- Barron's opinion piece recommends selling refiners.
- Valero, Phillips 66, Marathon Petroleum have nearly tripled or more in 2026.
- Trump admin allowed Russian diesel imports, pressured Ukraine to stop refinery attacks.
Barron's argues the rally in refiners like Valero and Phillips 66 is over. Policy shifts and falling demand are squeezing margins.
One free account opens every story complete, the live board, the 30-day calendar, a watchlist and breaking alerts on your phone. No card. The wire stays free to read.