Oil & Gas Refining & Marketing Industry — Tellvest

Oil & Gas Refining & Marketing

Earnings sentiment for Oil & Gas Refining & Marketing — aggregated from 3 earnings calls in the Energy sector

6.3out of 10Mixed

Aggregated from 3 earnings calls

Industry Sentiment Index

Mixed sentiment across Oil & Gas Refining & Marketing

A composite score derived from averaging overall earnings sentiment across all analyzed companies in this industry for their latest reported quarter. Score is 0–10 (10 = most positive).

Sentiment Index

6.3/10+1.0

vs prior Q (same-company basis)

current panel (3 companies)

Companies analyzed

Biggest shifts this quarter

vs Q3 '25 · 3 cos in both

Oil EnergyImproving

+1co

2 → 3

Macro Signal Heatmap

Signals mentioned across earnings calls

Improving Stable Mixed Deteriorating

Sort by:

Signal	Companies	Direction breakdown
Consumer Demand	3	3
Oil Energy	3	3

Top Themes

Trending topics in Oil & Gas Refining & Marketing

Margin8Competitive Dynamics7Revenue Growth4Regulation Policy4Capital Allocation3Supply Chain3Capex Investment2Cost Pressure2Demand2Macroeconomic2Pricing2M&A1

Companies

3 in Oil & Gas Refining & Marketing

Company	Sector	Sentiment	Quarter
VLO Valero Energy	Energy	8/10	Q4 2025
MPC Marathon Petroleum	Energy	6/10	Q4 2025
PSX Phillips 66	Energy	5/10	Q4 2025