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Equities

S&P 500 Index Slips Weekly as Health Care, Materials Weigh

The Standard & Poor's 500 index slipped 0.8% this week, led to the downside by the health care and materials sectors.The S&P 500 ended the week at 7,656.98. This is the index's first weekly decline since the week ended Aug. 21. It's now down 0.4% for September but up almost 12% this year.Data released Friday showed US consumer prices rose 0.4% month over month in August, the fastest pace since May and matching expectations. Core inflation, which excludes the more volatile food and energy components, jumped to a four-month high of 0.3%, exceeding market projections for an unchanged 0.2% growth.Expectations for a rate increase at the Federal Reserve's next Federal Open Market Committee meeting, which is set for next week, rose after the inflation report. Bets for the US central bank to increase its benchmark lending rate by 25 basis points next week jumped to 87% Friday from 72% Thursday, according to the CME FedWatch tool.US consumer sentiment weakened in September, while inflation expectations rose, with the year-ahead price growth outlook reaching the highest reading since June, preliminary results of a University of Michigan survey showed Friday.By sector, health care had the largest percentage drop of the week, falling 3.6%, followed by a 2.7% decline in materials. Industrials and utilities shed 1.7% each, financials fell 1.5%, consumer discretionary declined 1.2% and real estate slipped 1.1%. Consumer staples and technology also edged lower.Cooper (COO) led the decliners in health care and also had the largest percentage drop in the overall S&P 500 for the week, tumbling 23% amid weaker-than-expected fiscal Q3 sales. The company also lowered its full-year outlook.Corteva (CTVA) was among the decliners in the materials sector, slipping 4.5%. Chemours (CC), DuPont de Nemours (DD) and Corteva said they have agreed to a $455 million settlement with North Carolina and 11 local entities to resolve PFAS-related claims. Shares of Chemours and DuPont also declined on the week.Just two sectors rose as energy climbed 2% and communication services gained 1.1%.The energy sector's advance came as crude oil futures rose on the week. The White House is mulling ways it can use the Defense Production Act to expand US oil refining capacity, Reuters reported, citing two sources familiar with the plans. Saudi Arabia's Energy Ministry said on Friday its East-West pipeline was shut after multiple attacks, according to media reports.The energy sector's top gainers included Valero Energy (VLO), which rose 5.3%, and APA (APA), which climbed 4.6%.All eyes next week will be on the two-day FOMC meeting set to conclude on Wednesday. Economic data will include August retail sales, pending home sales, industrial production and capacity utilization.

Dow JonesNasdaq CompositeS&P 500$APA$CC$COO$CTVA$DD$VLO
Wire

Update: Market Chatter: White House Looking to Expand US Oil Refining Capacity

(Updates with White House comment in the last paragraph.)The White House is mulling ways it can use the Defense Production Act to expand US oil refining capacity, Reuters reported Friday, citing two sources familiar with the plans.The suggestion to use the act occurred in a recent meeting between President Donald Trump and nearly a dozen US refiners, the report said.No final decisions were made, and participants expect conversations to continue, the report said."America's refining capacity is essential to ensuring the United States has continuous access to secure, affordable, and reliable energy," White House spokeswoman Taylor Rogers said in an email to. "Expanding that capacity is a top priority for the President and his energy team, who are evaluating concrete options to increase our refining capacity through regulatory reform, faster permitting, and additional investment."(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)Price: $165.11, Change: $-0.12, Percent Change: -0.07%

$MPC$PSX$VLO$XOM
Wire

Market Chatter: White House Looking to Expand US Oil Refining Capacity via Defense Production Act

The White House is mulling ways it can use the Defense Production Act to expand US oil refining capacity, Reuters reported Friday, citing two sources familiar with the plans.The suggestion to use the act occurred in a recent meeting between President Donald Trump and nearly a dozen US refiners, the report said, citing the sources, who added that no final decisions were made and that participants expected conversations to continue.The White House didn't immediately reply to a request for comment from.(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)Price: $165.36, Change: $+0.13, Percent Change: +0.08%

$MPC$PSX$VLO$XOM
Wire

White House Looking to Expand US Oil Refining Capacity Via Defense Production Act, Reuters Reports

White House Looking to Expand US Oil Refining Capacity Via Defense Production Act, Reuters Reports

