Drones Hit Saratov Refinery, Missiles Strike Oryol Proton Plant
Published . Updated .
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This report is about defense and refining.
Directly affected
- No company is named in this report.
Indirectly affected
- ITA iShares U.S. Aerospace & Defense ETF+1.1% 30d
iShares U.S. Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “missile” (defense) in this story.
- XAR SPDR S&P Aerospace & Defense ETF-4.4% 30d
SPDR S&P Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “missile” (defense) in this story.
- CRAK VanEck Oil Refiners ETF
VanEck Oil Refiners ETF: it holds refiners, whose margins move with fuel prices. Linked by “refinery” (refining) in this story.
- VLO Valero Energy-9.3% 30d
Valero Energy (petroleum refining): refiners' margins move with crude and fuel prices. Linked by “refinery” (refining) in this story.
- MPC Marathon Petroleum-4.0% 13d
Marathon Petroleum (petroleum refining): refiners' margins move with crude and fuel prices. Linked by “refinery” (refining) in this story.
- PSX Phillips 66-2.1% 30d
Phillips 66 (petroleum refining): refiners' margins move with crude and fuel prices. Linked by “refinery” (refining) in this story.
- XOM ExxonMobil Holdings-2.7% 17d
ExxonMobil Holdings (petroleum refining): refiners' margins move with crude and fuel prices. Linked by “refinery” (refining) in this story.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| ITA | +3.67% | +2.77% | base | after close | after close | after close | after close |
| XAR | +2.91% | +0.53% | base | after close | after close | after close | after close |
| CRAK | +9.70% | +5.65% | base | after close | after close | after close | after close |
| VLO | +10.15% | +5.46% | base | after close | after close | after close | after close |
| MPC | +15.44% | +5.26% | base | after close | after close | after close | after close |
| PSX | +11.98% | +5.74% | base | after close | after close | after close | after close |
| XOM | +8.37% | +2.16% | base | after close | after close | after close | after 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.
Drones Hit Saratov Refinery, Missiles Strike Oryol Proton Plant Kyiv Post
Source: Kyiv Post
Energy
| Company | When | Move | Status |
|---|---|---|---|
| CRAK | three days earlier | +5.65% | final price |
| CRAK | five days earlier | +9.70% | final price |
| ITA | three days earlier | +2.77% | final price |
| ITA | five days earlier | +3.67% | final price |
| MPC | three days earlier | +5.26% | final price |
| MPC | five days earlier | +15.44% | final price |
| PSX | three days earlier | +5.74% | final price |
| PSX | five days earlier | +11.98% | final price |
| VLO | three days earlier | +5.46% | final price |
| VLO | five days earlier | +10.15% | final price |
| XAR | three days earlier | +0.53% | final price |
| XAR | five days earlier | +2.91% | final price |
| XOM | three days earlier | +2.16% | final price |
| XOM | five days earlier | +8.37% | final price |
Congressional trades in the stocks in this story
- Rep. David J. Taylor sold Marathon Petroleum (MPC), worth $1,001 - $15,000 on 15 Oct 2026. That is 23 days before publication. Filed 29 Oct 2026. View the filing.
- Rep. David J. Taylor sold Marathon Petroleum (MPC), worth $1,001 - $15,000 on 22 Sep 2026. That is 46 days before publication. Filed 1 Oct 2026. View the filing.
- Rep. Pete Sessions sold ExxonMobil Holdings (XOM), worth $1,001 - $15,000 on 14 Oct 2026. That is 24 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Kevin Hern sold ExxonMobil Holdings (XOM) (jointly held), worth $100,001 - $250,000 on 31 Aug 2026. That is 68 days before publication. Filed 25 Sep 2026. View the filing.
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).
How solid the energy case looks
12 out of 100
“Drones Hit Saratov Refinery, Missiles Strike Oryol Proton Plant” scores 12 out of 100. The score uses 1 sources.