Minutes before jumping out to a more than 3 percent gain in the first 30 minutes of trading Monday, global oil giant ExxonMobil has turned into a "real winner" over the past few months, CNBC's Jim Cramer said.
"They have refining," Cramer said on "Squawk on the Street." "They have marketing. They're doing everything right. The last quarter was terrific."
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"It's breaking out so furiously," Cramer said. "It's part of this, ''How did this happen' market?' … You can't own any of the other oil companies. They're all awful."
Cramer said investors appear to be shying away from smaller, independent energy companies such as Marathon Oil. He added that Exxon's commitment to oil over natural gas seems to have helped the stock.
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"Exxon is the largest natural gas producer and they are not talking about that at all," Cramer said. "They are basically saying, 'Look we are not going to have natural gas ... stations.' Exxon is going all gasoline, all-in gasoline. And so far the stock has been a real winner in the last few months."