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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 2016-08-16 00:28 | 2016-08-11 | COP | CONOCOPHILLIPS | DeSanctis Ellen | Officer | BUY | $40.50 | 5,000 | $202,500 | 22,010 |
| 2016-08-12 00:39 | 2016-08-10 | CVX | CHEVRON CORP | JOHNSON JAMES WILLIAM | Officer | OPT+S | $101.44 | 10,945 | $1,110,232 | 2,055 |
| 2016-08-04 23:43 | 2016-08-02 | CVX | CHEVRON CORP | Breber Pierre R | Officer | OPT+S | $98.77 | 21,000 | $2,074,197 | 18,905 |
| 2016-08-03 23:31 | 2016-08-01 | CVX | CHEVRON CORP | Wirth Michael K | Officer | OPT+S | $100.47 | 125,000 | $12,558,550 | 0 |
| 2016-08-03 21:37 | 2016-08-01 | COP | CONOCOPHILLIPS | COPELAND JAMES E JR | Director | BUY | $39.74 | 12,500 | $496,750 | 37,021 |
| 2016-08-02 23:31 | 2016-08-01 | COP | CONOCOPHILLIPS | Murti Arjun N | Director | BUY | $39.72 | 6,500 | $258,180 | 19,000 |
| 2016-06-30 23:38 | 2016-06-29 | PSX | Phillips 66 | Johnson Paula Ann | Officer | OPT+S | $79.57 | 40,141 | $3,193,819 | 19,217 |
| 2016-06-30 23:13 | 2016-06-28 | PSX | Phillips 66 | Taylor Timothy Garth | Officer | OPT+S | $78.00 | 50,000 | $3,900,000 | 41,618 |
| 2016-06-14 18:01 | 2016-06-13 | PSX | Phillips 66 | Loomis William R Jr | Director | BUY | $78.87 | 12,680 | $1,000,011 | 12,680 |
| 2016-06-15 03:19 | 2016-06-10 | PSX | Phillips 66 | BERKSHIRE HATHAWAY INC | 10% owner | BUY | $79.59 | 756,780 | $60,234,391 | 78,782,000 |
| 2016-06-09 00:17 | 2016-06-07 | XOM | EXXON MOBIL CORP | Corson Bradley W | Officer | SELL | $90.81 | 6,000 | $544,860 | 208,033 |
| 2016-06-07 22:40 | 2016-06-06 | XOM | EXXON MOBIL CORP | Chapman Neil A | Officer | SELL | $89.00 | 12,000 | $1,068,000 | 230,299 |
| 2016-06-08 03:02 | 2016-06-03 | PSX | Phillips 66 | BERKSHIRE HATHAWAY INC | 10% owner | BUY | $80.18 | 469,604 | $37,654,023 | 78,025,220 |
| 2016-06-07 00:01 | 2016-06-03 | PSX | Phillips 66 | Garland Greg C. | Director, Officer | OPT+S | $79.95 | 62,500 | $4,996,881 | 84,160 |
| 2016-06-02 21:36 | 2016-06-01 | PBF | PBF Energy Inc. | Lucey Matthew C. | Officer | BUY | $27.50 | 10,000 | $275,000 | 50,000 |
| 2016-06-02 21:34 | 2016-06-01 | PBF | PBF Energy Inc. | Nimbley Thomas J. | Director, Officer | BUY | $27.40 | 50,000 | $1,370,000 | 110,000 |
| 2016-06-02 03:16 | 2016-05-27 | PSX | Phillips 66 | BERKSHIRE HATHAWAY INC | 10% owner | BUY | $80.05 | 537,968 | $43,064,016 | 77,555,616 |
| 2016-05-31 15:40 | 2016-05-26 | MPC | Marathon Petroleum Corp | DAVIS STEVEN A | Director | BUY | $34.70 | 1,500 | $52,050 | 8,500 |
| 2016-05-27 03:02 | 2016-05-24 | PSX | Phillips 66 | BERKSHIRE HATHAWAY INC | 10% owner | BUY | $79.76 | 642,273 | $51,225,254 | 77,017,648 |
| 2016-05-24 03:01 | 2016-05-19 | PSX | Phillips 66 | BERKSHIRE HATHAWAY INC | 10% owner | BUY | $77.79 | 824,630 | $64,148,710 | 76,375,375 |
| 2016-05-14 04:18 | 2016-05-11 | IEP | ICAHN ENTERPRISES L.P. | Nelson James Larry | Director | SELL | $55.34 | 400 | $22,136 | 1,200 |
| 2016-05-04 21:58 | 2016-05-02 | CVX | CHEVRON CORP | Deily Linnet F | Director | OPT+S | $103.27 | 869 | $89,745 | 24,410 |
| 2016-05-03 18:30 | 2016-05-02 | MPC | Marathon Petroleum Corp | BUNCH CHARLES E | Director | BUY | $38.56 | 2,000 | $77,120 | 4,377 |
| 2016-03-19 00:17 | 2016-03-17 | XOM | EXXON MOBIL CORP | Corson Bradley W | Officer | SELL | $84.36 | 2,000 | $168,711 | 214,033 |
| 2016-03-10 23:49 | 2016-03-09 | COP | CONOCOPHILLIPS | Murti Arjun N | Director | BUY | $39.24 | 7,500 | $294,294 | 12,500 |
