VLO

kungpaochi

I don't know why you'd get a downvote. Marathon is unstoppable. My biggest position is a midstream oil company EPD. I have been riding MPC since 350 along with some VLO.

CaregiverWorth567

My VLO is up again

poozyfloor

Imagine being the YouTube technical only guy who said VLO is a short at 400

2Hosslovescash

VLO been acting like an absolute Boss

SteakEater137

But for the refiners that primarily not in the war zones theyre more valuable than ever. VLO and PSX are pumping hard too

amanj41

TF is happening with finished products, VLO absolutely ripping this morning after an already insane week

ThinkingOfTheOldDays

$VLO non stop pumper

wilson0x4d

\> "What I don’t understand is why he would brag about fixing a problem he caused" because the flow of oil is now "de facto" controlled by a single nation. sometimes the obvious thing is not obvious except to those affected. if your nation was dependent on that oil and Xi or Putin made this same infographic you'd have understood exactly what it meant. in the meantime, i'd like to see oil exports from the gulf (U.S.) restricted to North America, then another sublime infographic that shows nothing has changed, because then maybe we could have a conversation about how the only reason any of this mattered was because BRICS vs. the petrodollar. plus, we'd likely enjoy lower gas prices if our largest oil producers weren't shipping it off across the pond for profit. but then VLO would surely take a dive. speaking of VLO, looks like it might have found a ceiling, i guess four oil deals in one week wasn't enough to moon it further... next week is going to be interesting.

amanj41

Man the chart on VLO (refinery) is scary

Ill-Opinion7696

Yessir. Targa has been spending tons of money in the Permian and Delaware to get more pipelines to the coast. VLO, MPC, and PSX charts are going insane right now, benefits of all these countries and states shutting down their refineries. I’m holding a lot of TPL as well. That doesn’t even mention the insane copper deficits we will have VERY soon. Deteriorating grades and lack of sustaining capital.

IAmTheSilent1

VLO, MPC, PSX on a roll lately

amanj41

I’m retarded for playing USO instead of VLO. GAHDAMN finished products are ripping

Cav829

It's funny watching how manipulated paper oil remains while things stocks less vulnerable to it like VLO are mooning. In fairness, if refineries keep getting taken out it will correct the supply problem as we'll have no place to use the oil anyway.

Frequent-Length-9966

I also like Diesel refineries so… MPC, PSX, and VLO are some of my picks for the quarter.

AustinZephyr

The 'issue' right now is very specific to VLO. It is up 12% this month and 140%+ YTD/1-yr. It is trading ($400+) well over the consensus target ($350is?), as well. Has been paying $1.20/share/quarter, which isn't bad at $170 price but not so great at $400. I did sell off my VLO in an IRA, as not tax implications, but am holding (with trepidation) my brokerage holdings. 20 years ago it was at $17-$20.

AustinZephyr

How much did you put in (i.e what is your return so far)? Are you long-term gains currently? What would you do with the money if you did sell it - do you have a plan to re-invest? I have had VLO for 20+ years now, just sitting there paying (and reinvesting) dividends. It has always been a pretty decent stock to hold - dividends have always been reliable good. I am assuming that as soon as the war (or whatever you decide to call it) in Iran is 'resolved', then the price will fall rapidly? It is very tempting to put a stop loss on the shares at some point, but I would currently have to pay the NIIT (3.8% above LT cp gains) and that is not insignificant at this point.

radishr

If 🥭is serious about a diesel export ban, refinery stocks like VLO would crash. He'll probably 🌮 though.

Emergency_Trust_2639

October diesel squeeze going to send $VLO, $MPC, $XOM up. Meanwhile big money exits the stocks to parks in 6-7% bonds waiting for the stocks to drop from energy costs, AI bubble, inflation...

deadinsideNYC

AI/Semi trade getting frothy and near or at ATHS. Im in clean energy (BE), diesel refinery (VLO) drones (UMAC). All 3 pulled back and have rook to run much higher. GL

T-WrecksArms

VLO just had a nice dip. Maybe you can make some back with those calls? This country is screwed and the gas problem won’t be solved until minimum after mid terms.

