Reddit Posts
Exxon and Chevron both beat on a refining boom, Exxon profit roughly doubles YoY and it's planning a $20B buyback for 2027
USA #1 in oil production. $XOM has gone nowhere but my calls are drilling anyway. 🛢️🇺🇸
Trump announced a deal for 65 billion barrels of Venezuelan oil. How much of that is actually investable?
1,000+ Trades: Trump portfolio active in defense and energy during June
So wich one of you sold a shitload of naked calls on XOM
You hear that, Mr. Anderson? That is the sound of inevitability [XLE & XOP]
Oil ll crash and miners ll pump like never with their historic margin
🛢️ $XOM — the buffer is almost gone and two oil majors just said so out loud
Peace Talks Hanging by a Thread — Trump Eyeing Iran Strikes, Degens Buying XOM Calls
Sold XOM $149P expiring Friday — IVR hit 100 across the whole energy sector this morning. Gift or tr
Microcaps have outperformed the S&P for 12 months straight
Why does the market keep pushing toward highs even when the macro backdrop still looks bad?
South Korea is moving toward a major oil deal with Kazakhstan to reduce reliance on the Middle East
WHY YOU SHOULD SELL YOUR OIL !!! , BEFORE YOU GET BURNED AND BURIED IN IT ?
WHY YOU BETTER SELL YOUR OIL BEFORE YOU GET BURNED ?
This strategy helped me make over 100K in profit from two trades today
This strategy helped me make over 100K in profit from two trades today
Markets are glowing green today… but is this the calm before something bigger?
WTI just broke Brent and nobody's talking about it $USO $XLE
Iran war & oil and gas stocks: conservative investor what to do?
Oil price and Producer & operators Ratio (XOM, DVN., DOW, APA etc)
Oil stocks- Late in the game - Swing or short term
Trump just announced a 5-day pause on Iran strikes and futures are up 2%+ across the board, is this the relief rally or a dead cat bounce?
Will Occidental Petroleum $OXY keep it's gains after the Iran war stops?
Iranian attacks have knocked out 17% of Qatar’s LNG capacity, says Qatar Gas CEO.
I didn’t expect the market to move like this after Iran
Nobody warned me the Iran war would literally flip my entire watchlist upside down
The Iran war didn’t just change politics. It completely reshuffled the entire market and most people are still sleeping on it.
$XOM at all-time highs while the Strait of Hormuz is basically closed. Are we too late? Or this is just getting started?
What Is Everyone Buying Today? The Market Seems Focused on Oil
$OLOX Giant Containers Retained to Design, Deliver New Modular Structures for World-Leading EV Company
#OIL In play OLOX -Olenox CEO Michael McLaren. “We are pleased with the progress of our workovers and revitalization in our Wichita field. Production has stabilized and our original target of 70 barrels a day is in clear sight,” McLaren said. “We hope to hit or exceed this target by month’
Trump can’t TACO out of the Iran war’s oil price shock! Upstream earnings for ExxonMobil (XOM) and Chevron (CVX)?
What are you folks watching or buying during this downturn?
Iran crisis just lit up energy prices. What Monday/Tuesday actually told us about inflation vs recession fears.
Map of Oil Tankers Waiting for Passage Through the Straits of Hormuz
Taking advantage of attacks on Iran
What are your stock picks for Monday (regarding Iran vs USA)?
Strategy for your feedback: shorting XOM on Monday.
US orders non-essential embassy staff to leave Israel ASAP as Iran war risks spike.
The real bubble is in Big Oil, NOT in Big Tech.
CMV: Big Tech stocks aren’t in a bubble, Big Oil stocks are.
Achetez du pétrole, profitez du repli, mes amis, et plus encore sur les actions pétrolières, croyez-moi. NINE INDO XOM TPEPetc >>> 250$
OIL buy all pulback my friends and more oil stocks believe me NINE INDO XOM TPEPetc >>> 250$
Pre-Market Alert: PPI comes in HOT (+0.5% / +3.3% YoY). The "Inflation Reboot" trade.
