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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 2019-01-18 00:41 | 2019-01-15 | CVX | CHEVRON CORP | JOHNSON JAMES WILLIAM | Officer | OPT+S | $112.20 | 4,750 | $532,950 | 0 |
| 2018-12-21 03:26 | 2018-10-09 | MPC | Marathon Petroleum Corp | Goff Gregory James | Director, Officer | BUY | $79.51 | 140 | $11,131 | 1,626,374 |
| 2018-12-20 01:16 | 2018-12-19 | XOM | EXXON MOBIL CORP | Corson Bradley W | Officer | SELL | $72.84 | 15,000 | $1,092,527 | 223,461 |
| 2018-12-19 02:25 | 2018-12-12 | SUN | Sunoco LP | Dodderer Arnold | Officer | SELL | $27.65 | 1,724 | $47,669 | 33,183 |
| 2018-12-18 17:53 | 2018-12-14 | MPC | Marathon Petroleum Corp | DAVIS STEVEN A | Director | BUY | $62.14 | 3,500 | $217,490 | 3,620 |
| 2018-12-14 23:48 | 2018-12-14 | XOM | EXXON MOBIL CORP | Hansen Neil A | Officer | SELL | $76.81 | 2,798 | $214,914 | 32,800 |
| 2018-12-14 01:00 | 2018-12-11 | VLO | VALERO ENERGY CORP/TX | WEISENBURGER RANDALL J | Director | BUY | $72.74 | 25,000 | $1,818,375 | 53,717 |
| 2018-12-12 18:17 | 2018-12-11 | XOM | EXXON MOBIL CORP | Verity John R | Officer | SELL | $76.94 | 15,850 | $1,219,559 | 146,350 |
| 2018-12-07 00:15 | 2018-12-03 | CVX | CHEVRON CORP | JOHNSON JAMES WILLIAM | Officer | OPT+S | $120.92 | 4,750 | $574,347 | 0 |
| 2018-12-06 18:53 | 2018-12-04 | XOM | EXXON MOBIL CORP | Rosenthal David S | Officer | SELL | $81.24 | 7,562 | $614,337 | 258,250 |
| 2018-12-04 00:56 | 2018-11-29 | CVX | CHEVRON CORP | JOHNSON JAMES WILLIAM | Officer | OPT+S | $118.59 | 9,500 | $1,126,597 | 0 |
| 2018-12-04 01:35 | 2018-10-29 | VLO | VALERO ENERGY CORP/TX | EBERHART PAULETT | Director | BUY | $86.23 | 60 | $5,174 | 4,223 |
| 2018-11-30 21:28 | 2018-11-30 | XOM | EXXON MOBIL CORP | Wojnar Theodore J Jr | Officer | SELL | $78.41 | 9,658 | $757,284 | 219,700 |
| 2018-11-30 20:38 | 2018-11-30 | XOM | EXXON MOBIL CORP | Schleckser Robert N | Officer | SELL | $78.91 | 7,855 | $619,861 | 199,702 |
| 2018-11-30 21:00 | 2018-11-30 | XOM | EXXON MOBIL CORP | Spellings James M Jr | Officer | SELL | $78.41 | 9,522 | $746,620 | 239,600 |
| 2018-11-30 05:09 | 2018-11-29 | DK | Delek US Holdings, Inc. | Soreq Avigal | Officer | SELL | $40.21 | 1,500 | $60,309 | 17,633 |
| 2018-11-21 18:36 | 2018-11-19 | MPC | Marathon Petroleum Corp | DAVIS STEVEN A | Director | BUY | $62.20 | 2,500 | $155,500 | 330 |
| 2018-11-21 21:03 | 2018-11-20 | PSX | Phillips 66 | FERGUSON J BRIAN | Director | BUY | $92.31 | 21,500 | $1,984,581 | 21,500 |
| 2018-10-15 23:41 | 2018-10-11 | CVX | CHEVRON CORP | JOHNSON JAMES WILLIAM | Officer | OPT+S | $119.97 | 4,750 | $569,877 | 0 |
| 2018-09-21 16:55 | 2018-09-19 | XOM | EXXON MOBIL CORP | Corson Bradley W | Officer | SELL | $84.02 | 15,000 | $1,260,344 | 214,774 |
| 2018-09-17 23:32 | 2018-09-13 | CVX | CHEVRON CORP | JOHNSON JAMES WILLIAM | Officer | OPT+S | $116.00 | 4,750 | $550,991 | 0 |
| 2018-09-11 01:19 | 2018-09-10 | COP | CONOCOPHILLIPS | Schwarz Glenda Mae | Officer | OPT+S | $71.15 | 18,882 | $1,343,439 | 10,182 |
| 2018-08-29 21:37 | 2018-08-27 | DK | Delek US Holdings, Inc. | Wiessman David | Director | SELL | $54.10 | 60,000 | $3,246,048 | 51,316 |
| 2018-08-24 23:52 | 2018-08-22 | COP | CONOCOPHILLIPS | KELLY JANET LANGFORD | Officer | OPT+S | $72.37 | 50,000 | $3,618,635 | 511,739 |
| 2018-08-24 00:41 | 2018-08-22 | COP | CONOCOPHILLIPS | Lance Ryan Michael | Director, Officer | OPT+S | $72.07 | 160,064 | $11,536,437 | 45,197 |
