Generated: 2026-09-16 03:05
Top 20 most-engaged X.com posts per ticker, classified bullish/bearish/neutral/spam. Filtered: English only · 500+ followers · spam heuristic.
Sentiment: 🟢🟢🟢🟢🟢 Bullish (score +0.50) · ✅ high confidence (12 directional posts)
Distribution (20 posts): 🟢 9 bullish · ⚪ 8 neutral · 🔴 3 bearish · 🗑️ 0 spam filtered
Influencer share: 80% (accounts > 10K followers) · Retail share: 0% (< 2K) · Rocket emoji rate: 0%
1. 🟢 bullish @1ChartMaster ✓ (45,356 followers · 👍45 🔁3 💬2)
> RS comes in clusters. Why fight it when you can hitch a ride? $PSX $MPC $VLO $USO https://t.co/OJq3I9fuT4
2. 🟢 bullish @KrisPatel99 ✓ (46,246 followers · 👍28 🔁3 💬4)
> Rebuilding pipelines take weeks to months… refinery’s take years if not decades… Seeing news about multiple attacks on refinery’s around the world… $PSX $VLO $MPC $DINO Crack spreads have gone up sharply as the game is no longer oil… but the refineries that process crude in...
3. 🔴 bearish @MartyChargin ✓ (51,547 followers · 👍22 🔁0 💬5)
> $VLO ... This oil and gas refining stock was rejected by Mutomobo at the $400 level... Mutombo had some help today.... https://t.co/5cExckYfGI
4. ⚪ neutral @ArrakisGlobal (9,207 followers · 👍18 🔁4 💬2)
> I think people may start to understand what is going on. All the verbal jawboning is what it is. But physical constraints have a nasty habit of showing up 👇🏾 $PBF $VLO $SU $BP $HBR.L
5. 🔴 bearish @cfromhertz ✓ (93,887 followers · 👍17 🔁3 💬3)
> $CRAK Refiners as mentioned over weekend, these market leaders were worthy off a pull back and I reduced my exposure to them on Friday in the TTG Global Trend Portfolio cc $VLO $PSX $MPC $DINO $PBF https://t.co/O8ubQOcUt0
6. 🟢 bullish @MartyChargin ✓ (51,547 followers · 👍11 🔁1 💬4)
> $VLO $DINO $PSX $MPC ... The oil and gas refining stocks are making for some of the losses on Monday https://t.co/TKsBFGOLYn
7. 🟢 bullish @TheValueist ✓ (37,432 followers · 👍6 🔁1 💬4)
> $VLO $MPC $PSX $DK $CLMT The world now recognizes that refineries are strategic assets of national security. Their value has risen significantly regardless of FCF. Everything relies on diesel.
8. ⚪ neutral @everytimeicash ✓ (18,612 followers · 👍6 🔁3 💬1)
> The semis of June. Refiners are up 124% this year, half again the best year in the index's 30 year history. Weekly RSI 81, and 122% above the 200 week. The AI trade looked exactly like this in late June. $VLO $PSX $SMH Thread. https://t.co/W6BS59ExED
9. ⚪ neutral @TheValueist ✓ (37,432 followers · 👍5 🔁1 💬1)
> $VLO $MPC $PSX $DK $CLMT Damn. Front month NY ULSD up 6% to new lifetime contract high. If the US bans diesel exports, $CRAK could be a simplified way to get international diesel exposure. You can’t stop it, you can only hope to contain it. (Bloomberg) -- Senate Majority Lea...
10. ⚪ neutral @StockSusan1 ✓ (3,659 followers · 👍3 🔁0 💬2)
> $VLO $MPC $PSX has risen a lot this year, and the adjustment on Monday is actually not exaggerated.
11. ⚪ neutral @TheValueist ✓ (37,432 followers · 👍5 🔁2 💬0)
> $VLO $MPC $PSX $DK $CLMT It looks like Yanbu was just struck. https://t.co/v4vKeCttzL
12. ⚪ neutral @TheValueist ✓ (37,432 followers · 👍9 🔁0 💬0)
> $MU $SNDK $VLO $MPC DRAM and Diesel. This is the way.