Pre-Market Prep: "AI Anxiety" hits Software, PPI Inflation & Big Oil Earnings tomorrow.
🚨 $XOM TO $200 THIS MONTH – TRUMP JUST HANDED EXXON THE KEYS TO VENEZUELA’S OIL KINGDOM – LOAD CALLS OR NGMI 🚀🛢️💎🙌
(XOM) Exxon Mobil Q4 2025 Earnings Call | Live Transcript at 4:00pm ET
Venezuela Hostile Takeover & Implications for O I L 🛢️
U.S. military action in Venezuela & implications for OIL 🛢️
Oil Prices Up, But Can Exxon and Chevron Keep Up? What’s Your Take?
The "Trump trade" is accelerating: Five brand-new "America First" ETFs have launched on the New York Stock Exchange.
Oil stocks show little reaction to Venezuela tensions. Why?
Flight radar looking crowded near Venezuela. If the Thursday night rumors are true, what's the play?
WSB removed this post for some reason, can I get some clarification here?
Which stocks do you think could wrap up perfectly in this less than a month?
Covered call assigned after market close on expiration/ex-dividend date — do I still get the dividen
🚨 $XOM to the 🌕 on Venezuela-Essequibo Chess Moves? Here’s the Play 🚨
🚨 $XOM to the 🌕 on Venezuela-Essequibo Chess Moves? Here’s the Play 🚨
Potential Ukraine peace push? Impact on energy markets if Russia is pressured to negotiate
Energy names worth looking at, but oil stuck in neutral - demand soft?
How I used this well-known technical indicator to beat the market by more than 100%
🧨 Best Trade if Russia/Ukraine Ceasefire falls apart..
Geopolitical Alert: Trump Warns Iran Not to Restart Nuclear Program Should We Watch Oil & Gas and Military Stocks?
AI to Kill Jobs but Print Money: Here’s Who Wins (XOM, AMZN, JPM, More)
OTM strategy based on some custom formulas - simili formulaic alphas but not that fancy
Mentions
Buy CVX/XOM calls then if you are so convinced O&G will go up
Well, that was a day. Big balls oil cleaned house. Those XOM and CVX holders will be fapping to the dividends.
$XOM is excused, perpetual holding in any good portfolio.
I don't know, man. I've been holding XOM for years. it's been paying off massively so far
Never made money on puts but tempted to blow up my account with long-term XOM puts
What are the chances XOM goes up 25% today?
IS XOM PUTS FREE MONEY FOR THE WEEK OF NOV6??! reasons: 1. Mango will be frantically trying to lower oil prices before midterm day 2. demonrats are anti-oil, they are projected to win both chambers 3. XOM is at all time high more upside to puts
XOM, CVX and Energy stocks up 60% YTD yeesh
buy XOM and LLY the goats
$XOM Q3 • Reported GAAP EPS of $4.23 up 129.89% YoY • Reported revenue of $110.5B up 32.61% YoY • ExxonMobil announced 2027 share repurchases of $20B, assuming reasonable market conditions, and declared a fourth-quarter dividend of $1.07 per share, payable December 10, 2026.
Safe havens for the next few years are going to be what they were pre-dot-com bubble; boomer stonks like XOM, PG, KO, O, IBM, etc. WSB in three years will be, "YOLO on Kroger (KR) ER tomorrow; calls to make 0.5%?"
We might get to figure that out about $XOM soon.
