Generated: 2026-09-20 03:09
Top 20 most-engaged X.com posts per ticker, classified bullish/bearish/neutral/spam. Filtered: English only · 500+ followers · spam heuristic.
Sentiment: 🟢🟢🟢🟢🟢 Bullish (score +0.78) · 🟡 medium confidence (9 directional posts)
Distribution (20 posts): 🟢 8 bullish · ⚪ 11 neutral · 🔴 1 bearish · 🗑️ 0 spam filtered
Influencer share: 90% (accounts > 10K followers) · Retail share: 0% (< 2K) · Rocket emoji rate: 0%
1. ⚪ neutral @JackFarley96 ✓ (90,054 followers · 👍27 🔁4 💬7)
> CHARTS OF THE WEEK from @Fiscal_ai -Oil Refiners have replaced Semiconductors as Trade of the Year (it's official) -Have refiners hit peak margins // are EBITDA estimates too high for Marathon Petroleum $MPC? https://t.co/4Ewm00u0ln https://t.co/ME13QiMF65
2. 🟢 bullish @TheValueist ✓ (37,471 followers · 👍13 🔁2 💬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...
3. ⚪ neutral @TheValueist ✓ (37,471 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 ✓ (37,471 followers · 👍12 🔁1 💬2)
> $VLO $MPC $PSX $DK $CLMK People will need to start buying refiners simply to hedge their own personal consumption.
5. ⚪ neutral @TheValueist ✓ (37,471 followers · 👍7 🔁0 💬3)
> $VLO $MPC $PSX $DK $CLMT The point is about yield flexibility inside a barrel of crude, not about whether refiners can simply “make more fuel.” U.S. refiners can shift a modest extra slice of the barrel into jet fuel far more easily than they can produce a comparable percentag...
6. 🔴 bearish @InvestVerified ✓ (28,027 followers · 👍9 🔁1 💬1)
> Verified Pro Trader @GarethSoloway: Interesting news out of Europe. Talk of a windfall tax on refiners as they print money from the high gas/oil prices. This may spook the massive speculators in names like $VLO $PSX $MPC and others. Keep it on the radar.
7. 🟢 bullish @TheValueist ✓ (37,471 followers · 👍7 🔁0 💬2)
> $VLO $MPC $PSX $DK $CLMT XOM probably has business interruption insurance for this. Any $XOM $CVX refining capacity taken offline is great news for the independent refiners.
8. ⚪ neutral @TheValueist ✓ (37,471 followers · 👍6 🔁3 💬0)
> $VLO $MPC $PSX $DK $CLMT Need to validate this but I'm certain there is some truth here.
9. 🟢 bullish @BigWaveChartist ✓ (2,458 followers · 👍4 🔁1 💬2)
> INDUSTRY ROTATION \| WEEK OF SEPT. 14 Biggest message: Healthcare is emerging while Refining & Shipping strengthen. 🔥 CONFIRMED LEADERSHIP Oil & Gas Refining 1W: #2 +5.49% 1M: #1 +15.93% 3M: #1 +67.16% This is extraordinary multi-timeframe leadership. Watching: $VLO $MPC ...
10. ⚪ neutral @TheValueist ✓ (37,471 followers · 👍8 🔁2 💬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...
11. ⚪ neutral @TheValueist ✓ (37,471 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 ✓ (37,471 followers · 👍8 🔁0 💬1)
> $VLO $MPC $PSX $DK $CLMT The large elevation change and attacks on the highest pumping stations is something that people are not fully appreciating. It adds additional challenges to the restart.
13. ⚪ neutral @TheValueist ✓ (37,471 followers · 👍5 🔁1 💬1)
> $VLO $MPC $PSX $DK $CLMT Refineries on the target list?
14. ⚪ neutral @TheValueist ✓ (37,471 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...
15. 🟢 bullish @TheValueist ✓ (37,471 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...
