Oil Giant ExxonMobil ($XOM) is Investing in this EV Metal
How do we feel about going long on oil?!? BP,XOM, CVX, SHEL maybe even OXY
2023-05-04 Wrinkle Brain Plays - In the style of Austin Powers
AMZN & XOM…any chance these print? I inversed my initial instinct, which means I prob should have inversed the inverse.
How are you playing earnings this week ? And how I’m going undefeated on earnings this week
Summary of recent news, and the impact on U.S. stocks
Summary of recent news, and the impact on U.S. stocks
Started a few months ago, and so far it's not so bad. I tried to pick some other stocks like AXP, BAC and XOM. Which stocks you guys think would be more suitable for my portfolio??
Guyana aims to reclaim, offer 20% of huge Exxon-led oil block - Reuters (NYSE:XOM)
Exxon weighs widening Guyana exploration effort - report (NYSE:XOM)
Anyone feel like this when they gettin' gas? Ironically I own XOM stock
Hot Stocks: LYFT, CNXN plunge on earnings; LGF.A climbs; XOM hits 52-week high
2023-02-13 Wrinkle-brain Plays (Mathematically derived options plays)
Oil stocks continue to rally even as oil prices go down
On Feb 4 - Jim Cramer recommended to buy oil stocks when Exxon Mobil (XOM) was trading at $111. Do you think the XOM price will go down, and bet you can beat Cramer? Comment your price targets now. Winner/s will get 200 bonus points on the participation rankings!
Getting Hammered Now but Will be Great in Three Years!
Wednesday, Feb 01, FOMC Meeting & Earnings: A Lot of Bearish Sentiments On The Streets. (SPY/SPX)
Apple and Amazon Earnings, a Federal Reserve Decision, January Jobs Data, and More for Investors to Watch This Week
Exxon confirms fifth oil production project in Guyana, considering more blocks (NYSE:XOM)
Can anyone ELI5 why oil prices have collapsed but oil-related companies are still surging?
XOM: Perfection is not in perpetuity
Last trade of 2022, $16k what to buy and hold? $googl
Exxon Lifts Share Buyback to $50 Billion After Record Profit. Great year for XOM, but can its success last?
Need advise: Selling almost ATM Call LEAPS for high premiums
$XOM YOLO, bought these Friday before close will update.
🔥 with XOM puts. Cashed out and looking to get back in again 💁🏻♂️
Shorting GAS Stocks $XOM. Machine Learning Predicts downturn
Midday Update: locked in NVDA puts gainz.. still holding XOM puts 👙 thong strong!
NVDA and XOM puts update 15Nov: The burn is better than working on a ThighMaster 😭
Commodity prices as recession leading indicators
Mentions
USO is a commodity based ETF that tracks the current months contract for a barrel of oil. It closely follows the price of oil over a week or month. Daily differences can occur but are usually smoothed out over several days. XOM is a diversified energy company. Its stock price is largely driven by future earnings expectations of its diversified business which includes refining, extraction and distribution of natural gas and oil products. Its correlation to the daily price of oil is fa from exact.
I think this is a classic geo-driven short-term move. There is still strong support for oil, but stocks like XOM are not oil amplifiers. Oil prices are still the main role next week, the energy sector is worth paying attention to, so the operation needs to be cautious profit
XOM is forever. CVX is forever. oil is forever as far as my and the next 3 generation lifetimes goes
Even if the strait opens, I’m hearing 40% of ME infrastructure is toast with many months eve years to replace. Just lost more in last 24hrs and long weekend. I guess part what I’m asking is if oil price continues to rise will XOM rise with it? And also is USO a better position if the price of oil keeps rising.
APA looks better then XOM in my opinion but the real problem will be multiple companies and countries using force majeure. Apache has used it in the past but its my belief that APA is is much more likely to double then XOM so if I did it over again I would pick APA since it also has natural gas. I just went with CVX and XOM bc they are the largest. No longer hold any Chevron.
Internet/Social Media investors are not generally interested in the easy money. This distinguishes them from people like Buffet or old school retail investors who just say OK there is an oil war in the Middle East I will buy oil stocks. Social Media people will do nothing or buy puts, based on the correct assumption that oil prices will decline at some point. But when? These people also don't touch things like WBD at $20 during a bidding war or NFLX below $100 today. These are just boring money making trades, but not real conversation starters. Long XOM XLU AMLP SFL April/May calls on OILK Puts on JETS
Believe it or not Saudi Arabia calls 🤣 Saudi Aramco is basically the largest oil company in the world, and they have been still producing, take a look at the XOM chart. When things settle down Saudi market is going to moon.
