Domain: tiger-web1.srvr.media3.us I’m surprised oil stocks have been decreasing in value since the Iran crisis started | Money Talk
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I’m surprised oil stocks have been decreasing in value since the Iran crisis started

Posted on 3/4/26 at 10:31 pm
Posted by Ramblin Wreck
Member since Aug 2011
4101 posts
Posted on 3/4/26 at 10:31 pm
Both XOM and CVX have dropped in price when it seems they would be climbing.
Posted by TDFreak
Coast to Coast - L.A. to Chicago
Member since Dec 2009
9210 posts
Posted on 3/4/26 at 10:59 pm to
Give it some time.
Posted by LSUcam7
FL
Member since Sep 2016
8888 posts
Posted on 3/5/26 at 3:11 am to
Sell the news event. Oil has made a big move preceding the first attacks.

These stocks are still up tremendously on the year.
Posted by Tigerbait1233
Member since Jun 2016
47 posts
Posted on 3/5/26 at 4:44 am to
VLO and MPC highest they ever been, don't know when they going to check up.
Posted by tigersint
Lafayette
Member since Nov 2012
3572 posts
Posted on 3/5/26 at 8:31 am to
SOC
Posted by CapitalTiger
Baton Rouge, LA
Member since Sep 2019
424 posts
Posted on 3/5/26 at 10:56 am to
FANG is up 5.44% in last 5 days
Posted by C
Houston
Member since Dec 2007
28222 posts
Posted on 3/5/26 at 11:31 am to
XOM makes multi billions annually from Qatar alone. Not sure the impact from their business in UAE and Saudi. It’s probably offset in the near term by their global footprint and price increases there but long term any damage to facilities in Qatar might take years to recover.
Posted by Kingpenm3
Xanadu
Member since Aug 2011
9895 posts
Posted on 3/5/26 at 1:08 pm to
All the NatGas plays are booming this week.
Posted by Ramblin Wreck
Member since Aug 2011
4101 posts
Posted on 3/6/26 at 10:28 am to
Still no real movement in XOM or CVX during this. CVX is up barely, XOM has been down slightly. Reading oil could reach $150 in a couple of weeks.
This post was edited on 3/6/26 at 10:29 am
Posted by JackDempsey
Lake Charles
Member since May 2023
826 posts
Posted on 3/6/26 at 4:42 pm to
It is interesting to me that recently XOM blew right past it's all time high up to 155 or so with oil around 60 a barrel. That surprised me, we talked about it here.

And now this Iran thing......it's almost like the heavy hitters knew something.

It seems the recent run up in stock price is already factored into today's oil price and the Iran situation.


Posted by TJG210
New Orleans
Member since Aug 2006
29372 posts
Posted on 3/6/26 at 9:45 pm to
quote:

It seems the recent run up in stock price is already factored into today's oil price and the Iran situation.


I think it’s two fold, no one expects these prices to last very long (most crude months out are much much lower) and there is some fear about demand destruction at very high prices.
Posted by BigDropper
Member since Jul 2009
8556 posts
Posted on 3/8/26 at 7:15 am to
sell the rumor, buy the news
Posted by carguymatt
Member since Aug 1998
Member since Jun 2015
1049 posts
Posted on 3/8/26 at 7:46 am to
i had a stock called GTE i was in for a long time, average buy in price was around 5 and sold it around 5.80 recently. Now its close to 8 in a few days . I might buy another one
Posted by Upperdecker
St. George, LA
Member since Nov 2014
33204 posts
Posted on 3/8/26 at 2:52 pm to
XOM and CVX have diversified revenue streams. The higher price of oil doesn’t impact them as much, it has some benefits and some downsides. Less diversified companies have more unbalanced upside
Posted by evil cockroach
27.98N // 86.92E
Member since Nov 2007
9114 posts
Posted on 3/9/26 at 8:21 am to
It also depends where their business is.

SLB went down. Why? A lot of their business is in the Middle East . Will SLB kill it in North and South America? Sure. Will that make up for the significant slow down of the Middle East business? Time will tell.
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