BP+21.64%7.1%
CAPL+10.95%7.1%
CASY+63.88%7.1%
CVX+22.01%7.1%
DINO+97.16%7.1%
DK+205.80%7.1%
GLP+1.90%7.1%
MPC+83.30%7.1%
MUSA+58.80%7.1%
PBF+176.54%7.1%
PSX+73.55%7.1%
SHEL.LSE+23.91%7.1%
SUN+45.99%7.1%
VLO+126.58%7.1%
As of Aug 6, 2026, 4:25 AM ET
Supply Shock in MidEast Long '26: Western Fuel Stations Constituents
BP p.l.c.BP | 7.1% | -2.90% | -5.96% | 10.22% | -8.87% | 18.66% | 6.05% | 21.89% | 21.64% | $108.07B |
Casey's General Stores, Inc.CASY | 7.1% | 0.26% | -1.02% | 5.66% | -2.08% | 54.45% | 24.40% | 92.95% | 63.88% | $31.56B |
Chevron CorporationCVX | 7.1% | -2.10% | -4.30% | 10.89% | -5.29% | 22.31% | -0.19% | 13.34% | 22.01% | $371.25B |
CrossAmerica Partners LPCAPL | 7.1% | -1.16% | -2.48% | -5.60% | -4.46% | 5.47% | 5.15% | -7.18% | 10.95% | $809.6M |
Delek US Holdings, Inc.DK | 7.1% | -9.54% | -5.46% | 12.80% | -11.96% | 102.81% | 57.84% | 302.55% | 205.80% | $3.66B |
Global Partners LPGLP | 7.1% | -1.20% | 0.56% | 3.25% | -1.66% | 18.16% | 3.55% | -6.53% | 1.90% | $1.65B |
HF Sinclair CorporationDINO | 7.1% | -5.97% | -6.02% | 11.46% | -9.28% | 81.90% | 67.60% | 157.82% | 97.16% | $14.96B |
Marathon Petroleum CorporationMPC | 7.1% | -4.75% | -3.72% | 10.69% | -5.92% | 83.08% | 50.22% | 101.32% | 83.30% | $86.92B |
Murphy USA Inc.MUSA | 7.1% | -1.46% | -5.25% | 3.18% | -4.41% | 44.20% | 48.68% | 21.65% | 58.80% | $10.73B |
PBF Energy Inc.PBF | 7.1% | -7.16% | -0.75% | 24.18% | -15.37% | 127.33% | 71.83% | 225.44% | 176.54% | $7.24B |
Phillips 66PSX | 7.1% | -1.62% | -2.04% | 14.22% | -4.31% | 58.26% | 31.24% | 69.26% | 73.55% | $81.21B |
Shell plcSHEL.LSE | 7.1% | -1.23% | 0.40% | 13.81% | -2.97% | 19.89% | 6.77% | 25.75% | 23.91% | $244.18B |
Sunoco LPSUN | 7.1% | -1.30% | -2.46% | 8.58% | -4.34% | 42.25% | 15.00% | 32.67% | 45.99% | $10.02B |
Valero Energy CorporationVLO | 7.1% | -2.05% | -0.04% | 11.86% | -3.36% | 85.75% | 47.77% | 126.31% | 126.58% | $89.79B |
| Theme return | — | -3.01% | -2.75% | 10.99% | -5.64% | 55.39% | 31.98% | 76.83% | 68.70% | — |
| Average | 7.1% | -3.01% | -2.75% | 9.66% | -6.02% | 54.61% | 31.14% | 84.09% | 72.29% | $75.86B |
| Median | 7.1% | -1.83% | -2.47% | 10.79% | -4.44% | 49.33% | 27.82% | 50.97% | 61.34% | $23.26B |
| Std Dev | 0.0% | 2.69% | 2.30% | 6.56% | 3.81% | 35.55% | 24.78% | 88.99% | 59.45% | $104.29B |
| Min | 7.1% | -9.54% | -6.02% | -5.60% | -15.37% | 5.47% | -0.19% | -7.18% | 1.90% | $809.6M |
| Max | 7.1% | 0.26% | 0.56% | 24.18% | -1.66% | 127.33% | 71.83% | 302.55% | 205.80% | $371.25B |
| % Positive Tickers | 7.14% | 14.29% | 92.86% | 0.00% | 100.00% | 92.86% | 85.71% | 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.