16. ⚪ neutral @TheValueist ✓ (37,471 followers · 👍4 🔁1 💬1)
> $VLO $MPC $PSX $DK $CLMT (Bloomberg) -- Wood Mackenzie’s US, Canada, Europe, Asia refinery outage alerts from Wednesday (all times Eastern unless stated): •Monroe Energy Trainer: Increased activity began at the 26k b/d VDU during the afternoon, but remained below operational l...
17. ⚪ neutral @TheValueist ✓ (37,471 followers · 👍9 🔁0 💬0)
> $VLO $MPC $PSX $DK $CLMT Got to make good on your contracts!
18. 🟢 bullish @InvestiBrew ✓ (5,102 followers · 👍3 🔁0 💬2)
> 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...
19. 🟢 bullish @TheValueist ✓ (37,471 followers · 👍6 🔁0 💬1)
> $VLO $MPC $PSX $DK $CLMT Refiners shaking off drop from Warsh presser. https://t.co/UHQxBSldrf
20. 🟢 bullish @TheValueist ✓ (37,471 followers · 👍6 🔁1 💬0)
> $VLO $MPC $PSX $DK $CLMT Fantastic news for the PADD 3 refiners. Venezuela production growth is becoming more real.
Sentiment: 🟢🟢🟢🟢🟢 Bullish (score +0.33) · 🟡 medium confidence (9 directional posts)
Distribution (20 posts): 🟢 6 bullish · ⚪ 11 neutral · 🔴 3 bearish · 🗑️ 0 spam filtered
Influencer share: 85% (accounts > 10K followers) · Retail share: 0% (< 2K) · Rocket emoji rate: 5%
1. ⚪ neutral @KarelMercx ✓ (39,980 followers · 👍52 🔁1 💬11)
> $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. 🟢 bullish @TheValueist ✓ (37,471 followers · 👍13 🔁2 💬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...
3. ⚪ neutral @TheValueist ✓ (37,471 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. ⚪ neutral @TheValueist ✓ (37,471 followers · 👍7 🔁0 💬3)
> $VLO $MPC $PSX $DK $CLMT The point is about yield flexibility inside a barrel of crude, not about whether refiners can simply “make more fuel.” U.S. refiners can shift a modest extra slice of the barrel into jet fuel far more easily than they can produce a comparable percentag...
5. 🔴 bearish @InvestVerified ✓ (28,027 followers · 👍9 🔁1 💬1)
> Verified Pro Trader @GarethSoloway: Interesting news out of Europe. Talk of a windfall tax on refiners as they print money from the high gas/oil prices. This may spook the massive speculators in names like $VLO $PSX $MPC and others. Keep it on the radar.
6. 🟢 bullish @TheValueist ✓ (37,471 followers · 👍7 🔁0 💬2)
> $VLO $MPC $PSX $DK $CLMT XOM probably has business interruption insurance for this. Any $XOM $CVX refining capacity taken offline is great news for the independent refiners.
7. ⚪ neutral @TheValueist ✓ (37,471 followers · 👍6 🔁3 💬0)
> $VLO $MPC $PSX $DK $CLMT Need to validate this but I'm certain there is some truth here.
8. 🟢 bullish @BigWaveChartist ✓ (2,458 followers · 👍4 🔁1 💬2)
> INDUSTRY ROTATION \| WEEK OF SEPT. 14 Biggest message: Healthcare is emerging while Refining & Shipping strengthen. 🔥 CONFIRMED LEADERSHIP Oil & Gas Refining 1W: #2 +5.49% 1M: #1 +15.93% 3M: #1 +67.16% This is extraordinary multi-timeframe leadership. Watching: $VLO $MPC ...
9. 🔴 bearish @JermalChandler ✓ (4,826 followers · 👍9 🔁0 💬1)
> Closed an $NDX call butterfly for a $2200 gain. Executed that trade on Fed day and out two days later. Also, opened a short iron condor in $VLO for the Trade of the Day @tastyliveshow https://t.co/Abo2yk0hLm
10. ⚪ neutral @TheValueist ✓ (37,471 followers · 👍8 🔁2 💬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...