13. 🟢 bullish @TheValueist ✓ (37,432 followers · 👍5 🔁0 💬1)
> $VLO $MPC $PSX $DK $CLMT The refiner stock prices probably have a short-term gap down, but nothing material to the business fundamentals. FCF will not be meaningfully affected even if it happens. It might take an earnings cycle to validate that nothing has changed. Mgmt might ...
14. ⚪ neutral @TheValueist ✓ (37,432 followers · 👍5 🔁0 💬1)
> $VLO $MPC $PSX $DK $CLMT So much for not hitting any more Russian refineries. Reports describe this as a new strike. Ukrainian monitoring channels, local videos, and posts from the night of 14–15 September 2026 show fires at the Syzran Oil Refinery after claimed long-range d...
15. 🟢 bullish @TheValueist ✓ (37,432 followers · 👍5 🔁1 💬0)
> $VLO $MPC $PSX $DK $CLMT Refiners are ripping today after yesterday's mini sell-off following Trump's comments. Many are back at all-time highs. The Administration might find a way to cap product prices, but these companies are still generating incredible FCF as it stands. Thi...
16. 🟢 bullish @TheValueist ✓ (37,432 followers · 👍4 🔁0 💬1)
> $VLO $MPC $PSX $DK $CLMT I have said this countless times over the past months, the fulcrum fuel for refiners going forward is diesel. Gasoline is good, diesel is better. Diesel is essential to everything.
17. ⚪ neutral @TheValueist ✓ (37,432 followers · 👍3 🔁0 💬1)
> $VLO $MPC $PSX $DK $CLMT My updated $GS factor correlation matrix is below. The low correlation between the refiners and the GAI infrastructure names is a beautiful thing. https://t.co/FaVnl8wCBM
18. 🟢 bullish @BrianReid11BR ✓ (4,464 followers · 👍0 🔁0 💬2)
> @Mr_Derivatives Spot on — decade bagholders finally whole after that Covid $20s wipeout. Backwardation is doing real work here.Riding the same tape: $FANG $VLO $XOM.
19. 🟢 bullish @CaptainRoyen ✓ (2,313 followers · 👍3 🔁0 💬1)
> Time to go ALL IN on Refiners? $PBF $VLO $DK $DINO $PARR
20. 🔴 bearish @MartyChargin ✓ (51,547 followers · 👍1 🔁1 💬1)
> @Vera_Icona_23 $VLO …😂🤣🤣😂… He sure did💯… many of the oil and gas refining stocks look the same… Mutombo got some help today…🤣😂 https://t.co/D41pVTQiex
Sentiment: 🟢🟢🟢🟢🟢 Bullish (score +0.50) · ✅ high confidence (12 directional posts)
Distribution (20 posts): 🟢 9 bullish · ⚪ 8 neutral · 🔴 3 bearish · 🗑️ 0 spam filtered
Influencer share: 90% (accounts > 10K followers) · Retail share: 0% (< 2K) · Rocket emoji rate: 0%
1. 🟢 bullish @1ChartMaster ✓ (45,356 followers · 👍45 🔁3 💬2)
> RS comes in clusters. Why fight it when you can hitch a ride? $PSX $MPC $VLO $USO https://t.co/OJq3I9fuT4
2. 🟢 bullish @KrisPatel99 ✓ (46,246 followers · 👍28 🔁3 💬4)
> Rebuilding pipelines take weeks to months… refinery’s take years if not decades… Seeing news about multiple attacks on refinery’s around the world… $PSX $VLO $MPC $DINO Crack spreads have gone up sharply as the game is no longer oil… but the refineries that process crude in...
