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Conclusions are published after independent cross-review.

VLOValero Energy Corporation
—Full research page

Verdict

Automated coverage for Valero Energy Corporation. Sector: Energy. Pending deep research for full thesis.

Watching

  • Q4 2025 and full-year 2025 earnings release and conference callJan 29159d ago
  • Quarterly cash dividend ex-dividend dateFeb 4153d ago
  • Form 10-K for fiscal year ended December 31, 2025 filedFeb 25132d ago
  • $850 million senior notes offering expected closingMar 10119d ago
  • Planned Benicia Refinery idling, restructuring, or cessation deadlineApr 3068d ago
  • Q1 2026 earnings release and conference callApr 3068d ago

Latest notes

  • Mar 18Lite Research: VLO — S&P 500 coverage

Exposure

1-hop
Suppliers
  • MRO
  • DAR
Customers
  • LUV
  • DHLGY
  • PRIVATE

Options radar

Concept — illustrative data
  • Jun 30Call$110.00Aug 211,200 ct$540K
  • Jun 30Call$105.00Jul 17800 ct$216K
  • Jun 29Put$95.00Aug 21600 ct$168K
Unusual volume3.2x 20-day avg call volume
IV shift30-day IV 41% → 48%

Positioning skews toward near-term upside