XOM

Tay_Tay86

I think those are all reasonable. I actually kind of wish I had gone for XOM because it gets exposure to distilled products which is why it's performing so well. They should print money as long as the crack spreads are up imo. I chose uso because I think it is specifically where the spr is pushing prices down. I think should the spr program halt wti would go back to being controlled only by the market and no longer even have the possibility of an intervention. Nature would take it's course That said I think UGA is a very interesting idea if you want to stay on the products side, but it's kind of illiquid. Using BNO to go after a Brent I think could be better than uso. But here's what I think is interesting. Did you know that Brent/uso as a chart have a pretty steady relationship? For pretty much all of their history Brent takes bigger moves and is worth more. There was a few days during the peak war where that relationship reversed. It was very brief and they started the spr releases not long after. What happens if it happens again and sticks? I have no idea. But it's interesting to me. USO BNO and XOM are the 3 I considered. Uso I chose because of that idea above and it's strong liquidity. A lot of energy financial products are illiquid and I don't want to get skewered with poor market conditions.

BlatantPlatitude

Could you explain more why you chose long dated OTM calls on USO instead of another options strategy such as rolling weekly ITM high delta calls, and on BNO or UCO or specific companies like MPC, OXY, XOM, etc?

dabudda

its best to start with volatile stocks that you believe in the long term. it could be NVDA, ADM, TESLA, XOM, NEM I think my first option was google and then 2nd was intel. and I'd not focus too much on strategy, it will come later after you're sure about the direction you're going. find one stock and buy 100 shares and start selling short duration calls for couple of weeks. you'll learn more buy watching and doing than reading comments. (you'll learn from comments but its like learning to swim by reading instructions. but once you know how to swim, come back to text and you can learn how to do it better)

ercanbas

XOM

Full_Cash6140

XOM up another 3.50 and you guys are losing money.... Sad. Easiest market.

cheeseontop7

Oil and gas. SU, XOM, CVX, VG

Revolutionary_Ad2527

Tomorrow probably : Money probably rotates more into healthcare. LLY, ABBV, JNJ, XOM, cvx, ko, wmt, Costco. That fits Tuesday’s leadership, Korea opening with Samsung around 7.6 % and SK Hynix around -9.6% and Brent still near 92 tonight. Futures flat. At the open, I’d expect memory and semis to get hit the hardest, while healthcare, energy, and staples hold up better. By midday, the selling could start to cool off, and later in the day we may see some money move back into big tech. just probably not back into memory yet. 🤞🏼🤞🏼🤞🏼

Full_Cash6140

you guys could have bought XOM with a fortress balance sheet and massively underpriced earnings and cheap vol you would make for months on end. instead you chase literal garbage like TSLA and SPCX and other AI junk a lot of which doesn't even turn a profit.

gn842a

I bought oil major stocks during the covid crash. For example XOM was at about $38 a share. I thought well there sure are a lot of cars out there maybe this is an exaggerated valuation. At the time the dividends on the oils were in the range of 8 to 9%. Where can you get a coupon like that? I also figured, went oil prices were low, that this was bad news for the Middle East oil producers. Their economies are basically nothing else. I figured some kind of hell would break loose so going long on oil company shares was my way of shorting the Middle East. I didn't think at the time that the orange president would be the one causing all hell to break loose but it's been profitable either way. I have more shares now than when I bought in because these companies are good at generating dividend babies. The shares buy more shares. The baby shares quickly grow up and they too buy more shares. I would say it's a pretty good deal and even though I will be sad if share prices fall I'm not inclined to liquidate the position. Once or twice during the covid period the stocks reached what looked like the high to me so I sold them and when they went back down I bought back in. But lately I'm just clipping coupons. I felt guilty about all this oil investment so I thought well maybe I should do some kind of battery related thing. I can't stand musk so TSLA was out of the question. But Panasonic knows a thing or two about batteries so I bought pcrhy at $7 a share. It was kind of a guilt purchase but it has worked out well. Panasonic share dividends are taxed by the Japanese government. You can get that taken off your US taxes but not if your Panasonic stocks are in a Roth. So if you decide to buy Panasonic just buy the shares in a regular investment account.

