PSX PHILLIPS 66 Загрузка... : Бычьи и медвежьи мнения аналитиков

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13:48
02 сен
TheValueist Основатель, Atlas Peak Research
PSX external buyer of Venezuelan supply, watch.
Phillips 66 could benefit from wider heavy crude discounts and Venezuelan supply, but solely designated as an external buyer—not an author position.
PSX
Сред.
13:48
02 сен
TheValueist Основатель, Atlas Peak Research
Watch PSX on heavy crude access
Watch Phillips 66 for potential beneficiary status from Venezuelan heavy crude supply to Gulf Coast complex refineries; no author position expressed in research thread.
PSX
Сред.
13:48
02 сен
TheValueist Основатель, Atlas Peak Research
Watch Phillips 66 heavy crude exposure.
Mentioned as having meaningful exposure to Venezuelan heavy crude through coking refineries; a read-through, not an author position.
PSX
Сред.
11:20
02 сен
TheValueist Основатель, Atlas Peak Research
Watch PSX as energy read-through
PSX appears as part of a multi-ticker list without explicit "I own" or "I am long" framing; likely research/beneficiary mapping, so default to watch with moderate confidence.
PSX
Сред.
10:46
02 сен
TheValueist Основатель, Atlas Peak Research
Watch PSX as potential diluent supplier
Watch PSX as US refiner potentially supplying diluent to Venezuela; research framing without explicit ownership.
PSX
Сред.
09:02
02 сен
TheValueist Основатель, Atlas Peak Research
PSX balanced refining and renewable hedge exposure
Watch PSX as a moderately constructive complex refiner with brownfield expansion options and partial renewable fuel hedges.
PSX
Сред.
21:44
01 сен
TheValueist Основатель, Atlas Peak Research
PSX watch, complex refiner benefits
Watch PSX given complex refining and brownfield opportunities; research note, no stated position.
PSX
Сред.
21:23
01 сен
TheValueist Основатель, Atlas Peak Research
PSX watch on refining policy
Watch PSX as moderately constructive on refining policy; research note only, no position.
PSX
Сред.
21:14
01 сен
TheValueist Основатель, Atlas Peak Research
Watch PSX on refining attack news
Watch PSX as refining sector beneficiary/affected name; research framing, no explicit position language.
PSX
Сред.
21:13
01 сен
TheValueist Основатель, Atlas Peak Research
Watch PSX on refining attack news
Watch PSX as refining sector read-through; minimal text, research framing, no explicit position language.
PSX
Сред.
20:41
01 сен
TheValueist Основатель, Atlas Peak Research
Watch Phillips 66 on PT increase.
Monitor Phillips 66 on Wells Fargo PT raise to $335, driven by biofuel waivers and higher crack spreads; no author ownership stated.
PSX
Сред.
20:10
01 сен
TheValueist Основатель, Atlas Peak Research
Diesel strength supports PSX; watch.
Phillips 66 participates in the diesel strength due to refinery supply disruptions; the catalyst is real but framed as group research, not an author-owned position.
PSX
Сред.
16:21
01 сен
TheValueist Основатель, Atlas Peak Research
Watch PSX on refinery turnaround read-through
Watch PSX as refinery turnaround could tighten Northeast refined product markets, but this is research mapping, not an author pick.
PSX
Сред.
16:00
01 сен
TheValueist Основатель, Atlas Peak Research
Watch PSX on storm disruption risk
Monitor PSX as tropical storm threatens Gulf Coast energy infrastructure; possible refining disruption, but author holds no stated position.
PSX
Сред.
15:54
01 сен
TheValueist Основатель, Atlas Peak Research
Watch PSX for hurricane impact.
Watch PSX as a possible beneficiary of hurricane-related refining disruptions; no long position indicated by author.
PSX
Сред.
15:46
01 сен
TheValueist Основатель, Atlas Peak Research
Refiners watch on ULSD strength.
Watch PSX as part of a refinery basket benefiting from rising ULSD prices. The trend is bullish, but political headline risk from Trump could interrupt the move.