$MPC$PSX$VLO$XOM
Wire

UBS Adjusts Valero Energy Price Target to $450 From $355, Maintains Buy Rating

Valero Energy (VLO) has an average rating of overweight and mean price target of $329.83, according to analysts polled by FactSet.Price: $378.57, Change: $+7.98, Percent Change: +2.15%

$VLO
Equities

S&P 500 Posts Slight Weekly Gain as Energy Climbs, Consumer Discretionary Weighs

The Standard & Poor's 500 index edged up 0.1% this week as gainers led by the energy sector barely outweighed decliners guided by consumer discretionary stocks.The S&P 500 ended Friday's session at 7,718.60. On Monday, the index concluded August with a 2.6% monthly gain. It's up nearly 13% for the year.August jobs data showed the economy added almost triple the positions expected last month. Nonfarm payrolls rose by 162,000 last month, the Bureau of Labor Statistics said Friday, compared with a 55,000 increase projected in a Bloomberg-compiled survey.Bets rose for a September rate increase by the Federal Reserve's Federal Open Market Committee following the jobs report. As of Friday, markets were pricing in a 58% probability that the FOMC will raise its benchmark lending rate on Sept. 16, up from 49% on Thursday, according to the CME FedWatch tool.The energy sector had the largest percentage gain this week, up 2.3%, followed by a 1.1% rise in technology and a 0.7% increase in utilities. Health care also edged higher.The climb in the energy sector came as crude oil futures also rose on the week. Gainers in the sector included Marathon Petroleum (MPC), up 5.4% on the week, and Valero Energy (VLO), up 5.2%. Both stocks received boosts to their price targets this week from analysts as Piper Sandler and Wells Fargo.Top gainers in the technology sector included Dell Technologies (DELL), which rose 15%. The company's fiscal second-quarter results beat Wall Street's estimates, driven by record artificial intelligence server demand. Dell also lifted its full-year outlook.On the downside, consumer discretionary fell 2.1%, followed by a 1.6% drop in materials, a 1.3% loss in real estate and a 1.1% decline in industrials. Consumer staples, communication services and financials also moved lower.The consumer discretionary sector's decliners were led by Lululemon Athletica (LULU), whose shares shed 17%. The athletic apparel retailer reported weaker-than-expected fiscal Q2 revenue and cut its full-year outlook.The US stock market will be closed on Monday for Labor Day.Oracle (ORCL), Adobe (ADBE), Kroger (KR) and Macy's (M) are among the companies expected to release quarterly results later in the week.Economic data will include the August consumer price index and producer price index.

Dow JonesNasdaq CompositeS&P 500$DELL$LULU$MPC$VLO
Equities

Piper Sandler Adjusts Valero Energy Price Target to $435 From $329, Maintains Overweight Rating

Valero Energy (VLO) has an average rating of overweight and mean price target of $329.83, according to analysts polled by FactSet.

$VLO
Commodities

US Refiners See Margins Surge in August as Diesel Cracks Strengthen, TPH Says

US refiners saw an improvement in operating indicators in August, led by stronger diesel cracks, wider crude differentials and gains across key refining regions, TPH Energy strategists said in a note on Wednesday.TPH analysts said among large-cap refiners, Phillips 66 (PSX) posted the biggest month-over-month improvement, while Valero Energy (VLO) retained the strongest quarter-over-quarter gain.The analysts said that in the small- and mid-cap group, CVR Energy led both measures as stronger Midwest diesel cracks lifted its refining indicator.Valero's refining indicator climbed to $47.07 a barrel in August from $43.11 in July, with improvements across the Mid-Continent, Gulf Coast and West Coast.Diesel cracks generally strengthened during the month, while crude differentials widened, particularly for Gulf Coast heavy grades such as Maya and WCS at Houston.TPH said the move pushed Valero's quarter-to-date refining indicator $15.00 per barrel higher than in Q2, the largest quarterly improvement among the large-cap refiners tracked by the consultancy.However, Valero's renewable diesel indicator slipped 13 cents per gallon from July, though it remained $1.27 per gallon above the Q2 level.Marathon Petroleum's (MPC) refining and marketing indicator rose to $48.70 per barrel from $42.14, in line with TPH's estimate.The improvement reflected stronger cracks across all regions, wider sour crude differentials and a more favorable market structure. Its quarter-to-date indicator was $13.29 per barrel above Q2.Phillips 66 posted the largest monthly increase among the large-cap refiners, with its indicator jumping $8.10 per barrel to $40.58.Gains were concentrated in the Gulf Coast and Central Corridor, helped in part by wider crude differentials. Its quarter-to-date indicator was $12.51 per barrel higher than in Q2.HF Sinclair's (DINO) refining indicator climbed $9.60 per barrel to $43.49, outperforming TPH's estimate, with gains in both regions and particularly great improvement on the West Coast.The company's lubricants indicator also edged higher to $222 per barrel, remaining $57 per barrel above the Q2 level.Par Pacific Holdings posted a smaller quarterly improvement, though its monthly indicator rose $8.43 a barrel to $39.77. TPH said that the increase was driven primarily by its two Rockies refineries, bringing the quarter-to-date gain to $2.41 per barrel from the Q2 levels.The consultancy said that among the smaller refiners, CVR Energy recorded the strongest performance. Its refining indicator jumped $11.41 per barrel to $55.17, in line with TPH's estimate, as stronger Midwest diesel cracks boosted results.The increase left CVR's quarter-to-date indicator $18.24 per barrel above the Q2 level, the largest quarterly gain across the companies tracked.Price: $391.48, Change: $+8.48, Percent Change: +2.21%

