Generated: 2026-09-17 03:08
Top 20 most-engaged X.com posts per ticker, classified bullish/bearish/neutral/spam. Filtered: English only · 500+ followers · spam heuristic.
Sentiment: 🟢🟢🟢🟢🟢 Bullish (score +0.73) · ✅ high confidence (15 directional posts)
Distribution (20 posts): 🟢 13 bullish · ⚪ 5 neutral · 🔴 2 bearish · 🗑️ 0 spam filtered
Influencer share: 80% (accounts > 10K followers) · Retail share: 15% (< 2K) · Rocket emoji rate: 0%
1. 🟢 bullish @1ChartMaster ✓ (45,387 followers · 👍43 🔁2 💬7)
> $VLO send it...... if only there was a clue. 🧐 🔵 https://t.co/mRLP3tkorB
2. 🟢 bullish @NickDrendel ✓ (24,950 followers · 👍25 🔁1 💬6)
> $VLO - Gorgeous trend https://t.co/8zUgwgBkyI
3. ⚪ neutral @cfromhertz ✓ (93,896 followers · 👍16 🔁1 💬5)
> Refiners $VLO $PSX $DINO reaction to the Fed decision https://t.co/ZaGYkfGzRf
4. 🟢 bullish @1ChartMaster ✓ (45,387 followers · 👍23 🔁0 💬3)
> $VLO $MPC Relentless RS.... higher https://t.co/dskidy0xrF
5. ⚪ neutral @VictorG_bolsa ✓ (21,214 followers · 👍18 🔁2 💬0)
> MEJORES ACCIONES A 1 MES 💼 Coal $BTU Peabody Energy Oil&Gas $VLO Valero Energy Capital Market $GS Goldman Sachs Gold $NEM Newmont Oil&Gas Drillin $XOM Exxon Computer Hardware $DELL Dell Oil & Gas E&P $COP ConocoPhillips Other Metals $MP MP Materials Health I...
6. 🟢 bullish @TheValueist ✓ (37,448 followers · 👍11 🔁0 💬2)
> $VLO $MPC $PSX $DK $CLMK People will need to start buying refiners simply to hedge their own personal consumption.
7. 🟢 bullish @RebellioMarket ✓ (216,598 followers · 👍3 🔁1 💬3)
> NEW HIGHS STOCK LIST ON THE MOVE: $VLO $OBIO $SWKS $PAA $BPRN $FEIM $NAT $MATX $CRT $AVAH $CLMT $PXS $PBF $VOD $CIB $TRST $PSX $MPC $JXN $FBLA $EDRY $CRGY $MBWM $DELL $DAC $QRVO https://t.co/esybqCc0cy
8. 🟢 bullish @TheValueist ✓ (37,448 followers · 👍6 🔁0 💬2)
> $VLO $MPC $PSX $DK $CLMT Crude and product inventories are being burned off around the globe.
9. 🟢 bullish @NavidNamazi ✓ (1,106 followers · 👍2 🔁0 💬3)
> @pdicarlotrader Diesel is the problem $VLo is in the reaching for moon phase No one has giving guidance on shipping costs Sulphuric acid shortages in mining etc US crude makes diesel 8:1 Vs heavy 3:1 mid east / ven / Canada
10. 🟢 bullish @TheValueist ✓ (37,448 followers · 👍6 🔁0 💬1)
> $VLO $MPC $PSX $DK $CLMT You almost never want to model multiple expansion as the base case for any investment, and I certainly put it on the table for the refiners. They all need to be rerated for CY27. Write-up on needed refiner rerating: https://t.co/Vf3shnA1vJ https://t.c...
11. ⚪ neutral @TheValueist ✓ (37,448 followers · 👍4 🔁1 💬1)
> $VLO $MPC $PSX $DK Global Diesel: Supply Constraints, Demand Shifts, and Investment Implications. The diesel investment landscape is characterized by a divergence between physical consumption, the scarcity value of available fuel, and the earnings power of equipment suppliers...
12. 🟢 bullish @TheValueist ✓ (37,448 followers · 👍6 🔁0 💬1)
> $VLO $MPC $PSX $DK $CLMT Refiners shaking off drop from Warsh presser. https://t.co/UHQxBSldrf
13. 🔴 bearish @TheValueist ✓ (37,448 followers · 👍6 🔁0 💬1)
> $VLO $MPC $PSX $DK $CLMT This is part of the reason $IYT is rolling over. Diesel out of science fiction. Unfortunately, in commodities, the cure for high prices is high prices. Demand destruction is a real risk in the medium term. https://t.co/Mc3VqMTPKK
14. ⚪ neutral @TheValueist ✓ (37,448 followers · 👍6 🔁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
15. 🟢 bullish @Levi2v2y (1,308 followers · 👍3 🔁1 💬1)
> $ALTO 🚨 Oil near $110+, ethanol at 3-year highs, and strong Q3 expectations could be a major catalyst. With a PE around 6 vs. peers in the teens, ALTO looks undervalued. Takeover potential + improving fundamentals could push this toward $7+ by year-end. 📈 $ADM $VLO https://...
