Geopolitics Alpha

3 Fuel Stocks With Direct Exposure to Tight Refining Markets

Published . Updated .

GEOPOLITICS ALPHA3 Fuel Stocks With Direct Exposureto Tight Refining MarketsGEOPOLITICS ALPHA

This report is about refining.

Directly affected

  • No company is named in this report.

Indirectly affected

  • CRAK VanEck Oil Refiners ETF

    VanEck Oil Refiners ETF: it holds refiners, whose margins move with fuel prices. Linked by “refining” (refining) in this story.

  • XLE Energy Select Sector SPDR+6.2% 30d

    Energy Select Sector SPDR: it holds refiners, whose margins move with fuel prices. Linked by “refining” (refining) in this story.

  • VLO Valero Energy+1.5% 30d

    Valero Energy (petroleum refining): refiners' margins move with crude and fuel prices. Linked by “refining” (refining) in this story.

  • MPC Marathon Petroleum+10.2% 7d

    Marathon Petroleum (petroleum refining): refiners' margins move with crude and fuel prices. Linked by “refining” (refining) in this story.

  • PSX Phillips 66+8.5% 30d

    Phillips 66 (petroleum refining): refiners' margins move with crude and fuel prices. Linked by “refining” (refining) in this story.

  • XOM ExxonMobil Holdings+10.3% 14d

    ExxonMobil Holdings (petroleum refining): refiners' margins move with crude and fuel prices. Linked by “refining” (refining) in this story.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
CRAK+3.93%+4.31%base-0.98%after closeafter closeafter close
XLE-1.29%+1.72%base+0.37%after closeafter closeafter close
VLO+9.72%+9.74%base-2.04%after closeafter closeafter close
MPC+4.26%+6.82%base-3.49%after closeafter closeafter close
PSX+3.99%+5.51%base+0.01%after closeafter closeafter close
XOM-2.14%+1.35%base+0.18%after closeafter closeafter close

Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.

Market Call

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3 Fuel Stocks With Direct Exposure to Tight Refining Markets Yahoo Finance

Source: Yahoo Finance

How far Vaneck Etf Trust (CRAK) has moved since 29 Oct 2026

CompanyWhenMoveStatus
Vaneck Etf Trust (CRAK)that day-0.98%final price
Vaneck Etf Trust (CRAK)three days earlier+4.31%final price
Vaneck Etf Trust (CRAK)five days earlier+3.93%final price
Marathon Petroleum (MPC)that day-3.49%final price
Marathon Petroleum (MPC)three days earlier+6.82%final price
Marathon Petroleum (MPC)five days earlier+4.26%final price
Phillips 66 (PSX)that day+0.01%final price
Phillips 66 (PSX)three days earlier+5.51%final price
Phillips 66 (PSX)five days earlier+3.99%final price
Valero Energy (VLO)that day-2.04%final price
Valero Energy (VLO)three days earlier+9.74%final price
Valero Energy (VLO)five days earlier+9.72%final price
Select Sector Spdr Tr (XLE)that day+0.37%final price
Select Sector Spdr Tr (XLE)three days earlier+1.72%final price
Select Sector Spdr Tr (XLE)five days earlier-1.29%final price
ExxonMobil Holdings (XOM)that day+0.18%final price
ExxonMobil Holdings (XOM)three days earlier+1.35%final price
ExxonMobil Holdings (XOM)five days earlier-2.14%final price

Trades by members of Congress and officials in the stocks in this story

Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).

Who is named in “3 Fuel Stocks With Direct Exposure to Tight Refining Markets”

Companies carried with this story

  • CRAK Vaneck Etf Trust

    In “3 Fuel Stocks With Direct Exposure to Tight Refining Markets,” Vaneck Etf Trust (CRAK) is linked, with no stored direction, medium confidence. Reason on file: VanEck Oil Refiners ETF: it holds refiners, whose margins move with fuel prices. Linked by “refining” (refining) in this story

  • XLE Select Sector Spdr Tr

    For “3 Fuel Stocks With Direct Exposure to Tight Refining Markets,” Select Sector Spdr Tr (XLE) is linked, with no stored direction, medium confidence. Reason on file: Energy Select Sector SPDR: it holds refiners, whose margins move with fuel prices. Linked by “refining” (refining) in this story

  • VLO Valero Energy

    In “3 Fuel Stocks With Direct Exposure to Tight Refining Markets,” Valero Energy (VLO) is linked, with no stored direction, medium confidence. Reason on file: Valero Energy (petroleum refining): refiners' margins move with crude and fuel prices. Linked by “refining” (refining) in this story

  • MPC Marathon Petroleum

    For “3 Fuel Stocks With Direct Exposure to Tight Refining Markets,” Marathon Petroleum (MPC) is linked, with no stored direction, medium confidence. Reason on file: Marathon Petroleum (petroleum refining): refiners' margins move with crude and fuel prices. Linked by “refining” (refining) in this story

  • PSX Phillips 66

    Phillips 66 (PSX) is linked, with no stored direction, medium confidence in the 29 Oct 2026 story “3 Fuel Stocks With Direct Exposure to Tight Refining Markets.” Reason on file: Phillips 66 (petroleum refining): refiners' margins move with crude and fuel prices. Linked by “refining” (refining) in this story

  • XOM ExxonMobil Holdings

    ExxonMobil Holdings (XOM) is linked, with no stored direction, medium confidence in the 29 Oct 2026 story “3 Fuel Stocks With Direct Exposure to Tight Refining Markets.” Reason on file: ExxonMobil Holdings (petroleum refining): refiners' margins move with crude and fuel prices. Linked by “refining” (refining) in this story

How “3 Fuel Stocks With Direct Exposure to Tight Refining Markets” reaches Vaneck Etf Trust (CRAK)

On 29 Oct 2026, “3 Fuel Stocks With Direct Exposure to Tight Refining Markets” is the story that connects Vaneck Etf Trust (CRAK) to this story.

Vaneck Etf Trust (CRAK) is on the page because VanEck Oil Refiners ETF: it holds refiners, whose margins move with fuel prices. Linked by “refining” (refining) in this story

A second company, Select Sector Spdr Tr (XLE), is listed for a different reason: Energy Select Sector SPDR: it holds refiners, whose margins move with fuel prices. Linked by “refining” (refining) in this story

Price levels for Vaneck Etf Trust (CRAK)

VLO traded between 380.74 and 461.55 across 20 sessions. The latest close on file is 388.44. XLE traded between 61.05 and 69.86 across 20 sessions. The latest close on file is 68.46.

How solid “3 Fuel Stocks With Direct Exposure to Tight Refining Markets” looks

46 out of 100

“3 Fuel Stocks With Direct Exposure to Tight Refining Markets” scores 46 out of 100. The score uses 1 sources, and 6 linked companies.