Looking at historical prices, during the roughly 9-year period from early 2000 to end 2008, the total gains for some of these companies were: • ~614% (adj close Jan-00: 4.87, Dec-08: 34.76) for OXY • ~144% (adj close Jan-00: 17.14, Dec-08: 41.80) for XOM • ~135% (adj close Jan-00: 15.72, Dec-08: 36.89) for CVX • ~25% (adj close Jan-00: 17.40, Dec-08: 21.75) for SHEL These are still way off from your numbers. The large variances in performance also suggest that investing blindly in oil companies does not work and instead you'd have to invest in good companies that happen to be dealing with oil. Back then, you'd have made a healthy 24.4% YoY gain with OXY or a pretty lackluster 2.5% YoY gain with SHEL.
Looking at the charts, during the 9-year period from early 2000 to end 2008, the gain was around: • ~614% (adj close Jan-00: 4.87, Dec-08: 34.76) for OXY • ~144% (adj close Jan-00: 17.14, Dec-08: 41.80) for XOM • ~135% (adj close Jan-00: 15.72, Dec-08: 36.89) for CVX • ~25% (adj close Jan-00: 17.40, Dec-08: 21.75) for SHEL These are still way off from your numbers. The large variances in gains also suggest that investing blindly in oil companies does not work and instead you'd have to invest in good companies that happens to be dealing with oil. Back then, you'd have made a healthy 24.4% YoY gain with OXY or a pretty lackluster 2.5% YoY gain with SHEL.
OP. I agree with you, but I wouldn’t add any new positions here. However, YOU ALWAYS want to have some exposure to energy, whether your talking pipelines like $ENB or producers like $XOM or $CVX. They’ve got a fortress of cash and only increase their buybacks and dividends as time goes on.
Gotta see how May earnings + guidance play out. If oil is still elevated in the future and XOM FCF per share goes up, the street will rerate the stock on the new P/E an it will trade higher. As of right now they are trading at a premium already. From what I’ve read there can be some divergence until the oil companies post earnings.
Futures traders are currently banking on oil remaining high over the next two months and much lower in around eight months. The only way for XOM, CVX, SHEL, and so forth to continue increasing is for the price of oil in those the longer-dated futures contracts to also rise.
I find it really weird on Friday that we were down like -1.5% then when the market open we just pump hard. What the most weird thing is oil stock like OXY/XOM they both go down while oil keep pumping 🤔 Wouldn't surprise me we somehow pump again money ever if we got very bad news on the weekend.
Same but XOM and NAT, catalyst?
Will XOM go up like USO will ??
I'm mainly very boring and buy index funds with whatever free cash I have on hand, but my biggest individual trade successes were buying large XOM, JPM and STOR positions during pandemic lows. Although not technically an investment, I'd say refinancing two properties at <3% was a major break as well.
Buddy you’re asking about buying XOM. You’re not gonna get a non globalist perspective with a multinational corporation regarding the most important resource in the world.
Hilarious that XOM looks like an inversed SPY
XOM isn't a forever stock but probably fine for several or many months if oil stays over $85-90. Same disclaimers: Nfa. Dyor. Not a holder.
if you’re calling yourself conservative, trying to time geopolitics is probably the wrong game. oil spikes on fear and drops just as fast when narratives shift, so dumping in 5–10 days vs holding months is basically a macro bet, not conservative investing, names like XOM are already built to ride cycles, they generate cash, pay dividends, and don’t need perfect oil prices to survive. a more conservative approach is trimming instead of all-in/all-out, lock some profits if you’re uncomfortable but keep exposure in case the situation drags longer than expected, also worth remembering a lot of the “bad news” gets priced in fast, so reacting late usually hurts more than helps if holding it is making you uneasy, size is probably too big, not necessarily the stock itself
I think it depends much of a long game you were intending. I considered starting a position a couple of weeks ago to hedge my red but typically I don't think it's the best cause it would suck if my other stocks didn't rebound lol Nonetheless looking at some trends and how XOM at least is positioning to being more cost effecirent, a potential 30% dip on peace news would still be worth it in 4 or so years if XOM continues at even it's pre war trajectory. https://www.reuters.com/business/energy/exxon-forecasts-higher-earnings-growth-through-2030-2025-12-09/#:~:text=Artificial%20intelligence%20is%20being%20used,Alexander%20Smith%20and%20David%20Gregorio Nfa. Dyor. Not a holder.
What are the chances XOM goes up over the weekend
Oil up 10% but not really moving the energy stocks at all. Don’t get it. CVX & XOM just flatlined all day after an initial bump & then quick retrace.
It depends how long you were in the trade for. As an example, I sold an IC on XOM on a big green day for a 1.05 credit with 30 DTE. Two days later I was able to close it out for 0.50. I’m not gonna wait another 28 days to capture the remaining credit. I sold on vol expansion and bought to close when vol contracted.
