12 names are moving together; 92% are participating in the current session.
Observed member paths adjusted against SPY. Shading marks the latest observation window.
| TICKER | Company | Sector | Today | Observed activity |
|---|---|---|---|---|
| VIST | Vista Energy S.A.B. de C.V. | Energy | +1.2% | Group member |
| VLO | Valero Energy Corporation | Energy | +5.4% | 2/5 observed active sessions |
| CRC | California Resources Corporatio | Energy | +1.6% | Group member |
| DINO | HF Sinclair Corporation | Energy | +4.7% | 2/5 observed active sessions |
| REPX | Riley Exploration Permian, Inc. | Energy | +3.8% | 1/5 observed active sessions |
| DK | Delek US Holdings, Inc. | Energy | +4.6% | Group member |
| MNR | Mach Natural Resources LP | Energy | +1.1% | 1/5 observed active sessions |
| MPC | Marathon Petroleum Corporation | Energy | +4.8% | 4/5 observed active sessions |
| KRP | Kimbell Royalty Partners | Energy | +1.8% | 4/5 observed active sessions |
| PSX | Phillips 66 | Energy | +5.3% | 2/5 observed active sessions |
| PARR | Par Pacific Holdings, Inc. Comm | Energy | +7.9% | 2/5 observed active sessions |
| PBF | PBF Energy Inc. | Energy | +8.0% | 4/5 observed active sessions |
Cohort
12 namesParticipation
92% this sessionObserved history
11 daily buildsFiling coverage
11/12 memberscredit / rates affecting interest expense
“This increase in interest expense was partially offset by lower interest expense resulting from debt repayments, including the redemption of $123 million of our 2026 Senior Notes in February 2025 and the redemption of the remaining $122 million of the 2026 Senior Notes in October 2025, which reduced outstanding principal and related interest expense.”
CRC 10-K
restructuring
“Our Level 3 assets and liabilities include goodwill, long-lived assets and intangible assets, when they are recorded at fair value due to an impairment charge and an embedded derivative liability relates to a natural gas purchase agreement embedded in a keep‑whole processing agreement.”
MPC 10-K
demand / volume
“EXECUTIVE SUMMARY Business and Economic Environment Update Our Refining & Marketing segment results for the first quarter of 2026 versus the first quarter of 2025 reflect higher realized refining margins supported by stable demand and higher global product prices, partially offset by derivative losses related to our economic hedging program.”
MPC 10-Q
This identity theme becomes less useful if activity narrows to one or two names instead of remaining broad across the cohort.
MPCpartner · Not moving with the group now
Filing receipt · MPLX / MPC
“See Note 16 to the unaudited consolidated financial statements for further discussion of MPLX’s debt.”
MPC · partner
MPCcustomer · Not moving with the group now
Filing receipt · CHRD / MPC
“For the year ended December 31, 2025, sales to Phillips 66 Company and Marathon Petroleum Supply & Trading LLC accounted for approximately 21 % and 12 %, respectively, o…”
MPC · customer
DKpartner · Not moving with the group now
Filing receipt · PAA / DK
“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 Ameri…”
DK · partner
REPXtext peer · Not moving with the group now
No filing excerpt is available for this relationship.
VLOpartner · Not moving with the group now
Filing receipt · DAR / VLO
“The Fuel Ingredients operating segment includes the Company’s global activities related to (i) the Company’s share of the results of its equity investment in Diamond Gre…”
VLO · partner