Feed / DK

Delek US Holdings, Inc.

DK

Energy · 71.47 +11.5% today

Partial group confirmationMarket checked 21 Aug, 15:55 GMT-4

Jodie situation report

Delek US Holdings, Inc.'s move is being confirmed by its market group.

DK accounts for 27.6% of the group's measured movement across 4.8 effective names. all 8 measured members are rising in raw terms, but 6 of 8 SPY-adjusted paths align to the upside. Capital-flow agreement is 31%, so confirmation is not yet clean. No verified headline preceded the measured group move.

MOVE ANATOMY

Is this move genuinely shared?

SPY-adjusted 5m paths
Role in the moveDominant mover#1 of 8 by movement share
Group movement share27.6%Absolute path energy—not portfolio weight
Relative path+8.41%aligned
Effective breadth4.8 / 8broad
Relative alignment6/8upside path · 0 counter-moving
Capital-flow agreement31%not yet clean
SEQUENCE READ

PBF, DINO, PSX moved materially before DK. DK crossed its material path threshold at 12:20 ET, 130 minutes after the first measured mover.

EVIDENCE COVERAGE

7 of 8 members in Oil & Gas Refining are active. 0 of 3 disclosed connections are confirming.

What would change this read
  • At least 6 of 8 members remain active in the next snapshot.
  • Capital-flow agreement rises above 55%.
  • A filing-linked outsider such as CLMT begins moving with the group.

Invalidation: The live read weakens if participation falls to 2 of 8 members or fewer.

Watch this read

Who this business touches

The relationships behind DK

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

MPLXMPLX LPpartnerFeb 27, 2026

HoldCo was originally formed by Delek and MPLX Operations LLC ("MPLX") to obtain financing and fund capital calls associated with our collective and contributed interests in the WWP joint venture.

PAAPlains All American Pipeline, LpartnerFeb 27, 2026

In addition, Delek Logistics has two other pipeline joint ventures in which it owns a 50 % membership interest in the entity formed with an affiliate of Plains All American Pipeline, L.P.

GRVYFiling-linked nameinvesteeNov 7, 2025

We acquired Gravity effective January 2, 2025, and have included the operating results and assets and liabilities of Gravity in our condensed consolidated financial statements as of September 30, 2025.

Filing peers

Companies whose filings use similar operating language.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

DK is currently a Leader in the organic co-movement group Oil & Gas Refining. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.