16. 🔴 bearish @TheValueist ✓ (37,448 followers · 👍8 🔁0 💬0)
> $VLO $MPC $PSX $DK $CLMT There have been many delayed turnarounds around the globe. They have all piled up and will eventually hit the market.
17. 🟢 bullish @GoodTexture ✓ (8,376 followers · 👍3 🔁0 💬1)
> Valero $VLO has doubled since my followers were first informed of its potential https://t.co/h3X8jE9MOY
18. 🟢 bullish @TheValueist ✓ (37,448 followers · 👍3 🔁1 💬0)
> $VLO $MPC $PSX $DK $CLMT Fantastic news for the PADD 3 refiners. Venezuela production growth is becoming more real.
19. 🟢 bullish @it_is_Randy ✓ (901 followers · 👍2 🔁0 💬1)
> $VLO my best trade of the year officially at 100% gain on commons. Got in around February at 195-205. All out today on commons for a nice gain. https://t.co/fP6KZdoT0S
20. ⚪ neutral @everytimeicash ✓ (18,648 followers · 👍1 🔁0 💬1)
> Diesel, a record. $6.29 a gallon, the highest since 1994. Up from $3.46 on January 12, +82% in eight months. Every region is above $6. California is past $8. That's the input every truck, every farm and every refiner's customer pays. $CRAK $VLO $USO https://t.co/E7SPVYj86J
Sentiment: 🟢🟢🟢🟢🟢 Bullish (score +0.54) · ✅ high confidence (13 directional posts)
Distribution (20 posts): 🟢 10 bullish · ⚪ 7 neutral · 🔴 3 bearish · 🗑️ 0 spam filtered
Influencer share: 90% (accounts > 10K followers) · Retail share: 0% (< 2K) · Rocket emoji rate: 0%
1. 🟢 bullish @1ChartMaster ✓ (45,387 followers · 👍51 🔁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 ✓ (46,263 followers · 👍33 🔁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. ⚪ neutral @cfromhertz ✓ (93,896 followers · 👍16 🔁1 💬5)
> Refiners $VLO $PSX $DINO reaction to the Fed decision https://t.co/ZaGYkfGzRf
4. 🔴 bearish @cfromhertz ✓ (93,896 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
5. 🟢 bullish @MartyChargin ✓ (51,548 followers · 👍13 🔁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
6. 🟢 bullish @TheValueist ✓ (37,448 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.
7. 🟢 bullish @TheValueist ✓ (37,448 followers · 👍11 🔁0 💬2)
> $VLO $MPC $PSX $DK $CLMK People will need to start buying refiners simply to hedge their own personal consumption.
8. ⚪ neutral @everytimeicash ✓ (18,648 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 ✓ (8,847 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 ✓ (37,448 followers · 👍6 🔁0 💬2)
> $VLO $MPC $PSX $DK $CLMT Crude and product inventories are being burned off around the globe.
11. 🟢 bullish @TheValueist ✓ (37,448 followers · 👍6 🔁1 💬1)
> $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...
12. ⚪ neutral @TheValueist ✓ (37,448 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 ✓ (37,448 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 ✓ (37,448 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 ✓ (37,448 followers · 👍6 🔁0 💬1)
> $VLO $MPC $PSX $DK $CLMT You almost never want to model multiple expansion as the base case for any investment, and I certainly put it on the table for the refiners. They all need to be rerated for CY27. Write-up on needed refiner rerating: https://t.co/Vf3shnA1vJ https://t.c...
16. ⚪ neutral @TheValueist ✓ (37,448 followers · 👍4 🔁1 💬1)
> $VLO $MPC $PSX $DK Global Diesel: Supply Constraints, Demand Shifts, and Investment Implications. The diesel investment landscape is characterized by a divergence between physical consumption, the scarcity value of available fuel, and the earnings power of equipment suppliers...
