Record oil imports reflect strong refinery runs, flexible Russian buying
Published . Updated .
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This report is about oil and refining.
Directly affected
- No company is named in this report.
Indirectly affected
- USO United States Oil Fund+6.3% 30d
United States Oil Fund: its price follows crude oil. Linked by “oil” (oil) in this story.
- XLE Energy Select Sector SPDR+6.9% 30d
Energy Select Sector SPDR: its price follows crude oil. Linked by “oil” (oil) 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.
- BWET Breakwave Tanker Shipping ETF-3.3% 17d
Breakwave Tanker Shipping ETF: it tracks tanker freight rates. Linked by “oil” (tanker shipping) in this story.
- XOM ExxonMobil Holdings+2.0% 16d
ExxonMobil Holdings (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “oil” (oil) in this story.
- CVX Chevron+9.6% 30d
Chevron (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “oil” (oil) 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.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| USO | -1.54% | -1.29% | base | -7.16% | -6.32% | -13.84% | after close |
| XLE | -0.51% | -2.20% | base | -3.91% | -4.71% | -9.28% | after close |
| CRAK | +4.05% | -0.25% | base | -1.82% | -2.48% | -5.45% | after close |
| BWET | -4.39% | -3.93% | base | -2.78% | -10.37% | -24.41% | after close |
| XOM | -1.45% | -2.77% | base | -4.00% | -5.21% | -9.49% | after close |
| CVX | -1.54% | -2.69% | base | -3.20% | -4.38% | -7.92% | after close |
| VLO | +6.57% | -2.89% | base | -4.64% | -3.15% | -8.71% | after close |
| MPC | +5.85% | -0.90% | base | -3.18% | -3.80% | -11.72% | 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.
Record oil imports reflect strong refinery runs, flexible Russian buying Business Standard
Source: Business Standard
Energy
| Company | When | Move | Status |
|---|---|---|---|
| BWET | that day | -2.78% | final price |
| BWET | the next day | -10.37% | final price |
| BWET | two days later | -24.41% | final price |
| BWET | three days earlier | -3.93% | final price |
| BWET | five days earlier | -4.39% | final price |
| CRAK | that day | -1.82% | final price |
| CRAK | the next day | -2.48% | final price |
| CRAK | two days later | -5.45% | final price |
| CRAK | three days earlier | -0.25% | final price |
| CRAK | five days earlier | +4.05% | final price |
| CVX | that day | -3.20% | final price |
| CVX | the next day | -4.38% | final price |
| CVX | two days later | -7.92% | final price |
| CVX | three days earlier | -2.69% | final price |
| CVX | five days earlier | -1.54% | final price |
| MPC | that day | -3.18% | final price |
| MPC | the next day | -3.80% | final price |
| MPC | two days later | -11.72% | final price |
| MPC | three days earlier | -0.90% | final price |
| MPC | five days earlier | +5.85% | final price |
| USO | that day | -7.16% | final price |
| USO | the next day | -6.32% | final price |
| USO | two days later | -13.84% | final price |
| USO | three days earlier | -1.29% | final price |
| USO | five days earlier | -1.54% | final price |
| VLO | that day | -4.64% | final price |
| VLO | the next day | -3.15% | final price |
| VLO | two days later | -8.71% | final price |
| VLO | three days earlier | -2.89% | final price |
| VLO | five days earlier | +6.57% | final price |
| XLE | that day | -3.91% | final price |
| XLE | the next day | -4.71% | final price |
| XLE | two days later | -9.28% | final price |
| XLE | three days earlier | -2.20% | final price |
| XLE | five days earlier | -0.51% | final price |
| XOM | that day | -4.00% | final price |
| XOM | the next day | -5.21% | final price |
| XOM | two days later | -9.49% | final price |
| XOM | three days earlier | -2.77% | final price |
| XOM | five days earlier | -1.45% | final price |
Congressional trades in the stocks in this story
- Rep. Pete Sessions sold ExxonMobil Holdings (XOM), worth $1,001 - $15,000 on 14 Oct 2026. That is 18 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 62 days before publication. Filed 25 Sep 2026. View the filing.
- Rep. Pete Sessions sold Chevron (CVX), worth $15,001 - $50,000 on 14 Oct 2026. That is 18 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Kevin Hern sold Chevron (CVX) (jointly held), worth $15,001 - $50,000 on 23 Sep 2026. That is 39 days before publication. Filed 13 Oct 2026. View the filing.
- Rep. Maria Elvira Salazar bought Chevron (CVX), worth $1,001 - $15,000 on 2 Sep 2026. That is 60 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. David J. Taylor sold Marathon Petroleum (MPC), worth $1,001 - $15,000 on 15 Oct 2026. That is 17 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 40 days before publication. Filed 1 Oct 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
“Record oil imports reflect strong refinery runs, flexible Russian buying” scores 12 out of 100. The score uses 1 sources.