Maleficent-Couple-76

Everyone called me crazy for buying VLO puts last week. I swear I am schizo but I have some good ideas

jrex035

I'm holding VLO but I've trimmed my position a bit. The company is literally printing cash right now with no real end in sight. By that measure it's deeply discounted. The problem imo is that Trump very well might implement diesel export bans before the midterms, which could see VLO (and other refiners) drop 10+% instantly as everyone rushes for the exits. Hell it might even be a 20% haircut. Too much risk of Trump interference to go all in right now imo

Barsukbrecon

Any thoughts about VLO? As diesel prices get higher in october and November (peak usage), as a refiner should it not pump?

steem99

CF is the play for me today. Has been benefitting from the hormuz closure greatly, but slipped 5% last week. Therefore has room to bounce back up on the fresh war escalation/continuation news. Also, the VLO chart is fucking insane.

nai-ba

I sold VLO at $312, thinking it was overpriced, since the long term crack spread would not justify the valuation, even if crack remained high for the rest of the year.

Erieztoys

VLO just hit $418 for a minute.

theundiscoveredcolor

Is VLO just going straight up forever?

radishr

Refineries like VLO, but it's a little late, they are pricey now.

pandadrizzle

DINO, PBF, MPC, VLO If you’re not in refineries right now, what are you even doing? 🤷‍♂️

Erieztoys

Traded $20K on VLO CALLs to erase $2K of SPY PUT losses from yesterday. Even is a win, so enough fun in the shit show today.

Erieztoys

Think it time to yolo into VLO CALLs and retire at the end of the year or become homeless,

No_Presentation9490

look at USO, RBOB, CL charts. PSO/VLO/MPC. kinda getting exhausted up there

poozyfloor

Wonder if that Youtube guy is still short VLO?

DrElkSnout

distillates are down -13.5% yoy. pump and ship all the oil you want retards, T and Iran blew up the infrastructure to refine anything that moves. price of WTI right now is not going to reflect the surge in fuel costs, particularly diesel and other middle distillates. Calls on VLO, MPC and PSX are going to fucking print

Cav829

Same. I had a little fun with him, but I dd see a lot of people starting to short oil around that level for a technical pullback since it was major resistance and the RSI was so overbought. That said, this is the type of short-term washout that very quickly corrects the RSI. We're already out of overbought territory. I think $98/barrel is about the lowest we see, and trying to short this move \*again\* feels suicidal. Charts are still pointing toward a move to about $116-$118. And if you look at stuff like VLO, it's green today. Other oil stocks are down half or less as much as oil. So I don't think this is anything more than a small technical correction.

OhioTheLandOfGreats

I’m all in MPC & VLO currently. For a real answer to this thread

Maleficent-Couple-76

Bot month out expiry $320 strike VLO puts today. Not expecting any kind of diesel export ban from US but 🥭 will absolutely jawbone the products market atleast once in the next month

Erieztoys

Should have bought more $400 VLO CALLs this morning.

Erieztoys

Anybody been playing VLO? Think it will get to 400 in the next couple weeks?

Aardvark-Tall

VLO $396 we're heading in the right direction (ciough)

jrex035

The best time to buy energy equities was in December 2025 or January. They "mysteriously" ran up bigtime before the war started. June was also a great time to buy. That being said, this crisis is far from over, structural issues in the energy market aren't going away (US Shale production is getting less profitable), and middle east oil will forever be viewed as less reliable so there are still companies that are significantly undervalued out there imo. As far as VLO and other refiners go, I think they have more upside potential for sure

roboto-sama

Obviously the time to buy was back in the spring but curious if $VLO has more room to run from here. Resisting the urge to fomo in ahead of the FOMC meeting next week

deadinsideNYC

Long energy and oil/refiners *VLO USO BE

theundiscoveredcolor

Is VLO just infinite money glitch at this point?

Spac55

Total North America Oil production \~32 million barrels per day (bpd). Total consumption \~ 25 million bpd All Hormuz global Oil price crash very badly soon. War is not going everyday. It’s tit for tat. On top now Venezuela production bump. $XOM $CVX $VLO $RIG $SLB $HAL $EQT Oil soon cool down https://preview.redd.it/1oobe29hcjoh1.png?width=740&format=png&auto=webp&s=5ca4201bc491b888c6f33c08a489c679dd72aa1d

Yottahz

Damn. Early this year I was tinkering with VLO, in the low $200s then got caught up in memory and chips. Now VLO is near $400...wtf happened?