The only possible bubble is in the prices of components for datacenters. The balance sheet of $MU is fantastic, but it needs the RAM prices to remain astronomically high (which is a possibility). It would be like looking at $XOM's balance sheet and it's valuation if oil was at $300. It looks great today, but how is it going to look in 5 years.
everyone should have a large portion of XOM for the long term and LLY
I went long in 2020 when you could buy XOM for $35 and the yield on cost was 8 to 9% when you take into account the dividend I think the perspectives here are incorrect. People treat the stock as if it's a share price appreciation deal. Well heck yeah you get a lot of that. What was really happening when I took my position was I was shorting the Middle East. To me it seemed and still seems that the EV market is one of the greatest threats to the Middle East political economy. Some people would look at that and say well yeah so it's time to get out of oil. Let us not be over hasty. As the Arabian peninsula and Gulf regimes run out of oil they will run out of funds for their government benefits which keeps the population happy. That implies episodes of extreme instability. During the episodes of instability it's very likely that crude production will be disrupted just as it has recently. Anyhow when a person takes a true short position in the stock market they have to pay interest to the broker that went from the shares for the short. The interest on these positions at the retail level can be fairly prohibitive, like 11%. But when you are shorting a geographic area like the Middle East and you do so by buying shares in companies that will see appreciation in the event of production disruptions, you are an effect getting paid to sit on your short position. Yield on cost in my case can be put at 8 to 9%.
Whatever the market volatility brings I can take comfort in knowing there's a steady hand on the wheel like Donnie helping the oil industry make a fortune. XOM calls.
No open long positions at the moment. Mostly talking oil/gas. So Cvx, VLO, pbr, XOM, OXY etc.
XOM outperforming spy over past 5 years. 1 yr 57%. When do we short this shit, obviously not any time soon.
if this oil drop doesn't pump XOM by monday i'm selling everything and buying a farm. lol.
When things calmed down over the summer I told a bunch of people I work with things were not going to get better and it was a buying opportunity. I picked up a bunch of XOM, CVX, COP, and FANG. Feeling pretty good about it now, but just not sure where the exit is.
I bought 50 shares of XOM in summer and regretting not buying more. That said, I rather have this stupid war over, no price volatility for some time. I also believe the middle east infra rebuild is easily 3+ years or more, and so the XOM stays
XOM calls have been on a good rip. That crack spread has been doing wonders for profitability.
XOM killed it for me today
I guess this is my signal to finally buy XOM
Even BE, XOM, VST, CVX, COP are down, think we wont need energy starting tomorrow as well
Pretty sure he implied that only two companies have perfect ratings from both S&P and Moody's ......which I thought was fairly common knowledge among most folks that follow / understand public capital markets..... It was pretty noteworthy news ~10ish years ago when the number went from 3-to-2 when S&P nerf'd XOM down to AA
Oooh, AAPL, BRK-B, WMT, KO, XOM nice and GREEN today. Pays to diversify doesn't it
XOM $175, closed one for now but ready to load on more once MMs fuck w me
Since it's the next 10 years, XOM. Were it for a lifetime, either BRK.B or STO: INVE B.
XOM hits an ATH. Too bad I dont have a lot of it
Did the same. Was more like 20% though, have been building cash for a while and sold my XOM
Look and compare market cap and earnings of $XOM $PLTR $NKE Think which bubble burst next https://preview.redd.it/yd2x8hque4vh1.jpeg?width=684&format=pjpg&auto=webp&s=07710d0e10ed78b292b784b6bea4b958faa1ee43
Yes, but I bought a bunch of XOM 2-3 years ago, im up 50% and its been paying 3% per year while doing it. Just because something isn't leading doesn't mean its not a solid investment. JPM is also up 100%. Do some degenerate trading if you want, but not with your entire portfolio.
XOM: "We sell a physical item from the ground, an item that 99.9% of the world uses and for which they are REPEAT paying customers in perpituity". Market: zzzzz AI companies: "we produce nothing. Our product is to buy hardware to fuel a digital brain that can answer all of life's questions. It generates no revenue because no one is paying for it. But some day everyone will and we will all be trillionaires." Market: You had me at "nothing".
I own XOM for the last 4 years and won't complain about that.
