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XOMBULLCVXMIXEDSubstantive discussion · 3/5

Exxon favored over Chevron on downstream exposure

A relative case was made favoring Exxon Mobil over Chevron, citing Exxon's larger refining footprint and the market underappreciating its downstream business, while Chevron's Venezuela gains may already be priced in.

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XOM: Exxon favored over Chevron on downstream exposure · Zortix