Full_Cash6140

XOM up 1% during market hours after down 1% in premarket. That's more like it.

Full_Cash6140

XOM down 1% in premarket yet again. Makes total sense

jacksmeoffski

XOM and UPS and TGT and Walmart have their earnings this week

RandomRocketScience

As someone who has played oil futures (and lost), IMO dont go with direct oil exposure like USO, BNO or futures. Go with oil companies, they are the way safer play if you think oil prices will be higher for longer. You won't need that spike to 150 to make you profitable, and if you are wrong you can collect some juicy dividends, at least. CVX and FANG are the two I keep on wheeling, XOM and COP seemed to underperform, so I've gotten rid of those.

Prestigious_Rod6969

XOM announcing acquisition...

DynoJoe27

SOFI, XOM , CVX. Imma boomer

cohortq

For XOM

IVulnicura

My old faithful is XOM but i missed the earnings.

SteakEater137

War back on, 5x the quarterly earnings, elevated oil and refined product prices for the foreseeable future...and CVX is at the price it was at the start of the war on March 2nd. Same with XOM. Oh yeah, insiders massively got tipped off about this war before it happened lmao

SteakEater137

CVX, XOM, COP, DVN for example

thewaterb0yyyy

Algos sold off CVX and XOM bc Orange face said they’re “making too much money” now I’ve finally seen it all 🤡

Sufficient_Habit5091

>‘Making too much money’: Trump blasts XOM, CVX profits. 🤣 Bro where were you during the fracking boom or when oil was negative and they were crushed by SPY.

throw_keeb

You forgot the part where mango said CVX and XOM are making too much money and their stock prices subsequently fell.

AwakenedBeast616

IV on it is retarded because everyone is looking at USO calls Get XOM or another oil stonk instead

SteakEater137

**“Chevron, too much money. ExxonMobil, too much money,” Trump said. “They’re going to give some of that back to the public and they better cut the retail price, the consumer price.”** Trump look out! There's a communist in the mirror! Also look at the 2:16EST selloff the algos did on CVX and XOM as soon as he said this. Amazing the amount of influence he has on these bots lol

Few_Reach951

So we’re thinking $XOM? Nice

notreallydeep

>"is the market cap low enough that this company can grow significantly" Meanwhile the 10 largest market cap companies over the past decade: AAPL: 1,100%, 28% CAGR GOOG: 900%, 26% CAGR MSFT: 750%, 24% CAGR BRK: 300%, 15% CAGR XOM: 100%, ~11% CAGR with dividends AMZN: 800%, 25% CAGR META: 470%, 19% CAGR JNJ: 160%, ~12.5% CAGR with dividends JPM: 500%, ~22% CAGR with dividends WFC: 75%, ~9% CAGR with dividends

InvisibleEar

Nooooo XOM down because it costs money to make money. No repair only profit!

AJ_Grey

Big oil on deck this morning. CVX and XOM.

AJ_Grey

Tomorrows forecast: XOM and CVX earnings in the morning. Angry Trump tweets in the afternoon.

FunkyMonk100k

So I know we are high on semis today but I’m feeling CVX and XOM 1DTEs

HopperCrapper

XOM 160c

Moist-Guava-732

>***full port oil stocks tomorrow*** * XOP * XLE * XOM * PBR * CVX * OXY * DVN * SLB

octopus_serenader

Do we think oil earnings are already priced in for XOM etc?

neillson01

Loading up for the XOM earnings Shrek on Friday

SteakEater137

XOM, COP, and CVX are all below or close to their pre-war price even after everything that has happened. On no news. Going into earnings at the end of the week where they're been making bank off of elevated oil product prices for months. ....Market is high as a kite.

dataCollector42069

still up $900 on CVX and XOM just holding

SteakEater137

Why are the prices of integrated oil companies like CVX, XOM, and SHEL mostly pegged to oil future price when a shit ton of their revenue comes from refined products?