11. ⚪ neutral @TheValueist ✓ (37,471 followers · 👍8 🔁0 💬1)
> $VLO $MPC $PSX $DK $CLMT The large elevation change and attacks on the highest pumping stations is something that people are not fully appreciating. It adds additional challenges to the restart.
12. ⚪ neutral @TheValueist ✓ (37,471 followers · 👍5 🔁1 💬1)
> $VLO $MPC $PSX $DK $CLMT Refineries on the target list?
13. ⚪ neutral @TheValueist ✓ (37,471 followers · 👍4 🔁1 💬1)
> $VLO $MPC $PSX $DK $CLMT (Bloomberg) -- Wood Mackenzie’s US, Canada, Europe, Asia refinery outage alerts from Wednesday (all times Eastern unless stated): •Monroe Energy Trainer: Increased activity began at the 26k b/d VDU during the afternoon, but remained below operational l...
14. ⚪ neutral @TheValueist ✓ (37,471 followers · 👍9 🔁0 💬0)
> $VLO $MPC $PSX $DK $CLMT Got to make good on your contracts!
15. 🟢 bullish @minenergybiz ✓ (26,330 followers · 👍3 🔁1 💬1)
> Boom 🚀 $VLO https://t.co/0Dthpj8Rk8
16. 🔴 bearish @InvestVerified ✓ (28,027 followers · 👍3 🔁2 💬0)
> Verified Pro Trader @LawtonInvesting: $VLO is close to forming a topping tail on the daily chart, signaling a potential reversal after its recent run. If the pattern confirms, I’m watching the $370 gap fill as the next major downside target.
17. ⚪ neutral @TheValueist ✓ (37,471 followers · 👍4 🔁0 💬1)
> $VLO $MPC $PSX $DK $CLMT Is the end game for US/Iran diplomacy to open the Strait of Hormuz and simultaneously cede control of Yemen and the BAM Strait to the Houthis/Iran? This would meaningfully diminish the House of Saud, which Iran wants. This certainly seems like a possib...
18. 🟢 bullish @TheValueist ✓ (37,471 followers · 👍4 🔁1 💬0)
> $VLO $MPC $PSX $DK $CLMT Ultimately this is good for the refiners. Lower COGS and a potential build-up of crude. Significant refining capacity still offline and demand is steady.
19. 🟢 bullish @KeithTradeSmith ✓ (5,124 followers · 👍4 🔁1 💬0)
> Valero Energy $VLO just hit a new all-time high. The Iran War and the squeeze on critical resources keep working in favor of U.S. refiners, and $VLO is the clearest beneficiary. TradeSmith's Technical Score on the stock is 91.2 out of 100, momentum that matches the breakout....
20. ⚪ neutral @TheValueist ✓ (37,471 followers · 👍6 🔁0 💬0)
> $VLO $MPC $PSX $DK $CLMT Pattern recognition is seeing tens of refineries blown up in Russia/Ukraine/the Middle East, and understanding every other refinery in the world is a target. There are only 128 active refineries in the USA, with the last greenfield built in 1977.
Sentiment: 🟢🟢🟢🟢🟢 Bullish (score +0.71) · 🟡 medium confidence (7 directional posts)
Distribution (20 posts): 🟢 6 bullish · ⚪ 12 neutral · 🔴 1 bearish · 🗑️ 1 spam filtered
Influencer share: 100% (accounts > 10K followers) · Retail share: 0% (< 2K) · Rocket emoji rate: 0%
1. ⚪ neutral @cfromhertz ✓ (94,024 followers · 👍17 🔁1 💬5)
> Refiners $VLO $PSX $DINO reaction to the Fed decision https://t.co/ZaGYkfGzRf
2. ⚪ neutral @cfromhertz ✓ (94,024 followers · 👍11 🔁2 💬3)
> *RUSSIA'S YAROSLAVL REFINERY HALTS PROCESSING AFTER ATTACK: RTRS cc $CRAK $VLO $PSX $PBF $DINO $MPC
3. 🟢 bullish @TheValueist ✓ (37,471 followers · 👍13 🔁2 💬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...
