Commodities - Continued bullish implications for Energy

publication date: Jun 2, 2021

 For our pairs trading portfolio we closed out our long position in XOP, XLE, PXD and DVN on May 11 when the XOP entered the pause phase. We are back long and maintaining our longer term bullish view in the sector. For our pairs model we will be adding back the following longs in this sector with an offsetting hedge in the SPY. These are good stand alone longs for long-only managers. Long: XOP, OIH, OXY, SLB, SU, FANG, EOG, and PXD



Sorry this page is available to subscribers only.
If you're not a subscriber why not join today?

If you are already a subscriber, please login.

If you believe you should be able to view this area then please contact us and we will try to rectify this issue as soon as possible.


To gain access to the members only content click here to subscribe.

You will be given immediate access to premium content on the site.