News

A global fuel squeeze is creating another refining windfall.

The 5% jump in U.S. crude oil prices today is having some of the familiar effects we've seen in recent months across the market when tensions build in the Middle East. Winners largely are coming from the energy sector, which is the best performing group in the S&P 500 today.

Cost target progress and why it matters for Phillips 66 stock Phillips 66 (PSX) has outlined more than 200 initiatives to reduce refining adjusted controllable costs to about $5.50 per barrel by 2027, with second quarter 2026 costs already at $5.57. This cost focus sits alongside a recent share price of $246.58 and a market cap of about $97.4b. Together, these figures frame how investors might think about efficiency, profitability and valuation for the stock today. The recent cost progress...

A torrent of cash returned to Chevron owners has powered market-beating returns, but it raises a sharp question about where the energy giant goes from here.

Par Pacific focuses on smaller refining and logistics projects targeting low-20% unlevered returns to drive growth.

PSX targets refining costs of $5.50 per barrel in 2027 as more than 200 initiatives drive efficiency, reliability and lower expenses.

The S&P 500 Index ($SPX ) (SPY ) is down by -0.42% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down by -0.55%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down by -0.23%. E-mini S&P futures (ESU26 ) are down -0.40%, and September E-mini...

Intel stock is rising but software names such as ServiceNow trade lower. Energy stocks are jumping as oil prices rises after U.S. strikes against Iran.

Investing.com -- U.S.-listed energy stocks climbed in premarket trading Monday, tracking a more than 2% jump in oil prices after American forces struck an Iranian island in the Strait of Hormuz and Tehran retaliated.

PSX combines profitable refining conditions with stable midstream cash flows, helping limit exposure to commodity price volatility.

Phillips 66 (NYSE:PSX) was held by 69 hedge funds at the end of Q2 2026 in the Insider Monkey database, with a total stake value of just over $5.6 billion. This is up from 64 hedge fund holders with a cumulative investment of just over $5.5 billion in the previous quarter. Strong Refining Margins Set […]

The S&P 500 Index ($SPX ) (SPY ) is up by +0.16% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up by +0.12%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up by +0.51%. E-mini S&P futures (ESU26 ) are up +0.15%, and September E-mini...

CVE stands out versus PSX with a lower valuation, rising oil sands output, improving efficiency and a stronger balance sheet.

Phillips 66's 17.5% monthly rally rides on stronger refining margins and midstream growth, but valuation and lower 2027 earnings temper the upside.

Delek US Holdings has surged past its own analyst targets after a stunning 215% one-year run, and its CEO just said all options are on the table. The question is whether any strategic buyer can still justify the price.

SanDisk, Phillips 66, and MetLife added $27 billion in combined buyback capacity, with SanDisk's $14 billion authorization following a 500% share price surge in 2026.

Today's Research Daily features new research reports on 16 major stocks, including Dell Technologies Inc. (DELL), Marvell Technology, Inc. (MRVL) and Verizon Communications Inc. (VZ), as well as two micro-cap stocks, Tandy Leather Factory, Inc. (TLF) and Moving iMage Technologies, Inc. (MITQ).

PSX could benefit from tight global fuel supplies, low inventories and high crack spreads, even as WTI above $85 raises refiners' input costs.

VLO's refining outlook is supported by tight global fuel inventories, constrained capacity and strong international export demand.

Phillips 66 stock has delivered a very strong 5 year gain while both the Discounted Cash Flow (DCF) intrinsic value estimate and the earnings multiples currently indicate the shares trade at a discount to what those models suggest. Over 5 years, Phillips 66 has returned 307.1%, which puts extra focus on whether the current share price still leaves a margin between market price and estimated intrinsic value. The collapse of merger talks with Marathon Petroleum and the greenlight for the...

While crude oil is up about 50% in 2026, gasoline and diesel have risen more sharply. And the refiners are along for the ride.

Earlier this year, Phillips 66 reported very large year-on-year growth in adjusted Q2 earnings as wartime supply shortages and tighter global refining capacity lifted margins, while it advanced projects such as the Western Gateway pipeline and reduced debt alongside shareholder dividends and buybacks. Preliminary merger talks with Marathon Petroleum for a potential US$180.00 billion combination ultimately fell through amid regulatory and antitrust concerns, leaving investors to reassess...

Reports surfaced on August 14that refining giants Phillips 66 (NYSE:PSX) and Marathon Petroleum Corporation (NYSE:MPC) held preliminary talks earlier this year regarding a potential $180 billion mega-merger. The deal ultimately collapsed, largely due to regulatory hurdles; combining the two entities would have concentrated roughly 25% of U.S. refining capacity under one roof, triggering intense antitrust […]

DAR sees supportive renewable-fuel policy and tight RINs lifting DGD margins, but 2027 strength still hinges on market inputs.

PARR enters Q3 with refining margins still high as solid fuel demand and tight global inventories support earnings despite a Hawaii turnaround.

Few large-cap stocks offer a more direct way to capitalize on today's powerful transportation-fuel margins than Valero Energy (VLO).

With 88% of S&P 500 companies having reported second-quarter results, Energy has delivered the strongest earnings growth of the index’s 11 sectors at 147% year-over-year and the strongest revenue growth at 42.5%.

Senior Market Strategist John Rowland, CMT, checks up on the crack spread trade, and takes a look at where investors can find alpha in the newest consumer energy trend.

Crude oil looks calm, but diesel tells a completely different story, and the gap between those two markets is quietly reshaping who profits and who pays at every level of the supply chain.

PARR's cheap valuation, flexible crude sourcing and strong refining margins bolster the case for the stock after a 172.7% one-year surge.