Entry397.5→Now413.28
Refiners print huge profits Open original source
VLO Valero Energy Corporation Loading... : Investor Sentiment and Bull/Bear Views
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Top Calls
Entry401.99→Now413.28
Distillate squeeze boosts refining margins Open original source
Entry403.8→Now413.28
Refiners are trade of the year. Open original source
Price change since each call, adjusted for long/short direction. Results calculated:
Feed
21:15
Sep 18
Sep 18
VLO refining read-through on Iran-Saudi escalation
Watch VLO as a refining read-through on a Middle East supply/demand disruption scenario from an Iran-war/Saudi escalation narrative.
MED
19:43
Sep 18
Sep 18
US refiners as global capacity casualty play
Watch VLO as a US refiner beneficiary of global refining capacity destruction; only 128 active US refineries remain. No author-owned position language, so treat as thematic read-through.
MED
18:14
Sep 18
Sep 18
Refiners watched on Hormuz/Iran geopolitical scenario
Refiners flagged as geopolitical read-through if Strait of Hormuz opens while Houthis/Iran gain control of BAM Strait, weakening Saudi Arabia. No author position; treat as watchlist basket.
MED
17:52
Sep 18
Sep 18
Refiners watch on Red Sea supply risk
Refiner basket flagged as affected names on Houthi Red Sea / Saudi supply-risk read-through. No author position language, so treat as watch only.
MED
17:24
Sep 18
Sep 18
Independent refiners benefit from rival outages
Watch independent refiners as relative beneficiaries if XOM/CVX capacity stays offline; no author position stated, so treat as read-through basket, not a long.
MED
14:44
Sep 18
Sep 18
Refiner watch on rising diesel prices
Watch VLO as a refining/refined-product read-through to rising Ohio diesel prices; no explicit author position language, so this is an affected-name watch, not a long.
MED
14:27
Sep 18
Sep 18
VLO flagged in research note, watch only
No author position language or directional call on VLO; research-note/read-through context defaults to watch.
MED
02:58
Sep 18
Sep 18
VLO watch on refinery outage alerts
Watch VLO as a refining name affected by multiple outage alerts (Corpus Christi FCC restart, Memphis hydrogen plant and hydrocracker shutdowns); the author is mapping supply disruption, not declaring his own position.
MED
02:54
Sep 18
Sep 18
Aramco strike refiners read-through watch
Watch refiners as the tweet is a research read-through on Saudi Aramco pumping-station damage; the listed tickers are affected-company context, not an author-owned position.
MED
01:14
Sep 18
Sep 18
Yanos strike refining read-through
Watch VLO as a refining read-through from the Yanos outage, which knocked out Russian refining capacity and supports global product cracks; no author-owned position stated.
MED
00:57
Sep 18
Sep 18
VLO lubricant inelasticity read-through watch
Watch VLO as a lubricants-exposed refiner benefiting from inelastic lubricant demand with negligible consumer/legislative exposure; research basket, not a stated position.
MED
00:25
Sep 18
Sep 18
VLO lubricants read-through, no position stated
Watch VLO as one of the refiners in the lubricants read-through basket; no author-owned position language, so treat as affected-name research.
MED
00:06
Sep 18
Sep 18
Refiners like VLO now too pricey to buy
The author views refiners such as Valero as a sector of interest but believes the entry window has largely passed because these names are now expensive. The implied mechanism is that refining margins or sector fundamentals already drove the stocks higher, leaving limited upside at current prices. No specific catalyst or time horizon is given. Main stated risk is paying a rich price after the move.
MED
23:26
Sep 17
Sep 17
Watch refiners on record crack spreads
Watch VLO as a refining name with diesel/gasoline crack-spread leverage after Saudi Aramco refinery attacks; no explicit author ownership, so treat as affected-name map.
MED
22:11
Sep 17
Sep 17
Refiners watchlisted as Russian strike targets
Watch refiners as potential Ukrainian drone strike targets on Russian energy infrastructure; framed as a question, not a position.
