VLO Valero Energy Corporation

VLO Valero Energy Corporation

Energy · Oil & Gas Refining & Marketing

Desk view

Watchingmedium conviction
Basis Logged decision
Perspectives Energy To Humanitarian Transmission
Updated

Market read

Scan convergence 2 scans as of 2026-10-23 1 bull 1 neutral converging

POC $241.59 · VWAP $256.00 · +63.8% vs 12m avg buyer

uptrend vol: expandinggaps: stablechurn: quiet as of

Insiders quiet 0 buy / 0 sell · Form 4, 90d

Coverage

4 related campaigns

Watchlists @geopolitical

VLO Price Structure

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Peers

Every watchlist VLO belongs to, members best 30-day change first — VLO highlighted in place. Each pill: 30d change, 1d/7d, and a close spark over the last 30 calendar days (~21 sessions); hover for price, RSI, and the full chart.

@geopolitical
View watchlist →
COP+17.7% +3.5%1d +2.9%7d LMT+15.2% +2.4%1d +9.4%7d EOG+14.9% +3.2%1d +3.2%7d USO+13.9% +4.3%1d +4.8%7d XOM+13.6% +2.8%1d +2.4%7d CVX+13.5% +2.9%1d +3.6%7d OXY+11.9% +2.7%1d +2.9%7d VLO+11.6% -1.6%1d -5.7%7d XLE+11.2% +2.6%1d +1.6%7d XOP+10.4% +2.5%1d +0.7%7d PSX+10.4% -0.5%1d -3.4%7d NOC+7.2% -0.2%1d +6.1%7d DVN+7.0% +4.5%1d +1.3%7d LHX+6.2% -0.1%1d +2.2%7d HAL+5.8% +5.2%1d +4.2%7d SLB+2.3% +7.1%1d +7.2%7d GD+1.8% -0.4%1d +1.5%7d TLT+1.1% -0.5%1d +1.6%7d UUP+1.1% +0.2%1d +0.1%7d OIH+0.4% +5.4%1d +4.0%7d RTX-0.6% -1.9%1d -1.5%7d PPA-3.4% -0.3%1d -1.5%7d ITA-5.5% -1.1%1d -3.3%7d BA-5.8% +0.4%1d -1.0%7d GLD-6.7% -0.7%1d -4.0%7d UNG-11.9% -3.1%1d -10.1%7d GDX-14.3% -1.8%1d -8.6%7d SLV-16.2% -1.3%1d -5.4%7d

Desk commentary

Authored analysis and challenge notes tied to VLO.

1

Next earnings VLO reports in 97 days Jan 28 '27

Last report Oct 22

Reported EPS $23.90 versus analyst consensus of $21.23 (+12.6%).

full note →

Against street estimates

How VLO's reported EPS compared with analyst consensus. Street estimates are single-source vendor consensus (yfinance). Actuals are vendor consensus-basis EPS (often non-GAAP); edgarEps is GAAP diluted from filings — disputed flags large disagreement only. A consensus out of line with the name's earlier estimates (opposite sign to all of them and over 3x their size) is not graded. EPS only.

8 most recent of 10 quarters · newest report Oct 22 · projection Oct 23

Result
Oct 22 21.2323.90+12.6%Beat
Jul 30 10.1312.54+23.8%Beat
Apr 30 3.164.22+33.5%Beat
Jan 29 3.273.82+16.9%Beat
Oct 23 '25 3.053.66+19.9%Beat
Jul 24 '25 1.772.28+29.1%Beat
Apr 24 '25 0.410.89 GAAP ≠ +117.3%Beat
Jan 30 '25 0.060.64+970.8%Beat

Recent news

Headlines about VLO from the desk's news pull — links go to the publisher. Not a desk read: the market read above is the desk's own.

pulled today · Oct 23

“On or before” marks an article that arrived without a publish date — the date shown is when the desk pulled it, so the article is at least that old.

