Valero Energy Corp (VLO) Buy, Sell or Hold

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Valero Energy Corp (VLO)

308.24

+7.98 (2.66%)

as of Jul 17, 2026, 7:44:12 pm Market Open.

60 watching

Investor Insights

Jul 17, 2026, 12:00 am

This summary was created by AI, based on 4 opinions in the last 12 months.

Valero Energy Corp (VLO) is positioned favorably in the current high oil price environment, particularly due to geopolitical tensions such as the US-Iran war, making it a strong contender among refiners. Experts appreciate VLO's potential for revenue generation, especially if it maintains a favorable spread between crude oil prices and gasoline prices. However, there are indications of cautious sentiment within the trading community, as significant traders seem inactive despite rising crude prices. While some experts point out that VLO may offer less growth potential compared to other energy stocks, it is favored for its consistent dividend payouts, making it an attractive option for income-focused investors. Ultimately, VLO's volatility and market behavior suggest that it is a stock for those who prefer stability combined with potential cash flow from dividends.

Consensus

Positive

Valuation

Fair Value

Similar

PXD

HOLD

(Market Call Minute.) Too much gas inventory and high fuel prices means margins are weak.

PAST TOP PICK

(A Top Pick July 27/07. Down 39%.) Refiners are caught with demand for gasoline going down and the price going up. They also have to buy crude. Reduced his weighting from 5% to 1.25%. Model price is $79, a 77% positive differential.

DON'T BUY

Stock price is probably down due to quality of assets and quality of management. When you are buying, you might as well buy the leading companies. Also prefers Canadian companies to get the dividend tax credit.

DON'T BUY

Higher crude prices made it harder to get a margin on gasoline.

SELL

Refineries are really having a tough time here. His model price is $79.26, a 66% positive differential. He still has it but it is no longer in his Top 10. There is going to come a time when these companies will make nothing but money. Consider changing to Canadian companies. (See his Top Picks.)

COMMENT

Crack spread for a refinery is when they buy oil at X dollars and refine it (the crack) and sell it. The profit is the crack spread. Demand for gasoline has not been strong and North American economy has been weakening. This is a cyclical business and that will change. If you are a long-term investor you could take advantage of the weakness and Buy. Doesn't see relief in the near term but in the medium to long term there could be value.

BUY

Refinery. Stock has been hit hard as oil has gone up. An attractive place to be. Have a lot of assets and there are no new refineries being built in the US.

WEAK BUY

A good entry point. Crude prices are very high. There is an imbalance in supply and demand hurting the sector. Coming into the driving season. The second quarter should be significantly stronger than the first.

WATCH

Valero fits into the group of refiners and marketers. Seasonally we are close to get into the driving period. So you will probably get a bounce in the short term. Use the bounce to evaluate if you want to keep it. Don't buy in now.

COMMENT

Crack spread is far more important to a refiner than the price of oil. The spread has been narrowing from exceptionally wide levels. All existing refineries are working to full capacity, and being fairly old having things occasionally go bang.

PAST TOP PICK

(A Top Pick Feb 1/07. Up 1.5% including dividends.) His model price is $93.96, a 66% positive differential. Still a Buy.

BUY

The refining industry is a difficult one, but they don’t build any more of them. Fairly cheap on a Price/Sales and Price/Earnings level. Would prefer a high dividend yield.

PARTIAL BUY

His model price is $94.91. Trying to put in a bottom here, which would be about $54.80. Look for it to stabilize around this price. Would be looking at accumulating a little bit here.

BUY

Likes refineries. Reasonably valued. Thinks it will go higher. There is a little seasonality with this where it ramps up in the summer and declines in the late summer and fall. You could buy today and hold on till mid-July when you could exit.

BUY

His model price is $115, a 63% positive differential.

Showing 76 to 90 of 143 entries

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Valero Energy Corp (VLO)