XOMExxon MobilNeutralExxon Mobil
4w ago on
The big dog in O&G is on another run. $XOM https://t.co/MPfyMLKnXN
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🛢Oil Histories | 📈 Macro | 📖 Company Histories | 💣 📈served up via bomb @$$ charts! Not investment advice………..👇🏼my substack!
Cite asCryptoQuant has tracked the directional calls on XOM by @crudechronicle on X since Aug 2023: not yet scored on XOM (as of Nov 12, 2026).
Other assets covered (1)
Relative view by default: fewer than 30 XOM calls or days on record.
Sentiment timeline shows relative sentiment within this analyst's history. A perma-bull showing 8 bullish : 2 bearish in a bear market sets that as their baseline. If you notice any errors, claim @crudechronicle to submit corrections.
Hover the chart to read the thesis of that period · click a day to pin it
The big dog in O&G is on another run. $XOM https://t.co/MPfyMLKnXN
View original →Shareholders create the "material constraints" on what executives can do via how management is paid and what shareholders demand. Beginning in 2018, $CVX board and management responded to shareholders by changing how executives were paid as shareholders demanded more returns and to not just pursue growth for the sake of growth. Since then Chevron, along with Exxon, has been able to achieve something they have never done before in history. Shareholder returns exceeding capex. CVX has been rewarded with a higher multiple which it has used to acquire companies that are not able to achieve the same. When boards and executives decide to change these constraints, stocks will respond by either lowering the cost of equity (WACC) or raising it. Thus the material constraints are still in place. VZ has not changed CVX's capex guidance which signals to the market it is not changing its capital allocation. Read through - the material constraints are still in place to the benefit of shareholders. This could change in the future. For now I am taking the under on the hype on VZ growth.
View original →$XOM Another quarter in the books https://t.co/3uPfiN5WVO
View original →Using the same thought process, Oil was down 18% in 2025 and XOM was up 11.5% and CVX 32% before dividends. Oil is just an input into the value creation process. These stocks move on their ability to create value or ROC>WACC. Always have always will. Long onlys are not buying into these names for an oil geopolitical but they will put capital to work when they are convinced there is a value proposition to be made or a rate of change in the value proposition that they cant find in the market because markets move on the margin. So the question becomes, where do you think one's capital will be treated best?
View original →$XOM and $CVX Another quarter and another year in the books https://t.co/d0ChFCBAhn
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