#215
Alpha Score 73.2
Jason Gabelman
Co-founder, Blockworks
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
May 01
$195.00
-2.7%
Exxon and Chevron have not yet priced in the recent oil price increases driven by the Middle East conflict, creating near-term upside as the market catches up. Despite elevated equities and medium-term normalization expectations, the stocks offer a buying opportunity given sustained high oil prices and company-specific catalysts like Exxon's production management and Chevron's potential buybacks.
Energy
Long
May 01
$155.00
-2.8%
Exxon and Chevron have not yet priced in the recent oil price increases driven by the Middle East conflict, creating near-term upside as the market catches up. Despite elevated equities and medium-term normalization expectations, the stocks offer a buying opportunity given sustained high oil prices and company-specific catalysts like Exxon's production management and Chevron's potential buybacks.
Energy
Long
Apr 17
$51.30
+2.9%
With the Strait of Hormuz expected to reopen, commodities such as global gas and diesel prices will remain elevated, which benefits midstream players, integrated oil companies, and US refiners due to their exposure to these commodity prices.
Energy
Long
Apr 17
$251.07
+9.5%
Cheniere is liked given its exposure to global gas dynamics and the expectation that global gas prices will stay elevated.
Energy
Long
Apr 17
$46.60
+2.9%
With the Strait of Hormuz expected to reopen, commodities such as global gas and diesel prices will remain elevated, which benefits midstream players, integrated oil companies, and US refiners due to their exposure to these commodity prices.
Energy
Long
Apr 17
$214.70
+22.6%
Marathon Petroleum is recommended for its exposure to West Coast cracks, which have been extremely strong due to tightness in the Pacific Basin resulting from the Middle East conflict.
Energy
Long
Apr 17
$116.80
+15.0%
Medium-term oil price expectations should be reset higher due to the geopolitical risk premium from the Middle East conflict and underlying supply trends such as US shale production plateauing and non-OPEC production slowing, leading to a more balanced to undersupplied market.
Energy
Long
Apr 17
$55.02
+5.9%
With the Strait of Hormuz expected to reopen, commodities such as global gas and diesel prices will remain elevated, which benefits midstream players, integrated oil companies, and US refiners due to their exposure to these commodity prices.
Energy
Showing 8 of 8 picks · sorted by mentions
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Jason Gabelman has 8 trade ideas tracked on Buzzberg across 8 tickers since April 2026. Ranked #215 on the Buzzberg Alpha leaderboard. Most covered: XLE, XOM, CVX.