Generated: 2026-09-21 03:05
Top 20 most-engaged X.com posts per ticker, classified bullish/bearish/neutral/spam. Filtered: English only Β· 500+ followers Β· spam heuristic.
Sentiment: π’π’π’π’π’ Bullish (score +0.80) Β· β high confidence (10 directional posts)
Distribution (20 posts): π’ 9 bullish Β· βͺ 10 neutral Β· π΄ 1 bearish Β· ποΈ 0 spam filtered
Influencer share: 90% (accounts > 10K followers) Β· Retail share: 5% (< 2K) Β· Rocket emoji rate: 0%
1. βͺ neutral @JackFarley96 β (90,045 followers Β· π29 π4 π¬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. π’ bullish @VladBastion β (15,773 followers Β· π15 π7 π¬0)
> Oil refiners, AI hardware suppliers, and cybersecurity stocks are leading the market. Top S&P 500 stocks by Momentum Score: π₯οΈ Dell 100 $DELL π’οΈ Marathon Petroleum 100 $MPC π’οΈ Phillips 66 100 $PSX π’οΈ Valero 100 $VLO π₯οΈ Hewlett Packard Enterprise 99 $HPE π‘οΈ CrowdStrike 99 $C...
3. π’ bullish @MikeZaccardi β (80,124 followers Β· π9 π0 π¬6)
> $MPC Marathon Petro... refiner.... up 16 of the last 17 trading days https://t.co/9i633aDsJZ
4. π’ bullish @TheValueist β (37,487 followers Β· π13 π2 π¬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...
5. βͺ neutral @TheValueist β (37,487 followers Β· π8 π0 π¬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.
6. π’ bullish @BigWaveChartist β (2,461 followers Β· π8 π1 π¬2)
> INDUSTRY ROTATION \| WEEK OF SEPT. 14 Biggest message: Healthcare is emerging while Refining & Shipping strengthen. π₯ 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 ...
7. βͺ neutral @TheValueist β (37,487 followers Β· π7 π0 π¬3)
> $VLO $MPC $PSX $DK $CLMT The point is about yield flexibility inside a barrel of crude, not about whether refiners can simply βmake more fuel.β 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...
8. βͺ neutral @TheValueist β (37,487 followers Β· π9 π0 π¬2)
> $VLO $MPC $PSX $DK $CLMT Plus, we'll have to wait and see what destruction occurs Sunday night or Monday morning.
9. π΄ bearish @InvestVerified β (28,028 followers Β· π9 π1 π¬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.
10. π’ bullish @TheValueist β (37,487 followers Β· π7 π0 π¬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.
11. π’ bullish @YousufKolia β (1,058 followers Β· π4 π1 π¬2)
> Refiners are still good buys:- 1 $VLO 2 $MPC
12. π’ bullish @TheValueist β (37,487 followers Β· π9 π0 π¬1)
> $VLO $MPC $PSX $DK $CLMT Great for the PADD 3 refiners.
13. βͺ neutral @TheValueist β (37,487 followers Β· π6 π3 π¬0)
> $VLO $MPC $PSX $DK $CLMT Need to validate this but I'm certain there is some truth here.
14. βͺ neutral @TheValueist β (37,487 followers Β· π8 π2 π¬0)
> $VLO $MPC $PSX $DK $CLMT The night of 16β17 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...
15. π’ bullish @TheValueist β (37,487 followers Β· π8 π0 π¬1)
> $VLO $MPC $PSX $DK $CLMT I am much more comfortable and bullish on the long independent refiners trade now knowing that Ukraine will use cruise missiles, in addition to drones, to strike Russian refinery and downstream assets.
16. βͺ neutral @TheValueist β (37,487 followers Β· π8 π0 π¬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.
17. βͺ neutral @TheValueist β (37,487 followers Β· π4 π0 π¬2)
> $VLO $MPC $PSX $DK $CLMT Who gave you this months ago?
18. π’ bullish @TheValueist β (37,487 followers Β· π10 π0 π¬0)
> $VLO $MPC $PSX $DK $CLMT Nonstop destruction. Long independent refiner equities have almost the same risk profile as ST treasuries, only with better returns. Social-media reports and videos circulating this morning (20 September 2026) describe a new Ukrainian drone incident a...
19. βͺ neutral @TheValueist β (37,487 followers Β· π5 π1 π¬1)
> $VLO $MPC $PSX $DK $CLMT Refineries on the target list?
20. βͺ neutral @TheValueist β (37,487 followers Β· π4 π1 π¬1)
> $VLO $MPC $PSX $DK $CLMT (Bloomberg) -- Wood Mackenzieβs US, Canada, Europe, Asia refinery outage alerts from Wednesday (all times Eastern unless stated): β’Monroe Energy Trainer: Increased activity began at the 26k b/d VDU during the afternoon, but remained below operational l...