$DINO$MPC$VLO
Equities

Wells Fargo Adjusts Price Target on Valero Energy to $389 From $356, Keeps Overweight Rating

Valero Energy (VLO) has an average rating of overweight and mean price target of $329.83, according to analysts polled by FactSet.

$VLO
Commodities

Venezuela Oil Deal May Boost US Refiners as Heavy Crude Supply Rises, TPH Says

The US-Venezuela oil deal could boost heavy crude supplies for US refiners and widen discounts on heavy grades, TPH Energy Research said in a Monday note.US refiners processed 18.3 million barrels per day this year, including 4 million b/d of heavy crude from foreign suppliers, TPH Energy Research said.Heavy crude imports fell from 4.5 million b/d during 2016 to 2018, but Venezuela increased US shipments to 341,000 b/d from 140,000 in 2025.Venezuelan shipments reached 471,000 b/d in May 2026, accounting for about one-third of the country's 1.1 million b/d of production, according to the note.Valero Energy (VLO) led Venezuelan crude imports at 137,000 b/d, up from 69,000 in 2025, followed by Chevron (CVX) at 52,000 b/d and Phillips 66 (PSX) at 46,000 b/d, TPH said.Citgo imported 29,000 b/d and PBF Energy (PBF) took 24,000 b/d, while third-party traders Vitol and Trafigura handled 40,000 barrels per day, some of which could reach US refiners.Additional heavy crude supply could widen discounts, with Maya and Western Canadian Select at Houston trading $11 per barrel and $14/bbl below Brent, versus $8/bbl and $7/bbl in 2025, TPH said.

$CVX$PBF$PSX$VLO
Commodities

Update: Trump Plans White House Meeting With Oil Executives as Gasoline Tops $4

(Updates with White House comments throughout and removes "reportedly" from the headline.)US President Donald Trump will meet with refiners and distributors on Tuesday to discuss expanding US refining capacity, with the ultimate goal of reducing gasoline prices for consumers, a White House official toldon Monday.Trump plans to host oil executives Tuesday as US gasoline prices climb above $4 per gallon, multiple media outlets reported.Trump is "laser-focused" on ensuring that the administration's energy dominance agenda "translates into the most cost savings possible at the pump for consumers," said Taylor Rogers, a White House spokeswoman, told."As part of that commitment, the President will meet with industry leaders to collaborate on the best ways to increase refining capacity,... and bring down prices for the American people," Rogers said.The White House official said Trump is prioritizing near-term measures to increase American refining capacity and, in this way, lower gas prices."This is especially timely as we increase Venezuelan crude flow to US refineries," a White House official said.The meeting will also give Trump and his administration an opportunity to identify ways to ensure savings reach customers and consider additional measures to reduce prices, the official said.The US has become the leading producer and exporter of oil and natural gas under the administration's policy and regulatory approach and plans to build on that industry partnership, the White House official added.Interior Secretary Doug Burgum, Energy Secretary Chris Wright and National Energy Dominance Director Jarrod Agen will join Trump alongside small, medium and large refiners and distributors, the White House said.At least 10 fuel producers and distributors are likely to join Trump at the White House, with the gathering set for the afternoon, according to the reports.Executives reportedly received invitations only last week, with little clarity on the agenda or guest list.The participants reportedly include Marathon Petroleum (MPC), Delek US Holdings (DK), Chevron (CVX), PBF Energy (PBF) and Valero Energy (VLO).ExxonMobil (XOM), one of the largest US refiners by capacity, was not invited to Tuesday's White House meeting, according to Reuters.Gasoline prices average above $4/gal nationwide, while diesel prices are close to $6/gal, according to the American Automobile Association.Price: $370.01, Change: $+1.18, Percent Change: +0.32%