$PLTR $XOM $CVX ripping guess its war baby
XOM (Exxon) was under $100 when Trump took office. Now at $164. PE is about 13, with a predicted growth of 11% per yr over the next 3-5 yrs that gives you a Solid PEG. The short interest is under 1%. OXY (Occidental petroleum) has a PE of about 9 and forecasted compounded annual growth of about 11 for a PEG less than 1. About 2% short interest. Chevron and Oxy each make up about 7% of Berkshire Hathaways portfolio. Berk owns about 27% of OXY stock. You could do worse than copying Warren Buffet, but if this is not fun to you, you can also just by BRK.B. When Trump took office in ‘24 their share were about $ 350, and now they sit about 500. If you are risk averse, they are worth considering. I’m not a huge fan of military investments, but my holding in ATI has gone from $45/share in Nov ‘24 to about $190 a share today. They make high performance materials like titanium and they also make parts using their own high performance materials. Defense loves this stuff for making planes and rockets, but non-military uses for their materials are high. They are a bit pricey at PE 38 but with predicted CAGR of 32 I am glad to have it in my portfolio. God luck! Timing the market is tough. I don’t invest in Trump. I try to invest in companies that can do well regardless of who is in office or what the news brings today. I think trying to guess when to enter or exit the market Is too hard. I have picked my share of duds, but over the long haul, I do ok. If you don’t like to follow individual stocks, accept that your returns will likely be average. Also worth noting that average returns are pretty damn good Here is a fun story: https://yis.org/what-if-you-only-invested-at-market-peaks-by-ben-carlson/ This story is about Bob, and bad investor who only ever buys stocks at the peaks. Bob is terrible at stock investing, but he does pretty darn good. Bob only has one thing going for him. He never jumps out of the market. Through thick and thin, he just stays in.
Am I crazy to think XOM is a valid 12 month play. If we stop war, and oil goes down. Xom can then buy more energy fields around the world? Then US dominates energy with everyone else energry fields fucked
I think you are right, but point of order. The best strategy for most people over the four decades of their working lives is to set it and forget it with regard to their accounts. New money into the market comes from 401ks. There is another way to increase shareholding as a zombie. You just choose automatic reinvestment on your fund, or if you own a single stock set that for automatic reinvestment of the dividend. I have done this with about two dozen stocks. I bought about 350 shares of XOM and now, thanks to dividend babies, have north of 420. The only problem with my investment strategy is that I had to get old. I will probably be dead in another 10 years.
Not for long if the orange man has anything to do with it. He needs the gas companies to hit insane profits again to pump his shares. Calls on XOM.
That's the thing. It was only MSFT at $7.7B in net income in 1999. Today, MSFT isn't even first. You've got GOOG and NVDA beating MSFT by a wide margin. Then, you have AAPL on par with MSFT's net income. That's the difference. All 4 of these companies have very high margins. In 1999, MSFT was basically the only one with high margins. In terms of highest net income in 1999, companies like GE, F, XOM, and IBM all had operating margins below 15%. Big difference. There's 3x more cash flow for the current top companies today than in 1999 using 1999 value.
why oil stock ain't Mooning higher? Dear Orange turn down Iran's offer. isn't gas and diesel prices keep Mooning so why oil stock like $XOM ain't mooning even higher?
October diesel squeeze going to send $VLO, $MPC, $XOM up. Meanwhile big money exits the stocks to parks in 6-7% bonds waiting for the stocks to drop from energy costs, AI bubble, inflation...
Today is a poor example because I did lose money on XOM but XOM is not a stock which tends to gain much from intraday momentum in my experience it tends to gain overnight from geopolitics. Yesterday is a great example though I bought QBTS as it was lagging the rotation sector in pre-market I bought for 18.47 and sold for 18.89 holding it for under 2 minutes. The day before it was SHOP after the META news didn't cool down bought 144.94 pre-market sold 147.88 \~3 minutes later. The day before all tech was up bought AMD lagging pre-market 579.78 sold 588.00 just 22 seconds into the open If you're wrong though your stop loss might not even trip so don't be wrong. A take profit is mandatory for this as often times you'll sell to some dummy within the first minute or less of open for a big gain and they'll eat that draw down for you. Not a perfect strategy but I'm up 20% on the month doing it
can some multi trillionaire just buy a fuck ton of $XOM before open ty
XOM is just south of the woodlands. Lot's of services company employees (still lots of activity around the airport/gunspoint). Not upstream/refining, but ChevronPhillips also The Woodlands based. Montgomery county is just extremely pro-Trump, hence the cherry pick.
