VLOOil & Gas
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Get what investors say about VLO next
4 investor calls on VLO in the last 90 days (3 bullish, 1 bearish). Follow VLO free and new calls come to you in The Brief, our morning email, the day after we record them. This page shows them a week later.
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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.
Who’s talking about VLO
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-10-15 | Jim Cramer (CNBC)Host, CNBC's Mad Money | Bullish | CNBC (uncut) | Valero is a high-risk, high-reward binary trade: elevated crack spreads from Middle East conflict could… |
| 2026-10-12 | Gareth SolowayChief Market Strategist, Verified Investing | Short | Wealthion | Valero has moved vertically like a tech stock despite being a cyclical refiner whose crack-spread margins are… |
| 2026-10-06 | Dan FerrisEditor, Extreme Value; host, Stansberry Investor Hour | Bullish | Whitney Tilson | Valero should continue benefiting from constrained US refining capacity, limited incentive to build new… |
| 2026-09-24 | Guy Adami (RiskReversal)Trader & CNBC Fast Money panelist | Bullish | CNBC Fast Money Final Trade | Any diesel export ban would be short-lived because storage tanks would hit capacity and force production… |
| 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… |
Next report: 27 Jan 2027 after the close
| Report | When | EPS actual vs est. | Reaction |
|---|---|---|---|
| 22 Oct 2026 | before the open | 23.90 vs 21.28 | -2.7% |
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× — 9 of 120 sessions qualified.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-09-22 | ||||||
| 2026-08-17 | ||||||
| 2026-07-30 | ||||||
| 2026-07-16 | ||||||
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| 2026-07-14 | ||||||
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| 2026-07-08 | ||||||
| 2026-05-20 |
VLO on the Wheel
VLO did not pass our 1-month put test (V2, V3); the Wheel shows its puts without calling one best.
The Wheel lists cash-secured puts on stocks after a 3% drop, with live quotes, the chance of assignment and each stock’s own history. Free to use; a free account lets you follow stocks, add your own and ask questions.
Decision support, not advice · questions put sellers ask us
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