Generated: 2026-09-18 02:57
Top 20 most-engaged X.com posts per ticker, classified bullish/bearish/neutral/spam. Filtered: English only · 500+ followers · spam heuristic.
Sentiment: 🟢🟢🟢🟢🟢 Bullish (score +0.80) · ✅ high confidence (10 directional posts)
Distribution (20 posts): 🟢 9 bullish · ⚪ 9 neutral · 🔴 1 bearish · 🗑️ 1 spam filtered
Influencer share: 100% (accounts > 10K followers) · Retail share: 0% (< 2K) · Rocket emoji rate: 0%
1. 🟢 bullish @1ChartMaster ✓ (45,426 followers · 👍52 🔁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 ✓ (46,296 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 ✓ (93,895 followers · 👍17 🔁1 💬5)
> Refiners $VLO $PSX $DINO reaction to the Fed decision https://t.co/ZaGYkfGzRf
4. 🟢 bullish @MartyChargin ✓ (51,558 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
5. ⚪ neutral @cfromhertz ✓ (93,895 followers · 👍11 🔁2 💬3)
> *RUSSIA'S YAROSLAVL REFINERY HALTS PROCESSING AFTER ATTACK: RTRS cc $CRAK $VLO $PSX $PBF $DINO $MPC
6. ⚪ neutral @TheValueist ✓ (37,447 followers · 👍8 🔁0 💬5)
> $VLO $MPC $PSX $DK $CLMT The key point here is that fuel costs are top of mind for mainstream media, the general public, and both parties. Some sort of political intervention is possible, and it still won't meaningfully impact refiner FCF for at least a couple of quarters.
7. 🟢 bullish @TheValueist ✓ (37,447 followers · 👍12 🔁1 💬2)
> $VLO $MPC $PSX $DK $CLMK People will need to start buying refiners simply to hedge their own personal consumption.
8. 🟢 bullish @TheValueist ✓ (37,447 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.
9. ⚪ neutral @everytimeicash ✓ (18,647 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
10. 🟢 bullish @TheValueist ✓ (37,447 followers · 👍5 🔁1 💬2)
> $VLO $MPC $PSX $DK $CLMT Pivitol color below on lubricants. They are critical inputs into ANY industrial process. They are also a very minor piece of the overall cost bar, so generally price inelastic. Negligible direct consumer exposure, so theoretically will fly under the ra...
11. ⚪ neutral @TheValueist ✓ (37,447 followers · 👍7 🔁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. ⚪ neutral @TheValueist ✓ (37,447 followers · 👍6 🔁0 💬2)
> $VLO $MPC $PSX $DK $CLMT Crude and product inventories are being burned off around the globe.
13. 🗑️ spam @GoldilocksWorld ✓ (5,397 followers · 👍8 🔁0 💬1)
> Our Alpha Opportunity idea on CrowdStrike- $CRWD has gained 111% since recommendation, while Phillips 66- $PSX is up 65%. Both reflect our research-led approach to identifying timely opportunities across the US market. Follow Goldilocks Global Research for more market insigh...
14. 🟢 bullish @TheValueist ✓ (37,447 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...
15. ⚪ neutral @TheValueist ✓ (37,447 followers · 👍7 🔁0 💬1)
> $VLO $MPC $PSX $DK $CLMT This is a new strike. Overnight on 16–17 September 2026, drones reached the Slavneft-YANOS refinery in Yaroslavl. The regional governor, Mikhail Yevrayev, confirmed the plant was damaged, a fire started, and emergency crews were working the scene. He a...
16. 🟢 bullish @TheValueist ✓ (37,447 followers · 👍7 🔁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...
17. ⚪ neutral @TheValueist ✓ (37,447 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...
18. ⚪ neutral @TheValueist ✓ (37,447 followers · 👍4 🔁1 💬1)
> $VLO $MPC $PSX $DK $CLMT Refineries on the target list?
19. 🟢 bullish @TheValueist ✓ (37,447 followers · 👍6 🔁0 💬1)
> $VLO $MPC $PSX $DK $CLMT Refiners shaking off drop from Warsh presser. https://t.co/UHQxBSldrf
20. 🔴 bearish @TheValueist ✓ (37,447 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
Sentiment: 🟢🟢🟢🟢🟢 Bullish (score +0.78) · 🟡 medium confidence (9 directional posts)
Distribution (20 posts): 🟢 8 bullish · ⚪ 10 neutral · 🔴 1 bearish · 🗑️ 1 spam filtered
Influencer share: 95% (accounts > 10K followers) · Retail share: 0% (< 2K) · Rocket emoji rate: 0%
1. 🟢 bullish @1ChartMaster ✓ (45,426 followers · 👍27 🔁0 💬4)
> $VLO $MPC Relentless RS.... higher https://t.co/dskidy0xrF
2. ⚪ neutral @CoinomiWallet ✓ (78,881 followers · 👍18 🔁5 💬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...