So... With all the money y'all be making off the 1R3N war, $XOM $CVX $BP..., y'all gonna contribute to the #Hyperfund for all the petrochemical lawsuits that energy company's, like $DUK in Lake Norman, are futilly fighting right? RIGHT? Otherwise, 0.05 USD off at the pump ain't gonna cut it.
CVX and XOM are printing money right now
Calls for suppliers that will fill the gap, I’d do a month out. Maybe even 90 days. CVX, XOM, PSX, PBR, etc. I went CVX, PBR and XLE.
Saudis just told Europe no crude for you for October. There goes 550K barrels/day. CVX and XOM calls feel like easy money right now.
XOM shutting down their largest gas/diesel refinery is bullish right?
XOM shutting down their largest gas/diesel refinery is bullish right?
They will not steady state SYU at 40kbbl/d, that's nearly double what XOM pulled from that unit. "exit rate" of up to 40kbbly/d is marketing for "we drafted LFC inventories and hit this number for a day". Their "marketing challenge' is trying to sell a barrel a that's worth ANS-20 (I've ran the LP itself) for ANS. EIA PADD 5 OCS looks like they are trending exactly at shutdown levels: [https://www.eia.gov/dnav/pet/hist/LeafHandler.ashx?n=PET&s=MCRFP5F1&f=M](https://www.eia.gov/dnav/pet/hist/LeafHandler.ashx?n=PET&s=MCRFP5F1&f=M)
They will not steady state SYU at 40kbbl/d, that's nearly double what XOM pulled from that unit. "exit rate" of up to 40kbbly/d is marketing for "we drafted LFC inventories and hit this number for a day". Their "marketing challenge' is trying to sell a barrel a that's worth ANS-20 (I've ran the LP itself) for ANS. EIA PADD 5 OCS looks like they are trending exactly at shutdown levels: [https://www.eia.gov/dnav/pet/hist/LeafHandler.ashx?n=PET&s=MCRFP5F1&f=M](https://www.eia.gov/dnav/pet/hist/LeafHandler.ashx?n=PET&s=MCRFP5F1&f=M)
new Magnificent Seven announced: XOM, LLY, JPM, JNJ, UNH, BRK, V
Seems like CVX and XOM and chill was the play all along
Yep. Opposite Cramer in full effect, especially on oil. Pick your poison. CHRD, EOG, CVX, XOM, or COP.
Venezaula monopoly with XOM pulling out, risks in the middle east will lower supply and CVX will be uneffected and just benefitting from oil price rise.
USO and BNO for oil itself CVX, XLE, XOM for oil companies
Yeah! I didn't spend all that money on XOM shares to just not get any ROI!
yeah the all in $XOM flex definitely sets the bar low for loss porn
Only need XOM to make a 3% or so move in the next 2 hours and I’ll be good. Not gonna hold my breath though.
As I see it, Trump will institute export restrictions to make 100+ oil somebody else’s problem. Who are the winners, then? I’ve got XOM and potentially European refiners, if the ban extends to gasoline.
XOM will just pass on costs to the consumer.
dam bro why has XOM barely moved today, I chose the wrong oil exposure
Damn that OPEC news tanking XOM and CVX. At least USO is staying steady.
Are my XOM puts at open safe ?
From an investing standpoint, I like GM and Ford, also solar like FSLR has been doing well lately, and XOM still pays dividends... I also hold some Rivian and grabbed some more Lucid while it's really cheap, that's a gamble. I won't buy TSLA unless they get rid of the lunatic running it, but many have done well with it.
