VLO Valero Energy Corporation Loading... : Bullish and Bearish Analyst Opinions
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Top Calls
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11:20
Sep 02
Sep 02
Watch VLO as energy read-through
VLO included in a ticker list potentially as refining/energy read-through to Chevron Venezuela news; no explicit position language from author. Watch for sector spillover signals.
MED
10:46
Sep 02
Sep 02
Watch refiners on Venezuela oil production upside
Watch VLO and other US refiners as potential beneficiaries if Venezuela oil production rises with US diluent assistance; no explicit position taken by author.
MED
09:02
Sep 02
Sep 02
Monitor VLO on RIN and political risks
Watch VLO despite favorable refining backdrop and Venezuelan crude access, given RIN cost exposure, no SRE benefit, and political/margin pressure risk.
MED
00:09
Sep 02
Sep 02
Valero's Port Arthur refinery in Texas experienced a partial power outage with the small crude.
Valero's Port Arthur refinery in Texas experienced a partial power outage with the small crude unit shut and large unit at minimum output.
21:44
Sep 01
Sep 01
VLO watch, mixed policy exposure
Watch VLO as operationally positioned for Venezuelan crude but exposed to RIN costs and political scrutiny; no ownership.
MED
21:23
Sep 01
Sep 01
VLO watch on policy risk exposure
Watch VLO; operationally positioned but exposed to RIN and policy risks; author flags mixed outlook, no position.
MED
21:14
Sep 01
Sep 01
Watch VLO on refining attack news
Watch VLO as part of refining complex impacted; research framing, no explicit position statement from author.
MED
21:13
Sep 01
Sep 01
Watch VLO on refining attack news
Watch VLO as refining sector read-through; minimal text, research framing, no explicit position language.
MED
20:41
Sep 01
Sep 01
Monitor Valero after Wells Fargo PT raise.
Monitor Valero as analyst price target raised to $389 on elevated crack spreads and EPA biofuel waivers; no explicit author position stated.
MED
20:10
Sep 01
Sep 01
Refining complex bullish on diesel strength; watch.
Refining complex with diesel strength from a major refinery turnaround; the cited catalyst benefits the group, but the author frames it as a news/read-through note, not an owned position.
MED
16:21
Sep 01
Sep 01
Watch VLO on Canadian refinery turnaround supply impact
Watch VLO as the Irving Oil Saint John turnaround may tighten Northeast product supply, potentially benefiting East Coast refiners; no author position stated.
MED
16:00
Sep 01
Sep 01
Watch VLO on storm disruption risk
Monitor VLO as the Gulf Coast storm threatens refining operations; potential supply disruption could support margins, but no position indicated.
MED
15:54
Sep 01
Sep 01
Watch VLO for hurricane supply chain impacts.
Monitor VLO as a potential beneficiary of hurricane-induced refining disruptions; author has not taken a position but is tracking the situation.
MED
15:46
Sep 01
Sep 01
Refiners watch on ULSD strength.
Watch VLO 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.
MED
13:23
Sep 01
Sep 01
Watch refiners amid political gasoline price risk
Monitor refiners as political headline risk from a Trump meeting on gasoline prices could pressure the group despite strong operational start. No position stated.
MED
13:21
Sep 01
Sep 01
Watch VLO for hurricane season impact
Monitor VLO as hurricane season approaches, which could disrupt refining operations and affect supply. Research/weather-linked, no author position stated.
MED
11:59
Sep 01
Sep 01
Research note analyzing California crude dislocation and refiner rent capture.
Research note analyzing California crude dislocation and refiner rent capture, but explicitly states it is not a simple directional equity call, so all tickers remain watch.
LOW
10:45
Sep 01
Sep 01
Refining sector under political margin pressure
Watch VLO as an affected company in the refining complex amid political pressure on gasoline prices and potential regulatory actions that could impact margins.
MED
03:09
Sep 01
Sep 01
VLO favorable refining exposure, research only
VLO is identified as the cleanest direct refining exposure to the Venezuela heavy-crude supply thesis, but this is research analysis, not a personal position.
MED
03:07
Sep 01
Sep 01
VLO refining weather risk analysis, watch only
Watch VLO as the author analyzes Gulf Coast storm risk to refining throughput and PADD5 scarcity dynamics; no explicit long or short position stated.
MED
02:13
Sep 01
Sep 01
Watch VLO after reported refinery attack
Monitor VLO as a potential beneficiary of refinery supply disruptions following the reported attack on Russia's Yanos refinery, which could tighten global fuel markets.
MED
01:31
Sep 01
Sep 01
Watch VLO in refining basket.
Watch VLO as part of a refining basket mentioned alongside geopolitical energy supply risks; no explicit author position or forward call is stated.
MED
19:48
Aug 31
Aug 31
VLO watch as RIN cost beneficiary
Watch VLO as a beneficiary of lower RIN compliance costs from the EPA deadline extension, improving refiner economics relative to feedstock suppliers.
MED
13:54
Aug 31
Aug 31
US-Iran conflict boosts oil and energy stocks.
Resumed combat between the US and Iran pushed oil prices higher in early trading, and the jump in crude is lifting energy stocks: Halliburton added 2.5%, Chevron rose 2%, Valero Energy and Occidental Petroleum added 2% each, and Exxon Mobil rose more than 1.5%.
MED
13:37
Aug 31
Aug 31
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.
10:46
Aug 31
Aug 31
VLO watch on diesel crunch
Monitor refiner VLO for diesel margin expansion from the global crunch and Brazil seasonal demand spike, though no position is disclosed.
MED
08:17
Aug 31
Aug 31
Watch VLO on Venezuela heavy crude processing.
Watch VLO as a PADD 3 refiner positioned to benefit from processing Venezuela's heavy sour crude. Author is bullish but does not state a personal position in this research-style post.
MED
14:22
Aug 30
Aug 30
Author offers a broad sector watchlist for new investors across AI, defense, neocloud, energy.
Author offers a broad sector watchlist for new investors across AI, defense, neocloud, energy, and space, but frames it as exposure ideas rather than current positions or explicit buy calls.
LOW
01:25
Aug 30
Aug 30
Watch VLO on US-Venezuela oil deal
Watch VLO as a potential beneficiary of a US-Venezuela oil deal that could improve regional supply dynamics; author notes positive deal structure but does not state a position.
MED
21:00
Aug 29
Aug 29
Refiner earnings growth keeps valuations low.
Marathon Petroleum and Valero Energy have already doubled this year but still trade at low trailing P/E multiples because their EPS has shown triple-digit YoY growth for recent quarters and has been repeatedly revised upward as oil prices climbed. Even with strong price gains, their valuations keep falling to around 9.2x for Marathon and 10.4x for Valero.
HIGH
About VLO Analyst Coverage
Buzzberg tracks VLO (Valero Energy Corporation) across 23 sources. 44 bullish vs 0 bearish calls from 59 analysts. Sentiment: predominantly bullish (16%). 275 total trade ideas tracked. Past 7 days: 2 bullish, 46 watch. Latest voices: TheValueist, FirstSquawk, Jill Schneider.