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Balder @Balder13946731 · May 1

$XOM 是double beats，但是幅度也不大。看来委内瑞拉+伊朗危机压根没有转化为美国石油巨头的实际利益。最起码第一季度没有🌚

开盘要寻找机会撤离侧击的股票了。

FinancialJuice: Exxon Q1 2026 Earnings $XOM

Adj EPS $1.16, est. 96c
EPS $1
Adj EPS excluding estimated timing effects $2.09
Total rev. & other income $85.14b, est. $80.74b
Refinery throughput 3,494 kbd, est. 3,718
Production 4,594 koebd, est. 4,602

$XOM

Balder @Balder13946731 · May 1

明天就是石油公司 $XOM $CVX 财报，让我们看看,这油价大涨是不是真的有利于美国公司🥹 反正已经嗦进去了。

$CVX $XOM

Dividendology @dividendology · Apr 30

At the beginning of every year, Barron's releases their list of top 10 stocks.

Let's see how their list has done so far this year:

🟢 $MSGS +27.3%
🟢 $XOM +26.3%
🟢 $AMZN +13.7%
🟢 $BMY +6.8%
🔴 $CMCSA -2.6%
🔴 $V -4.5%
🔴 $SLG -6.4%
🔴 $FRFHF -9.9%
🔴 $DIS -11.3%
🔴 $FLUT -49.3%

Avg of the 10: -0.9%
S&P 500: +4.3%

$AMZN $BMY $CMCSA $DIS $FLUT $FRFHF $MSGS $SLG $V $XOM

Dividendology @dividendology · Apr 25

The biggest earnings week of 2026 so far starts Monday.

Here's what I'll be watching closely:

Monday: $VZ $DPZ $BRO
Tuesday: $UPS $KO $V
Wednesday: $ABBV $MSFT $META $GOOG $QCOM
Thursday: $CAT $LLY $MA $MO $AAPL
Friday: $CVX $XOM

Which are you watching closest?

$AAPL $ABBV $BRO $CAT $CVX $DPZ $GOOG $KO $LLY $MA $META $MO $MSFT $QCOM $UPS $V $VZ $XOM

TraderGoku @tradergokux · Apr 21

买一个股票之前看看该板块里别的股票表现如何。

当整个板块处于上升趋势的时候，板块里的个股才更容易走出更大的涨幅。理想的情况是板块里大部分股票都在同步上涨，说明资金正在集中。

例:
- 2025年9月的量子
- 2025年12月的能源
- 2026年4月的半导体
$RGTI $IONQ $XOM $CVX $INTC $MRVL

$CVX $INTC $IONQ $MRVL $RGTI $XOM

TacticzHazel @TacticzH · Apr 7

The best performing stocks in the S&P500 this year.

The three main themes:
1. Energy
2. Chemicals and fertilizers
3. Tech hardware

1. $SNDK - SanDisk +168.04%🟢
2. $LITE - Lumentum Holdings +91.94%🟢
3. $LYB - LyondellBasell +84.43%🟢
4. $DOW - Dow Inc. +77.73%🟢
5. $APA - APA Corporation +73.17%🟢
6. $MRNA - Moderna +71.94%🟢
7. $CF - CF Industries +68.19%🟢
8. $CIEN - Ciena Corporation +66.00%🟢
9. $TPL - Texas Pacific Land +65.04%🟢
10. $OXY - Occidental Petroleum +57.77%🟢
11. $WDC - Western Digital +57.49%🟢
12. $GLW - Corning Inc. +55.72%🟢
13. $VRT - Vertiv Holdings +54.00%🟢
14. $TER - Teradyne +53.33%🟢
15. $VLO - Valero Energy +51.38%🟢
16. $MPC - Marathon Petroleum +51.06%🟢
17. $FIX - Comfort Systems USA +47.71%🟢
18. $BG - Bunge Global +46.27%🟢
19. $GNRC - Generac +43.20%🟢
20. $STX - Seagate Technology +42.34%🟢
21. $COP - ConocoPhillips +41.42%🟢
22. $XOM - ExxonMobil +40.78%🟢
23. $PSX - Phillips 66 +40.19%🟢
24. $EOG - EOG Resources +39.31%🟢
25. $KEYS - Keysight Technologies +38.97%🟢

Where is the money flowing next?

$APA $BG $CF $CIEN $COP $DOW $EOG $FIX $GLW $GNRC $KEYS $LITE $LYB $MPC $MRNA $OXY $PSX $SNDK $STX $TER $TPL $VLO $VRT $WDC $XOM

Balder @Balder13946731 · Mar 30

$XOM 从forward PE的角度，比 $NVDA 还贵。

Lance Roberts: The forward P/E of Exxon Mobil has surpassed that of Nvidia.

