Jim Cramer: The Energy Stocks About to Explode

Recommendations

Entry is the asset's closing price on the publication date. Current is the last close on record.

1. 01 XOM NYSE SELL -10.72%
   Entry $148.36 20 Jul 2026

   Current $164.26 09 Sep 2026

   Result −$15.90

   vs. index −13.5% SPY +2.7% over the same days

   Cite this call · Watch source video * †

   Surrounding source transcript

   …t Iran and then hit Iran again. Wall Street's not a very creative place, people. It doesn't try to match winners with real events. It just does everything it can to epitomize the obvious in a completely knee-jerk fashion. Oil prices go up. Don't buy the majors, though. They make money in some things and don't make money as many in many others. People try to shoe or Kanico into the mix. The winners are the refiners that can raise prices at the pump immediately, which means Valero, Marathon Pete, and Phili…

   Don't buy the majors, though.

   Go

2. 02 VLO NYSE BUY +24.14%
   Entry $313.31 20 Jul 2026

   Current $388.95 09 Sep 2026

   Result +$75.64

   vs. index +21.4% SPY +2.7% over the same days

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   Surrounding source transcript

   …oe or Kanico into the mix. The winners are the refiners that can raise prices at the pump immediately, which means Valero, Marathon Pete, and Philip 66 should be bought. They're the best performers. The integrated oils are among the worst. I like Valero the most pure play. Remember, there are limited number refiners. They can export gas if they want to make even more money than selling it here. Best of all, there aren't going to be a lot of new refiners built anytime soon because it takes ages and ages to ge…

   I like Valero the most pure play.

   Go

   AI-extracted context the winners are the refiners that can raise prices at the pump immediately, which means Valero, Marathon Pete, and Philip 66 should be bought. They're the best performers.

3. 03 MPC NYSE BUY +26.68%
   Entry $315.31 20 Jul 2026

   Current $399.44 09 Sep 2026

   Result +$84.13

   vs. index +23.9% SPY +2.7% over the same days

   Cite this call · Watch source video * †

   Surrounding source transcript

   … prices go up. Don't buy the majors, though. They make money in some things and don't make money as many in many others. People try to shoe or Kanico into the mix. The winners are the refiners that can raise prices at the pump immediately, which means Valero, Marathon Pete, and Philip 66 should be bought. They're the best performers. The integrated oils are among the worst. I like Valero the most pure play. Remember, there are limited number refiners. They can export gas if they want to make even more money than selling it here. Best of all…

   which means Valero, Marathon Pete, and Philip 66 should be bought.

   Go

   AI-extracted context the winners are the refiners that can raise prices at the pump immediately, which means Valero, Marathon Pete, and Philip 66 should be bought.

4. 04 PSX NYSE BUY +24.89%
   Entry $208.80 20 Jul 2026

   Current $260.78 09 Sep 2026

   Result +$51.98

   vs. index +22.2% SPY +2.7% over the same days

   Cite this call · Watch source video * †

   Surrounding source transcript

   … prices go up. Don't buy the majors, though. They make money in some things and don't make money as many in many others. People try to shoe or Kanico into the mix. The winners are the refiners that can raise prices at the pump immediately, which means Valero, Marathon Pete, and Philip 66 should be bought. They're the best performers. The integrated oils are among the worst. I like Valero the most pure play. Remember, there are limited number refiners. They can export gas if they want to make even more money than selling it here. Best of all…

   which means Valero, Marathon Pete, and Philip 66 should be bought.

   Go

   AI-extracted context the winners are the refiners that can raise prices at the pump immediately, which means Valero, Marathon Pete, and Philip 66 should be bought.

5. 05 DLTR NASDAQ BUY -6.32%
   Entry $126.38 20 Jul 2026

   Current $118.39 09 Sep 2026

   Result −$7.99

   vs. index −9.1% SPY +2.7% over the same days

   Cite this call · Watch source video * †

   Surrounding source transcript

   …s are naturals. I went to my favorite Dollar Tree this weekend. It's ridiculously cheap for so many things. I season on the movie candy aisle so I can watch Cape Fear with all the dollar snow caps I want. The seasonal fair is just perfect. That's why I like Dollar Tree. My Dollar General on the other hand is often poorly stock. What can you do? But the best two retail stocks I think are Walmart and TJX. Two that are I I got to tell you two that I think always bounce back in this kind of environment. Walma…

   That's why I like Dollar Tree.

   Go

   AI-extracted context The trickiest trade though, and the one I like the best, is return to the discounters. The dollar stores are naturals. I went to my favorite Dollar Tree this weekend.

6. 06 TJX NYSE BUY -19.00%
   Entry $155.70 20 Jul 2026

   Current $126.12 09 Sep 2026

   Result −$29.58

   vs. index −21.7% SPY +2.7% over the same days

   Cite this call · Watch source video * †

   Surrounding source transcript

   … I season on the movie candy aisle so I can watch Cape Fear with all the dollar snow caps I want. The seasonal fair is just perfect. That's why I like Dollar Tree. My Dollar General on the other hand is often poorly stock. What can you do? But the best two retail stocks I think are Walmart and TJX. Two that are I I got to tell you two that I think always bounce back in this kind of environment. Walmart didn't have the best quarter, but it's rolling back prices in a way that should bring people right back to the stores. The real barga…

   But the best two retail stocks I think are Walmart and TJX.

   Go

   AI-extracted context But the best two retail stocks I think are Walmart and TJX. Two that are I I got to tell you two that I think always bounce back in this kind of environment.