Jim Cramer's Stop Trading! Conoco Gusher

You can't go wrong owning Exxon (XOM Quote), Chevron (CVX Quote) or Conoco (COP Quote) right now, Jim Cramer said Tuesday on CNBC's "Stop Trading!" segment.

Cramer said Exxon is "clearly going to $80" from a recent $78 because big mutual funds keep buying the oil giant even as it sops up excess supply with a massive buyback effort. That said, he views the Irving, Texas, company as only one of three big-cap ways to play the oil gusher.

Cramer says fund managers like Exxon because "they don't want to be levered to oil" but want to show fundholders that they own the biggest oil stock. "They want to put the tiger in their tank," Cramer added. Exxon allows them to do this by spending less on capital spending than its rivals, Cramer said. ...