OhioTheLandOfGreats

Consider MPC and VLO. Free money s

htowns

All in on 3 stocks: VLO, MXL, RDDT largest US producer of diesel, US data center hardware provider, and 6th most visited website in the world. ive got some long-dated calls in WEAT, SU, TRLV, BW, MUR but those make up like 5% of the portfolio. love HOOD but too closely correlated to BTC for my liking at the moment.

Cav829

Pretty much. He also nailed oil way before everyone, so like his track record puts him in front of most Youtube personalities in spite of how easy he is to meme on. He mostly gets in trouble with his shorts more than his longs because he doesn't set good stop-losses, then he just counts on DCAing. He may end up being right like I said on VLO, but most people don't have the kind of money to keep sinking into something like that if they're that early.

jrex035

At this point I've got mixed feelings about refiners. They've run up big this year (the CRAK etf is up 70% ytd vs 42% for XLE) with some big names up way more than that (VLO 130%, MPC 140%, PSX 98%). I think they likely still have more upside ahead as the global energy crisis right now is being expressed in absolutely mind-blowing crack spreads (the profit to be made from refining oil) and record/near record high refined product prices. But I don't expect this situation to last forever, there are signs China is entering back into the refining space in a big way, which will drive refined product prices lower and crude higher as they consume the latter to produce the former. So all that's to say, there's likely still upside potential but the downside risks are growing. I'm personally still holding PSX and VLO as well as CRAK, but I took some profits today.

Bitter-Data7131

Buy the hot stuff right now like oil tankers DK eco insw TNK BWET, or oil like BNO VLO PSX, or if you really want to spice it up buy MU SnDK lite or crdo

Mail_Order_Lutefisk

I bought a reckless amount of XOM and VLO in 2020 when every talking head insisted oil was dead. I bought with a yield of around 10% on each and both have done just fine. Moral of the story is whenever a stock that is in a business with high barriers to entry that is a fundamental piece of the technological industrial system goes on sale buy it. I wouldn’t buy either at today’s prices but if you dabble in individual names, there are almost cyclical deals to be had. 

TypicalAvgStudent

look at Valero Energy Corp (VLO) -- if you like this play on the Venezuela

Spac55

Total North America Oil production \~32 million barrels per day (bpd). Total consumption \~ 25 million bpd All Hormuz global Oil price crash very badly soon. War is not going everyday. It’s tit for tat. On top now Venezuela production bump. $XOM $CVX $VLO $RIG $SLB $HAL $EQT $XLE \& many soon cooldown https://preview.redd.it/5xfbpqfqzzmh1.png?width=740&format=png&auto=webp&s=84bafe453d8462788d84f343b64d3e7b8b3742a0

Cav829

Depends how long this goes on. But bringing additional refining capacity online takes years and is incredibly expensive. So while a lot of analysts see say VLO massively over-extended, it is trading somewhat cheap if this oil crisis were to say last another 6-12 months. So far pullbacks to just below the SMA20 keep getting bought right back up, so waiting for another of those might be the best play. Problem is right now it's got both the positive and negative potential of the memory trade hanging over it: it could really go straight vertical based on that constraint, but the second it breaks down, it could flush 30% very fast. Best my 5 a.m. between bouts of sleep brain can offer advice on if you're considering it.

Cav829

The thing is they're right, but they invested in the wrong thing from the get go. They invested in oil, the part always manipulated to fuck and back, instead of refining. Just think of how much more money they could have made if they invested in say VLO instead of oil itself.

Next_Tap_3601

Im on the same boat. I ended up adding plenty of VLO and ILO, and planning to add more. Seems to be working (as a decent hedge) so far.

jcpopm

Oh I have a lot of prejudice, for sure. I think he is an absolute moron and ultimately will be a stain on this country that may take a century to rectify. All that being said, I have made a shitload of money off this corrupt asshole the past year and a half because he so obviously telegraphs exactly what he will do. In fact, I would argue that my hatred of him actually has worked out *great* for my investing. Most recently, I didn't believe any of his "war is over 43 times" nonsense and just kept buying CVX / DVN / VLO. I don't need to "hear what he is saying" and try to decipher the 3D chess hieroglyphics to explain what he really meant... because what he is saying is the rantings of a drooling man-child. I can just look at the stupid shit that he is *doing* and make my money that way.