| 2018-08-24 00:36 | 2018-08-22 | COP | CONOCOPHILLIPS | Wallette Don E Jr. | Officer | OPT+S | $71.87 | 59,432 | $4,271,592 | 54,926 |
| 2018-08-08 00:00 | 2018-08-06 | IEP | ICAHN ENTERPRISES L.P. | WASSERMAN JACK GUMPERT | Director | BUY | $79.91 | 200 | $15,982 | 1,062 |
| 2018-08-01 00:09 | 2018-07-30 | VLO | VALERO ENERGY CORP/TX | Waters Stephen M | Director | SELL | $116.76 | 1,000 | $116,755 | 7,464 |
| 2018-07-16 23:16 | 2018-07-12 | CVX | CHEVRON CORP | JOHNSON JAMES WILLIAM | Officer | OPT+S | $124.20 | 4,750 | $589,956 | 0 |
| 2018-07-06 00:49 | 2018-07-05 | DK | Delek US Holdings, Inc. | Serff Jared | Officer | SELL | $50.30 | 1,787 | $89,886 | 13,070 |
| 2018-06-20 17:14 | 2018-06-15 | DK | Delek US Holdings, Inc. | Soreq Avigal | Officer | SELL | $51.46 | 1,654 | $85,107 | 20,519 |
| 2018-06-18 23:14 | 2018-06-14 | CVX | CHEVRON CORP | JOHNSON JAMES WILLIAM | Officer | OPT+S | $126.96 | 4,750 | $603,067 | 0 |
| 2018-06-15 01:15 | 2018-06-14 | DK | Delek US Holdings, Inc. | Page Mark T. | Officer | SELL | $53.56 | 2,000 | $107,120 | 16,156 |
| 2018-06-14 22:47 | 2018-06-12 | DK | Delek US Holdings, Inc. | Miller Anthony L. | Officer | OPT+S | $54.04 | 2,143 | $115,815 | 10,069 |
| 2018-06-14 22:50 | 2018-06-12 | DK | Delek US Holdings, Inc. | Kremke Kevin L | Officer | SELL | $53.70 | 950 | $51,012 | 17,776 |
| 2018-06-13 21:16 | 2018-06-11 | DK | Delek US Holdings, Inc. | Sullivan Gary M Jr. | Director | SELL | $55.46 | 5,000 | $277,300 | 17,759 |
| 2018-06-12 23:22 | 2018-06-11 | DK | Delek US Holdings, Inc. | Kremke Kevin L | Officer | SELL | $55.79 | 2,650 | $147,844 | 18,726 |
| 2018-06-12 23:20 | 2018-06-11 | DK | Delek US Holdings, Inc. | Zohar Shlomo | Director | SELL | $55.79 | 40,000 | $2,231,600 | 10,364 |
| 2018-06-01 19:10 | 2018-05-30 | MPC | Marathon Petroleum Corp | Kelley Thomas M. | Officer | OPT+S | $79.47 | 24,818 | $1,972,197 | 37,051 |
| 2018-05-31 22:41 | 2018-05-29 | DK | Delek US Holdings, Inc. | Wiessman David | Director | SELL | $53.36 | 150,000 | $8,004,000 | 109,112 |
| 2018-05-30 01:53 | 2018-05-24 | DK | Delek US Holdings, Inc. | Soreq Avigal | Officer | OPT+S | $53.36 | 1,920 | $102,451 | 22,704 |
| 2018-05-25 23:15 | 2018-05-23 | DK | Delek US Holdings, Inc. | Jorda Carlos E | Director | SELL | $51.48 | 9,828 | $505,908 | 34,957 |
| 2018-05-25 22:47 | 2018-05-25 | COP | CONOCOPHILLIPS | Schwarz Glenda Mae | Officer | SELL | $65.04 | 6,763 | $439,862 | 10,182 |
| 2018-05-25 00:44 | 2018-05-22 | CVX | CHEVRON CORP | JOHNSON JAMES WILLIAM | Officer | OPT+S | $129.44 | 9,500 | $1,229,708 | 0 |
| 2018-05-25 01:46 | 2018-05-22 | COP | CONOCOPHILLIPS | KELLY JANET LANGFORD | Officer | OPT+S | $71.00 | 49,496 | $3,514,216 | 511,739 |
| 2018-05-25 00:12 | 2018-05-23 | VLO | VALERO ENERGY CORP/TX | Waters Stephen M | Director | SELL | $121.04 | 1,000 | $121,043 | 8,464 |
| 2018-05-24 00:26 | 2018-05-21 | VLO | VALERO ENERGY CORP/TX | Gorder Joseph W | Director, Officer | OPT+S | $121.23 | 85,493 | $10,364,316 | 439,371 |
| 2018-05-23 02:31 | 2018-05-18 | DK | Delek US Holdings, Inc. | Miller Anthony L. | Officer | OPT+S | $52.43 | 3,972 | $208,252 | 11,656 |
| 2018-05-22 00:32 | 2018-05-17 | COP | CONOCOPHILLIPS | KELLY JANET LANGFORD | Officer | OPT+S | $71.00 | 504 | $35,784 | 511,739 |
| 2018-05-19 00:47 | 2018-05-17 | DK | Delek US Holdings, Inc. | Gordon Daniel L | Officer | SELL | $53.00 | 2,500 | $132,500 | 19,185 |
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.