Petroleum Refining
Standard Industrial Classification: SIC 2911
Industry Insider Sentiment Analysis
The Petroleum Refining sector (SIC 2911) acts as a critical barometer for broader economic health. Our real-time monitoring reveals total transactions. Monitoring "cluster buying" is one of the most reliable leading indicators for future sector performance. By analyzing aggregate data across this specific Standard Industrial Classification, investors can filter out individual company volatility and identify high-conviction trends. When multiple directors and officers within the same industry move capital simultaneously, it often signals an upcoming sector-wide revaluation or a fundamental shift in supply chain dynamics that has yet to be recognized by the broader public market.
| Filing Date | Trade Date | Ticker | Company | Reporting Person | Relationship | Type | Price | Qty | Total, $ | Owned After |
|---|---|---|---|---|---|---|---|---|---|---|
| 2021-06-29 19:26 | 2021-06-28 | COP | CONOCOPHILLIPS | Freeman Jody | Director | SELL | $59.65 | 3,334 | $198,873 | 8,251 |
| 2021-06-15 04:38 | 2021-06-11 | DK | Delek US Holdings, Inc. | Staskus Nilah | Officer | SELL | $23.65 | 1,143 | $27,032 | 12,514 |
| 2021-06-04 00:15 | 2021-06-02 | COP | CONOCOPHILLIPS | HAYNES WELSH KONTESSA S | Officer | SELL | $59.00 | 5,645 | $333,055 | 0 |
| 2021-05-19 23:20 | 2021-05-17 | CVX | CHEVRON CORP | Pate R. Hewitt | Officer | OPT+S | $110.33 | 45,650 | $5,036,574 | 0 |
| 2021-05-12 23:54 | 2021-05-10 | CVX | CHEVRON CORP | HERNANDEZ ENRIQUE JR | Director | OPT+S | $110.79 | 5,101 | $565,135 | 19,813 |
| 2021-03-13 02:07 | 2021-03-11 | PSX | Phillips 66 | Garland Greg C. | Director, Officer | OPT+S | $88.50 | 158,500 | $14,026,743 | 624,338 |
| 2021-03-11 00:53 | 2021-03-08 | PSX | Phillips 66 | Mandell Brian | Officer | SELL | $87.35 | 1 | $61 | 32,203 |
| 2021-03-10 02:54 | 2021-03-05 | DK | Delek US Holdings, Inc. | Staskus Nilah | Officer | SELL | $24.95 | 100 | $2,495 | 8,711 |
| 2021-03-06 02:03 | 2021-03-03 | PBF | PBF Energy Inc. | Control Empresarial de Capitales S.A. de C.V. | 10% owner | SELL | $16.83 | 297,000 | $4,999,550 | 23,563,183 |
| 2021-03-05 01:31 | 2021-03-03 | PBF | PBF Energy Inc. | Barone John C | Officer | SELL | $16.56 | 1,986 | $32,888 | 9,380 |
| 2021-03-04 22:20 | 2021-03-02 | COP | CONOCOPHILLIPS | Macklon Dominic E. | Officer | OPT+S | $53.14 | 11,134 | $591,605 | 0 |
| 2021-03-04 04:53 | 2021-03-02 | XOM | EXXON MOBIL CORP | UBBEN JEFFREY W | Director | BUY | $56.26 | 177,000 | $9,958,020 | 1,677,000 |
| 2021-03-03 02:15 | 2021-03-01 | XOM | EXXON MOBIL CORP | Angelakis Michael J | Director | BUY | $57.16 | 25,000 | $1,429,120 | 33,000 |
| 2021-02-25 01:00 | 2021-02-10 | PSX | Phillips 66 | HOLLEY CHARLES M | Director | BUY | $76.32 | 77 | $5,877 | 5,853 |
| 2021-02-23 00:36 | 2021-02-18 | CVX | CHEVRON CORP | HEWSON MARILLYN A | Director | BUY | $95.21 | 3,200 | $304,684 | 4,261 |
| 2021-01-23 00:44 | 2021-01-20 | CVX | CHEVRON CORP | Breber Pierre R | Officer | OPT+S | $95.00 | 13,000 | $1,235,000 | 686 |
| 2021-01-22 00:42 | 2021-01-19 | CVX | CHEVRON CORP | Wirth Michael K | Director, Officer | OPT+S | $94.73 | 132,000 | $12,504,096 | 0 |