TexasHazeMaster

Too late I think. If I did anything would be VLO

Lordblack1400

VLO and weed is all you need

nai-ba

Just buy VLO and shut up

steem99

VLO

steem99

might not be too late to get in VLO today

Resident_Window_9369

I’ll tell you the exact stocks to buy for huge gains. Mpc, VLO, dal, air Canada. Can’t get any better gains than those!

mtnfinder

Watching VLO and shaking my head

Cav829

Very true! Though it's a slightly overstated problem that has caused people to get a little offsides on their assumptions. I'm not trying to downplay the issues involved too much: just offer a couple of counterpoints as I find most people either assume the best case or the worst case scenario and not something between. It's one of the reasons I think the $150/barrel crowd didn't consider China cessation of oil purchasing while this was going on. People are also watching raw oil too closely and not the refined products. The actual big money to make during all of this has been the refinery stocks like VLO which have near tripled in value since the Fall.

jrex035

Absolutely monster ER from VLO today. EPS of $12.54 vs expectations of $10.13 up 450% yoy and nearly 200% qoq. Revenue of $44.48b vs $38.43b expected, up ~60 yoy and ~38% qoq.

Itchy_Pudding_9940

trickle buying AMD and DELL.. IBM.. heavily beaten down tech. long on GOOG and BAC. FANG and VLO on dips. buying QQQ in blocks.. it's 9 or 10% from all time high and historically always goes back to ATH so a pretty safe bet

Leading_Form_8485

VLO

jrex035

VLO is of course a great option (I'm holding some) and one of the biggest holdings of that etf

hunterslasherfeeder

Thanks for the recommendation - I was considering just buying a single major refiner(VLO) to capitalize on crack spreads, but I'd never heard of CRAK until now

Cav829

Yeah, I wish I could go back in time to last year and put like 20% of my port into VLO.

vandalizethethief

By energy I mean oil companies and Brent crude not sustainable. Just wait for the earnings and guidance. Refiners: VLO MPC COP majors: CVX XOM FANG Others: FANG OXY I’d avoid generator creating companies like CAT who have seen a huge bump from generator sales/pre-sales

0rbitalys

Anybody else get a little torqued looking at the VLO chart?

trsx5

Best trades... Short $VLO Short $AAPL Buy $IHI Buy $NFLX Buy $LLY Stay out of the memory/chip dump.

FlabbyLabby

blood in the streets means Calls on Marathon, VLO, and USO mofos

jrex035

My highest conviction right now are foreign producers due to their low multiples and room to run: PBR, CNQ, CVE, STHRF, JRNGF, and SU. Other than that, refiners are a good bet since they've been making absolute bank from record high crack spreads (VLO) and oilfield servicers since they're in high demand (HAL). But in all honesty, if you close your eyes and pick at random it would be hard to find bad companies in the space. The XLE and XOP etfs are solid choices as well, especially XLE

Dyce10x

50% MU 50% VLO. Try me Iran

acrossseasons

Article states that IEA’s published outlook says July is when things are going to get crazy. You could long oil now but if headlines keep popping up about a deal oil stocks won’t hold up. I’d rather wait till the end of June to go long, that way even if I’m too early oil earnings should be insane. I’ll probably go long on VLO calls since their earnings are earlier than CVX/XOM. Could also do XLE calls idk

RandomC6

Thanks man I like your analysis. I think we don't need oil prices above $100 for oil companies to be profitable. Anything above $80 is very bullish, and current pullback are buying opportunities. Even if the strait was about to reopen right now, infrastructure is damaged and will need time to be rebuild. I am running a quant model and it is currently very bullish on oil companies besides Info Tech and Memory, mainly refineries within Energy sector (VLO, DINO, HAL, ...).

rair21

VLO, PBF, MPC for refiners. VG, LNG for nat gas. VG just posted great earnings and is going to be a HUGE gas producer in 2027.

wtf_are_crepes

It still unequivocally puts strain on domestic markets and supply, thereby creating higher prices. Plus Venezuelan oil is some of the crudest oil on earth. “Unfortunately, less than half of U.S. refineries have a coker, with refiners along the Gulf and East Coasts most likely to benefit from higher Venezuelan crude supplies. U.S. refiners with the highest coking capacity include Valero (NYSE:VLO), Exxon, Chevron, Marathon Petroleum (NYSE:MPC), Phillips 66 (NYSE:PSX) and PBF Energy (NYSE:PBF).” https://oilprice.com/Energy/Crude-Oil/Venezuelan-Oil-and-the-Limits-of-US-Refining-Capacity.html