US oil companies have been loving it. XOM is up 30%+ YTD
Maybe! I am just bitter that I didn’t buy $USO yesterday. Bought $XOM instead thinking that they’d continue to trade in tandem 🥲
Me watching XOM go down as oil goes up 10%
Bring on the dancing horses. I'm loaded up in XOM, XOP, and XOE.
This all makes NO sense. I’ve not seen anyone with a good explanation. And other oil stocks like $XOM, etc have somehow become untethered from the price of oil and went down today
Does anyone know why $USO was up so much today but stocks like $XOM and $OXY were down?
Bought some XOM 4/10 calls. The silence is making me nervous...
Taking this second chance to sell some longs. Staying long on AAPL. Reloading shorts and XOM/CVX.
XOM red today is crazy
Wha yall think about a 167 XOM call for 4/10? Oil has mooned like 5/6 weekends AH
XOM down 10% on the day for some reason
Oil is up 12%. Let me see how much my XOM calls are up today.
WTI is up like crazy but wo weird that OXY and XOM is down
XOM red. Make that make sense:
still think buying XOM and BP calls was the right choice but wish I had waited until now to do so instead of 45 minutes ago.
Thanks for the XOM and VG discount
XOM and SOXS calls
I remember seeing that regards response to your post, I also know how the oil and war machine worked, Up 2700$ across XOM,COP,LMT, and a couple others. If I had more capital upfront, i could have just worked the pile between connoco and Exxon the last few weeks and rode them up until a bit ago
Genuine question cuz I’m stupid but I guessed a US manufacturer gets oil from XOM or the other US companies so they can’t declare force majeure since it wouldn’t technically count as impossible to get oil - if I’m wrong then isn’t it a lot worse than I thought?
Bought some XOM calls yesterday that just made back all my loses
Oil up BIGLY very bullish for XOM
XOM gonna rip or what?
People are aware, not just in this sub. The price of everything that travels through the strait will skyrocket and yes a lot of companies will eat it but they have already likely hedged enough against this probability. The futures market exists to allow companies, farmers etc…to either hedge or get paid in advance for a product to be delivered later. Long $OXY, $XOM, $XOMO (weekly pay YieldMax ETF based on $XOM and $MOS (Brazilian fertilizer with upside in rare earth mining). Thesis for $XOM and $XOMO is rising oil prices will offset disruptions and their LNG plant in Wyoming produces ~20% of helium in the world while Qatar LNG plant had 30% of supply taken off-line and thats used in etching in semiconductors. Most exposed are TSM and SK Hynix and Samsung in memory since 65% of their helium comes from the Middle East. I was considering shorting semis and still might. $OXY has ~15% of exposure to the Middle East but its concentration in US shale will give it room to go vertical soon. $MOS is simply a Brazilian fertiliser play whose previous earnings were due to one time costs and sulphur issues but with ~30% of fertiliser passing through the Strait, the price will skyrocket and its low valuation trading at a PE of about ~14 compared to industry average of 19 it seemed like a good choice since it has zero exposure to the Middle East. Also, joint venture with a mining company may yield huge dividends in rare earth metals by 2030 meaning that it may be a candidate for a longer term hold as a hedge since China currently does almost all rare earth minerals mining and building out mining and processing for these materials. Without them no EVs, semiconductor shortage, etc…
The play was XOM all along. Welcome back George W. Bush
The only possible action in this situation is to make money and walk off into the sunset with the gun loaded and the suitcase shut. OILK XLU QID XOM Short JETS
I should have got USO calls instead of XOM
So, XOM is the new GME?
What makes it a better option over something like CVX or XOM?
How does XOM drop 5% today? How was that even possible?
I bought 100 shares of XOM and 100 shares of SPXS before close Knew the domestic market was getting rugged
Buy oil from XOM CVX BABY
I have XOM calls which took a serious beating today… but not enough to invalidate my thesis on the current macro so I’m going to hold
They’re massacring my boy XOM
lol XOM almost to where it was before all this Iran shit.
I'm sitting on 4/24 calls for XOM. Debating on buying more at lower strikes. Oil fading right now just doesn't make much sense. I do wish I waited for open today to buy them. Oh well.
I’m going to collect the premium for the out I sold on SPY and the call I sold on XOM and call it a day. Fuk this shit.
XOM and CVX sold off. CVX started yesterday and I was watching XOM lagging so I had a feeling but the news is so ghey you don’t know what to think.
