The Analysts

Call · @thevalueist · unranked

@thevalueist

@thevalueist · Wed, Aug 5

TheValueist@TheValueist
$PSX KEY READ-THROUGHS FROM PHILLIPS 66 Q2 2026 EARNINGS CALL The Phillips 66 Q2 2026 call provides unusually strong evidence that the current downstream earnings cycle is being driven primarily by a global product-supply shock rather than a conventional demand surge. The most
30d agoview on X ↗

tweeted Wed, Aug 5 · counted from Thu, Aug 6 close

Read as

Long VLO, Long MPC, Long PBF, Long DINO, Exit SHEL, Exit BP, Exit TTE, Exit COP, Mentions XOM, Mentions CVX, Exit CN, Mentions CVE, Mentions SU, Mentions IMO, Exit UAL, Exit AAL, Mentions DAL, Long STNG, Long INSW, Long TRGP, Long EPD, Long OKE, Long ET, Long KMI, Long FANG, Long PR, Long OXY · High confidence

Confidence

High0.98

Counted from

Thu, Aug 6 · market close

Rank since this call

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Aug 28

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Aug 31

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Sep 3

Leaderboard position per scored day — never a price chart. Other calls were active in this window; no single call is credited.

Active call · day 29 · fades out by Sep 16