Marathon Petroleum (NYSE: MPC) and Valero Energy (NYSE: VLO) are two of the largest refiners in the country, and they benefit from low input costs (oil) and gasoline prices not falling nearly as far as oil has. VLO data by YCharts To top it off, Marathon and Valero have dividend yields of 2.4% and 2.9%, respectively. Below I've shown the EIA's estimated global oversupply of oil from the Short-Term Energy Outlook reports from June and November, just to show how much these projections have changed over time.