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David Boehm

David Boehm

Downstream Analyst at Thomist Capital Management, LP

Houston, TX , United States

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

OrganizationRoleDate RangeDetails
Thomist Capital, LLCDownstream AnalystNov 2018 to Present
Market-neutral hedge fund that invests in energy and industrial sectors across asset classes.
ExxonMobilBaytown Refinery Middle Distillates CoordinatorMay 2018 to Nov 2018
ExxonMobilDistillation and Hydroprocessing EngineerJul 2017 to May 2018
ExxonMobilCombustion Equipment EngineerJul 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

MathCAD
Microsoft Office
Java
Matlab
Autodesk Software
Heat Transfer
Petroleum
Petrochemical
Manufacturing
Thermodynamics
Energy
Mechanical Engineering
Solidworks
Data Analysis
Engineering
Refining
Hydrotreating
Hydroprocessing
Fractionation
Vacuum Distillation
Distillation
Maximo
PeopleSoft

Others at Thomist Capital Management, LP (5)

NameRoleLocation
Andrew Cosgrove
Andrew Cosgrove
L and S Equity AnalystHouston, TX , United States
Logan Moncrief
Logan Moncrief
President and PartnerHouston, TX , United States
James Slonaker
James Slonaker
Associate AnalystHouston, TX , United States
Marc Amons
Marc Amons
AnalystHouston, TX , United States
Tyler Freed
Tyler Freed
Upstream AnalystHouston, TX , United States

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