Geopolitics Alpha

Marathon’s St. Paul Park refinery sold to Texas company in $4.2B deal

Published . Updated .

Key takeaways

  • Exposed: CRAK, XLE, VLO, MPC, PSX
  • Market reaction: XLE −5.6% on the day (still updating); CRAK −3.7% on the day (still updating); MPC −10.3% on the day (still updating)

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ENERGYMarathon’s St. Paul Park refinerysold to Texas company in $4.2BdealGEOPOLITICS 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 “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.

  • VLO Valero Energy+3.1% 30d

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

  • MPC Marathon Petroleum+8.7% 11d

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

  • PSX Phillips 66+7.9% 30d

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

  • XOM ExxonMobil Holdings+2.0% 16d

    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

TickerT-5T-3T-1T0T+1T+2T+3
CRAK+2.29%+2.54%base-3.68%after closeafter closeafter close
XLE+2.64%+4.95%base-5.59%after closeafter closeafter close
VLO+0.27%+3.25%base-8.37%after closeafter closeafter close
MPC+3.01%+3.95%base-10.27%after closeafter closeafter close
PSX+0.52%+3.89%base-6.63%after closeafter closeafter close
XOM+2.57%+5.49%base-4.87%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.

Marathon’s St. Paul Park refinery sold to Texas company in $4.2B deal Bring Me The News

Source: Bring Me The News

Vaneck Etf Trust (CRAK) since this story, compared with the market

CompanyWhenMoveStatus
Vaneck Etf Trust (CRAK)that day-3.68%still updating
Vaneck Etf Trust (CRAK)three days earlier+2.54%final price
Vaneck Etf Trust (CRAK)five days earlier+2.29%final price
Marathon Petroleum (MPC)that day-10.27%still updating
Marathon Petroleum (MPC)three days earlier+3.95%final price
Marathon Petroleum (MPC)five days earlier+3.01%final price
Phillips 66 (PSX)that day-6.63%still updating
Phillips 66 (PSX)three days earlier+3.89%final price
Phillips 66 (PSX)five days earlier+0.52%final price
Valero Energy (VLO)that day-8.37%still updating
Valero Energy (VLO)three days earlier+3.25%final price
Valero Energy (VLO)five days earlier+0.27%final price
Select Sector Spdr Tr (XLE)that day-5.59%still updating
Select Sector Spdr Tr (XLE)three days earlier+4.95%final price
Select Sector Spdr Tr (XLE)five days earlier+2.64%final price
ExxonMobil Holdings (XOM)that day-4.87%still updating
ExxonMobil Holdings (XOM)three days earlier+5.49%final price
ExxonMobil Holdings (XOM)five days earlier+2.57%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).

Companies in energy around Vaneck Etf Trust (CRAK)

Companies carried with this story

  • CRAK Vaneck Etf Trust

    For “Marathon’s St. Paul Park refinery sold to Texas company in $4.2B deal,” 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 “refinery” (refining) in this story

  • XLE Select Sector Spdr Tr

    Select Sector Spdr Tr (XLE) is linked, with no stored direction, medium confidence in the 4 Nov 2026 story “Marathon’s St. Paul Park refinery sold to Texas company in $4.2B deal.” Reason on file: Energy Select Sector SPDR: it holds refiners, whose margins move with fuel prices. Linked by “refinery” (refining) in this story

  • VLO Valero Energy

    For “Marathon’s St. Paul Park refinery sold to Texas company in $4.2B deal,” 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 “refinery” (refining) in this story

  • MPC Marathon Petroleum

    In “Marathon’s St. Paul Park refinery sold to Texas company in $4.2B deal,” 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 “refinery” (refining) in this story

  • PSX Phillips 66

    For “Marathon’s St. Paul Park refinery sold to Texas company in $4.2B deal,” Phillips 66 (PSX) is linked, with no stored direction, medium confidence. Reason on file: Phillips 66 (petroleum refining): refiners' margins move with crude and fuel prices. Linked by “refinery” (refining) in this story

  • XOM ExxonMobil Holdings

    For “Marathon’s St. Paul Park refinery sold to Texas company in $4.2B deal,” ExxonMobil Holdings (XOM) is linked, with no stored direction, medium confidence. Reason on file: ExxonMobil Holdings (petroleum refining): refiners' margins move with crude and fuel prices. Linked by “refinery” (refining) in this story

Vaneck Etf Trust (CRAK) and the energy link

Vaneck Etf Trust (CRAK) is the company in “Marathon’s St. Paul Park refinery sold to Texas company in $4.2B deal,” the 4 Nov 2026 Energy story.

The link for Vaneck Etf Trust (CRAK) is this: VanEck Oil Refiners ETF: it holds refiners, whose margins move with fuel prices. Linked by “refinery” (refining) in this story

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

The price range for Vaneck Etf Trust (CRAK), and the dates in the story

VLO traded between 377.49 and 461.55 across 20 sessions. The latest close on file is 387.67. XLE traded between 63.05 and 70.15 across 20 sessions. The latest close on file is 66.70.

The energy score for Vaneck Etf Trust (CRAK)

46 out of 100Price not final

“Marathon’s St. Paul Park refinery sold to Texas company in $4.2B deal” scores 46 out of 100. The score uses 1 sources, and 6 linked companies. The price is not final yet.