Valero is a preferred investment due to strong refining margins and export benefits driving free cash flow and shareholder returns.
Bullish
“Lasting Energy Chokeholds Present Buy Opportunities Across Sector”
Schwab NetworkPublished Sep 2 · 2 passages
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Now, we have clearly seen that refined product margins have widened even further, so refiners such as Valero, Marathon Petroleum and Phillips 66 have seen huge free cash flows over the past two quarters, much of which has been returned to shareholders in the form of share buybacks or higher dividends.
In fact, what we have seen is that companies like Valeero are already benefiting from exports of refined products, in addition to the high refining margins that Sam talked about earlier.
Thus, the names we prefer are companies like Valiero, which is one of the names we prefer here at Tortoises.
What this channel has said about $VLO
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2026-09-17Bullish
Yet, Valero is still higher on the session. There you go, Marley. Yeah, I mean the thing is is Valero has just been had such an incredible year. Needless to say, and some of those metrics as you pointed out are are the reasons, but also it's the refining aspect of Valero. think that's the the uh unique aspect here when you look at Valero from a long a little bit bigger broader picture and why they've been so successful so far this year and I think that that's going to continue there's certainly indications that re refining is challenged right now and that's something that takes years to uh uh balance and I think that that's a factor why Valero I think will continue to maintain this upward momentum even if we do see crude and crude products come under a little bit of selling
Quote at 06:29 ›2026-09-02BullishThis one
Now, we have clearly seen that refined product margins have widened even further, so refiners such as Valero, Marathon Petroleum and Phillips 66 have seen huge free cash flows over the past two quarters, much of which has been returned to shareholders in the form of share buybacks or higher dividends.