17. 🟢 bullish @TheValueist ✓ (37,448 followers · 👍6 🔁0 💬1)
> $VLO $MPC $PSX $DK $CLMT Refiners shaking off drop from Warsh presser. https://t.co/UHQxBSldrf
18. 🔴 bearish @TheValueist ✓ (37,448 followers · 👍6 🔁0 💬1)
> $VLO $MPC $PSX $DK $CLMT This is part of the reason $IYT is rolling over. Diesel out of science fiction. Unfortunately, in commodities, the cure for high prices is high prices. Demand destruction is a real risk in the medium term. https://t.co/Mc3VqMTPKK
19. ⚪ neutral @TheValueist ✓ (37,448 followers · 👍6 🔁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
20. ⚪ neutral @StockSusan1 ✓ (3,673 followers · 👍3 🔁0 💬2)
> $VLO $MPC $PSX has risen a lot this year, and the adjustment on Monday is actually not exaggerated.
Sentiment: 🟢🟢🟢🟢🟢 Bullish (score +0.69) · ✅ high confidence (13 directional posts)
Distribution (20 posts): 🟢 11 bullish · ⚪ 6 neutral · 🔴 2 bearish · 🗑️ 1 spam filtered
Influencer share: 95% (accounts > 10K followers) · Retail share: 0% (< 2K) · Rocket emoji rate: 0%
1. 🟢 bullish @1ChartMaster ✓ (45,387 followers · 👍51 🔁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 ✓ (46,263 followers · 👍33 🔁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 @1ChartMaster ✓ (45,387 followers · 👍23 🔁0 💬3)
> $VLO $MPC Relentless RS.... higher https://t.co/dskidy0xrF
4. 🗑️ spam @CoinomiWallet ✓ (78,868 followers · 👍13 🔁4 💬3)
> Blockchains are transparent. Real-world data usually isn't 🛑 That’s the puzzle @partisiampc solves using advanced MPC cryptography allowing networks to process sensitive info without ever exposing it on-chain 🔒 You can now hold and manage $MPC in your Coinomi Wallet🕵️♀️ htt...
5. 🟢 bullish @TheValueist ✓ (37,448 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 ✓ (37,448 followers · 👍11 🔁0 💬2)
> $VLO $MPC $PSX $DK $CLMK People will need to start buying refiners simply to hedge their own personal consumption.
7. 🟢 bullish @TheValueist ✓ (37,448 followers · 👍6 🔁0 💬2)
> $VLO $MPC $PSX $DK $CLMT Crude and product inventories are being burned off around the globe.
8. 🟢 bullish @TheValueist ✓ (37,448 followers · 👍6 🔁1 💬1)
> $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...
9. ⚪ neutral @TheValueist ✓ (37,448 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. 🟢 bullish @TheValueist ✓ (37,448 followers · 👍6 🔁0 💬1)
> $VLO $MPC $PSX $DK $CLMT You almost never want to model multiple expansion as the base case for any investment, and I certainly put it on the table for the refiners. They all need to be rerated for CY27. Write-up on needed refiner rerating: https://t.co/Vf3shnA1vJ https://t.c...
11. ⚪ neutral @TheValueist ✓ (37,448 followers · 👍4 🔁1 💬1)
> $VLO $MPC $PSX $DK Global Diesel: Supply Constraints, Demand Shifts, and Investment Implications. The diesel investment landscape is characterized by a divergence between physical consumption, the scarcity value of available fuel, and the earnings power of equipment suppliers...
12. 🟢 bullish @TheValueist ✓ (37,448 followers · 👍6 🔁0 💬1)
> $VLO $MPC $PSX $DK $CLMT Refiners shaking off drop from Warsh presser. https://t.co/UHQxBSldrf
13. 🔴 bearish @TheValueist ✓ (37,448 followers · 👍6 🔁0 💬1)
> $VLO $MPC $PSX $DK $CLMT This is part of the reason $IYT is rolling over. Diesel out of science fiction. Unfortunately, in commodities, the cure for high prices is high prices. Demand destruction is a real risk in the medium term. https://t.co/Mc3VqMTPKK
14. ⚪ neutral @TheValueist ✓ (37,448 followers · 👍6 🔁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
15. ⚪ neutral @StockSusan1 ✓ (3,673 followers · 👍3 🔁0 💬2)
> $VLO $MPC $PSX has risen a lot this year, and the adjustment on Monday is actually not exaggerated.
16. ⚪ neutral @TheValueist ✓ (37,448 followers · 👍5 🔁2 💬0)
> $VLO $MPC $PSX $DK $CLMT It looks like Yanbu was just struck. https://t.co/v4vKeCttzL
17. 🔴 bearish @TheValueist ✓ (37,448 followers · 👍8 🔁0 💬0)
> $VLO $MPC $PSX $DK $CLMT There have been many delayed turnarounds around the globe. They have all piled up and will eventually hit the market.
18. 🟢 bullish @TheValueist ✓ (37,448 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 ...
19. ⚪ neutral @TheValueist ✓ (37,448 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...
20. 🟢 bullish @TheValueist ✓ (37,448 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.