Feed / Theme
Confirmed

Oil & Gas Refining

8 names are moving together; 25% are participating in the current session.

Co-movement

Observed intraday paths are not available for this group yet.

Members

TICKERCompanySectorTodayObserved activity
VLOValero Energy CorporationEnergy+1.7%Group member
PBFPBF Energy Inc.Energy+6.1%Group member
CVICVR Energy Inc.Energy+0.4%Most structurally connected
PSXPhillips 66Energy+1.6%Group member
MPCMarathon Petroleum CorporationEnergy+2.2%Group member
DKDelek US Holdings, Inc.Energy+4.9%Group member
PARRPar Pacific Holdings, Inc. CommEnergy+3.6%Group member
DINOHF Sinclair CorporationEnergy+1.7%Group member

Why we believe this

Cohort

8 names

Participation

25% this session

Observed history

1 daily builds

Filing coverage

8/8 members

credit / rates affecting interest expense

Three Months Ended March 31, (in millions, except per share data) 2026 2025 Operating loss $ (145) $ (131) Interest expense, net (58) (25) Other income, net 14 2 Income tax benefit 29 49 Net loss (160) (105) Less: Net income attributable to noncontrolling interest (32) (18) Net loss attributable to CVR Energy stockholders $ (192) $ (123) Loss per share $ (1.91) $ (1.22) EBITDA (1) $ (52) $ (61) (1) See “Non-GAAP Reconciliations” section below for reconciliations of the non-GAAP measures shown above.

CVI 10-Q

demand / volume

Demand for nitrogen fertilizer, as well as other crop inputs, was strong for the spring 2025 planting season, primarily due to elevated grain prices and favorable weather conditions for planting.

CVI 10-K

restructuring

This change does not delay, accelerate, or avoid an impairment charge and has been applied prospectively as retrospective application was impracticable due to the inability to objectively determine the assumptions and significant estimates used in prior periods without the benefit of hindsight.

DINO 10-K

Oil & Gas Refining can stay leader-led if MPC and the next software names fail to join while CVI keeps moving.

Connected, outside the group

No high-confidence filing-linked non-members are available for this group yet.

History

Historical cohort observations are not available yet.