XOM

229,146 Views | 792 Replies | Last: 13 days ago by CheeseSndwch
Herknav
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1:42p, 11/2/22
AG
//Darren Woods, class of '87, double E major is the man. He single handley saved the north American fossil fuel industry and is a credit to TAMU. He stayed the course reinvesting in XOM capex; kept the faith of longterm ExxonMobil employees/shareholders/stakeholders and exposed woke wall street political agendas (BlackRock, teacher unions etc) bias against US oil & gas. As an Ag, this will be a full position in my portfolio ongoing. My advice 'don't bet against XOM or America.//just my thoughts.//
//Herknav sends//
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BuffaloREV
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8:12a, 11/11/22
AG
What are people's current targets… I've had $125-$135 in mind, but what are others thinking?
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Sims
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8:53a, 11/11/22
AG
The Capex argument for XOM compared to some of the other super majors, and majors for that matter can't be reiterated enough.

When you adjust for GDP, commodity capex has not been lower for longer in decades. It's more than just oil but the green agenda set us up for supply side inflation for a long time unless that is corrected.



I don't have a price target but whatever it is won't be low.
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BuffaloREV
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10:08a, 11/11/22
AG
A really great point, a non-adjusted figure I've seen is that we need to be investing $500-$600B / year to keep up with current demand... meanwhile industry has invested around $300 B / yr and demand continues to grow...
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CheeseSndwch
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8:38a, 10/27/23
Div increase to .95
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jagvocate
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In reply to CheeseSndwch • 11:29a, 10/27/23
AG
Better than a stick in the eye
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CheeseSndwch
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12:16a, 11/2/24
Div increase to .99
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MsDoubleD81
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11:49a, 11/5/24
AG
Hard to believe price of the stock has almost doubled under Biden.
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CheeseSndwch
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8:28a, 10/31/25
Div increase to $1.03
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MsDoubleD81
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6:04p, 1/5/26
AG
Closed above $125 today.
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MsDoubleD81
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2:49p, 1/27/26
AG
At $135 today.
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jagvocate
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8:34a, 1/29/26
AG
$140 this morning

Big money is getting out of debt instruments and the dollar

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MsDoubleD81
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5:51p, 2/4/26
AG
Closed at $147 today.
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JohnClark929
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7:49p, 2/5/26
Congratulations to all who made money on the trade. Well done! Just not sure XOM is a good long-term investment. On a total return basis, the S&P500 out performed XOM the past 20 years by a substantial margin. But awesome trading gentlemen!
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jagvocate
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In reply to JohnClark929 • 11:27p, 2/5/26
AG
JohnClark929 said:
Congratulations to all who made money on the trade. Well done! Just not sure XOM is a good long-term investment. On a total return basis, the S&P500 out performed XOM the past 20 years by a substantial margin. But awesome trading gentlemen!

Looking at a ratio chart of S&P500/XOM, it seems that there was a change of tune in 2021 favoring XOM. After a 2.5 year backtest, XOM appears off to the races again.

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AW 1880
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In reply to JohnClark929 • 7:41a, 2/6/26
AG
Does that include the XOM DRIP?
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Ducks4brkfast
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In reply to AW 1880 • 7:49a, 2/6/26
AG
AW 1880 said:
Does that include the XOM DRIP?


With DRIP XOM has returned about 8% / year. And I think comparing XOM to the S&P are an apples / oranges comparison. Portfolios are built with diversity. XOM is but one slice of a larger pie many use to smooth volatility. I don't think many hold XOM with the expectation it'll beat the S&P.
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AggieInHouston
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9:51p, 2/6/26
AG
If I was to take the risk of investing in a single stock, it would certainly be with the expectation of a return greater than the S&P 500.
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CheeseSndwch
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4:04p, 5/25/26
Bump for the May 27th annual meeting. I'm starting to wonder how close the Proposal 4 (Texas Redomiciliation) vote is going to be. I don't think I have ever received this much solicitation (email, mail, phone calls, etc.) for my vote(s).
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jagvocate
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In reply to CheeseSndwch • 8:02a, 5/26/26
AG
I voted for it. No idea how close it'll be. You must have few shares more than me lol because solicitation has been quiet on my end

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JohnClark929
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In reply to AW 1880 • 4:50p, 5/26/26
AW 1880 said:
Does that include the XOM DRIP?

Yes
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MsDoubleD81
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In reply to jagvocate • 8:08p, 5/26/26
AG
Mailer is coming from Innisfree M&A Inc in Hauppauge. NJ
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CheeseSndwch
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12:04p, 5/27/26
Texas Redomiciliation: For 71.3%; Against 28.7%
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