Mavnas

Ah, I got burned on XOM and BNO calls last time I was late to the party.p

vandalizethethief

By energy I mean oil companies and Brent crude not sustainable. Just wait for the earnings and guidance. Refiners: VLO MPC COP majors: CVX XOM FANG Others: FANG OXY I’d avoid generator creating companies like CAT who have seen a huge bump from generator sales/pre-sales

ap1618

I should've bought more XOM

RichardUkinsuch

320 million "phantom" FTDs due on XOM and earnings the same day, spicy.

SteakEater137

who knows? oil stocks like XOM and CVX are up today with oil being down too, which makes even less sense

dataCollector42069

Rate my boomer port. XOM, CVX, MSFT, PM, PEP, SNEX, NFLX (got in at 67), and IONQ

gopoohgo

Anyone else bagholding XOM? Do you think it approaches $176 or does it tank after TACO TACOs?

Upn8th

If you mean on performance, on the Dec-Mar run, OXY did not "rip harder" than crude. It actually lagged quite a bit. Also lagged SOC, USO, UCO and GUSH, while mildly beating XOM and CVX.

SteakEater137

Market is so stupid it's probably going to shit its pants when integrated oil companies (CVX, XOM, SHEL) have their quarterly earnings, even though it should be overwhelmingly obvious how much money theyve been making these last few months.

aronnax512

You may get another bite at the apple with Chevron, it could crack 200 if the conflict keeps going another week. Depending on how badly the gulf LNG facilies are damaged, XOM has some potential as a longer term play. Winter is coming, and XOM has a new LNG terminal in Texas (as a JV with QatarEnergy) that just began coming online (Golden Pass). It's already operating, but is expected to reach full capacity in 2027. Don't expect multi baggers from supermajors, but the downside risk is much lower than playing oil futures.

Longjumping-Mud-5852

XOM 🚀🚀🚀

RalphaDog

Which is the better oil bet XOM USO or BNO sept calls?

Puzzleheaded-Net-273

Yep, bought tons of XOM during Covid. Stock holder since 2009, dripping all shares. Sold all 706 shares at $166.69 this year and bought lots of MU and MSFT at bargain prices during a pullback. Recently purchased CVX instead of buying more of XOM back due to their great yeild and projected higher PT. I am addicted to owning the oils and oil service stocks I guess!

Rock_or_Rol

I put $800 into oil calls after seeing WSB cook some guy about getting XOM calls 😂 Always outregard the regards

Ceyenne18

According to OptionStrat, yesterday's flows: - Bullish by descending rank - MSTR, FCEL, DRAM, XOM, MRVL - Bearish by descending rank - TLT, DIA, HUT, PLTR, COIN

ElkQuiet1541

yes. CVX + XOM and VG (natural gas) 😊

AnselmoHatesFascists

Good question, hard to tell because of dividends. If I look at how VTI performed, it went up about 50% in that time, and I did slightly better than that overall with XOM because of continually buying when it was down.

AnselmoHatesFascists

I had XOM from the $80s back in 2018, held and bought more through the craziness of 2020 (that dip into the $30s was not fun) and sold for a huge gain in 2023. You realize why they say temperament is so crucial to investing, because it would have been so easy to panic and make the wrong decisions.

ShimmyxSham

Should of bought XOM calls

ShimmyxSham

You should buy calls in XOM with that last $990

ShimmyxSham

XOM calls before earnings on July 30th

dataCollector42069

hope my XOM and CVX prints

ElkQuiet1541

why XOM, CVX? if there is a new 5th. "peace deal" they will fall hard..

Clackamas_river

Cut your losses and go into something that moves. The worst thing you can do is stay in a bad trade. Get out. If you want safe buy XOM, CVX or JPM you will do much better. MSFT has zero chance of doubling any time soon.

paragonx29

I would be selling off a big chunk if that and putting it in "safer" stocks and funds: SCHD/XOM/COKE, etc..

