TheValueist(@TheValueist):$VLO $MPC $PSX $DK $CLMT People are underestimating how much cash the independent refiners are generating and how much stock they're buying back. MPC had $MPLX which covers all of the cash required for dividend distributions. (I have no idea if this is a bot I am replying to but it is a good question nonetheless)

TheValueist

@TheValueist

Disc L/S | TMT+Energy. ISO convexity. Factor aware. Path independence matters. Results never lie. NFA. Student of mkts and cos. Creator: CRAVE Thesis of GAI.

参加 September 2024

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TheValueist@TheValueist

2026.10.31 14:31

$VLO $MPC $PSX $DK $CLMT People are underestimating how much cash the independent refiners are generating and how much stock they're buying back. MPC had $MPLX which covers all of the cash required for dividend distributions. (I have no idea if this is a bot I am replying to but it is a good question nonetheless)

Vulcan Stock Research@VulcanMK5

2026.10.31 14:22

@TheValueist $MPC is one of my favorites during this energy constraint environment. It has bought back more than half its shares since 2021, so every dollar of refining profit is split among far fewer shares.