PSX
Сред.
13:23
01 сен
TheValueist Основатель, Atlas Peak Research
Watch PSX amid political headline risk
Monitor PSX amid positive tape but headline risk from potential Trump actions on gasoline prices and refining capacity.
PSX
Сред.
13:21
01 сен
TheValueist Основатель, Atlas Peak Research
Watch PSX on Gulf storm risk
Monitor PSX as tropical weather threatens Gulf Coast refining; potential for operational disruptions is a sector watch, no explicit author position.
PSX
Сред.
10:45
01 сен
TheValueist Основатель, Atlas Peak Research
Government intervention risk in refining
Watch PSX as part of the refinery group facing potential export restrictions or other government interventions to address high gasoline prices.
PSX
Сред.
03:09
01 сен
TheValueist Основатель, Atlas Peak Research
PSX clear heavy discount sensitivity
PSX has the clearest sensitivity to wider Canadian heavy discounts, supporting the refining read-through, but this is research, not a position.
PSX
Сред.
03:07
01 сен
TheValueist Основатель, Atlas Peak Research
PSX refining weather risk, watch only
Watch PSX as the author evaluates Gulf Coast refining throughput risk from Tropical Storm Edouard and Pacific logistics disruptions; no position stated.
PSX
Сред.
02:13
01 сен
TheValueist Основатель, Atlas Peak Research
Watch PSX after reported refinery attack
Monitor PSX as a potential beneficiary of refinery supply disruptions following the reported attack on Russia's Yanos refinery, which could tighten global fuel markets.
PSX
Сред.
01:31
01 сен
TheValueist Основатель, Atlas Peak Research
Watch PSX amid energy risks.
Watch PSX as part of a refining basket; quoted context suggests geopolitical risk to energy supply, but author gives no position.
PSX
Сред.
13:37
31 авг
TheValueist Основатель, Atlas Peak Research
Author reiterates a months-long bullish thesis on PADD 3 refiners as key beneficiaries.
Author reiterates a months-long bullish thesis on PADD 3 refiners as key beneficiaries of the Venezuela oil deal, framing them as critical to US energy security.
PSX
10:46
31 авг
TheValueist Основатель, Atlas Peak Research
PSX benefits from diesel crunch
Monitor PSX as the diesel crunch intensifies; Brazil's planting season should support refined product margins.
PSX
Сред.
08:17
31 авг
TheValueist Основатель, Atlas Peak Research
Watch PSX as PADD 3 beneficiary.
Watch PSX as part of the PADD 3 refiner group benefiting from the US-Venezuela oil deal. Research-level bullishness, no explicit author ownership.
PSX
Сред.
01:25
30 авг
TheValueist Основатель, Atlas Peak Research
Watch PSX for Venezuela crude access
Watch PSX as a refiner that could gain from cheaper Venezuelan crude access under a normalized US relationship; no explicit position stated by author.
PSX
Сред.
19:31
29 авг
TheValueist Основатель, Atlas Peak Research
Refining names in analytical backdrop
Watch PSX within the diesel/refining complex framing the agricultural cost analysis; no direct position language from the author.
PSX
Сред.
15:46
29 авг
TheValueist Основатель, Atlas Peak Research
The author provides a detailed regulatory research note on RIN policy and SRE outcomes.
The author provides a detailed regulatory research note on RIN policy and SRE outcomes, framing market moves as context rather than expressing any personal position or forward-looking trade call.
PSX
15:27
29 авг
TheValueist Основатель, Atlas Peak Research
"Watch Phillips 66 in diluent trade"
Watch $PSX as Gulf Coast refiner with potential exposure to Venezuelan diluent trade given naphtha production capabilities.
PSX
Сред.

Об аналитическом покрытии PSX

Buzzberg отслеживает PSX (PHILLIPS 66) в 12 источниках. Бычьих сигналов: 14, медвежьих: 0, от 35 аналитиков. Сентимент преимущественно бычий (6%). Всего отслеживается 227 торговых идей. За последние 7 дней: наблюдение: 45. Последние спикеры: TheValueist.