ADynes

So your saying my XOM 200 calls for this Friday have a chance?

PoobliusFlavius

XOM up 3%

StophJS

Dang I held XOM over the weekend but I guess USO is what moves

Kaymish_

The exchange marks it down at open by the dividend amount on the ex date as compensation to people who buy the shares without the dividend. It is usually erased by price action. Eg. I buy a share of XOM and they pay a dividend of $0.12/share. On the morning of the ex dividend date the exchange will mark the share price down by $0.12 from $120.65 to $120.53 and then throughout the day as XOM shares trade it goes up $0.16 to end up at $120.69, so you've actually gained 4 cents in share price and 12 cents in dividend.

spilledonwhite

Buy RKLB 90c Jul 31 ? (pre earnings) Buy XOM 142c Aug 07 ? (post earnings) And hope to flip this week or next? Honestly I have no idea what I'm doing but yall have more experience and try really hard and still lose money so maybe I can just channel beginners luck.

Celticsmoneyline

Will Exxon XOM go up tomorrow?

terminalguy007

The Strait of Hormuz is the tightest chokepoint in global energy — roughly 20% of world oil supply and a third of all LNG passes through it. Historically, actual closures haven't held for long because Iran's own oil exports depend on the same passage, but even a credible threat reprices risk premiums fast. The 2019 tanker incidents sent Brent up 4-5% intraday before fading within a week once the posturing became clearer. The market sectors to watch: integrated majors (XOM, CVX) and tanker operators (STNG, FRO) get a bid immediately. Refiners are mixed — higher crude input costs squeeze margins unless they can pass through. Defense names get a look too. The broader index reaction depends on how bond yields move; oil shocks that bleed into CPI expectations can reprice rate cut timelines and that hits multiples across the board harder than the direct energy exposure. The key question is duration intent vs. tactical posture. Iran has issued Hormuz closure threats roughly a dozen times since 2008 without following through on a sustained basis, largely because it would be self-defeating economically. That pattern suggests knee-jerk energy spike trades have a poor risk/reward on longer holds. The more durable play, if this escalates, is probably defense primes and domestic US E&P names that benefit from a structural shift away from Middle East supply.

5ongwrit3r_1954

I like UPS and PFE, both solid balance sheets with a 6% yield. A little higher risk is BGS with a double digit dividend. XOM at about 4% also worth a look.

Jericho3434

Didn’t XOM say in their last earnings call that Iran blew up a bunch of their infrastructure in the ME and their stock went down? Lmao

SteakEater137

Gasoline prices since Iran war started - up over 30% Stock price of gas sellers like XOM, CVX, SHEL since war started - down 5% Ok.

ShimmyxSham

XOM before earnings on July 30th. Do you know how much these fuckers are making? Projected 3X earnings vs last quarter

Maxh_SCGA

Their foot it on fire and they think their steak is done... you would think my XOM calls would be In the money

RevolutionaryPhoto24

Agreed. (I’m long XOM LEAPS.)

SteakEater137

The market should have already priced this in, but I feel like integrated oil stocks like XOM, CVX, and SHEL are going to blow up when they release their earnings at the end of the month. They're all below their pre-war prices by quite a bit, even though oil price and especially refined product price has been way above normal during the last quarter. I can understand why their stock price is pegged to oil barrel price, but upstream is only a portion of their revenue, so it's very strange to see them so beaten down

I_Call_Bullshit_____

There’s other Chinese tech indexes but KWEB is my preferred vehicle. It’s trading at **12.86 p/e with an 8.6% dividend. That is insane, and won’t last.** In two words? Mean reversion. I’ve done this trade 4 times in the last 5 years for an average of 40% return each time. I anticipate 60% this time since I timed my entries better. $25 average cost basis, still adding but cautiously. I also like selling calls backed by my shares, good premiums when it starts to rip. I roll until my shares get called away at my exit price. Chinese stocks have sickening levels of volatility; picking my entry and exit points before they happen allows me to ignore the Noise. Why China? **Because it’s currently one of if not THE most unloved investment in the world.** I *love* unloved; bought Intel this last August at $21. Bought XOM all of 2020. META in 2022. I don’t chase ATH’s; I like Unloved Shit. There’s good money in Shit.

