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Supply Shock in MidEast Long '26: Western Fuel Stations
14 tickers · $813.05B total market cap
Group: Supply Shock in MidEast Long
Supply Shock in MidEast Long '26: Western Fuel Stations tracks 14 publicly listed stocks in this theme. Sample tickers: BP, CAPL, CASY, CVX, DINO, DK, GLP, MPC, MUSA, PBF, PSX, SHEL.LSE, and 2 more. Use the table below for the full list.
Constituents
Build 20260519T212339
| Company | Previous Quarter Report Date | Next Expected Report Date | Last Quarter Earnings Move % | Earnings Move % | Intra-Quarter Move % | Since Last Report % | Market cap | Weight |
|---|---|---|---|---|---|---|---|---|
Chevron CorporationCVX | 05/01/2026 (BMO) | 05/01/2026 (BMO) | 3.34% | -1.39% | 9.28% | 3.47% | $391.34B | 7.1429 |
BP p.l.c.BP | 04/28/2026 (BMO) | 04/28/2026 (BMO) | -1.71% | 1.81% | 19.25% | -1.41% | $119.82B | 7.1429 |
Valero Energy CorporationVLO | 04/30/2026 (BMO) | 04/30/2026 (BMO) | -1.41% | -1.76% | 38.51% | 6.38% | $76.76B | 7.1429 |
Marathon Petroleum CorporationMPC | 05/05/2026 (BMO) | 05/05/2026 (BMO) | 10.75% | -2.68% | 28.90% | 7.01% | $75.77B | 7.1429 |
Phillips 66PSX | 04/29/2026 | 04/29/2026 | 2.01% | 8.49% | 10.85% | 1.80% | $72.09B | 7.1429 |
Casey's General Stores, Inc.CASY | 03/09/2026 | 06/15/2026 | 3.08% | — | 23.51% | — | $31.72B | 7.1429 |
HF Sinclair CorporationDINO | 05/01/2026 | 05/01/2026 | -1.34% | 2.92% | 37.32% | 3.79% | $12.67B | 7.1429 |
Murphy USA Inc.MUSA | 04/29/2026 | 04/29/2026 | -15.05% | 13.02% | 36.36% | -3.13% | $10.44B | 7.1429 |
Sunoco LPSUN | 05/05/2026 | 05/05/2026 | 2.60% | -1.98% | 10.69% | 9.50% | $9.68B | 7.1429 |
PBF Energy Inc.PBF | 04/30/2026 | 04/30/2026 | 2.58% | -0.30% | 26.53% | -0.56% | $4.99B | 7.1429 |
Delek US Holdings, Inc.DK | 04/29/2026 | 04/29/2026 | 0.00% | 13.52% | 22.61% | -1.68% | $2.78B | 7.1429 |
Shell plcSHEL.LSE | 05/07/2026 (BMO) | 05/07/2026 (BMO) | -3.47% | -3.10% | 15.60% | 4.30% | $2.47B | 7.1429 |
Global Partners LPGLP | 05/08/2026 | 05/08/2026 | 0.00% | 2.09% | 2.14% | 4.30% | $1.66B | 7.1429 |
CrossAmerica Partners LPCAPL | 05/06/2026 | 05/06/2026 | 2.02% | 2.16% | 2.68% | 7.69% | $866.0M | 7.1429 |
| Average | 0.24% | 2.52% | 20.30% | 3.19% | $58.08B | 7.1429 | ||
| Median | 1.01% | 1.81% | 20.93% | 3.79% | $11.56B | 7.1429 | ||
| Std Dev | 5.36% | 5.47% | 11.88% | 3.81% | $99.47B | 0.0% | ||
| Min | -15.05% | -3.10% | 2.14% | -3.13% | $866.0M | 7.1429 | ||
| Max | 10.75% | 13.52% | 38.51% | 9.50% | $391.34B | 7.1429 | ||
| % Positive Tickers | 50.00% | 53.85% | 100.00% | 69.23% |
* Provisional value: before LstRpt% reaches its 2-day post-report lock window (BMO/AMC adjusted), EarningsPerf is calculated from current vs pre-report and then locks to final LstRpt%.