$VLO Valero Tape Reports
Per Ticker.id: $VLO Valero Tape Reports — 11 podcast mentions across 5 podcasts (30 days), latest 2026-08-19 00:11 UTC.
Well Steve, the Vanguard Mid-Cap Value Index Fund is actually V VMVAX, VMVAX, not FMVAX. And what it does is it seeks to track the CRISP US Mid-Cap Value Index. Like any Vanguard fund, it has a low expense ratio. It looks like the expense ratio of this guy is about 7 basis points is what I'm seeing here. Let's take a look real quick. Yeah, about 7 basis points on, on this guy right now. Now it has just under 200 holdings, pretty broadly diversified in the way that it attacks, uh, the market here. And it's got some familiar names at the top— your Marathon Petroleum, Valero Energy, Phillips. It has actually pretty decent energy weight to it just because it is within the mid-cap space. You know, we talk about a lot about value investing, about the size premium, and in a lot of ways, the mid-cap area is a bit of a sweet spot between risk and return. It's, it's big enough to be stable, but it's small enough to still, still grow. And this one has done pretty well this year. I mean, it's, it's up quite a bit year to date. It's up about 19.01%, and that's because value has just been outperforming growth in 2026. And historically, mid-caps, they tend to outperform large caps, and small caps do very well as well as mid-caps over longer periods of time. So this is the type of fund you'd want to get into to tilt towards those areas that historically have shown higher expected returns over the long run. Especially when you consider the P/E here is like 15, 16 within the— this fund relative to the S&P's like 20 to 22 of the past couple months. So, you know, I think if you're trying to get mid-cap value exposure, you're trying to do it in a market cap weighted, broadly diversified way, just like many other Vanguard funds, not a better way to do it. That is VMVAX, the Vanguard Morningstar MidCap Value Index Fund.
Luke Guerrero — InvestTalk · Small caps woke up: is the rally finally broadening? · 2026-08-20Treasuries were unchanged to a bit stronger. You saw yields were down 1, 2 basis points, but you know, that's after a pretty big rise. So it's kind of a one-day little pullback. We'll see if that gains any momentum, but unlikely. Gold finished down 1.2%, silver down 3.3%. Bitcoin was up 2.8%. So a rare day where Bitcoin's outperforming gold as of late. WTI crude settled up 0.4%. Like I said, just kind of grinding higher as no resolution in the Middle East. So that was the market today, kind of a mixed bag, but mostly red with the tech names, especially the tech hardware names, dragging down the indices. Let's go answer a YouTube comment question. Jimmy says, I've looked into some oil and gas names that might be a good investment for the moment. These names are Valero Energy, Marathon Petroleum, and Phillips 66. You just mentioned Valero on your show, so I won't ask about that again, but I would appreciate if you give me your thoughts on Marathon and Phillips. Thank you very much for the show. So I've been saying this for the past couple of months, which is the lack of huge upside follow-through in the oil market kind of tells me there's, there's a cap. On, we call the right tail risk. So when you look at a normal distribution of outcomes of returns, you get kind of that 2 standard deviations where most 9— 95 out of 100 times you're going to get outcomes that are within that range. It's a normal distribution. You go 3 standard deviations, that's 90%. Roughly 98%. And then you keep going out and it's, if you get further out into the right or the left, those are extremely rare scenarios. On the right side, that's usually in, in the markets parlance, it's, it's a good outcome. Meaning returns are sky high versus far left. That is very, very low, right? Big crash, shall we say. So what this has told me about oil is that the right tail is not that high. Now, part of this is the Strategic Oil Reserve, and I, I, I understand that, but it's clear that there's a lot of oil out there. There— the market kind of figures that out. It's easy to move oil around the world.
Justin Klein — InvestTalk · The Trillion-dollar Interest Bill Nobody Votes On · 2026-08-19What's— what it's hard to do is to move and increase capacity for refining. And so that's why I'm starting to like a lot of the refineries long term. Now, what you named are just 3 of the biggest refining companies. Marathon is about $100 billion, Phillips $66 billion, PSX is about $95 billion, and then Valero is right around that. So they're all about $100 billion in market cap. So all very good companies. It's just a matter of you know, what you prefer, frankly. Uh, I know, uh, last time I checked, Marathon had a lot of debt on its balance sheet. I know that's been repaired to some degree, so that's a positive. Uh, let me look at these different profitabilities. I mean, you're kind of getting a pure play exposure no matter what. So, you know, I would go with the one that has the better long-term profitability metrics. And frankly, that's Marathon. So that's, that's MPC. Thanks for the question. We're heading to a break. Give me a call now at 888-99-SHARK.
