Pro Analysis Available: Full unrolled post citations, institutional 13F filing matrix, and real-time sentiment alerts for $VLO are available with SpikePanel Pro.
2026-10-06 X users repeatedly note VLO and peers at record highs, consistent with prior Russia refinery attack supply risk line; no new facts today.
10 earlier events›
CompanyBull
VLO Ranked #1 Strong Buy by Zacks, Earnings Estimate Up 25.5%
Zacks highlights VLO as Strong Buy with 25.5% earnings estimate increase, positive analyst action
D1 +0.2% · +5d -6.3%
›3 waves of this story
2026-09-18 New director joins Audit Committee, strengthening board governance
2026-09-24 Governance update with new independent director on board
2026-10-01 Zacks highlights VLO as Strong Buy with 25.5% earnings estimate increase, positive analyst action
Analyst
Jefferies downgrades to Hold
D1 -4.1% · +5d +2.8%
8-K filing
8-K: Item 5.02, Item 7.01, Item 9.01
D1 +0.2% · +5d -6.3%
CompanyBull
Refiners hit highs together; $VLO confirms intraday 52-week high
Sector EPS upgrade cycle and macro tailwinds align; VLO extends record run
D1 +1.9% · +5d +4.9%
›4 waves of this story
2026-08-12 Multiple independent sources confirm VLO and peers at 52-week highs, showing sector strength
2026-08-13 Multiple refiners and VLO hit 52-week highs, confirmed by independent sources
2026-08-15 Multiple refiners hit new highs, VLO confirmed by multiple sources
2026-08-21 Sector EPS upgrade cycle and macro tailwinds align; VLO extends record run
MarketsBear
Exxon, Chevron flag refinery squeeze as WTI falls 26% and US gasoline tops $4
Refining outages and geopolitics are keeping fuel prices high even as crude eases, extending pressure on consumers and transport costs
D1 -1.7% · +5d +2.4%
EarningsBull
Valero Q2 profit beats on strong refining margins
Q2 net income surged YoY, refining margins strong, consistent with prior event, today's call adds details.
D1 +3.4% · +5d -2.8%
›4 waves of this story
2026-07-30 Q2 net income $3.7B, EPS $12.62, aided by Middle East tensions boosting fuel export demand
2026-07-30 Q2 revenue $44.5B beat, adj EPS $12.54 up 450% YoY, refining op income $4.5B
2026-08-01 Q2 net income $3.7B or $12.62/sh vs $714M a year ago, driven by refining and renewable strength
2026-08-01 Q2 net income surged YoY, refining margins strong, consistent with prior event, today's call adds details.
Earnings
Earnings report
炼油业务部门第二季度营业收入为45亿美元，而2025年第二季度为13亿美元。
D1 +3.4% · +5d -2.8%
8-K filing
8-K: Item 2.02, Item 9.01
D1 +3.4% · +5d -2.8%
CompanyBull
Refining Margin Hits Record $59/Barrel, Refiners Including VLO Attract Institutional Interest
Multiple sources highlight Iran/Ukraine tensions and Gulf hurricane risk as potential catalysts; equipment breakdown vulnerability flagged due to record-high refinery runs
D1 +2.6% · +5d +1.7%
›3 waves of this story
2026-07-16 Refining margin printed $59/barrel, the highest ever recorded and 3x the 2004-2008 boom peak; VLO saw a $5.7M call option trade, and multiple refiners hit all-time highs
2026-07-17 Multiple independent sources confirm VLO's new all-time high, extending the refining margin theme
2026-07-20 Multiple sources highlight Iran/Ukraine tensions and Gulf hurricane risk as potential catalysts; equipment breakdown vulnerability flagged due to record-high refinery runs
OtherBull
VLO Hits All-Time Closing High; Refiners Rally in Tandem
2026-10-06 X users repeatedly note VLO and peers at record highs, consistent with prior Russia refinery attack supply risk line; no new facts today.
CompanyBull
VLO Ranked #1 Strong Buy by Zacks, Earnings Estimate Up 25.5%
Zacks highlights VLO as Strong Buy with 25.5% earnings estimate increase, positive analyst action
D1 +0.2% · +5d -6.3%
›3 waves of this story
2026-09-18 New director joins Audit Committee, strengthening board governance
2026-09-24 Governance update with new independent director on board
2026-10-01 Zacks highlights VLO as Strong Buy with 25.5% earnings estimate increase, positive analyst action
Analyst
Jefferies downgrades to Hold
D1 -4.1% · +5d +2.8%
8-K filing
8-K: Item 5.02, Item 7.01, Item 9.01
D1 +0.2% · +5d -6.3%
7 earlier events›
CompanyBull
Refiners hit highs together; $VLO confirms intraday 52-week high
Sector EPS upgrade cycle and macro tailwinds align; VLO extends record run
D1 +1.9% · +5d +4.9%
›4 waves of this story
2026-08-12 Multiple independent sources confirm VLO and peers at 52-week highs, showing sector strength
2026-08-13 Multiple refiners and VLO hit 52-week highs, confirmed by independent sources
2026-08-15 Multiple refiners hit new highs, VLO confirmed by multiple sources
2026-08-21 Sector EPS upgrade cycle and macro tailwinds align; VLO extends record run
MarketsBear
Exxon, Chevron flag refinery squeeze as WTI falls 26% and US gasoline tops $4
Refining outages and geopolitics are keeping fuel prices high even as crude eases, extending pressure on consumers and transport costs
D1 -1.7% · +5d +2.4%
EarningsBull
Valero Q2 profit beats on strong refining margins
Q2 net income surged YoY, refining margins strong, consistent with prior event, today's call adds details.
D1 +3.4% · +5d -2.8%
›4 waves of this story
2026-07-30 Q2 net income $3.7B, EPS $12.62, aided by Middle East tensions boosting fuel export demand
2026-07-30 Q2 revenue $44.5B beat, adj EPS $12.54 up 450% YoY, refining op income $4.5B
2026-08-01 Q2 net income $3.7B or $12.62/sh vs $714M a year ago, driven by refining and renewable strength
2026-08-01 Q2 net income surged YoY, refining margins strong, consistent with prior event, today's call adds details.
Earnings
Earnings report
炼油业务部门第二季度营业收入为45亿美元，而2025年第二季度为13亿美元。
D1 +3.4% · +5d -2.8%
8-K filing
8-K: Item 2.02, Item 9.01
D1 +3.4% · +5d -2.8%
CompanyBull
Refining Margin Hits Record $59/Barrel, Refiners Including VLO Attract Institutional Interest
Multiple sources highlight Iran/Ukraine tensions and Gulf hurricane risk as potential catalysts; equipment breakdown vulnerability flagged due to record-high refinery runs
D1 +2.6% · +5d +1.7%
›3 waves of this story
2026-07-16 Refining margin printed $59/barrel, the highest ever recorded and 3x the 2004-2008 boom peak; VLO saw a $5.7M call option trade, and multiple refiners hit all-time highs
2026-07-17 Multiple independent sources confirm VLO's new all-time high, extending the refining margin theme
2026-07-20 Multiple sources highlight Iran/Ukraine tensions and Gulf hurricane risk as potential catalysts; equipment breakdown vulnerability flagged due to record-high refinery runs
OtherBull
VLO Hits All-Time Closing High; Refiners Rally in Tandem