3. 🔴 bearish @cfromhertz ✓ (93,887 followers · 👍17 🔁3 💬3)
> $CRAK Refiners as mentioned over weekend, these market leaders were worthy off a pull back and I reduced my exposure to them on Friday in the TTG Global Trend Portfolio cc $VLO $PSX $MPC $DINO $PBF https://t.co/O8ubQOcUt0
4. 🟢 bullish @MartyChargin ✓ (51,547 followers · 👍11 🔁1 💬4)
> $VLO $DINO $PSX $MPC ... The oil and gas refining stocks are making for some of the losses on Monday https://t.co/TKsBFGOLYn
5. 🟢 bullish @TheValueist ✓ (37,432 followers · 👍6 🔁1 💬4)
> $VLO $MPC $PSX $DK $CLMT The world now recognizes that refineries are strategic assets of national security. Their value has risen significantly regardless of FCF. Everything relies on diesel.
6. 🟢 bullish @TheValueist ✓ (37,432 followers · 👍14 🔁0 💬2)
> $VLO $MPC $PSX $DK $CLMT Shocking, and it looks like the industry is set for additional gains. https://t.co/HupjfI97Pt
7. 🔴 bearish @TheValueist ✓ (37,432 followers · 👍9 🔁0 💬3)
> $VLO $MPC $PSX $DK Unfortunately bearish on the GAI infrastructure trade. OAI numbers are probably weak, and I suspect this is more about gross margin than revenue. Slowing down for safety, which is being repeated by the talking heads' echo chamber, is simply cover to buy mor...
8. ⚪ neutral @everytimeicash ✓ (18,612 followers · 👍6 🔁3 💬1)
> The semis of June. Refiners are up 124% this year, half again the best year in the index's 30 year history. Weekly RSI 81, and 122% above the 200 week. The AI trade looked exactly like this in late June. $VLO $PSX $SMH Thread. https://t.co/W6BS59ExED
9. 🔴 bearish @Don7Spy ✓ (8,848 followers · 👍8 🔁0 💬2)
> $PSX $250/$210 PUTs spreads for Dec 18 are up like $160 per contract as $PSX -2% as expected 🔪 Manage 🙏 https://t.co/vmI0lAcKk5
10. 🟢 bullish @TheValueist ✓ (37,432 followers · 👍7 🔁1 💬1)
> $VLO $MPC $PSX $DK $CLMT If your GAI names are getting blown up, don't fret because NY ULSD is punching out a new all-time high now. I suspect the refiners will have a very good week. Recall my post below, the refiners have a very low correlation to the GAI infrastructure t...
11. ⚪ neutral @TheValueist ✓ (37,432 followers · 👍7 🔁2 💬0)
> $VLO $MPC $PSX $DK $CLMT Iran/Houthis are relentless. Simply look at the map. Iran has cut off Saudi Arabia on both coasts and suspended cross-country crude transit by damaging the East-West Pipeline. The country is getting shut in (pun intended).
12. ⚪ neutral @TheValueist ✓ (37,432 followers · 👍5 🔁1 💬1)
> $VLO $MPC $PSX $DK $CLMT Damn. Front month NY ULSD up 6% to new lifetime contract high. If the US bans diesel exports, $CRAK could be a simplified way to get international diesel exposure. You can’t stop it, you can only hope to contain it. (Bloomberg) -- Senate Majority Lea...
13. ⚪ neutral @TheValueist ✓ (37,432 followers · 👍1 🔁0 💬3)
> $VLO $MPC $PSX $DK $CLMT INVESTMENT ASSESSMENT The East–West pipeline shutdown is potentially more consequential for refined products than a conventional Saudi crude-export disruption because it threatens both the movement of crude into international markets and the feedstock...
14. 🟢 bullish @TheValueist ✓ (37,432 followers · 👍4 🔁0 💬2)
> $VLO $MPC $PSX $DK $CLMT HO still marching higher. All time contract high today. I can only see the back end of this curve repricing significantly upwards in the comming months. https://t.co/mnDzAB5jdR
15. 🟢 bullish @TheValueist ✓ (37,432 followers · 👍10 🔁0 💬0)
> $VLO $MPC $PSX $DK $CLMT Welcome. Refiners still coming in hot.