Total North America Oil production \~32 million barrels per day (bpd). Total consumption \~ 25 million bpd All Hormuz global Oil price crash very badly soon. War is not going everyday. It’s tit for tat. On top now Venezuela production bump. $XOM $CVX $VLO $RIG $SLB $HAL $EQT Oil soon cool down https://preview.redd.it/1oobe29hcjoh1.png?width=740&format=png&auto=webp&s=5ca4201bc491b888c6f33c08a489c679dd72aa1d
i'm buying calls on XOM
will XOM hit 165 today ?
XOM is vertical I knew these oil calls were a good idea
It's simple, buy good companies when it's on sale bcz everyone is scared shitting in their pants, buy more as they become suicidal - than wait 6 to 9 mths, don't sell for a quick 20% or even 50%!!!! Even wo Agentic I was already doing 25X in 10 years . With Agentic and OAI, MET and Anthropic - I am doing 10450% and that's after taking a 30% hit from the recent highs. Yes I made most from AMD over the last 10 yrs continuously rolling my LEAPs. But I picked up 1.5M from gold mining, 1.5m from health insurance companies 1.5m from XOM during Covid, 0.5m from Himax - all after they went on super sale. I left a lot on the table on the healthcare after getting out in less than 7mths doubling my money, which if I had kept for 12 mths would have returned 4X instead of 1X - I wasn't following the sector when I suddenly noticed every insurance company sent on sale at 50 to 60% discounts - did quick financial and individual company research, and bought hundreds of contracts among the top 4. You want to make money consistently - we all do but don't have the discipline. You have to buy starting at min 40% discounts on good volatile companies and be prepared to buy more as it dips further - with purchasing weighted towards the higher discounts. You do this - your win - loss ratio will increase drastically. I failed with CRM and got out wo losing too much, after concluding that their biz and competition had shifted significantly w Microsoft entering their turf in a significant way - it was down for a very very long time, even the recent recovery is just an opportunity to sell. So do you want to make money or do you just want to look busy buying selling - buying at 10 to 20 % discount at near peaks trying to make 5% or do you want to trade less and buy at 40% discounts and make 50% ?
Eh, I’ll take more bull market and a chance to load up on XOM if they’re giving it out. The SPR don’t care about no peace proposals.
Meh some of the boring boomer stocks I hold are doing well. JNJ XOM RNR AMGN LMT
Keep selling that XOM please. I'm gonna keep dumping another $1000 every 2 weeks into VDE in my 401k. I love to buy it cheap.
I bought a reckless amount of XOM and VLO in 2020 when every talking head insisted oil was dead. I bought with a yield of around 10% on each and both have done just fine. Moral of the story is whenever a stock that is in a business with high barriers to entry that is a fundamental piece of the technological industrial system goes on sale buy it. I wouldn’t buy either at today’s prices but if you dabble in individual names, there are almost cyclical deals to be had.
Oil pumping, But oil stocks like XOM are down, While SPY is green. ...WHAT
This isn’t true. XOM is a great dividend and its growth this year is insane. All about timing and waves though
Took 3 minutes for my $XOM to pay
UNG if you just want to play it directly. Then there are a bunch of options for plays like XOM (though it's crowded because of oil), APD, and LIN. The LIN chart is probably the best looking of those. It's catching triple support in the range it's at even if it fell below the 50-day.
Total North America Oil production \~32 million barrels per day (bpd). Total consumption \~ 25 million bpd All Hormuz global Oil price crash very badly soon. War is not going everyday. It’s tit for tat. On top now Venezuela production bump. $XOM $CVX $VLO $RIG $SLB $HAL $EQT $XLE \& many soon cooldown https://preview.redd.it/5xfbpqfqzzmh1.png?width=740&format=png&auto=webp&s=84bafe453d8462788d84f343b64d3e7b8b3742a0
Nicotine + Caffeine = Gas . long XOM?
XOM is the only one I own that's performing today
Might finally sell the CVX and XOM I've been holding for years.