Boomdidlidoo

VLO when it crashed to around $36 in 2020. I had the money, I knew the company, yet, I didn't buy. It went over $245 a few weeks ago.

zedmaxx

>This is a shock never seen before If you are under 25 this may feel true, but it isn’t. If you really want to play on energy markets you need to ensure your TDS is well and fully cemented and dropped to the bottom of the ocean Because the companies that will benefit from this short and medium term are in America for two reasons: 1. Most other western countries chose to shutter much of their processing capacity 2. This (in theory) forces Iran and Venezuela to sell at market prices and importantly on the market which directly helps their people (assuming non state control) and harms China, which also benefits America Holding: COP, MPC, VLO

double-beans

In this environment, energy producers and infrastructure are a good safe hedge. There are companies that operate the energy infrastructure like a toll-booth. Whatever the price of energy is, they get a cut. So their stock price rises on bad news surrounding the strait of Hormuz. Energy producers like COP, CVX, VLO, FANG, CRAK Energy infrastructure tollbooth like KMI, AEP, WMB, EPD This strategy should help counter any losses you’ll get in the tech sector for the next coming months.

ohgodthehorror95

VLO and MPC are 2 of the biggest "pure play" refiners

RandomC6

What do you think of VLO and APA?

wrongrobertpatrick

They are gonna dump and funnel back into USO, OXY, VLO, CVX, BP, SHEL

deadfishlog

No shade but y’all are in the wrong sector. bought COP,VLO,MPC,APA,CF,XLE before close yesterday and sold today before the bell just because I never hold over the weekend.. be open to sector rotation.

PlayerPlayer69

Valero literally blows up and VLO literally shoots up 5%. What in the actual fuck.

Grimtongues

Looks like this is part of a coordinated pump. I found this [~~slop~~ article on Yahoo](https://finance.yahoo.com/sectors/energy/articles/valero-98-capacity-run-rate-141744031.html), "Valero’s 98% Capacity Run Rate and California Exit Have Reddit Turning Bullish," but there are only a few posts about VLO on all of Reddit with barely any comments.

TimsAFK

Calls on VLO, got it

True_Ingenuity_9747

Your insight on the Venezuelan connection is pretty solid - most people miss how much those PDVSA supply chains actually matter for refiners like VLO 📈 The geopolitical angle definitely isn't getting enough attention compared to all the basic supply/demand chatter

TriumphITP

Theres a paywall on something this short? March 23 (Reuters) - A fire ‌hit Valero's (VLO.N), opens new tab 380,000 barrel-per-day Port Arthur, Texas, refinery late on Monday, ⁠local media reported. Sheriff Zena Stephens said there are no reported injuries and the explosion was likely caused ‌by ⁠an industrial heater, CBS affiliate KFDM reported. Valero did not ⁠immediately respond to a request for comment.

2plus2_equals_5

March 23 (Reuters) - A fire ‌hit Valero's (VLO.N), opens new tab 380,000 barrel-per-day Port ​Arthur, Texas, ​refinery late on Monday, ⁠local media ​reported. Sheriff Zena ​Stephens said there are no reported injuries ​and the ​explosion was likely caused ‌by ⁠an industrial heater, CBS affiliate KFDM reported. The Reuters Power Up newsletter provides everything you need to know about the global energy industry. Sign up here. Valero ​did ​not ⁠immediately respond to a ​request for ​comment.

EntertainmentFit3288

Didn't someone do a write up on VLO saying it was the only refiner that could process Venezuelan crude? Oops

Garpeaux

Just not on VLO

dr_eh

I don't get it. VLO is up a bit this week, up a lot this year just like other oil stocks. What an I missing?

mrdemidemi

Sold my position today (about 10k usd). I think they have ran most of whatever upside they had. High Oil prices don’t mean necessarily better business for refineries since they pay more foi oil they distill. You can make the point that products are moving even higher but it depends where you look. There’s a significant amount of refining capacity coming online in 26 and 27, so VLO will compete harder for margins, meaning that unless crude gets very cheap its not looking as rosy as in 2025. More so, anyone talking about upside of Venezuelan crude like its a windfall for some of these refiners is simply misleading you. Very hard to get enough Venezuelan crude to significantly improve margins, and will take years to ramp up production

Any_Jicama5208

Only catch is VLO isn't straight oil beta. Refiners live on crack spreads, not just higher crude, so 'Hormuz gets messy = VLO moon' can get weird fast.