$CVX$DK$MPC$PBF$VLO$XOM
Commodities

Trump Reportedly Plans White House Meeting With Oil Executives as Gasoline Tops $4

US President Donald Trump plans to host oil executives Tuesday as US gasoline prices climb above $4 per gallon, according to multiple media reports Monday.At least 10 fuel producers and distributors could join Trump at the White House, with the gathering set for the afternoon, according to the reports.Executives received invitations only last week, with little clarity on the agenda or guest list.The participants reportedly include Marathon Petroleum (MPC), Delek US Holdings (DK), Chevron (CVX), PBF Energy (PBF) and Valero Energy (VLO).ExxonMobil (XOM), one of the largest US refiners by capacity, was not invited to Tuesday's White House meeting, according to Reuters.The meeting will focus on expanding US refining capacity to increase fuel supplies and lower gasoline prices for consumers, according to reports.Gasoline prices average above $4 per gallon nationwide, while diesel prices are close to $6/gal, according to the American Automobile Association.The White House did not immediately reply to' request for comment.Price: $370.28, Change: $+1.45, Percent Change: +0.39%

$CVX$DK$MPC$PBF$VLO$XOM
Commodities

US Fuel Inventories Stay Tight; Guyana, Permian Projects Support Energy Outlook, UBS Says

US fuel inventories remain tight despite high refinery utilization, while wider gas spreads support refiners, Guyana boosts Exxon Mobil's (XOM) cash flow potential, and new Permian pipelines bolster growing natural gas liquids demand, UBS said in a note on Wednesday.The US Department of Energy reported a 100,000-barrel crude inventory build for the latest week, below the 600,000-barrel consensus estimate and the 4.2-million-barrel American Petroleum Institute estimate.Gasoline inventories fell 2.54 million barrels over the same period, compared with a 700,000-barrel consensus draw and a 3.2 million-barrel decline in the American Petroleum Institute estimate.Diesel stocks declined 2.23 million barrels, versus a 1.6-million-barrel expected draw and a 500,000-barrel decline in the American Petroleum Institute estimate.US refinery utilization rose 0.2 percentage point over the week to 97.4%, UBS said, adding that such elevated rates typically do not last and could tighten fuel markets as seasonal maintenance increases.US diesel inventories now stand 14.4% below the five-year average and 9.5% below last year's level, while gasoline stocks sit 6% below the five-year average and 7% below 2025 levels.PADD 3 diesel inventories are 10% below the five-year average, while PADD 1, PADD 2 and PADD 5 stocks are 34.9%, 4.3% and 5.8% below their respective five-year averages.Gasoline inventories are 5.5% below the five-year average in PADD 3, 5.6% lower in PADD 1, 7.8% lower in PADD 2 and 6.5% lower in PADD 5.Q3 2026 quarter-to-date RIN-adjusted refining margins average $42.79 per barrel in the Mid-Continent, $46.27/bbl on the West Coast and $47.62/bbl in the North Atlantic.The Gulf Coast's RIN-adjusted crack averaged $43.88/bbl in Q3 of 2026 quarter to date, versus $30.45/bbl in Q2 and $15.26/bbl in Q3 2025.European natural gas prices have risen in recent weeks as tensions in the Middle East and offline liquefied natural gas facilities, including assets in Qatar, tighten regional markets, while US prices remain relatively insulated, UBS said.The spread between European TTF and Nymex Henry Hub gas prices has widened to about $20 per million British thermal units from roughly $10/MMBtu two months ago, improving the competitive position of North American refiners.UBS estimated that a $5/MMBtu increase in gas costs, if North American refining assets were exposed to European gas prices, would add about $1.5 billion in annual costs for Valero (VLO), $1.8 billion for Marathon Petroleum (MPC), and $922 million for Phillips 66 (PSX).Exxon Mobil's Guyana production averaged about 900,000 barrels per day in Q2 2026, while the Errea Wittu, the project's fifth floating production vessel, remains on track to start by year-end.The Exxon Mobil-led group is advancing the Longtail development toward a final investment decision and has begun evaluating a potential ninth floating production vessel.The group has recovered about $55 billion in invested capital and operating costs, reducing the legacy costs subject to recovery, although new spending will continue adding to the cost bank.UBS expects Guyana's lower capital intensity and higher entitlement volumes to boost free cash flow, with production potentially exceeding the 2030 target of 1.3 million b/d and generating over $6 billion annually for Exxon Mobil and over $4 billion for Chevron (CVX) at $70/bbl Brent.Multiple new gas-processing plants from Targa Resources (TRGP) and Enterprise Products Partners (EPD) in the Delaware and Midland basins, along with new EPD fractionators at Mont Belvieu, will require additional Y-grade pipeline capacity, UBS said.The new pipelines will connect Permian gas plants with fractionators expected to start over the next two to three years, supporting rising global demand for liquefied petroleum gas and ethane.Planned expansions include BANGL and Coastal Bend in Q4 2026, Bahia in Q4 2027, and Speedway in Q3 2027, adding Permian Y-grade takeaway capacity.UBS said the projects should ease natural gas liquids takeaway constraints and link rising Permian production with international LPG and ethane demand, while supporting Gulf Coast petrochemical feedstock costs.