| 2021-01-20 00:51 | 2021-01-14 | CVX | CHEVRON CORP | MORRIS RHONDA J | Officer | OPT+S | $94.81 | 14,700 | $1,393,707 | 814 |
| 2021-01-20 00:46 | 2021-01-14 | CVX | CHEVRON CORP | Pate R. Hewitt | Officer | OPT+S | $94.79 | 95,000 | $9,005,202 | 0 |
| 2020-12-31 01:01 | 2020-12-28 | IEP | ICAHN ENTERPRISES L.P. | Krongard A B | Director | BUY | $51.01 | 19,285 | $983,635 | 36,008 |
| 2020-12-31 01:02 | 2020-12-28 | PBF | PBF Energy Inc. | Control Empresarial de Capitales S.A. de C.V. | 10% owner | BUY | $6.87 | 40,000 | $274,696 | 23,860,183 |
| 2020-12-17 22:38 | 2020-12-16 | XOM | EXXON MOBIL CORP | DuCharme Linda D | Officer | SELL | $43.50 | 4,000 | $174,000 | 262,124 |
| 2020-12-15 01:08 | 2020-12-10 | DK | Delek US Holdings, Inc. | Marcogliese Richard J | Director | BUY | $16.92 | 11,000 | $186,142 | 19,246 |
| 2020-12-08 20:45 | 2020-12-07 | XOM | EXXON MOBIL CORP | Wojnar Theodore J Jr | Officer | SELL | $41.13 | 10,782 | $443,495 | 279,900 |
| 2020-12-05 01:19 | 2020-12-02 | VLO | VALERO ENERGY CORP/TX | Gorder Joseph W | Director, Officer | SELL | $58.42 | 39,200 | $2,290,099 | 0 |
| 2020-12-04 01:48 | 2020-12-01 | IEP | ICAHN ENTERPRISES L.P. | Krongard A B | Director | BUY | $50.03 | 16,723 | $836,628 | 16,723 |
| 2020-11-26 01:18 | 2020-11-24 | CVX | CHEVRON CORP | INCHAUSTI DAVID A | Officer | OPT+S | $95.25 | 5,000 | $476,250 | 0 |
| 2020-11-19 21:15 | 2020-11-18 | DK | Delek US Holdings, Inc. | FINNERTY WILLIAM J | Director | SELL | $13.58 | 3,500 | $47,513 | 23,500 |
| 2020-11-18 00:15 | 2020-11-16 | SUN | Sunoco LP | Anbouba Imad K. | Director | SELL | $28.88 | 2,000 | $57,762 | 9,432 |
| 2020-11-14 01:00 | 2020-11-11 | SUN | Sunoco LP | Dodderer Arnold | Officer | SELL | $27.00 | 3,000 | $81,000 | 55,420 |
| 2020-11-14 01:05 | 2020-11-11 | SUN | Sunoco LP | Anbouba Imad K. | Director | SELL | $26.94 | 3,000 | $80,828 | 11,432 |
| 2020-11-11 00:39 | 2020-11-06 | CVX | CHEVRON CORP | Frank John | Director | BUY | $71.30 | 500 | $35,651 | 2,650 |
| 2020-10-01 23:26 | 2020-10-01 | IEP | ICAHN ENTERPRISES L.P. | ICAHN CARL C | 10% owner | SELL | $49.32 | 202,758 | $10,000,025 | 213,389,074 |
| 2020-10-01 19:00 | 2020-09-30 | PBF | PBF Energy Inc. | Young C Erik | Officer | BUY | $5.87 | 21,893 | $128,471 | 7,191 |
| 2020-10-01 23:33 | 2020-10-01 | IEP | ICAHN ENTERPRISES L.P. | ICAHN BRETT | Director | BUY | $49.32 | 202,758 | $10,000,025 | 202,758 |
| 2020-09-30 23:25 | 2020-09-30 | PBF | PBF Energy Inc. | O Connor Thomas L | Officer | BUY | $5.86 | 25,000 | $146,388 | 147,995 |
| 2020-09-28 20:13 | 2020-09-28 | PBF | PBF Energy Inc. | Nimbley Thomas J. | Director, Officer | BUY | $5.92 | 50,000 | $296,195 | 427,857 |
| 2020-09-23 01:11 | 2020-09-18 | PBF | PBF Energy Inc. | Control Empresarial de Capitales S.A. de C.V. | 10% owner | BUY | $6.98 | 100,000 | $697,910 | 23,820,183 |
| 2020-09-12 01:34 | 2020-09-09 | PBF | PBF Energy Inc. | Control Empresarial de Capitales S.A. de C.V. | 10% owner | BUY | $7.17 | 204,905 | $1,469,517 | 23,720,183 |
| 2020-08-21 00:02 | 2020-08-19 | PSX | Phillips 66 | LOWE JOHN E | Director | BUY | $61.45 | 1,500 | $92,172 | 66,830 |
