QUICK SPARK: Diesel Squeeze Puts Valero Stock On Pace For Best Year Ever, Up 140%

Diesel Squeeze Nobody Hedged: 4 Refiners Just Logged Their 6th Straight Week of Gains

Valero, Marathon Petroleum, HF Sinclair and Phillips 66 have gained for six consecutive weeks as diesel crack spreads hit an all-time record.

Oil Hits $100: Which Stocks And ETFs Win Or Lose?

Brent topped $100 after US strikes on Iranian tankers. Refiners have doubled in 2026. Airlines, REITs and gold miners are on the wrong side.

Oil Refiners ETF (CRAK) Hits New 52-Week High

The VanEck Oil Refiners ETF (CRAK) has surged 75.41% from its 52-week low, reaching a 52-week high amid rising oil prices. Escalating tensions between the U.S. and Iran have heightened supply concerns, positioning oil refining companies to benefit from elevated crude prices. The fund shows a positive weighted alpha of 77.85, suggesting potential for continued near-term gains.

Here's How Much You'd Have If You Invested $1000 in Marathon Petroleum a Decade Ago

A $1,000 investment in Marathon Petroleum (MPC) made in September 2016 would be worth $9,673.54 as of September 18, 2026, representing an 867.35% gain. This significantly outperformed the S&P 500's 257.04% return over the same period. Analysts maintain an Outperform rating, citing the company's scale, integrated refining system, midstream operations through MPLX, and favorable refining margins.

Shares of oil and gas refining and marketing companies are trading higher despite a retracement in oil prices amid investor focus on shortages of refined petroleum products stemming from persistent outages in Russian and Middle Eastern refining capacity.

The Next Oil Shock Has No Safety Valve — And the Bill Will Land in Your Pantry

Drone strikes shut Saudi Arabia’s key pipeline, threatening global oil supplies as depleted inventories and maxed-out U.S. refineries limit relief.