Geopolitics Alpha

Houston Refinery Acquisition: Valero Plans 2027 Restart

Published . Updated .

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ENERGYHouston Refinery Acquisition:Valero Plans 2027 RestartVLOGEOPOLITICS ALPHA

This report is about refining.

Directly affected

  • VLO Valero Energy-9.3% 30d

    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 “refinery” (refining) in this story.

  • XLE Energy Select Sector SPDR+6.9% 30d

    Energy Select Sector SPDR: it holds refiners, whose margins move with 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.

  • CVX Chevron+4.2% 30d

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

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
VLO+10.15%+5.46%baseafter closeafter closeafter closeafter close
CRAK+9.70%+5.65%baseafter closeafter closeafter closeafter close
XLE+9.12%+3.08%baseafter closeafter closeafter closeafter close
MPC+15.44%+5.26%baseafter closeafter closeafter closeafter close
PSX+11.98%+5.74%baseafter closeafter closeafter closeafter close
XOM+8.37%+2.16%baseafter closeafter closeafter closeafter close
CVX+7.15%+2.05%baseafter closeafter 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.

Houston Refinery Acquisition: Valero Plans 2027 Restart Tank Transport

Source: Tank Transport

Energy

CompanyWhenMoveStatus
CRAKthree days earlier+5.65%final price
CRAKfive days earlier+9.70%final price
CVXthree days earlier+2.05%final price
CVXfive days earlier+7.15%final price
MPCthree days earlier+5.26%final price
MPCfive days earlier+15.44%final price
PSXthree days earlier+5.74%final price
PSXfive days earlier+11.98%final price
VLOthree days earlier+5.46%final price
VLOfive days earlier+10.15%final price
XLEthree days earlier+3.08%final price
XLEfive days earlier+9.12%final price
XOMthree days earlier+2.16%final price
XOMfive days earlier+8.37%final price

Congressional trades 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).

How solid “Houston Refinery Acquisition: Valero Plans 2027 Restart” looks

12 out of 100

“Houston Refinery Acquisition: Valero Plans 2027 Restart” scores 12 out of 100. The score uses 1 sources.