VLO research tape

84 dated scans, research, and events, newest first — the full record. Desk commentary and scheduled prints sit in their own panes.

brief The Prints — 2026-10-22 → 2026-10-23 scan Monster Scan — 2026-10-23 earnings VLO earnings — 2026-10-22 scan Monster Scan — 2026-10-22 scan Monster Scan — 2026-10-21
Types
Oct 23 The Prints The Prints — 2026-10-22 → 2026-10-23
6146.TBEWDCPGLMTBXTTMIVLO
Oct 23 Scan Monster Scan
005930.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T3037.TWE +4 more
Oct 22 Catalyst VLO earnings
VLO
Oct 22 Scan Monster Scan
005930.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T3037.TWE +4 more
Oct 21 Scan Monster Scan
005930.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T3037.TWE +4 more
Oct 19 Scan Monster Scan
005930.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T3037.TWE +4 more
Oct 16 Scan Geopolitical Risk
XOMCVXOXYCOPDVNEOGSLBHAL +4 more
Oct 16 Scan Monster Scan
005930.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T3037.TWE +4 more
Oct 16 Scan Monster Discover
AMCANFAPAAPPNARXATRCAVTRBOX +4 more
Oct 15 Scan Monster Scan
005930.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T3037.TWE +4 more
Oct 14 Scan Monster Scan
005930.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T3037.TWE +4 more
Oct 13 Scan Monster Scan
005930.KS009150.KS1888.HK2802.T4186.T5803.T6103.T6146.T +4 more
Oct 12 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T +4 more
Oct 9 Scan Geopolitical Risk
XOMCVXOXYCOPDVNEOGSLBHAL +4 more
Oct 9 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T +4 more
Oct 8 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T +4 more
Oct 7 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2049.TW2308.TW2383.TW2449.TW +4 more
Oct 6 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2049.TW2308.TW2383.TW2449.TW +4 more
Oct 5 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2049.TW2308.TW2383.TW2449.TW +4 more
Oct 2 Scan Geopolitical Risk
XOMCVXOXYCOPDVNEOGSLBHAL +4 more
Oct 2 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T +4 more
Oct 1 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T +4 more
Sep 30 Scan Monster Scan
AAAMIAAOIAAPLABCLABNBABSIACMR +4 more
Sep 29 Scan Monster Scan
AAAMIAAOIABCLABSIACMRADIADM +4 more
Sep 28 Scan Monster Scan
AAAMIAAOIAAPLABCLABSIACMRADI +4 more
Sep 25 Scan Geopolitical Risk
XOMCVXOXYCOPDVNEOGSLBHAL +4 more
Sep 25 Scan Monster Scan
AAAMIAAOIAAPLABCLABSIACMRADI +4 more
Sep 24 Scan Monster Scan
AAAMIAAOIAAPLABCLABSIACMRADI +4 more
Sep 23 Scan Geopolitical Risk
XOMCVXOXYCOPDVNEOGSLBHAL +4 more
Sep 23 Scan Monster Scan
AAAMIAAOIAAPLABCLABSIACMRADI +4 more
Sep 22 pick MarketWatch — jet fuel is following diesel's price jump as refineries run short
VLOPSXMPCUALDAL#energy-to-humanitarian-transmission
Sep 22 Scan Monster Scan
AAAMIAAOIAAPLABCLABSIACMRADI +4 more
Sep 21 Scan Monster Scan
AAMIAAOIAAPLABCLABNBABSIACMRADI +4 more
Sep 18 Scan Geopolitical Risk
XOMCVXOXYCOPDVNEOGSLBHAL +4 more
Sep 18 pick CNBC — record diesel hits trucks and rails first, then everything they carry
VLOPSXMPCDINO#energy-to-humanitarian-transmission
Sep 18 Article The War's Energy Shock Has Reached Freight and Rates, Not Food
VLOPSXMPCDINOCVIFRODHTSTNG#energy-to-humanitarian-transmission +4 more
Sep 18 Scan Monster Scan
AAMIAAOIAAPLABCLABNBABSIACMRADI +4 more
Sep 17 Scan Monster Scan
AAMIAAOIAAPLABCLABNBABSIACHCACMR +4 more
Sep 16 Scan Monster Scan