3. ⚪ neutral @TheValueist ✓ (37,447 followers · 👍8 🔁0 💬5)
> $VLO $MPC $PSX $DK $CLMT The key point here is that fuel costs are top of mind for mainstream media, the general public, and both parties. Some sort of political intervention is possible, and it still won't meaningfully impact refiner FCF for at least a couple of quarters.
4. 🟢 bullish @TheValueist ✓ (37,447 followers · 👍12 🔁1 💬2)
> $VLO $MPC $PSX $DK $CLMK People will need to start buying refiners simply to hedge their own personal consumption.
5. 🟢 bullish @TheValueist ✓ (37,447 followers · 👍5 🔁1 💬2)
> $VLO $MPC $PSX $DK $CLMT Pivitol color below on lubricants. They are critical inputs into ANY industrial process. They are also a very minor piece of the overall cost bar, so generally price inelastic. Negligible direct consumer exposure, so theoretically will fly under the ra...
6. ⚪ neutral @TheValueist ✓ (37,447 followers · 👍7 🔁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...
7. ⚪ neutral @TheValueist ✓ (37,447 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 ✓ (37,447 followers · 👍7 🔁0 💬1)
> $VLO $MPC $PSX $DK $CLMT This is a new strike. Overnight on 16–17 September 2026, drones reached the Slavneft-YANOS refinery in Yaroslavl. The regional governor, Mikhail Yevrayev, confirmed the plant was damaged, a fire started, and emergency crews were working the scene. He a...
10. 🟢 bullish @TheValueist ✓ (37,447 followers · 👍7 🔁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 ✓ (37,447 followers · 👍4 🔁1 💬1)
> $VLO $MPC $PSX $DK $CLMT Refineries on the target list?
12. 🟢 bullish @TheValueist ✓ (37,447 followers · 👍6 🔁0 💬1)
> $VLO $MPC $PSX $DK $CLMT Refiners shaking off drop from Warsh presser. https://t.co/UHQxBSldrf
13. 🔴 bearish @TheValueist ✓ (37,447 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 @TheValueist ✓ (37,447 followers · 👍6 🔁1 💬0)
> $VLO $MPC $PSX $DK $CLMT Fantastic news for the PADD 3 refiners. Venezuela production growth is becoming more real.
16. ⚪ neutral @TheValueist ✓ (37,447 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. ⚪ neutral @TheValueist ✓ (37,447 followers · 👍5 🔁1 💬0)
> $VLO $MPC $PSX $DK $CLMT The night of 16–17 September 2026 was a new strike on the Yanos plant, not the first one. Reuters later reported that crude processing at Slavneft-YANOS stopped after that attack. The plant had already been hit repeatedly in 2026, including on 28 Augus...
18. ⚪ neutral @TheValueist ✓ (37,447 followers · 👍7 🔁0 💬0)
> $VLO $MPC $PSX $DK $CLMT Got to make good on your contracts!
19. 🟢 bullish @InvestorIntelx ✓ (2,009 followers · 👍4 🔁0 💬1)
> Up 1,000% on my $MPC position that I started in late 2020 📈
20. 🗑️ spam @InvestiBrew ✓ (5,088 followers · 👍3 🔁0 💬1)
> Probably the most important finding in my diesel spreads over $USO crude oil The names that benefit from a widening spread, like $VLO $MPC $PBF are all trading at declining multiples Meanwhile Those who saw their earnings collapse on rising diesel inputs are trading at risi...
Sentiment: 🟢🟢🟢🟢🟢 Bullish (score +1.00) · 🟡 medium confidence (8 directional posts)
Distribution (20 posts): 🟢 8 bullish · ⚪ 12 neutral · 🔴 0 bearish · 🗑️ 0 spam filtered
Influencer share: 95% (accounts > 10K followers) · Retail share: 5% (< 2K) · Rocket emoji rate: 0%
1. ⚪ neutral @KarelMercx ✓ (39,778 followers · 👍28 🔁0 💬7)
> $VLO $410! Analysts expect Valero to earn $18.52 per share in Q3. Then they expect EPS to fall sharply to $11.80, and then to $8.48 in Q1 2027. They still seem to believe we are at the worst point of the crisis now, and that things will improve rapidly from here.