4. ⚪ neutral @TheValueist ✓ (37,471 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.
5. 🟢 bullish @TheValueist ✓ (37,471 followers · 👍12 🔁1 💬2)
> $VLO $MPC $PSX $DK $CLMK People will need to start buying refiners simply to hedge their own personal consumption.
6. ⚪ neutral @TheValueist ✓ (37,471 followers · 👍7 🔁0 💬3)
> $VLO $MPC $PSX $DK $CLMT The point is about yield flexibility inside a barrel of crude, not about whether refiners can simply “make more fuel.” U.S. refiners can shift a modest extra slice of the barrel into jet fuel far more easily than they can produce a comparable percentag...
7. 🔴 bearish @InvestVerified ✓ (28,027 followers · 👍9 🔁1 💬1)
> Verified Pro Trader @GarethSoloway: Interesting news out of Europe. Talk of a windfall tax on refiners as they print money from the high gas/oil prices. This may spook the massive speculators in names like $VLO $PSX $MPC and others. Keep it on the radar.
8. 🟢 bullish @TheValueist ✓ (37,471 followers · 👍7 🔁0 💬2)
> $VLO $MPC $PSX $DK $CLMT XOM probably has business interruption insurance for this. Any $XOM $CVX refining capacity taken offline is great news for the independent refiners.
9. ⚪ neutral @TheValueist ✓ (37,471 followers · 👍6 🔁3 💬0)
> $VLO $MPC $PSX $DK $CLMT Need to validate this but I'm certain there is some truth here.
10. ⚪ neutral @TheValueist ✓ (37,471 followers · 👍8 🔁2 💬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...
11. 🗑️ spam @GoldilocksWorld ✓ (5,396 followers · 👍9 🔁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...
12. ⚪ neutral @TheValueist ✓ (37,471 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. 🟢 bullish @TheValueist ✓ (37,471 followers · 👍6 🔁0 💬2)
> $VLO $MPC $PSX $DK $CLMT Crude and product inventories are being burned off around the globe.
14. ⚪ neutral @TheValueist ✓ (37,471 followers · 👍8 🔁0 💬1)
> $VLO $MPC $PSX $DK $CLMT The large elevation change and attacks on the highest pumping stations is something that people are not fully appreciating. It adds additional challenges to the restart.
15. ⚪ neutral @TheValueist ✓ (37,471 followers · 👍5 🔁1 💬1)
> $VLO $MPC $PSX $DK $CLMT Refineries on the target list?
16. ⚪ neutral @TheValueist ✓ (37,471 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...
17. 🟢 bullish @TheValueist ✓ (37,471 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...
18. ⚪ neutral @TheValueist ✓ (37,471 followers · 👍4 🔁1 💬1)
> $VLO $MPC $PSX $DK $CLMT (Bloomberg) -- Wood Mackenzie’s US, Canada, Europe, Asia refinery outage alerts from Wednesday (all times Eastern unless stated): •Monroe Energy Trainer: Increased activity began at the 26k b/d VDU during the afternoon, but remained below operational l...
19. ⚪ neutral @TheValueist ✓ (37,471 followers · 👍9 🔁0 💬0)
> $VLO $MPC $PSX $DK $CLMT Got to make good on your contracts!
20. 🟢 bullish @TheValueist ✓ (37,471 followers · 👍6 🔁0 💬1)
> $VLO $MPC $PSX $DK $CLMT Refiners shaking off drop from Warsh presser. https://t.co/UHQxBSldrf