AAMIAAOIAAPLABCLABNBABSIACMRADI +4 more
Sep 15 Scan Monster Scan
AAOIAAPLABCLABNBABSIACMRADIADM +4 more
Sep 14 Scan Monster Scan
AAMIAAOIAAPLABCLABNBABSIACMRADI +4 more
Sep 11 Scan Geopolitical Risk
XOMCVXOXYCOPDVNEOGSLBHAL +4 more
Sep 11 Scan Monster Scan
AAMIAAOIAAPLABCLABNBABSIACMRADI +4 more
Sep 10 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Sep 9 Article US diesel at a record 5.90 dollars while crude sits 28 dollars below 2022: the shortage is refining, not oil (Discovery Alert, Sept 9) — article
VLOPSXMPCDINO#energy-to-humanitarian-transmission
Sep 8 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Sep 4 Scan Geopolitical Risk
XOMCVXOXYCOPDVNEOGSLBHAL +4 more
Sep 4 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Sep 3 tweet Eric Nuttall - 60 days to the midterms with diesel at a record
XLEXOPVLOPSXMPCUSOBNO#midterm-window
Sep 3 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Sep 2 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Sep 1 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 31 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 28 Scan Geopolitical Risk
XOMCVXOXYCOPDVNEOGSLBHAL +4 more
Aug 28 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 27 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 26 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 25 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 24 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 23 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 22 Scan Geopolitical Risk
XOMCVXOXYCOPDVNEOGSLBHAL +4 more
Aug 22 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 21 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 20 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 18 Article The Bond Market Is Screaming. Stocks Aren't Listening — Yet.
SPYTLTHYGVLOPSXBNO
Aug 18 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Aug 14 Scan Geopolitical Risk — August 14, 2026 (Friday EOD)
XOMCVXOXYCOPDVNEOGSLBHAL +4 more
Aug 14 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Aug 13 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Aug 12 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Aug 8 Scan Geopolitical Risk — August 7, 2026 (Friday EOD)
XOMCVXOXYCOPDVNEOGSLBHAL +4 more
Aug 8 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAALAAMIAAOIABBNY +4 more
Jul 31 Article Oil Quietly Reaccelerates While Gold Sits Out the Unwind
USOPSXVLOCVXHALGLD#us-energy-dominance
Jul 31 Scan Geopolitical Risk — July 31, 2026 (Friday EOD)
XOMCVXOXYCOPDVNEOGSLBHAL +4 more
Jul 31 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABSI +4 more
Jul 30 Catalyst VLO earnings
VLO
Jul 28 Market Brief The Rotation Finds a Refuge
ABVXAEVAALMAMDASMLBEAMCCJNTLA +4 more
Jul 28 Scan Geopolitical Risk — July 28, 2026 (Tuesday EOD)
XOMCVXOXYCOPDVNEOGSLBHAL +4 more
Jul 28 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABSI +4 more
Jul 27 Market Brief Verdict Week: Storage Prints, Then the Capex Reads
ABBNYAMZNARKGARWRAYABIPCCJCEG +4 more
Jul 26 Article Oil and defense confirmed in the same week — and the havens still didn't come
USOXOMCVXCOPEOGOXYDVNSLB#us-energy-dominance#gulf-infrastructure-strike +4 more
Jul 25 Scan Geopolitical Risk
XOMCVXOXYCOPDVNEOGSLBHAL +4 more
Jul 25 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABSI +4 more
Jul 20 Market Brief The Bounce Meets the $90 Barrel
ABBNYAMBQAMDAMTARCBARKQGEMETA +4 more