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About
David Boehm is a Downstream Analyst at Thomist Capital Management, LP, based in Houston, TX, where he specializes in tracking and evaluating investments related to the downstream energy sector, including refining, petrochemicals, and related infrastructure. His role involves in-depth analysis of market trends, operational performance, and financial metrics for companies in the refining and midstream oil & gas industries.
Prior to joining Thomist Capital in 2018, David Boehm worked at ExxonMobil's Baytown Refinery, first as a Distillation and Hydroprocessing Engineer and later as the Middle Distillates Coordinator. This hands-on operations experience in one of the world’s largest refineries equips him with a unique technical and commercial perspective on energy sector investments.
David holds an MBA from The University of Texas at Austin and a BS in Mechanical Engineering from the University of Virginia. He brings a strong analytical skillset and sector-specific knowledge of oil & gas, downstream energy operations, and industrial assets, supporting informed investment decisions in the energy and related asset classes.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Thomist Capital, LLC | Downstream Analyst | Nov 2018 to Present | Market-neutral hedge fund that invests in energy and industrial sectors across asset classes. |
| ExxonMobil | Baytown Refinery Middle Distillates Coordinator | May 2018 to Nov 2018 | — |
| ExxonMobil | Distillation and Hydroprocessing Engineer | Jul 2017 to May 2018 | — |
| ExxonMobil | Combustion Equipment Engineer | Jul 2014 to Jul 2017 | — |
Education
The University of Texas at Austin
Master of Business Administration (MBA)
2016 — 2018
University of Virginia
Bachelor of Science (BS), Mechanical Engineering
2010 — 2014
Skills & Expertise
Others at Thomist Capital Management, LP (5)
| Name | Role | Location |
|---|---|---|
| L and S Equity Analyst | Houston, TX , United States | |
| President and Partner | Houston, TX , United States | |
| Associate Analyst | Houston, TX , United States | |
| Analyst | Houston, TX , United States | |
| Upstream Analyst | Houston, TX , United States |
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