| 2020-08-13 23:41 | 2020-08-11 | CVX | CHEVRON CORP | INCHAUSTI DAVID A | Officer | SELL | $92.00 | 5,750 | $529,000 | 0 |
| 2020-08-05 01:26 | 2020-08-04 | PSX | Phillips 66 | LOWE JOHN E | Director | BUY | $60.62 | 1,000 | $60,624 | 65,330 |
| 2020-08-04 01:18 | 2020-07-30 | PBF | PBF Energy Inc. | Control Empresarial de Capitales S.A. de C.V. | 10% owner | BUY | $8.03 | 153,500 | $1,233,311 | 23,515,278 |
| 2020-06-29 23:23 | 2020-06-26 | PSX | Phillips 66 | LOWE JOHN E | Director | BUY | $68.43 | 1,500 | $102,645 | 64,022 |
| 2020-06-25 00:11 | 2020-06-24 | PSX | Phillips 66 | LOWE JOHN E | Director | BUY | $70.16 | 1,000 | $70,164 | 62,522 |
| 2020-05-15 15:59 | 2020-05-13 | COP | CONOCOPHILLIPS | Seaton David Thomas | Director | BUY | $41.03 | 2,400 | $98,472 | 2,500 |
| 2020-05-07 00:47 | 2020-05-05 | PSX | Phillips 66 | Adams Gary Kramer | Director | BUY | $76.40 | 1,250 | $95,499 | 10,213 |
| 2020-04-03 01:24 | 2020-03-31 | PBF | PBF Energy Inc. | Inversora Carso, S.A. de C.V. | 10% owner | BUY | $7.37 | 150,000 | $1,104,945 | 23,361,778 |
| 2020-03-28 00:20 | 2020-03-25 | PBF | PBF Energy Inc. | Inversora Carso, S.A. de C.V. | 10% owner | BUY | $6.54 | 465,256 | $3,044,356 | 23,211,778 |
| 2020-03-26 00:46 | 2020-03-23 | PBF | PBF Energy Inc. | Inversora Carso, S.A. de C.V. | 10% owner | BUY | $6.13 | 720,000 | $4,413,888 | 22,746,522 |
Sector-Wide Insider Alpha
Analyzing insider movements across the Petroleum Refining sector provides a macro-view of executive conviction. When multiple leaders in different companies within the same SIC code (2911) simultaneously buy shares, it often indicates an industry-wide undervaluation or a positive shift in market cycles.
SEC Filings in Petroleum Refining
Every transaction in the Petroleum Refining industry is reported via Form 4 disclosures. By filtering these filings by industry, investors can detect institutional-scale sentiment shifts before they are reflected in broader market indices, following the capital flow of those with intimate industry knowledge.
UNDERSTANDING THE DATA
FILING DATE: The date and time when the transaction was reported to the SEC. This is when the public first receives the information.
TRADE DATE: The actual day the insider executed the purchase or sale in the market.
INDUSTRY: The specific market sector the company operates in. Useful for identifying broader institutional capital flows across sectors.
OWNED AFTER: The total number of shares held by the insider following the transaction. This highlights the insider's remaining conviction in the company.
CHANGE %: The percentage increase or decrease of the insider's total position. Large percentage changes often carry more weight than the dollar amount alone.
TRADE TYPES DEFINITIONS
BUY: An open market purchase. Typically indicates an insider's belief that the stock is undervalued or poised for growth.
SELL: An open market sale. While often used for diversification or liquidity, large or unexpected sales can be a warning signal.
OPT+S (OPTION EXERCISE & SALE): This occurs when an insider exercises their stock options and sells them immediately. Often part of a structured compensation plan.