VLO Valero Energy Corporation Loading... : Bullish and Bearish Analyst Opinions
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11:27
Jul 18
Jul 18
Monitor VLO, MPC, PSX, and DINO as the author's refining tracker; bullish industry thesis but no explicit ownership. Assign watch until position language appears.
MED
11:24
Jul 18
Jul 18
Same four refining tickers listed without context beyond the broader research note; treat as a research basket watch, not a position.
MED
11:41
Jul 15
Jul 15
Watch VLO as a U.S. refining beneficiary of structural scarcity; the author's research is bullish but not a personal position.
MED
07:49
Jul 15
Jul 15
Watch VLO as part of a refining research note; bullish structural scarcity thesis but no explicit author position.
MED
00:52
Jul 15
Jul 15
US banks and energy set new highs.
US large banks (JPMorgan, Bank of America) are making all-time highs on record earnings from AI-driven IPO and trading activity. Valero Energy also hits new highs, supported by energy tailwinds. These represent strong trend-following opportunities.
HIGH
00:23
Jul 14
Jul 14
Buy refiners on Iran oil spike.
Refiners like Valero, Marathon Petroleum, and Phillips 66 benefit immediately when oil spikes on Iran/Strait of Hormuz fears because they can raise pump prices instantly, lack of new refineries, and export optionality add upside; Valero is the purest play.
HIGH
23:38
Jul 13
Jul 13
Don't chase boring winners long-term.
When Iran threatens to shut down the Persian Gulf and oil spikes, boring stocks like Dow, Mosaic, and Valero rally temporarily, but these moves are event-driven and not sustainable for long-term investors, so chasing today's winners is a mistake.
MED
22:36
Jul 13
Jul 13
No actionable trade; the author is sharing analyst accounts for VLO research, not expressing a position in VLO.
MED
21:12
Jul 13
Jul 13
Watch U.S. refiners as the sector exhibits structural scarcity but with terminal-value risk; the author provides analysis but does not take a position.
MED
17:16
Jul 13
Jul 13
Monitor independent refiners as a research basket; author discloses no personal position, only a tracking list.
MED
17:16
Jul 13
Jul 13
Author shares an independent refining tracker sorted by YTD performance amid Venezuela chatter, which is a research watchlist not a position.
16:47
Jul 10
Jul 10
Tight refining capacity lifts fuel, benefits refiners.
Refining stocks like Valero and Marathon Petroleum hit record highs thanks to a jump in gasoline and diesel futures. A flood of stranded crude exited the Strait of Hormuz, but there is little spare refining capacity globally, which keeps fuel prices elevated and benefits refiners.
MED
14:33
Jul 10
Jul 10
Refiners benefit from tight capacity and cheap crude.
Refining stocks like Valero and Marathon Petroleum are hitting record highs because gasoline and diesel futures have jumped while crude oil prices fell after 13 million barrels of stranded crude exited the Strait of Hormuz. Limited global spare refining capacity keeps fuel prices elevated, directly benefiting refiners.
HIGH
23:42
Jul 09
Jul 09
Refiners running at record high capacity
U.S. refiners Marathon Petroleum and Valero are running at record high utilization (96%), acting as critical supply buffers during the crisis, which supports their operational and financial performance.
MED
18:46
Jul 09
Jul 09
Long Valero on strong refining crack spreads
Refining crack spreads remain extremely elevated due to tight product markets (diesel and gasoline) even as crude prices weaken. Valero has broken to a fresh 52-week high, is the strongest name in the refining space, and positioning in gasoline is not yet crowded. A defined-risk bull call spread allows participation in the momentum while limiting risk after the extended move.
HIGH
20:46
Jul 02
Jul 02
Valero benefits from strong refining margins.
Elevated crack spreads due to tight refined product markets and supply bottlenecks favor refiners; Valero is the strongest name in the space, breaking to a new 52-week high, and presents a defined-risk momentum play via a $270/$300 bull call spread.
HIGH
20:45
Jul 02
Jul 02
Valero benefits from elevated crack spreads
Crude oil remains sloppy but petroleum products remain tight, keeping crack spreads elevated. Refiners are the part of the value chain directly benefiting, and Valero (VLO) has broken to a fresh 52-week high as one of the strongest names. Instead of buying shares outright after the extended move, a shorter-duration bull call spread (Aug 21, 2026 $270/$300) captures momentum with defined risk. Positioning shows gasoline specs and commercials are light, meaning the crack spread trade is not yet crowded, while crude itself is a coin flip.
