Stocks / Oil & Gas
VLOOil & Gas
Valero Energy Corporation
$413.961d +2.3%5d +7.2%settled close · 2026-09-17
Mkt cap $72B (3/25)β -0.3052w $156–414Shares 299.0MInd. Petroleum RefiningNYSE since 1997Emp. 9,811HQ San Antonio, TXvalero.com
The tape, with the calls on it
Who said what, and what VLO did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
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Who’s talkingIdea Scout · free
Who’s talking about VLO
3 long1 neutrallatest 2026-07-10
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-07-10 | Pippa StevensReporter, CNBC | Bullish | CNBC Television | Refining stocks are hitting record highs because globally tight spare refining capacity is keeping gasoline… |
| 2026-07-10 | Pippa StevensReporter, CNBC | Bullish | CNBC Television | Structurally insufficient global spare refining capacity keeps gasoline and diesel futures elevated, directly… |
| 2025-12-29 | Joe Terranova (Virtus)Chief market strategist, Virtus | Bullish | CNBC Halftime Final Trades | Valero is the last surviving leg of a five-month refiner trade that has performed well and still warrants… |
| 2023-03-28 | Chris BloomstranPresident & CIO, Semper Augustus Investments | Neutral | The Acquirers Podcast | Valero has recovered from deeply discounted levels so the margin of safety has narrowed, and better growing… |
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Earnings
Next report: 21 Oct 2026 before the open
Confirmed date · consensus EPS 17.82. Reactions below are the next settled session over the prior close.
The options tapeThe Brief · paid
Notable options days
Sessions in the last 120 where VLO’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 12 of 120 sessions qualified.
The qualifying dates are the free record. Close, flow, call/LEAPS mix and the 20-session outcome — for every session below — are Brief subscriber content.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-08-17 | ||||||
| 2026-07-30 | ||||||
| 2026-07-16 | ||||||
| 2026-07-15 | ||||||
| 2026-07-14 | ||||||
| 2026-07-13 | ||||||
| 2026-07-08 | ||||||
| 2026-05-20 | ||||||
| 2026-04-30 | ||||||
| 2026-04-21 | ||||||
| 2026-04-20 | ||||||
| 2026-04-17 |
+20 sess. = raw price change over the following 20
sessions — not market-adjusted; the tape tells you where to look,
not what happens next.
Today’s tape on
VLO is in this morning’s Brief.
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