
BP+28.84%7.1%

CAPL+18.68%7.1%

CASY+66.40%7.1%

CVX+29.75%7.1%

DINO+104.72%7.1%

DK+195.86%7.1%

GLP+2.30%7.1%

MPC+111.10%7.1%

MUSA+51.21%7.1%

PBF+206.99%7.1%

PSX+90.05%7.1%

SHEL.LSE+28.71%7.1%

SUN+51.10%7.1%

VLO+139.98%7.1%
As of Aug 24, 2026, 4:53 AM ET
Supply Shock in MidEast Long '26: Western Fuel Stations Constituents
BP p.l.c.BP | 7.1% | -0.84% | 4.98% | 2.15% | -1.02% | 28.88% | 15.18% | 32.39% | 35.21% | 117.14% | 28.84% | $117.38B |
Casey's General Stores, Inc.CASY | 7.1% | 0.89% | 0.70% | -3.00% | -4.05% | 51.35% | 21.90% | 89.08% | 127.76% | 324.58% | 66.40% | $30.93B |
Chevron CorporationCVX | 7.1% | -0.26% | 4.36% | 5.36% | 4.27% | 34.66% | 9.90% | 24.79% | 43.76% | 146.73% | 29.75% | $408.82B |
CrossAmerica Partners LPCAPL | 7.1% | -0.67% | 6.24% | 9.56% | 7.34% | 18.49% | 18.14% | 4.28% | 33.50% | 101.27% | 18.68% | $909.6M |
Delek US Holdings, Inc.DK | 7.1% | 11.60% | 11.78% | 13.09% | 5.30% | 142.59% | 88.80% | 381.51% | 269.09% | 459.03% | 195.86% | $4.38B |
Global Partners LPGLP | 7.1% | -0.38% | 0.74% | 4.13% | 1.84% | 22.36% | 7.24% | -3.21% | 29.33% | 271.67% | 2.30% | $1.71B |
HF Sinclair CorporationDINO | 7.1% | 4.96% | 13.76% | 10.22% | 6.40% | 113.33% | 96.57% | 202.37% | 113.40% | 275.18% | 104.72% | $17.30B |
Marathon Petroleum CorporationMPC | 7.1% | 0.70% | 7.22% | 16.65% | 13.98% | 121.80% | 81.99% | 143.89% | 108.14% | 590.22% | 111.10% | $105.31B |
Murphy USA Inc.MUSA | 7.1% | -0.08% | 4.69% | -7.08% | -6.26% | 41.42% | 45.81% | 19.30% | 11.80% | 278.07% | 51.21% | $10.52B |
PBF Energy Inc.PBF | 7.1% | 5.71% | 6.42% | 19.31% | 1.73% | 173.27% | 106.54% | 291.20% | 128.49% | 805.31% | 206.99% | $8.72B |
Phillips 66PSX | 7.1% | 1.20% | 8.25% | 17.46% | 14.73% | 89.76% | 57.37% | 102.96% | 89.34% | 318.00% | 90.05% | $97.38B |
Shell plcSHEL.LSE | 7.1% | -0.89% | 3.16% | 5.37% | 1.65% | 25.60% | 11.85% | 31.74% | 36.24% | 186.50% | 28.71% | $257.49B |
Sunoco LPSUN | 7.1% | 0.58% | 3.42% | 0.85% | -1.10% | 47.07% | 18.91% | 37.17% | 54.00% | 178.89% | 51.10% | $10.37B |
Valero Energy CorporationVLO | 7.1% | 2.15% | 7.70% | 15.33% | 11.49% | 114.30% | 70.47% | 161.08% | 142.94% | 521.51% | 139.98% | $100.45B |
| Theme return | — | 1.76% | 5.96% | 5.98% | 3.77% | 70.88% | 45.14% | 94.46% | 94.01% | 374.21% | 81.78% | — |
| Average | 7.1% | 1.76% | 5.96% | 7.81% | 4.02% | 73.21% | 46.48% | 108.47% | 87.36% | 326.72% | 80.41% | $83.69B |
| Median | 7.1% | 0.64% | 5.61% | 7.47% | 3.06% | 49.21% | 33.86% | 63.13% | 71.67% | 276.62% | 58.81% | $24.11B |
| Std Dev | 0.0% | 3.36% | 3.58% | 7.75% | 6.13% | 49.45% | 34.94% | 112.19% | 65.94% | 194.70% | 62.25% | $113.83B |
| Min | 7.1% | -0.89% | 0.70% | -7.08% | -6.26% | 18.49% | 7.24% | -3.21% | 11.80% | 101.27% | 2.30% | $909.6M |
| Max | 7.1% | 11.60% | 13.76% | 19.31% | 14.73% | 173.27% | 106.54% | 381.51% | 269.09% | 805.31% | 206.99% | $408.82B |
| % Positive Tickers | 57.14% | 100.00% | 85.71% | 71.43% | 100.00% | 100.00% | 92.86% | 100.00% | 100.00% | 100.00% |
About this theme
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.
