Valero remains a buy despite a significant price rise that forced a reduction in the position size.
Bullish
“One Step Away From Sell | WAYT?”
The CompoundPublished Oct 6 · 3 passages
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Other examples that oil refining companies have considered. We haven't built a new refinery in this country since the 1970s, I believe. So, we have three companies that own all the refining capacity: Valero , Philips, and Marathon, which are the best performing stocks in the XLE index this year. But I think their value has all doubled.
We were forced to reduce Valero's share price. It rose significantly. Valero. Okay. We still maintain a buy position. Oh , just to clarify, we still maintain a buying position in Valero at Porter House.
Valero's stock price was $100 in late 2024. It is now $400 and some change.
What this channel has said about $VLO
The Compound has only this one call on this stock.
2026-10-06BullishThis one
Other examples that oil refining companies have considered. We haven't built a new refinery in this country since the 1970s, I believe. So, we have three companies that own all the refining capacity: Valero , Philips, and Marathon, which are the best performing stocks in the XLE index this year. But I think their value has all doubled.