This take lines up pretty closely with what I’ve been trading on for the last three weeks. Positions: OXY Jun $65 calls (7), OXY Jun $70 calls (3), XOM Jun $180 calls (3). Started with about $4,700 deployed across all entries. Account is sitting around $25k with $1,200+ already realized from trimming into strength along the way. The pattern has been consistent. Trump posts about progress on Truth Social, oil dips, Iran denies within hours, oil recovers. I’ve sold into the pumps at progressively higher prices ($4.50, $5.58, $6.54) and bought back on the dips. Iran’s parliament speaker Ghalibaf has literally been posting on social media calling Trump’s posts “fake news used to manipulate financial and oil markets” and telling people to do the opposite. He’s been right every time. Today was the biggest test. Pezeshkian said Iran was “prepared to end the war” and OXY fell from $67.50 to $63 in about 30 minutes. I added 4 more contracts between $4.00 and $4.25 while it was dropping. An hour later Iran’s FM confirmed they’re not negotiating. Recovered most of the drop by close. The detail people missed today: while the market was celebrating ceasefire hopes, Iran’s parliament quietly approved formal toll legislation for the Strait of Hormuz. You don’t codify toll laws if you’re planning to hand the waterway back unconditionally. Futures curve tells the same story. June delivery is at $100, doesn’t get to the $80s until August, and doesn’t see $70 until 2031. Even if the war ends tomorrow, the supply disruption takes months to unwind. Qatar said Ras Laffan alone needs years to fully repair. 79 days left on all my contracts. Thesis is intact.
This is the article I needed now that I’m bag holding XOM calls
I want my XOM puts to print
But how reliable is this latest report? And who exactly in Iran says they’re open to negotiations? Or is it just a planted story? Tho will say that both CVX & XOM had had huge moves even before the move on Iran started.
U ain’t kidding. I just checked in on CVX & XOM about 15 minutes ago & they’d both fallen right off a cliff from just about 30 minutes before that. Maybe some repositioning at the end of the 1st-quarter? But looks kinda fishy without any news.
God damn my XOM 167.5 puts that were deeply fucked just PRINTED
man i fucking knew to short XOM, and i missed the big move. Fuck
I feel pretty safe in my XOM 180 4/24 calls. I still don't understand why there isn't more movement from oil today. Houthis are threatening the Red Sea and Trump is talking about just leaving the Strait closed.
Spending billions and starting a war to pump XOM, classic
Honestly selling puts on XOM and generating premium wouldn’t be unreasonable. Worst case scenario you get assigned, this all goes back to normal, and you’re just holding a blue chip Dino stock. I went long XOM. USO tracks futures and is more volatile and forward looking.
Really? Right in front of my XOM calls?!
XOM, BRKB, and gold all did well
XOM puts 3 months out from now is diabolical
XOM puts? Lmao you saw the short interest piling up and went for it without a clue didn’t you.
my dude XOM is posting consistent ATHs throw in the towel
Hmm if you’re trading on American exchanges (unlikely) I’d say anything oil, my guess is small caps will have biggest upside but even way overvalued stuff like XOM is going to continue to make big moves this week. The question is will it precede or proceed a pullback tomorrow?
I mean XOM could have been both looking at its 3M trend, earnings and the Tacometer, but Visa...WTF is this play?
I’ve come back from being down this much on options. I have more faith in XOM than Visa
im with you, USO call up, XOM, VG, GUSH down. hao sway
Was that the top for XOM?
Because it is unusual for oil companies to not follow the direction of oil futures. I've been trading these since before this war even began. Certain ones have more correlation (like OXY) and some less (XOM, CVX) but there's absolutely no fucking reason they should be red or barely green today after pumping 2-3% on open
I just moved into XOM....so the war will end tomorrow...
CVX and XOM should be going the other way.
I just dumped a bunch of XOM I've owned since $42. Yeah boyyyyy!
Its also in the interest of oil companies and defense contractors like Boeing. Look at XOM stock for example.
Can we short tf out of CVX XOM OXY bring all these fks down for ONE week ?
For how long r u planning to hold the the situation could flip any moment I sold my XOM today
Fed rate cut pause + oil at $115 is the actual bear thesis that doesn't get enough attention. Historically when energy spike is supply-driven (Hormuz) rather than demand-driven, the Fed can't cut without risking entrenching inflation. That's the stagflation trap. 1970s playbook not 2020. Insider buying in energy names (XOM, CVX execs accumulating over last 3 weeks per SEC disclosures) vs insider selling in tech suggests smart money sees the energy shock as prolonged not transient. Futures contango through 2027 says the same. Bullish energy/defense. Cautious on rate-sensitive tech until Hormuz fully reopens.
The energy sector positioning is the tell here. In the weeks before the Hormuz closure, defense and energy insider buying was already elevated — XOM, CVX, RTX execs were accumulating, not distributing. SEC disclosures were public. The market is pricing a short-duration shock. WTI contango steep through 2027 suggests futures markets see prolonged disruption, not a quick resolution. A 15-point list being mostly agreed doesn't move oil futures much if the structural Hormuz risk stays unresolved. The asymmetric trade isn't betting on a deal; it's watching what energy insiders do in the next 48 hours. If they start selling, the market is right to rally. If accumulation continues, futures are pricing this more accurately than equities.
XOM shot up so fast my limit buy never had a chance.