Sentiment: π’π’π’π’π’ Bullish (score +0.57) Β· β high confidence (14 directional posts)
Distribution (20 posts): π’ 11 bullish Β· βͺ 6 neutral Β· π΄ 3 bearish Β· ποΈ 0 spam filtered
Influencer share: 75% (accounts > 10K followers) Β· Retail share: 5% (< 2K) Β· Rocket emoji rate: 0%
1. π’ bullish @MartyChargin β (51,569 followers Β· π32 π3 π¬10)
> $VLO $DINO $INSW $ECO ... These three industry groups have been killing it... find top stocks in top groups.... https://t.co/CYIQHLpRHN
2. π’ bullish @StockPatternPro β (52,605 followers Β· π16 π0 π¬4)
> $VLO Shared in March at 248...what did I say then? 400+ Longer term. Now 418 and climbing. https://t.co/9NgD8Gh00A
3. π’ bullish @BigWaveChartist β (2,461 followers Β· π8 π1 π¬2)
> INDUSTRY ROTATION \| WEEK OF SEPT. 14 Biggest message: Healthcare is emerging while Refining & Shipping strengthen. π₯ 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 ...
4. βͺ neutral @TheValueist β (37,487 followers Β· π7 π0 π¬3)
> $VLO $MPC $PSX $DK $CLMT The point is about yield flexibility inside a barrel of crude, not about whether refiners can simply βmake more fuel.β 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. βͺ neutral @TheValueist β (37,487 followers Β· π9 π0 π¬2)
> $VLO $MPC $PSX $DK $CLMT Plus, we'll have to wait and see what destruction occurs Sunday night or Monday morning.
6. π΄ bearish @InvestVerified β (28,028 followers Β· π9 π1 π¬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. π’ bullish @TheValueist β (37,487 followers Β· π7 π0 π¬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. π’ bullish @YousufKolia β (1,058 followers Β· π4 π1 π¬2)
> Refiners are still good buys:- 1 $VLO 2 $MPC
9. π’ bullish @TheValueist β (37,487 followers Β· π9 π0 π¬1)
> $VLO $MPC $PSX $DK $CLMT Great for the PADD 3 refiners.
10. βͺ neutral @TheValueist β (37,487 followers Β· π6 π3 π¬0)
> $VLO $MPC $PSX $DK $CLMT Need to validate this but I'm certain there is some truth here.
11. π΄ bearish @JermalChandler β (4,828 followers Β· π9 π0 π¬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
12. π’ bullish @TheValueist β (37,487 followers Β· π8 π0 π¬1)
> $VLO $MPC $PSX $DK $CLMT I am much more comfortable and bullish on the long independent refiners trade now knowing that Ukraine will use cruise missiles, in addition to drones, to strike Russian refinery and downstream assets.
13. βͺ neutral @TheValueist β (37,487 followers Β· π5 π0 π¬2)
> $VLO $MPC $PSX $DK $CLMT Who gave you this months ago?
14. π’ bullish @TheValueist β (37,487 followers Β· π10 π0 π¬0)
> $VLO $MPC $PSX $DK $CLMT Nonstop destruction. Long independent refiner equities have almost the same risk profile as ST treasuries, only with better returns. Social-media reports and videos circulating this morning (20 September 2026) describe a new Ukrainian drone incident a...
15. π’ bullish @dissectmarkets β (9,617 followers Β· π8 π0 π¬0)
> my buddy's brother-in-law works at the Martinez refinery. says they're runing flat out. "we turn crude into gasoline and the margin right now is stupid." brent's over $100 and nobody built a US refinery in 50 years. $VLO feasts when pump prices scream. https://t.co/REfgd6dA2g
16. π’ bullish @TheValueist β (37,487 followers Β· π5 π1 π¬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.
17. π’ bullish @KeithTradeSmith β (5,129 followers Β· π5 π1 π¬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....
18. π΄ bearish @InvestVerified β (28,028 followers Β· π3 π2 π¬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, Iβm watching the $370 gap fill as the next major downside target.
19. βͺ neutral @TheValueist β (37,487 followers Β· π4 π0 π¬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...