| 2016-03-07 23:30 | 2016-02-29 | PSX | Phillips 66 | Oyolu Chukwuemeka A. | Officer | SELL | $84.20 | 2,576 | $216,890 | 0 |
| 2016-02-26 00:22 | 2016-02-24 | VLO | VALERO ENERGY CORP/TX | Riggs R. Lane | Officer | OPT+S | $60.00 | 10,060 | $603,600 | 109,947 |
| 2016-02-18 18:38 | 2016-02-16 | XOM | EXXON MOBIL CORP | Wascom Dennis G | Officer | SELL | $81.75 | 5,326 | $435,401 | 159,200 |
| 2016-02-13 04:02 | 2016-02-10 | PSX | Phillips 66 | BERKSHIRE HATHAWAY INC | 10% owner | BUY | $72.91 | 1,079,478 | $78,702,258 | 75,550,745 |
| 2016-02-12 01:02 | 2016-02-09 | XOM | EXXON MOBIL CORP | Cleveland Randy J | Officer | SELL | $80.07 | 9,781 | $783,165 | 143,748 |
| 2016-02-11 00:30 | 2016-02-08 | XOM | EXXON MOBIL CORP | Corson Bradley W | Officer | SELL | $81.00 | 2,000 | $162,000 | 216,033 |
| 2016-02-10 04:04 | 2016-02-05 | PSX | Phillips 66 | BERKSHIRE HATHAWAY INC | 10% owner | BUY | $75.53 | 486,804 | $36,765,872 | 74,471,267 |
| 2016-02-08 23:16 | 2016-02-05 | XOM | EXXON MOBIL CORP | Spellings James M Jr | Officer | SELL | $78.90 | 11,924 | $940,804 | 186,750 |
| 2016-02-08 23:07 | 2016-02-05 | XOM | EXXON MOBIL CORP | Kelly Alan J | Officer | SELL | $79.24 | 9,159 | $725,749 | 255,020 |
| 2016-02-05 23:30 | 2016-02-03 | XOM | EXXON MOBIL CORP | Wascom Dennis G | Officer | SELL | $78.90 | 5,200 | $410,280 | 164,526 |
| 2016-02-04 04:02 | 2016-02-01 | PSX | Phillips 66 | BERKSHIRE HATHAWAY INC | 10% owner | BUY | $77.99 | 1,691,153 | $131,894,545 | 73,984,463 |
| 2016-01-30 04:00 | 2016-01-27 | PSX | Phillips 66 | BERKSHIRE HATHAWAY INC | 10% owner | BUY | $77.94 | 2,541,346 | $198,070,220 | 72,293,310 |
| 2016-01-20 03:54 | 2016-01-14 | PSX | Phillips 66 | BERKSHIRE HATHAWAY INC | 10% owner | BUY | $77.59 | 719,055 | $55,789,464 | 69,751,964 |
| 2016-01-16 04:12 | 2016-01-13 | PSX | Phillips 66 | BERKSHIRE HATHAWAY INC | 10% owner | BUY | $76.51 | 1,587,407 | $121,457,272 | 69,032,909 |
| 2016-01-15 04:00 | 2016-01-12 | PSX | Phillips 66 | BERKSHIRE HATHAWAY INC | 10% owner | BUY | $77.03 | 861,470 | $66,361,877 | 67,445,502 |
| 2016-01-14 04:02 | 2016-01-11 | PSX | Phillips 66 | BERKSHIRE HATHAWAY INC | 10% owner | BUY | $75.96 | 902,442 | $68,552,292 | 66,584,032 |
| 2016-01-13 03:43 | 2016-01-08 | PSX | Phillips 66 | BERKSHIRE HATHAWAY INC | 10% owner | BUY | $76.01 | 1,741,210 | $132,344,845 | 65,681,590 |
| 2016-01-12 04:22 | 2016-01-07 | PSX | Phillips 66 | BERKSHIRE HATHAWAY INC | 10% owner | BUY | $76.63 | 1,645,887 | $126,127,777 | 63,940,380 |
| 2016-01-09 03:42 | 2016-01-06 | PSX | Phillips 66 | BERKSHIRE HATHAWAY INC | 10% owner | BUY | $78.34 | 759,295 | $59,483,018 | 62,294,493 |
| 2016-01-07 04:12 | 2016-01-04 | PSX | Phillips 66 | BERKSHIRE HATHAWAY INC | 10% owner | BUY | $79.66 | 48,272 | $3,845,198 | 61,535,198 |
| 2015-12-17 19:47 | 2015-12-15 | XOM | EXXON MOBIL CORP | Wascom Dennis G | Officer | SELL | $78.00 | 2,575 | $200,850 | 169,726 |
| 2015-12-17 23:29 | 2015-12-16 | COP | CONOCOPHILLIPS | Murti Arjun N | Director | BUY | $49.90 | 5,000 | $249,500 | 5,000 |
| 2015-12-14 17:36 | 2015-12-10 | MPC | Marathon Petroleum Corp | Beall Pamela K.M. | Officer | OPT+S | $52.73 | 47,342 | $2,496,344 | 35,826 |
| 2015-12-08 00:16 | 2015-12-04 | XOM | EXXON MOBIL CORP | Schleckser Robert N | Officer | SELL | $78.46 | 2,500 | $196,159 | 146,211 |
| 2015-12-01 22:59 | 2015-11-30 | XOM | EXXON MOBIL CORP | Williams Jack P Jr | Officer | SELL | $81.25 | 5,953 | $483,681 | 223,521 |
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.