Geopolitics Alpha

Valero and CVR Energy Shake Up Refinery Sector with Acquisitions

Published . Updated .

Key takeaways

  • Exposed: CRAK, XLE, VLO, MPC, PSX
  • Market reaction: price tracking starts with the next trading session.

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ENERGYValero and CVR Energy Shake UpRefinery Sector with AcquisitionsCVIVLOGEOPOLITICS ALPHA

This report is about refining.

Directly affected

  • CVI Cvr Energy-10.1% 30d

    Named in this report.

  • VLO Valero Energy+3.1% 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+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.

  • CVX Chevron+9.6% 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
CVI+32.09%+29.96%baseafter closeafter closeafter closeafter close
VLO+5.34%+4.45%baseafter closeafter closeafter closeafter close
CRAK+4.46%+3.83%baseafter closeafter closeafter closeafter close
XLE+8.14%+5.85%baseafter closeafter closeafter closeafter close
MPC+10.19%+9.67%baseafter closeafter closeafter closeafter close
PSX+5.36%+5.91%baseafter closeafter closeafter closeafter close
XOM+8.08%+6.08%baseafter closeafter closeafter closeafter close
CVX+6.66%+5.01%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.

Valero and CVR Energy Shake Up Refinery Sector with Acquisitions Industrial Info Resources

Source: Industrial Info Resources

Price since this story was published: Vaneck Etf Trust (CRAK)

CompanyWhenMoveStatus
Vaneck Etf Trust (CRAK)three days earlier+3.83%final price
Vaneck Etf Trust (CRAK)five days earlier+4.46%final price
Cvr Energy (CVI)three days earlier+29.96%final price
Cvr Energy (CVI)five days earlier+32.09%final price
CVXthree days earlier+5.01%final price
CVXfive days earlier+6.66%final price
Marathon Petroleum (MPC)three days earlier+9.67%final price
Marathon Petroleum (MPC)five days earlier+10.19%final price
Phillips 66 (PSX)three days earlier+5.91%final price
Phillips 66 (PSX)five days earlier+5.36%final price
Valero Energy (VLO)three days earlier+4.45%final price
Valero Energy (VLO)five days earlier+5.34%final price
Select Sector Spdr Tr (XLE)three days earlier+5.85%final price
Select Sector Spdr Tr (XLE)five days earlier+8.14%final price
XOMthree days earlier+6.08%final price
XOMfive days earlier+8.08%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).

Vaneck Etf Trust (CRAK) on one side of this energy story

Companies carried with this story

  • CRAK Vaneck Etf Trust

    Vaneck Etf Trust (CRAK) is linked, with no stored direction, medium confidence in the 5 Nov 2026 story “Valero and CVR Energy Shake Up Refinery Sector with Acquisitions.” 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

    For “Valero and CVR Energy Shake Up Refinery Sector with Acquisitions,” Select Sector Spdr Tr (XLE) is linked, with no stored direction, medium confidence. 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

    In “Valero and CVR Energy Shake Up Refinery Sector with Acquisitions,” 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

    Marathon Petroleum (MPC) is linked, with no stored direction, medium confidence in the 5 Nov 2026 story “Valero and CVR Energy Shake Up Refinery Sector with Acquisitions.” 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

    In “Valero and CVR Energy Shake Up Refinery Sector with Acquisitions,” 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

  • CVI Cvr Energy

    For “Valero and CVR Energy Shake Up Refinery Sector with Acquisitions,” Cvr Energy (CVI) is linked, with no stored direction, medium confidence. Reason on file: CVR Energy (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

“Valero and CVR Energy Shake Up Refinery Sector with Acquisitions” (5 Nov 2026) reaches Vaneck Etf Trust (CRAK) through Energy.

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

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 “refinery” (refining) in this story

Dates and price levels for Vaneck Etf Trust (CRAK)

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.

A simple score for Vaneck Etf Trust (CRAK)

46 out of 100

“Valero and CVR Energy Shake Up Refinery Sector with Acquisitions” scores 46 out of 100. The score uses 1 sources, and 6 linked companies.