MED
18:13
Sep 17
Sep 17
Refiner FCF resilient despite political risk
Watch VLO as part of a refiner basket; political intervention on gas prices unlikely to dent refiner FCF for at least a couple of quarters.
MED
16:24
Sep 17
Sep 17
Refiners as product-market read-through winners
Watch refiners as the read-through winners of Goldman's gasoline-market call and prolonged tight product markets; author analyzes the basket but states no position.
MED
14:48
Sep 17
Sep 17
Refiners benefit from gasoline tightness
Watch refiners VLO, MPC, PSX, DK, CLMT as ultimate winners from tightening gasoline markets and Goldman's shift from diesel to gasoline.
MED
06:09
Sep 17
Sep 17
VLO watch on Whiting outage read-through
Watch VLO as a refiner with read-through exposure to the BP Whiting outage, a bullish product-crack signal for peers with no stated author position.
MED
04:54
Sep 17
Sep 17
YANOS strike refining read-through watch
Watch VLO as a refining read-through from repeated strikes on Russia's YANOS refinery that periodically cut primary distillation capacity, tightening global product supply.
MED
04:05
Sep 17
Sep 17
VLO setup mixed, no position stated
Research-note style technical/fundamental scorecard on VLO — strong momentum and sell-side revisions versus elevated put skew, rich valuation, and hedge fund trimming. No first-person position disclosed, so treat as a watch.
MED
02:20
Sep 17
Sep 17
Diesel demand vector boosts refiners watchlist
Refiners listed as beneficiaries of a growing diesel demand vector; watch the group as a thematic read-through basket, not an author-owned long.
MED
02:10
Sep 17
Sep 17
Refiners watched on record diesel prices
Watch refiners VLO/MPC/PSX/DK/CLMT as the diesel-price beneficiaries whose high prices are driving the transport cost shock documented in this read-through.
MED
01:47
Sep 17
Sep 17
Refiner benefits from record diesel prices
Watch VLO as a refining name benefiting from record-high diesel prices; research basket, not an explicit author position.
MED
01:18
Sep 17
Sep 17
PADD 3 refiners benefit from Venezuela growth
Watch PADD 3 refiners as Venezuela production growth from Exxon's potential re-entry benefits regional crude slates; research read-through basket, not an owned position.
MED
21:18
Sep 16
Sep 16
Refiners may need CY27 multiple rerating
Watch refiners VLO, MPC, PSX, DK, CLMT as multiple-expansion rerating candidates into CY27; no explicit author ownership disclosed.
MED
21:04
Sep 16
Sep 16
Refiners are trade of the year.
Max argues refiners are the trade of the year, outperforming semiconductors. Refining earnings are on fire because crack spreads are extremely wide. Refined-product capacity is shut behind the Strait of Hormuz, China is hoarding rather than exporting refined products, and there are no strategic refined-product stockpiles to cushion supply. Oil is back above $100, and diesel/sulfur stress persists. He does not think earnings have peaked; instead of a spike-and-collapse, he expects more of a plateau. He owns Marathon Petroleum and Valero.
HIGH
21:00
Sep 16
Sep 16
Refiners as consumer consumption hedge watch
Refiners flagged as consumption hedges on jet fuel strength read-through; no author-owned position language, so treat as a thematic watchlist basket rather than buys.
MED
20:59
Sep 16
Sep 16
Refiner hedge basket stays on watch
Duplicate post of the refiner hedge basket keyed off UAL jet-fuel headline; no explicit ownership, so default all listed refiners to WATCH rather than LONG.
MED
20:31
Sep 16
Sep 16
Diesel refining basket on watch
Research-note basket on global diesel covering refiners and distributors; affected names, not author positions. Watch for refining-margin and scarce-capacity dynamics rather than a single directional bet.
MED
About VLO Investor Commentary
Across the available history and selected sources, Buzzberg tracks VLO (Valero Energy Corporation) across 30 sources: 82 bullish vs 2 bearish calls from 91 authors. Historical directional balance: 18% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 433 total trade ideas tracked. Past 7 days, before deduplication: 3 bullish, 1 bearish, 61 other directions. Latest voices: TheValueist, u/radishr, Max Wiethe.