Ratings by Morgan Stanley (Joe Laetsch)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 6/12/2026 | Valero Energy | VLO | Maintain | Equalweight (N/A) |
|
Details | ||
| 6/12/2026 | Phillips 66 | PSX | Maintain | Overweight (N/A) |
|
Details | ||
| 6/12/2026 | PBF Energy | PBF | Maintain | Underweight (N/A) |
|
Details | ||
| 6/12/2026 | Marathon Petroleum | MPC | Maintain | Overweight (N/A) |
|
Details | ||
| 6/12/2026 | HF Sinclair | DINO | Maintain | Overweight (N/A) |
|
Details | ||
| 6/12/2026 | Delek US | DK | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/14/2026 | Tenaris S.A. | TS | Maintain | Underweight (N/A) |
|
Details | ||
| 5/14/2026 | Helmerich & Payne | HP | Maintain | Underweight (N/A) |
|
Details | ||
| 5/11/2026 | Perimeter Solutions SA | PRM | Maintain | Overweight (N/A) |
|
Details | ||
| 5/4/2026 | Nabors | NBR | Maintain | Overweight (N/A) |
|
Details | ||
| 5/4/2026 | HF Sinclair | DINO | Maintain | Overweight (N/A) |
|
Details | ||
| 5/4/2026 | Delek US | DK | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/1/2026 | Valero Energy | VLO | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/30/2026 | Phillips 66 | PSX | Maintain | Overweight (N/A) |
|
Details | ||
| 4/27/2026 | SLB | SLB | Maintain | Overweight (N/A) |
|
Details | ||
| 4/27/2026 | Liberty Energy Inc | LBRT | Maintain | Overweight (N/A) |
|
Details | ||
| 4/24/2026 | Valero Energy | VLO | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/24/2026 | PBF Energy | PBF | Maintain | Underweight (N/A) |
|
Details | ||
| 4/24/2026 | Marathon Petroleum | MPC | Maintain | Overweight (N/A) |
|
Details | ||
| 4/24/2026 | HF Sinclair | DINO | Maintain | Overweight (N/A) |
|
Details | ||
| 4/24/2026 | Delek US | DK | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/24/2026 | Phillips 66 | PSX | Upgrade | Overweight (Equalweight) |
160.65 (170.34) |
6.03% | Details | |
| 4/22/2026 | Halliburton | HAL | Maintain | Overweight (N/A) |
|
Details | ||
| 4/15/2026 | Patterson-UTI Energy | PTEN | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/15/2026 | NOV Inc. | NOV | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/15/2026 | Nabors | NBR | Maintain | Overweight (N/A) |
|
Details | ||
| 4/15/2026 | Liberty Energy Inc | LBRT | Maintain | Overweight (N/A) |
|
Details | ||
| 4/15/2026 | Helmerich & Payne | HP | Maintain | Underweight (N/A) |
|
Details | ||
| 4/15/2026 | Halliburton | HAL | Maintain | Overweight (N/A) |
|
Details | ||
| 4/15/2026 | Transocean | RIG | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/15/2026 | Tenaris S.A. | TS | Maintain | Underweight (N/A) |
|
Details | ||
| 4/15/2026 | SLB | SLB | Maintain | Overweight (N/A) |
|
Details | ||
| 4/15/2026 | ProFrac Holding Corp. | ACDC | Maintain | Underweight (N/A) |
|
Details | ||
| 3/24/2026 | ProFrac Holding Corp. | ACDC | Maintain | Underweight (N/A) |
|
Details | ||
| 2/23/2026 | Transocean | RIG | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/23/2026 | Tenaris S.A. | TS | Maintain | Underweight (N/A) |
|
Details | ||
| 2/19/2026 | HF Sinclair | DINO | Maintain | Overweight (N/A) |
|
Details | ||
| 2/9/2026 | NOV Inc. | NOV | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/9/2026 | Helmerich & Payne | HP | Maintain | Underweight (N/A) |
|
Details | ||
| 1/30/2026 | Valero Energy | VLO | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/30/2026 | Liberty Energy Inc | LBRT | Maintain | Overweight (N/A) |
|
Details | ||
| 1/27/2026 | Valero Energy | VLO | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/27/2026 | HF Sinclair | DINO | Maintain | Overweight (N/A) |
|
Details | ||
| 1/27/2026 | Delek US | DK | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/21/2026 | Tenaris S.A. | TS | Maintain | Underweight (N/A) |
|
Details | ||
| 1/21/2026 | SLB | SLB | Maintain | Overweight (N/A) |
|
Details | ||
| 1/21/2026 | ProFrac Holding Corp. | ACDC | Maintain | Underweight (N/A) |
|
Details | ||
| 1/21/2026 | Patterson-UTI Energy | PTEN | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/21/2026 | Nabors | NBR | Maintain | Overweight (N/A) |
|
Details | ||
| 1/21/2026 | Liberty Energy Inc | LBRT | Maintain | Overweight (N/A) |
|
Details | ||
| 1/21/2026 | Helmerich & Payne | HP | Maintain | Underweight (N/A) |
|
Details | ||
| 1/21/2026 | Halliburton | HAL | Maintain | Overweight (N/A) |
|
Details | ||
| 12/15/2025 | Tenaris S.A. | TS | New Coverage | Underweight (N/A) |
40.40 (58.03) |
43.64% | Details | |
| 12/15/2025 | ProFrac Holding Corp. | ACDC | New Coverage | Underweight (N/A) |
4.16 (6.02) |
44.71% | Details | |
| 12/15/2025 | Helmerich & Payne | HP | New Coverage | Underweight (N/A) |
29.41 (35.59) |
21.01% | Details | |
| 12/15/2025 | Transocean | RIG | New Coverage | Equalweight (N/A) |
4.13 (5.29) |
28.09% | Details | |
| 12/15/2025 | Patterson-UTI Energy | PTEN | New Coverage | Equalweight (N/A) |
6.21 (10.07) |
62.16% | Details | |
| 12/15/2025 | NOV Inc. | NOV | New Coverage | Equalweight (N/A) |
16.39 (18.75) |
14.4% | Details | |
| 12/15/2025 | SLB | SLB | New Coverage | Overweight (N/A) |
39.45 (47.79) |
21.14% | Details | |
| 12/15/2025 | Perimeter Solutions SA | PRM | New Coverage | Overweight (N/A) |
28.41 (35.81) |
26.05% | Details | |
| 12/15/2025 | Nabors | NBR | New Coverage | Overweight (N/A) |
54.63 (86.51) |
58.36% | Details | |
| 12/15/2025 | Liberty Energy Inc | LBRT | New Coverage | Overweight (N/A) |
19.26 (27.05) |
40.45% | Details | |
| 12/15/2025 | Halliburton | HAL | New Coverage | Overweight (N/A) |
28.62 (35.11) |
22.68% | Details | |
| 11/14/2025 | Delek US | DK | Maintain | Equalweight (N/A) |
|
Details |