$CVX$EPD$MPC$PSX$TRGP$VLO$XOM
Equities

Jefferies Adjusts Price Target on Valero Energy to $401 From $312

Valero Energy (VLO) has an average rating of overweight and mean price target of $327.17, according to analysts polled by FactSet.

$VLO
Commodities

Tight US Fuel Inventories Support Refiners Despite Mixed DOE Data, TPH Says

US refiners continue to benefit from tight fuel inventories, resilient demand and strong operating rates despite a slightly negative read from the latest US Department of Energy data, TPH Energy Research said in a Thursday note.The latest DOE data offered a slightly weaker signal for refiners, as distillate inventories showed no draw, contrary to expectations of a 2 million-barrel decline.Gasoline inventories fell 1 million barrels, broadly matching the 1.1 million-barrel consensus forecast, while refinery utilization came in at 96.2%, slightly above the 96.1% estimate.Despite mixed weekly data, distillate inventories reached a new five-year low, 11.5% below the five-year average, while gasoline stocks also hit a five-year low, 5.9% below the average.The tightest regional balances remain in Petroleum Administration for Defense Districts 1 and 5, which could benefit PBF Energy (PBF), Phillips 66 (PSX) and Valero Energy (VLO), TPH said.Fuel demand has held up despite higher prices, with gasoline demand down 0.5% over the year, while distillate and jet fuel demand increased 1.9% and 3.8%, respectively.US light-product demand has now grown over the year for four consecutive weeks after weaker readings in early July, according to the note.US refiners are maintaining high operating rates to benefit from strong margins, with quarter-to-date utilization 3.1 percentage points above the five-year average, up from 1.9 percentage points in Q2, TPH said.Price: $72.44, Change: $+2.10, Percent Change: +2.99%

$PBF$PSX$VLO
Equities

BMO Capital Adjusts PT on Valero Energy to $360 From $310, Maintains Outperform Rating

Valero Energy (VLO) has an average rating of overweight and mean price target of $319.44, according to analysts polled by FactSet.

$VLO
Equities

Goldman Sachs Adjusts Price Target on Valero Energy to $365 From $357, Maintains Buy Rating

Valero Energy (VLO) has an average rating of overweight and mean price target of $316.44, according to analysts polled by FactSet.

$VLO
Equities

Mizuho Adjusts Price Target on Valero Energy to $300 From $289, Maintains Neutral Rating

Valero Energy (VLO) has an average rating of overweight and mean price target of $316.44, according to analysts polled by FactSet.

$VLO
Equities

TD Cowen Adjusts Valero Energy Price Target to $350 From $338, Maintains Hold Rating

Valero Energy (VLO) has an average rating of overweight and mean price target of $310.78, according to analysts polled by FactSet.

$VLO
Equities

UBS Adjusts Price Target on Valero Energy to $355 From $280, Maintain Buy Rating

Valero Energy (VLO) has an average rating of overweight and mean price target of $310.78, according to analysts polled by FactSet.Price: $308.92, Change: $-1.59, Percent Change: -0.51%

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