2. ⚪ neutral @cfromhertz ✓ (93,895 followers · 👍17 🔁1 💬5)
> Refiners $VLO $PSX $DINO reaction to the Fed decision https://t.co/ZaGYkfGzRf
3. 🟢 bullish @1ChartMaster ✓ (45,426 followers · 👍28 🔁1 💬1)
> $VLO Higher 🔵 🌊 🏄♂️ https://t.co/SPcC8PFgms
4. 🟢 bullish @MartyChargin ✓ (51,558 followers · 👍10 🔁0 💬7)
> $VLO ... This oil and gas refining stock continues to surf its moving averages like Kelly Slater.... Ride the trend unit lit bends at the end... if it starts to crash ya go to cash https://t.co/dMWVXPkvpe
5. ⚪ neutral @VictorG_bolsa ✓ (21,216 followers · 👍22 🔁4 💬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. ⚪ neutral @cfromhertz ✓ (93,895 followers · 👍11 🔁2 💬3)
> *RUSSIA'S YAROSLAVL REFINERY HALTS PROCESSING AFTER ATTACK: RTRS cc $CRAK $VLO $PSX $PBF $DINO $MPC
7. ⚪ neutral @TheValueist ✓ (37,448 followers · 👍8 🔁0 💬5)
> $VLO $MPC $PSX $DK $CLMT The key point here is that fuel costs are top of mind for mainstream media, the general public, and both parties. Some sort of political intervention is possible, and it still won't meaningfully impact refiner FCF for at least a couple of quarters.
8. 🟢 bullish @TheValueist ✓ (37,448 followers · 👍12 🔁1 💬2)
> $VLO $MPC $PSX $DK $CLMK People will need to start buying refiners simply to hedge their own personal consumption.
9. 🟢 bullish @SpecialSitsNews ✓ (145,196 followers · 👍8 🔁0 💬2)
> Refineries are minting $DK $VLO
10. ⚪ neutral @TheValueist ✓ (37,448 followers · 👍8 🔁0 💬2)
> WHAT'S THE $VLO SETUP LIKE? Technicals are unambiguously strong — VLO is up ~75% over six months, trading near a 52-week high, with momentum factor exposure at the 1.55 standard-deviation level and an RSI of 77 — but options markets are flashing elevated put demand (71st perc...
11. 🟢 bullish @TheValueist ✓ (37,448 followers · 👍5 🔁1 💬2)
> $VLO $MPC $PSX $DK $CLMT Pivitol color below on lubricants. They are critical inputs into ANY industrial process. They are also a very minor piece of the overall cost bar, so generally price inelastic. Negligible direct consumer exposure, so theoretically will fly under the ra...
12. ⚪ neutral @TheValueist ✓ (37,448 followers · 👍7 🔁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...
13. ⚪ neutral @TheValueist ✓ (37,448 followers · 👍7 🔁0 💬1)
> $VLO $MPC $PSX $DK $CLMT This is a new strike. Overnight on 16–17 September 2026, drones reached the Slavneft-YANOS refinery in Yaroslavl. The regional governor, Mikhail Yevrayev, confirmed the plant was damaged, a fire started, and emergency crews were working the scene. He a...
14. 🟢 bullish @TheValueist ✓ (37,448 followers · 👍7 🔁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...
15. ⚪ neutral @TheValueist ✓ (37,448 followers · 👍4 🔁1 💬1)
> $VLO $MPC $PSX $DK $CLMT Refineries on the target list?
16. 🟢 bullish @TheValueist ✓ (37,448 followers · 👍6 🔁0 💬1)
> $VLO $MPC $PSX $DK $CLMT Refiners shaking off drop from Warsh presser. https://t.co/UHQxBSldrf
17. 🟢 bullish @TheValueist ✓ (37,448 followers · 👍6 🔁1 💬0)
> $VLO $MPC $PSX $DK $CLMT Fantastic news for the PADD 3 refiners. Venezuela production growth is becoming more real.
18. ⚪ neutral @TheValueist ✓ (37,448 followers · 👍5 🔁1 💬0)
> $VLO $MPC $PSX $DK $CLMT The night of 16–17 September 2026 was a new strike on the Yanos plant, not the first one. Reuters later reported that crude processing at Slavneft-YANOS stopped after that attack. The plant had already been hit repeatedly in 2026, including on 28 Augus...
19. ⚪ neutral @TheValueist ✓ (37,448 followers · 👍7 🔁0 💬0)
> $VLO $MPC $PSX $DK $CLMT Got to make good on your contracts!
20. ⚪ neutral @AshwinTrades1 ✓ (946 followers · 👍4 🔁0 💬1)
> $VLO Divergence starting to show https://t.co/LO76V7MDxV