16. ⚪ neutral @TheValueist ✓ (37,432 followers · 👍5 🔁1 💬1)
> $VLO $MPC $PSX $DK $CLMT Here’s the broader look at energy futures. Impressive moves %YTD for diesel and TTF gas. https://t.co/T1QerYG6kD
17. ⚪ neutral @TheValueist ✓ (37,432 followers · 👍5 🔁1 💬1)
> $VLO $MPC $PSX $DK $CLMT These are fresh overnight strikes from the night of September 12–13, 2026, but neither plant is being hit for the first time. The Slavyansk (Slavyansk-EKO) refinery in Krasnodar Krai has been struck repeatedly, including in April and May 2024, Februa...
18. ⚪ neutral @StockSusan1 ✓ (3,659 followers · 👍3 🔁0 💬2)
> $VLO $MPC $PSX has risen a lot this year, and the adjustment on Monday is actually not exaggerated.
19. ⚪ neutral @TheValueist ✓ (37,432 followers · 👍5 🔁2 💬0)
> $VLO $MPC $PSX $DK $CLMT It looks like Yanbu was just struck. https://t.co/v4vKeCttzL
20. 🟢 bullish @TheValueist ✓ (37,432 followers · 👍5 🔁0 💬1)
> $VLO $MPC $PSX $DK $CLMT The refiner stock prices probably have a short-term gap down, but nothing material to the business fundamentals. FCF will not be meaningfully affected even if it happens. It might take an earnings cycle to validate that nothing has changed. Mgmt might ...
Sentiment: 🟢🟢🟢🟢🟢 Bullish (score +0.82) · ✅ high confidence (11 directional posts)
Distribution (20 posts): 🟢 10 bullish · ⚪ 9 neutral · 🔴 1 bearish · 🗑️ 0 spam filtered
Influencer share: 85% (accounts > 10K followers) · Retail share: 10% (< 2K) · Rocket emoji rate: 0%
1. 🟢 bullish @1ChartMaster ✓ (45,356 followers · 👍45 🔁3 💬2)
> RS comes in clusters. Why fight it when you can hitch a ride? $PSX $MPC $VLO $USO https://t.co/OJq3I9fuT4
2. 🟢 bullish @KrisPatel99 ✓ (46,246 followers · 👍28 🔁3 💬4)
> Rebuilding pipelines take weeks to months… refinery’s take years if not decades… Seeing news about multiple attacks on refinery’s around the world… $PSX $VLO $MPC $DINO Crack spreads have gone up sharply as the game is no longer oil… but the refineries that process crude in...
3. 🟢 bullish @MahinvestTech ✓ (804 followers · 👍16 🔁1 💬2)
> AI isn’t the only trade. Two recent additions to my portfolio: Oil & Gas. $VLO +149% YTD $MPC +119% YTD Both outperforming most AI stocks. Sometimes the best opportunities are outside the hype. https://t.co/Mh0in4cmR2
4. 🟢 bullish @TheValueist ✓ (37,432 followers · 👍6 🔁1 💬4)
> $VLO $MPC $PSX $DK $CLMT The world now recognizes that refineries are strategic assets of national security. Their value has risen significantly regardless of FCF. Everything relies on diesel.
5. 🟢 bullish @TheValueist ✓ (37,432 followers · 👍14 🔁0 💬2)
> $VLO $MPC $PSX $DK $CLMT Shocking, and it looks like the industry is set for additional gains. https://t.co/HupjfI97Pt
6. 🔴 bearish @TheValueist ✓ (37,432 followers · 👍9 🔁0 💬3)
> $VLO $MPC $PSX $DK Unfortunately bearish on the GAI infrastructure trade. OAI numbers are probably weak, and I suspect this is more about gross margin than revenue. Slowing down for safety, which is being repeated by the talking heads' echo chamber, is simply cover to buy mor...
7. ⚪ neutral @TheValueist ✓ (37,432 followers · 👍5 🔁3 💬1)
> $VLO $MPC $FRO $DHT This is a legitimate battle transpiring as to who makes more money off of these wars: the refiners or the energy shippers. You can put money to work in both.