Justin Klein — InvestTalk · The Trillion-dollar Interest Bill Nobody Votes On · 2026-08-19I mean, you're, you're Valero. I saw yesterday, I think that's up. That's a double for the year on year when the refiners are up.
Carl Quintanilla — Squawk on the Street · Global Bond Sell-Off Weighs on Stocks, Home Depot Beats, Meta Heads to Trial 8/18/26 · 2026-08-18That's like if the refiners lead your market, that's a bad market. Because all they're about is the, is the VIG. The VIG's up huge for Valero. And I think what will happen is I'm waiting for some hack congressman to come out and say we ought to investigate Valero. I mean, there's so many hack congresspeople.
Jim Cramer — Squawk on the Street · Global Bond Sell-Off Weighs on Stocks, Home Depot Beats, Meta Heads to Trial 8/18/26 · 2026-08-18Yeah, absolutely. This has actually been, uh, since the beginning of June, it's been the best performing portfolio. Uh, we launched it on June 3rd. And since June 3rd, it is up 12.74%. And the benchmark, which is that Vanguard High Yield Index ETF, is up only 4.4%. But it, you know, at that, it's, you know, beating so many different sectors. So right place at the right time. Even though the S&P 500 is near an all-time high, the stocks within this portfolio have heavily been rewarded. During this risk-on, risk-off phase and period of uncertainty. So it has a fair amount of financial stocks in there, REITs, some industrials, some healthcare. So it's really been in the right place at the right time. And the good news is, you know, with this portfolio, you would really never expect this from a portfolio that's focused on growth and income, but some of the returns have been amazing. So we have Federal Agricultural Mortgage Income, growth and income, it is up 32.5%. We have Marathon Petroleum up 32%, Valero Energy up 30%, RTX Corporation up 27%, Phillips up 25%, First Source up 21%. And conversely, uh, pointing out the losers, which I always do to be transparent. The worst performing stock is only down 4.6%, and the second worst performing stock is only down 1.64%. So you can see our winners are way, way, way outperforming the losers in the portfolio. So definitely a really good product for especially periods of uncertainty that we're in now. And as I said, there are geopolitical issues across the world. We have the midterm elections coming up, which going back to 1925, uh, for the '25 midterm elections, the market is usually pulled back ahead of that election, does well after the election, but usually, uh, the markets are soft prior to that period.
Steve Kress — Investing Experts · Lockheed Martin + Sandisk: balance and diversification, growth and income · 2026-08-17Now we have some stocks on our Best Stocks in the Markets list from the energy sector. Marathon, Valero, um, HF Sinclair, uh, what's called, uh, uh, Phillips 66. So all three are, um, all three refiners. We have Baker Hughes, a few. But like, if I look at the energy sector on any given day they're probably going to be all red or all green.
Todd Sohn — The Compound and Friends · It's a bull market and nobody drinks anymore. · 2026-08-14Remember the drill baby drill motto that President Trump was spouting on the campaign trail? Well, the reality on the ground in America's energy industry is actually refine baby refine and also export it. Diesel exports hit a record 1.9 million barrels a day last week. and jet fuel shipments were near record levels. The U.S. refineries are running full tilt and they're mainly exporting this fuel abroad. And most likely this is going to be a situation that lasts through next year. Why is that? Because Russia is one of the top exporters of refined products in the world, and about a third of its refining capacity has been knocked offline. By Ukrainian drones. So that's a giant factor there. Then you have our attacks on Iranian refineries as well as Iran's attacks on refineries within the Middle East. So what's going on there is certainly hurting the situation. And then the third pillar is that China had put a ban on exporting refined fuel to the rest of the world. While China doesn't actually produce a lot of oil. They do refine a lot of oil, and they usually export it to other Asian countries. Now, we're not getting nearly as much oil from Saudi Arabia. In fact, it went to zero in July. So we're buying more oil from Canada and Venezuela to feed the refineries. So Exxon's CEO said, quote, I've never seen the available capacity relative to demand as low as it is today, end quote. So he's saying that Exxon is the nation's third largest oil refiner. They're just seeing not enough capacity to meet demand because about 5 million barrels of the roughly 65 million barrels of demand per day of gasoline, diesel, and jet fuel is offline. So you're talking about nearly 10% of global demand every day. Now, collectively as a nation, our refining capacity is actually down about 3% from its peak in 2019. You are seeing a company from India, Reliance Industries. There we go. They're building the first new refinery since 1977, but that's not going to come online for a number of years. Currently, American fuel factories have used 97.2% of operable capacity as of late last month, and that's the highest level seen since 2018. So that's why you're seeing companies like Marathon, Valero, Phillips 66, Exxon, all reporting giant increases in operating profits.
Justin Klein — InvestTalk · S&P 500 Near Record Highs: Is the Stock Market Rally Sustainable in 2026? · 2026-08-13