VLO Valero Energy Corporation

VLO Valero Energy Corporation

Energy · Oil & Gas Refining & Marketing

Desk view

Watchingmedium conviction · entry the diesel-crack trade is made — RSI 74.8, 0.96% off its high, +35.46% in three months; a record crack is the top of the pass-through story, not the start — not entered
Basis Open desk call
Updated

Market read

Scan convergence 2 scans as of 2026-08-17 1 bull 1 bear diverging

POC $163.46 · VWAP $212.07 · +63.7% vs 12m avg buyer

uptrend vol: normalgaps: stablechurn: quiet as of

Insiders no data — outside the Form 4 poll — US-filer feed only (foreign filers report via MAR managers'-transactions notices)

Coverage

2 related perspectives

Watchlists @geopolitical

VLO Price Structure

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Peers

Every watchlist VLO belongs to, members best 30-day change first — VLO highlighted in place. Each pill: 30d change, 1d/7d, and a close spark over the last 30 calendar days (~21 sessions); hover for price, RSI, and the full chart.

@geopolitical
View watchlist →
GDX+28.8% +2.1%1d +1.5%7d DFEN+26.8% -2.2%1d -0.1%7d SLV+17.3% +1.9%1d +0.2%7d LMT+16.7% -2.5%1d -1.5%7d PSX+16.3% +3.0%1d +11.6%7d SLB+14.6% +0.2%1d +1.3%7d RTX+14.5% -0.6%1d -1.1%7d OIH+12.6% +1.3%1d +3.7%7d VLO+12.1% +1.6%1d +10.3%7d COP+11.2% +0.6%1d +3.7%7d GLD+10.1% +1.0%1d +0.7%7d XOM+9.6% +0.8%1d +1.1%7d NOC+9.3% -2.7%1d -1.3%7d ITA+8.9% -0.8%1d +0.1%7d PPA+8.7% -1.0%1d -0.4%7d DVN+8.5% +3.8%1d +4.9%7d XLE+8.5% +1.1%1d +4.0%7d CVX+8.2% +1.4%1d +4.0%7d XOP+7.7% +1.6%1d +4.2%7d OXY+7.6% +1.2%1d +0.7%7d GD+6.1% -1.2%1d -1.2%7d BA+5.6% -2.5%1d -2.9%7d USO+5.1% +2.9%1d +3.5%7d EOG+4.5% +2.5%1d +2.8%7d UUP-0.8% 0.0%1d -0.1%7d LHX-1.3% -4.6%1d -3.9%7d HAL-1.4% +0.9%1d +3.3%7d TLT-3.3% -0.8%1d -0.8%7d UNG-6.5% -0.9%1d -3.2%7d

Desk commentary

Authored analysis and challenge notes tied to VLO.

1

Next earnings VLO reports in 65 days Oct 22

Against street estimates

How VLO's reported EPS compared with analyst consensus. Street estimates are single-source vendor consensus (yfinance). Actuals are vendor consensus-basis EPS (often non-GAAP); edgarEps is GAAP diluted from filings — disputed flags large disagreement only. EPS only.

8 most recent of 9 quarters · newest report Jul 30 · projection Aug 17

Result
Jul 30 10.1312.54+23.8%Beat
Apr 30 3.164.22+33.5%Beat
Jan 29 3.273.82+16.9%Beat
Oct 23 '25 3.053.66+19.9%Beat
Jul 24 '25 1.772.28+29.1%Beat
Apr 24 '25 0.410.89+117.3%Beat
Jan 30 '25 0.060.64+970.8%Beat
Oct 24 '24 0.981.14+16.1%Beat

VLO research tape

20 dated scans, research, and events, newest first — the full record. Desk commentary and scheduled prints sit in their own panes.

brief The Bond Market Is Screaming. Stocks Aren't Listening — Yet. scan Monster Scan — 2026-08-17 scan Geopolitical Risk — August 14, 2026 (Friday EOD) scan Monster Scan — 2026-08-14 scan Monster Scan — 2026-08-13
Types
Aug 18 Article The Bond Market Is Screaming. Stocks Aren't Listening — Yet.
SPYTLTHYGVLOPSXBNO
Aug 17 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Aug 14 Scan Geopolitical Risk — August 14, 2026 (Friday EOD)
XOMCVXOXYCOPDVNEOGSLBHAL +4 more
Aug 14 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Aug 13 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Aug 12 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Aug 8 Scan Geopolitical Risk — August 7, 2026 (Friday EOD)
XOMCVXOXYCOPDVNEOGSLBHAL +4 more
Aug 8 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAALAAMIAAOIABBNY +4 more
Jul 31 Article Oil Quietly Reaccelerates While Gold Sits Out the Unwind
USOPSXVLOCVXHALGLD#us-energy-dominance
Jul 31 Scan Geopolitical Risk — July 31, 2026 (Friday EOD)
XOMCVXOXYCOPDVNEOGSLBHAL +4 more
Jul 31 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABSI +4 more
Jul 30 Catalyst VLO earnings
VLO
Jul 28 Market Brief The Rotation Finds a Refuge
ABVXAEVAALMAMDASMLBEAMCCJNTLA +4 more
Jul 28 Scan Geopolitical Risk — July 28, 2026 (Tuesday EOD)
XOMCVXOXYCOPDVNEOGSLBHAL +4 more
Jul 28 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABSI +4 more
Jul 27 Market Brief Verdict Week: Storage Prints, Then the Capex Reads
ABBNYAMZNARKGARWRAYABIPCCJCEG +4 more
Jul 26 Article Oil and defense confirmed in the same week — and the havens still didn't come
USOXOMCVXCOPEOGOXYDVNSLB#us-energy-dominance#gulf-infrastructure-strike +4 more
Jul 25 Scan Geopolitical Risk
XOMCVXOXYCOPDVNEOGSLBHAL +4 more
Jul 25 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABSI +4 more
Jul 20 Market Brief The Bounce Meets the $90 Barrel
ABBNYAMBQAMDAMTARCBARKQGEMETA +4 more