8. 🟢 bullish @TheValueist ✓ (37,432 followers · 👍7 🔁1 💬1)
> $VLO $MPC $PSX $DK $CLMT If your GAI names are getting blown up, don't fret because NY ULSD is punching out a new all-time high now. I suspect the refiners will have a very good week. Recall my post below, the refiners have a very low correlation to the GAI infrastructure t...
9. ⚪ neutral @TheValueist ✓ (37,432 followers · 👍7 🔁2 💬0)
> $VLO $MPC $PSX $DK $CLMT Iran/Houthis are relentless. Simply look at the map. Iran has cut off Saudi Arabia on both coasts and suspended cross-country crude transit by damaging the East-West Pipeline. The country is getting shut in (pun intended).
10. ⚪ neutral @TheValueist ✓ (37,432 followers · 👍5 🔁1 💬1)
> $VLO $MPC $PSX $DK $CLMT Damn. Front month NY ULSD up 6% to new lifetime contract high. If the US bans diesel exports, $CRAK could be a simplified way to get international diesel exposure. You can’t stop it, you can only hope to contain it. (Bloomberg) -- Senate Majority Lea...
11. ⚪ neutral @TheValueist ✓ (37,432 followers · 👍1 🔁0 💬3)
> $VLO $MPC $PSX $DK $CLMT INVESTMENT ASSESSMENT The East–West pipeline shutdown is potentially more consequential for refined products than a conventional Saudi crude-export disruption because it threatens both the movement of crude into international markets and the feedstock...
12. 🟢 bullish @TheValueist ✓ (37,432 followers · 👍4 🔁0 💬2)
> $VLO $MPC $PSX $DK $CLMT HO still marching higher. All time contract high today. I can only see the back end of this curve repricing significantly upwards in the comming months. https://t.co/mnDzAB5jdR
13. 🟢 bullish @TheValueist ✓ (37,432 followers · 👍10 🔁0 💬0)
> $VLO $MPC $PSX $DK $CLMT Welcome. Refiners still coming in hot.
14. ⚪ neutral @TheValueist ✓ (37,432 followers · 👍5 🔁1 💬1)
> $VLO $MPC $PSX $DK $CLMT Here’s the broader look at energy futures. Impressive moves %YTD for diesel and TTF gas. https://t.co/T1QerYG6kD
15. ⚪ neutral @TheValueist ✓ (37,432 followers · 👍5 🔁1 💬1)
> $VLO $MPC $PSX $DK $CLMT These are fresh overnight strikes from the night of September 12–13, 2026, but neither plant is being hit for the first time. The Slavyansk (Slavyansk-EKO) refinery in Krasnodar Krai has been struck repeatedly, including in April and May 2024, Februa...
16. ⚪ neutral @StockSusan1 ✓ (3,659 followers · 👍3 🔁0 💬2)
> $VLO $MPC $PSX has risen a lot this year, and the adjustment on Monday is actually not exaggerated.
17. ⚪ neutral @TheValueist ✓ (37,432 followers · 👍5 🔁2 💬0)
> $VLO $MPC $PSX $DK $CLMT It looks like Yanbu was just struck. https://t.co/v4vKeCttzL
18. 🟢 bullish @TradewithJade1 ✓ (1,526 followers · 👍6 🔁0 💬1)
> Two years ago, I saw crude oil 130 coming using my tools, and called $MPC at 170-140, $XOM ... oil stock. $MPC is now over $400, I am seeing $DVN to 90 - natural gas' turn, guys
19. 🟢 bullish @TheValueist ✓ (37,432 followers · 👍5 🔁0 💬1)
> $VLO $MPC $PSX $DK $CLMT The refiner stock prices probably have a short-term gap down, but nothing material to the business fundamentals. FCF will not be meaningfully affected even if it happens. It might take an earnings cycle to validate that nothing has changed. Mgmt might ...
20. ⚪ neutral @TheValueist ✓ (37,432 followers · 👍5 🔁0 💬1)
> $VLO $MPC $PSX $DK $CLMT So much for not hitting any more Russian refineries. Reports describe this as a new strike. Ukrainian monitoring channels, local videos, and posts from the night of 14–15 September 2026 show fires at the Syzran Oil Refinery after claimed long-range d...