$NVDA $XOM

TraderGoku @tradergokux · Mar 26

$CRK 潜在战争受益股，天然气公司。
周线正在形成收敛看涨三角形。

2022 年俄乌战争期间，公司收入曾大幅飙升。同期技术面也走出牛旗形态，短期涨幅一度超过 150%。

一旦地缘冲突进一步发酵，能源很可能再次成为资金聚焦的主线之一，这类能源股值得重点关注。
$LNG $XLE $XOM $OKE

$CRK $LNG $OKE $XLE $XOM

Balder @Balder13946731 · Mar 15

保持目前的高油价将为美国的石油行业额外带来1000亿美元现金流。

$XOM $CVX $OXY

现在已知的战争明确受益者还包括 $LMT $RTX

但是他们赚的钱都是从美国消费者和其他企业额外增加的成本里吸出来的。

The Kobeissi Letter: This is absolutely insane:

Prior to the Iran war, US oil companies were generating ~$62 billion in annual free cash flow with oil prices at $55/barrel.

Now, with oil prices at $100/barrel, US oil companies are expected to generate $163 billion in annual free cash flow, if

$CVX $LMT $OXY $RTX $XOM

Balder @Balder13946731 · Mar 1

通过今天的新闻，我可以几乎百分百确定，周一油价会大飙升，股市会下跌。

原因很简单，目前来看消灭最高领袖哈梅内伊很明显没有导致战争趋于结束，而是换上了一个行事更果断，更难交涉，更加具有进攻性的领导。

但我觉得直接交易原油军火还是危险，因为战争的变化会让油价变化剧烈。但是可能可以交易 $XOM $CVX

因为如果没打完，由于这些美国公司的原油不是主要来自于波斯湾，会受益于油价上涨；如果伊朗议和，他们又可能从中获益，参考委内瑞拉。

$CVX $XOM

RonnieV @TheRonnieVShow · Feb 23

📊 Energy & Utilities are winning in 2026:

1. $BE | YTD: +54.2% | 1M: +5.0%
2. $ENPH | YTD: +37.3% | 1M: +17.4%
3. $SLB | YTD: +27.0% | 1M: +3.9%
4. $OXY | YTD: +24.8% | 1M: +19.9%
5. $SEDG | YTD: +22.9% | 1M: +11.4%
6. $XOM | YTD: +22.8% | 1M: +11.6%
7. $VLO | YTD: +20.3% | 1M: +6.3%
8. $CVX | YTD: +18.9% | 1M: +11.2%
9. $HAL | YTD: +18.9% | 1M: +3.6%
10. $MPC | YTD: +17.6% | 1M: +10.7%

18 Winners l 2 Losers
Avg YTD: +16.5%

$BE $CVX $ENPH $HAL $MPC $OXY $SEDG $SLB $VLO $XOM

Balder @Balder13946731 · Feb 18

不得不说这两年是工业股的牛市。太变态了 $CAT $GE $XOM

Ryan Detrick, CMT: One August 31, 2020, Exxon Mobil was kicked out of the Dow. It was replaced by Salesforce.

Exxon is up 271% and Salesforce is down 32%.

$CAT $GE $XOM

RonnieV @TheRonnieVShow · Jan 29

Oil is blasting off...

$USO $OXY $XOM $CVX

$CVX $OXY $USO $XOM

Dividendology @dividendology · Jan 26

Earnings season is ramping up.

Here's what I'll be watching closely this week:

Tuesday: $UPS $TXN
Wednesday: $ASML $T $SBUX $MSFT $META $WM
Thursday: $MA $CAT $MO $AAPL $V
Friday: $AXP $VZ $CN $CVX $XOM

Which are you watching closest?

$AAPL $ASML $AXP $CAT $CN $CVX $MA $META $MO $MSFT $SBUX $T $TXN $UPS $V $VZ $WM $XOM

Patient Investor @patientinvestor · Jan 3

Stocks That Will Benefit from the Venezuela Situation:

1. Integrated producers:
Chevron $CVX
Exxon $XOM

2. Refiners:
Valero $VLO
Phillips 66 $PSX
Marathon Petroleum $MPC

3. Oil Tankers:
Frontline $FRO
Scorpio Tankers $STNG
Nordic American Tankers $NAT

$CVX $FRO $MPC $NAT $PSX $STNG $VLO $XOM