BP+22.30%7.1%
CAPL+16.80%7.1%
CASY+57.48%7.1%
CVX+12.89%7.1%
DINO+73.54%7.1%
DK+115.70%7.1%
GLP-3.90%7.1%
MPC+55.44%7.1%
MUSA+37.61%7.1%
PBF+96.35%7.1%
PSX+45.03%7.1%
SHEL.LSE+15.07%7.1%
SUN+36.87%7.1%
VLO+81.67%7.1%
As of Jul 10, 2026, 7:14 AM ET
Supply Shock in MidEast Long '26: Western Fuel Stations Constituents
| Company | Wgt | Premarket % | 1D % | 10D % | MTD % | YTD % | IranWar % | LibDay % | 1Yr % | Mkt Cap |
|---|---|---|---|---|---|---|---|---|---|---|
Chevron CorporationCVX | 7.1% | 0.32% | -1.09% | 3.31% | 5.05% | 14.20% | -6.81% | 5.83% | 12.89% | $346.64B |
BP p.l.c.BP | 7.1% | 0.13% | -1.68% | 3.21% | 6.64% | 11.00% | -0.80% | 14.02% | 22.30% | $101.10B |
Valero Energy CorporationVLO | 7.1% | 0.28% | -0.58% | 5.61% | 4.38% | 72.77% | 37.44% | 110.48% | 81.67% | $83.51B |
Marathon Petroleum CorporationMPC | 7.1% | 0.09% | 0.93% | 9.29% | 6.96% | 74.20% | 42.93% | 91.55% | 55.44% | $82.71B |
Phillips 66PSX | 7.1% | 0.49% | 1.07% | 9.06% | 8.78% | 48.31% | 23.00% | 58.62% | 45.03% | $76.11B |
Casey's General Stores, Inc.CASY | 7.1% | -0.46% | -2.50% | 5.35% | 4.81% | 48.86% | 19.90% | 85.97% | 57.48% | $30.42B |
HF Sinclair CorporationDINO | 7.1% | -0.05% | -1.40% | 9.48% | 6.84% | 69.93% | 56.57% | 140.85% | 73.54% | $13.97B |
Murphy USA Inc.MUSA | 7.1% | 0.96% | -3.64% | 9.27% | 4.64% | 45.14% | 49.65% | 22.45% | 37.61% | $10.80B |
Sunoco LPSUN | 7.1% | 1.05% | -1.44% | 0.03% | 1.17% | 32.98% | 7.51% | 24.02% | 36.87% | $9.37B |
PBF Energy Inc.PBF | 7.1% | -0.98% | 0.78% | 14.82% | 10.97% | 98.12% | 49.75% | 183.62% | 96.35% | $6.31B |
Delek US Holdings, Inc.DK | 7.1% | -1.33% | 0.07% | 8.74% | 5.55% | 90.38% | 48.17% | 277.89% | 115.70% | $3.44B |
Shell plcSHEL.LSE | 7.1% | -0.10% | -0.90% | 6.42% | 7.02% | 10.34% | -1.73% | 15.74% | 15.07% | $2.26B |
Global Partners LPGLP | 7.1% | 0.50% | -2.95% | 2.15% | 1.31% | 16.66% | 2.23% | -7.73% | -3.90% | $1.63B |
CrossAmerica Partners LPCAPL | 7.1% | 5.82% | -0.75% | 0.22% | 0.76% | 11.78% | 11.45% | -1.62% | 16.80% | $858.1M |
| Theme return | — | 0.48% | -1.01% | 6.21% | 5.89% | 47.17% | 25.00% | 67.48% | 50.23% | — |
| Average | 7.1% | 0.48% | -1.01% | 6.21% | 5.35% | 46.05% | 24.23% | 72.98% | 47.35% | $54.94B |
| Median | 7.1% | 0.21% | -1.00% | 6.02% | 5.30% | 46.73% | 21.45% | 41.32% | 41.32% | $12.39B |
| Std Dev | 0.0% | 1.61% | 1.37% | 4.03% | 2.79% | 29.87% | 21.80% | 79.85% | 33.52% | $88.28B |
| Min | 7.1% | -1.33% | -3.64% | 0.03% | 0.76% | 10.34% | -6.81% | -7.73% | -3.90% | $858.1M |
| Max | 7.1% | 5.82% | 1.07% | 14.82% | 10.97% | 98.12% | 56.57% | 277.89% | 115.70% | $346.64B |
| % Positive Tickers | 64.29% | 28.57% | 100.00% | 100.00% | 100.00% | 78.57% | 85.71% | 92.86% |
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.
