$VLO

Benicia received a $40 million settlement from Valero Refining Company for alleged pollution from its refinery, which partially closed in April. The city lost $8 million in revenue and faces health concerns. The funds will support environmental and educational projects, but not the city's general budget.

Valero Energy (VLO) shares rose 7.0% following analyst upgrades and tighter fuel markets. The company has a Zacks Rank #1, a 31.1% rise in consensus earnings estimate over 60 days, and a PEG ratio of 0.41. Analysts cite strong earnings, low inventories, and robust demand as catalysts, but warn of regulatory pressures on West Coast operations.

Valero Energy (VLO), PBF Energy (PBF), and Marathon Petroleum (MPC) stocks have surged over 100% YTD due to tight fuel supply and strong demand. Analysts expect favorable conditions to persist, supporting further upside. Valero's earnings estimate increased 31.1%, PBF's 67.8%, and Marathon's 41.6% in the past 60 days, according to Zacks.

Valero Energy (VLO) rose 1.26% to $370.69, outperforming the S&P 500. The stock has gained 21.07% in the past month. Analysts project Q2 EPS of $15, up 309.84% YoY, and revenue of $36.53B, up 13.55% YoY. Full-year estimates are $40.7 EPS and $146.63B revenue, up 283.6% and 19.52% YoY, respectively. VLO has a Zacks Rank of #1 (Strong Buy).

Piper Sandler raised Valero Energy's (VLO) price target to $435 from $329, maintaining an 'Overweight' rating. The stock is trading at $371.13, which is 117.6% overvalued according to GF Value™. Insider activity shows $3.79M in sales over the past three months. VLO has a GF Score™ of 65/100, indicating moderate performance.

Piper Sandler raised Chevron's (CVX) price target to $243, the highest on Wall Street, citing stronger crude and refining margins. The firm also increased its Brent price forecasts and refining crack spread estimates. Piper kept its overweight rating on CVX and raised targets for other integrated oil and refiner companies, including BP, MPC, PSX, SHEL, TTE, VLO, and XOM.

Venezuela's oil exports rebounded to 800,000 barrels per day in January 2026, with the U.S. as the largest destination. Chevron, Vitol, and Trafigura played key roles in marketing and exporting. U.S. imports from Venezuela rose to 471,000 bpd by May, primarily to Gulf Coast refineries. The U.S. government controls proceeds from oil sales, routing them through specific Treasury accounts.

Valero Energy's 385,000 bpd Port Arthur refinery experienced a partial power outage after Tropical Storm Edouard, shutting down a small CDU and reducing output in a larger one. Other East Texas refineries, including Motiva's 656,400 bpd and Exxon's 612,000 bpd facilities, continued normal operations.

President Trump announced 100-year concessions on 17 Venezuelan oil fields with 65 billion barrels of reserves. Gulf Coast refiners, like Valero Energy (VLO), highlight challenges in production, infrastructure, and refining capacity. Chevron (CVX) is negotiating in Venezuela, while Exxon Mobil (XOM) has no role. Energy stocks have risen due to global supply shocks, not Venezuelan deals.

Wells Fargo maintained an 'Overweight' rating for Valero Energy (VLO) and raised its price target to $389 from $356. The stock is trading at $359.13, which is 110.6% over its GF Value™ of $170.53. Insider activity shows significant selling, with $3.79 million in sales over the past three months.