HIGH
17:58
Jul 02
Jul 02
Long Valero on strong crack spreads.
Refined product markets remain tight with diesel and gasoline crack spreads near all-time highs, supporting refiners; Valero (VLO) is a leader breaking to a 52-week high, and a bull call spread provides defined-risk exposure to the refining theme.
HIGH
18:09
Jun 29
Jun 29
Own diversified basket across sectors.
Investors should avoid trying to pick the winning rotation and instead hold a broad variety of individual stocks across energy, healthcare, industrials, and semiconductors. The market is rewarding patience, with both equal-weight and cap-weight S&P 500 working, and these specific names offer exposure to different sectors.
MED
13:42
Jun 24
Jun 24
US energy firms fall sharply as oil prices hit their lowest level since the start of the Iran war, with major stocks like Chevron and Exxon Mobil down over two percent.
18:49
May 13
May 13
Seeking Alpha highlights the refining sector as a top play amid a 30-year gas price surge, with analyst revisions and triple-digit growth potential driving a Strong Buy call on VLO, MPC, and PARR.
HIGH
23:52
May 08
May 08
Profiting from refining spread.
Valero Energy is a buy because as long as the spread between the price of gasoline and what they buy oil for remains wide, they will print money.
HIGH
14:57
May 06
May 06
Refiners are structurally tight and cheap.
Refiners are benefiting from a structural supply-demand imbalance. New refinery construction has stalled, existing capacity is running at high utilization, and crack spreads have surged. The market underestimates how tight the market is beyond geopolitical noise. Large PADD 3 refiners like Marathon and Valero trade at a fraction of replacement cost and are using elevated cash flows for buybacks, which will drive shareholder returns. This is a multi-year opportunity until new capacity is announced.
HIGH
00:04
Apr 26
Apr 26
Traderstewie shares a list of upcoming earnings from Earnings Whispers for the week of April 27, 2026, but
HIGH
18:16
Apr 14
Apr 14
Momentum market offers diverse winners.
This is a momentum market where the momentum factor is outperforming, with winners across various sectors such as technology, energy, and materials, as evidenced by stocks like Intel, Valero, Exxon, Lam Research, Newmont, and Sienna, supported by rising earnings growth expectations.
HIGH
22:16
Apr 12
Apr 12
Refiners with pricing power benefit from disruptions.
In the oil supply chain disruption, refiners like Valero Energy that have pricing power can maintain margins and benefit from choke points because they can pass increased costs to consumers.
MED
09:43
Apr 01
Apr 01
The stated severe shortage of refined products (diesel/jet fuel) with a predicted geographical spread creates a clear, near-term bullish catalyst for refinery margins and refining stocks.
MED
15:14
Mar 31
Mar 31
Speaker cited "Valero just had an accident at their refinery in Texas last week. It's still not fully back up to operation. They make jet fuel." The speaker uses this specific, recent operational failure to illustrate the broader fragility of U.S. refining infrastructure during a global supply crunch. The company is presented as a concrete example of the systemic vulnerability in a critical part of the energy supply chain, warranting close monitoring for further operational or financial impacts. The refinery returns to full operation quickly without lasting financial or reputational damage.
17:34
Mar 26
Mar 26
Josh Brown stated, "Valero still looks great, all of the refiners." In the context of market uncertainty and a "red" stock environment, he identifies energy/oil stocks as the narrow lane that is currently working. This is a LONG idea because the speaker explicitly highlights Valero and refiners as attractive holdings that are performing well amid the prevailing market conditions. A rapid de-escalation of the Iran conflict could reverse the oil price surge and the relative outperformance of refiners.
20:26
Mar 25
Mar 25
Valero fell ~3%, pressured by broader energy sector weakness due to geopolitical uncertainty and an idiosyncratic refinery fire. The company is dealing with operational disruption (fire at Port Arthur refinery) amid a volatile commodity price environment driven by ceasefire hopes/fears. The combination of macro headwinds and company-specific operational issues presents unattractive near-term risk. A sustained rally in oil prices or a swift resolution of the refinery outage could reverse the pressure.
About VLO Analyst Coverage
Buzzberg tracks VLO (Valero Energy Corporation) across 15 sources. 29 bullish vs 0 bearish calls from 33 analysts. Sentiment: predominantly bullish (48%). 60 total trade ideas tracked. Past 7 days: 2 bullish, 9 watch. Latest voices: TheValueist, Kim Young-cheol, Jim Cramer.