Geopolitics Alpha

Shell Reports Second-Highest Profit Ever as Refining Hits Record

Published . Updated .

GEOPOLITICS ALPHAShell Reports Second-HighestProfit Ever as Refining HitsRecordSHELGEOPOLITICS ALPHA

This report is about refining.

Directly affected

  • SHEL Shell+0.1% 13d

    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
SHEL+0.66%+1.71%baseafter closeafter closeafter closeafter close
CRAK+3.93%+4.31%baseafter closeafter closeafter closeafter close
XLE-1.29%+1.72%baseafter closeafter closeafter closeafter close
VLO+9.72%+9.74%baseafter closeafter closeafter closeafter close
MPC+4.26%+6.82%baseafter closeafter closeafter closeafter close
PSX+3.99%+5.51%baseafter closeafter closeafter closeafter close
XOM-2.14%+1.35%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.

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Shell Reports Second-Highest Profit Ever as Refining Hits Record Bloomberg.com

Source: Bloomberg

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

CompanyWhenMoveStatus
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)three days earlier+6.82%final price
Marathon Petroleum (MPC)five days earlier+4.26%final price
Phillips 66 (PSX)three days earlier+5.51%final price
Phillips 66 (PSX)five days earlier+3.99%final price
SHELthree days earlier+1.71%final price
SHELfive days earlier+0.66%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)three days earlier+1.72%final price
Select Sector Spdr Tr (XLE)five days earlier-1.29%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 gains and who loses around Vaneck Etf Trust (CRAK)

Companies carried with this story

  • CRAK Vaneck Etf Trust

    For “Shell Reports Second-Highest Profit Ever as Refining Hits Record,” 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

    Select Sector Spdr Tr (XLE) is linked, with no stored direction, medium confidence in the 29 Oct 2026 story “Shell Reports Second-Highest Profit Ever as Refining Hits Record.” 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

    Valero Energy (VLO) is linked, with no stored direction, medium confidence in the 29 Oct 2026 story “Shell Reports Second-Highest Profit Ever as Refining Hits Record.” 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

    In “Shell Reports Second-Highest Profit Ever as Refining Hits Record,” 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

    For “Shell Reports Second-Highest Profit Ever as Refining Hits Record,” 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 “refining” (refining) in this story

  • XOM ExxonMobil Holdings

    For “Shell Reports Second-Highest Profit Ever as Refining Hits Record,” 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 “refining” (refining) in this story

Vaneck Etf Trust (CRAK)

Vaneck Etf Trust (CRAK) is the company in “Shell Reports Second-Highest Profit Ever as Refining Hits Record,” the 29 Oct 2026 this story story.

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

Select Sector Spdr Tr (XLE) is here too. Its reason reads: 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.

A simple score for Vaneck Etf Trust (CRAK)

46 out of 100

“Shell Reports Second-Highest Profit Ever as Refining Hits Record” scores 46 out of 100. The score uses 1 sources, and 6 linked companies.