I_Call_Bullshit_____

I swapped most of my holdings over to KWEB; I see a fundamental lack of value in US equities **with some exceptions.** I’m not going to chase exceptions when there’s loads of value to be found overseas, particularly in Hong Kong. I like unloved sectors, $29 entry in XOM in 2020 when oil was negative is my style. I don’t buy ATH’s.

InvisibleEar

XOM will probably have blowout earnings eom.

reaper527

> Of course I was downvoted for pleading with oil bulls to close their positions in the red yesterday to be fair, while not **exactly** what you're talking about (but definitely related) my XOM shares are a permanent part of my portfolio. they'll spike up when the rest of the market crashes, and when the rest of the market is good they'll be flat but pay out a good dividend.

SlowAndSteadyFarm

mostly tech (APPL NVDA AMD JBL FSLR DE) and oil (TRP, FTS, XOM).

RealPennyMuncher

Taking nibbles at XOM. Oil will retest 82 ppb before it decides to find its home in the low 60s

SteakEater137

Oil up 6% Bombs flying Tanker traffic stopped XOM down 1%?

SteakEater137

NVDA after repeated "news" that has been announced about 5x over the last few months: *+3%* XOM after ceasefire broken, bombing, tankers getting halted, oil price up, projected billions in earnings next quarter: *-1%*

PassiveF1st

Meanwhile my XOM is down almost a full % today :P

SteakEater137

# [Exxon Mobil signals higher second-quarter earnings](https://www.reuters.com/business/energy/exxon-mobil-signals-higher-second-quarter-earnings-2026-07-07/) U.S. oil and gas major Exxon ​Mobil signaled on Tuesday that changes in ‌oil prices would boost its second-quarter upstream earnings by $3.5 ​billion to $3.9 billion. Oil up 6+% today, ceasefire off, oil tankers being shot ...and yet XOM is down almost a percent today while 6% lower than its prewar price. Make it make sense lmao

sixjasefive

Long time XOM holder. I’m happy.

SteakEater137

Ceasefire over, back to bombing, reserves running out, Hormuz shipping a fraction of the normal volume for months, oil jumped up 7% overnight... So naturally oil companies like CVX, XOM and SHEL are all well below their **pre-war** prices still.

Pizzabe

XOM calls boys

neillson01

Buy XOM to offset fuel hikes 🤷🏻

brutalpancake

I really don’t know. When it got to 1T that felt crazy. When AAPL first hit 1T that also seemed crazy. When XOM first hit 100B? Also crazy. Fact is there’s never been a company with the level of revenue size and growth it has. Like 80B revenue growing 80%. I’m not saying like all in forever on it. Just that OP doesn’t really have a good reason to bail on it here to buy names that are getting crushed rn. He’s just getting fidgety.

TheOriginalBushToad

Glad I held on to my XOM calls....BOMB, BOMB, BOMB.....BOMB, BOMB IRAN!!

ADynes

With this tasty dip my portfolio is now 89% RIVN, 5% deep red XOM and CELH calls, and 6% cash just waiting for another bad decision.

IDrinkSulfuricAcid

Reminds me of holding XOM during the war. Good times.

PoobliusFlavius

They pumpin everything BUT TECH LMFAO XOM+2% KO even moar kek

reaper527

so XOM's maintenance requirement on RH jumped up to 100% today. that's certainly inconvenient given that it's 40% of my "play" account. assuming it's a temporary thing that will go back to the standard 30% pretty shortly.

Clackamas1

Dude XOM going to 170 is near impossible.

WonderfulMidwest

Bro really thought XOM would hit $170

perogi-king

You dont really buy XOM to make fast cash

kwijibokwijibo

They have XOM calls at 170, not oil Basically they're betting on the situation getting worse than the peak of the Hormuz panic