20. βͺ neutral @TheValueist β (37,487 followers Β· π6 π0 π¬0)
> $VLO $MPC $PSX $DK $CLMT Huge turning point. Ukraine used Flamingo cruise missile to attack the Gazpromneft-Moscow Oil Refinery last night. I believe this is the first time they used a cruise missile, not drones, to attack a refinery. https://t.co/ezLxW61Bvk
Sentiment: π’π’π’π’π’ Bullish (score +0.75) Β· π‘ medium confidence (8 directional posts)
Distribution (20 posts): π’ 7 bullish Β· βͺ 11 neutral Β· π΄ 1 bearish Β· ποΈ 1 spam filtered
Influencer share: 100% (accounts > 10K followers) Β· Retail share: 0% (< 2K) Β· Rocket emoji rate: 0%
1. π’ bullish @VladBastion β (15,773 followers Β· π15 π7 π¬0)
> Oil refiners, AI hardware suppliers, and cybersecurity stocks are leading the market. Top S&P 500 stocks by Momentum Score: π₯οΈ Dell 100 $DELL π’οΈ Marathon Petroleum 100 $MPC π’οΈ Phillips 66 100 $PSX π’οΈ Valero 100 $VLO π₯οΈ Hewlett Packard Enterprise 99 $HPE π‘οΈ CrowdStrike 99 $C...
2. π’ bullish @StockPatternPro β (52,605 followers Β· π16 π0 π¬3)
> $PSX shared at 128 and still looking for 300. Expect some chop soon. https://t.co/L3eIqdvbX3
3. βͺ neutral @cfromhertz β (94,068 followers Β· π11 π2 π¬3)
> *RUSSIA'S YAROSLAVL REFINERY HALTS PROCESSING AFTER ATTACK: RTRS cc $CRAK $VLO $PSX $PBF $DINO $MPC
4. π’ bullish @TheValueist β (37,487 followers Β· π13 π2 π¬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...
5. βͺ neutral @TheValueist β (37,487 followers Β· π8 π0 π¬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.
6. βͺ neutral @TheValueist β (37,487 followers Β· π7 π0 π¬3)
> $VLO $MPC $PSX $DK $CLMT The point is about yield flexibility inside a barrel of crude, not about whether refiners can simply βmake more fuel.β 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. βͺ neutral @TheValueist β (37,487 followers Β· π9 π0 π¬2)
> $VLO $MPC $PSX $DK $CLMT Plus, we'll have to wait and see what destruction occurs Sunday night or Monday morning.
8. π΄ bearish @InvestVerified β (28,028 followers Β· π9 π1 π¬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.
9. π’ bullish @TheValueist β (37,487 followers Β· π7 π0 π¬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.
10. ποΈ spam @GoldilocksWorld β (5,396 followers Β· π10 π0 π¬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...
11. π’ bullish @TheValueist β (37,487 followers Β· π9 π0 π¬1)
> $VLO $MPC $PSX $DK $CLMT Great for the PADD 3 refiners.
12. βͺ neutral @TheValueist β (37,487 followers Β· π6 π3 π¬0)
> $VLO $MPC $PSX $DK $CLMT Need to validate this but I'm certain there is some truth here.
13. βͺ neutral @TheValueist β (37,487 followers Β· π8 π2 π¬0)
> $VLO $MPC $PSX $DK $CLMT The night of 16β17 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...
14. π’ bullish @TheValueist β (37,487 followers Β· π8 π0 π¬1)
> $VLO $MPC $PSX $DK $CLMT I am much more comfortable and bullish on the long independent refiners trade now knowing that Ukraine will use cruise missiles, in addition to drones, to strike Russian refinery and downstream assets.
15. βͺ neutral @TheValueist β (37,487 followers Β· π5 π0 π¬2)
> $VLO $MPC $PSX $DK $CLMT Who gave you this months ago?
16. βͺ neutral @TheValueist β (37,487 followers Β· π8 π0 π¬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.
17. π’ bullish @TheValueist β (37,487 followers Β· π10 π0 π¬0)
> $VLO $MPC $PSX $DK $CLMT Nonstop destruction. Long independent refiner equities have almost the same risk profile as ST treasuries, only with better returns. Social-media reports and videos circulating this morning (20 September 2026) describe a new Ukrainian drone incident a...
18. βͺ neutral @TheValueist β (37,487 followers Β· π5 π1 π¬1)
> $VLO $MPC $PSX $DK $CLMT Refineries on the target list?
19. βͺ neutral @TheValueist β (37,487 followers Β· π7 π0 π¬1)
> $VLO $MPC $PSX $DK $CLMT This is a new strike. Overnight on 16β17 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...
20. βͺ neutral @TheValueist β (37,487 followers Β· π4 π1 π¬1)
> $VLO $MPC $PSX $DK $CLMT (Bloomberg) -- Wood Mackenzieβs US, Canada, Europe, Asia refinery outage alerts from Wednesday (all times Eastern unless stated): β’Monroe Energy Trainer: Increased activity began at the 26k b/d VDU during the afternoon, but remained below operational l...