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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 2011-03-07 23:36 | 2011-03-03 | COP | CONOCOPHILLIPS | Lance Ryan Michael | Officer | OPT+S | $79.42 | 63,400 | $5,035,203 | 5,152 |
| 2011-03-05 00:09 | 2011-03-03 | XOM | EXXON MOBIL CORP | Pryor Stephen D | Officer | OPT+S | $85.38 | 6,411 | $547,346 | 961,464 |
| 2011-03-02 00:43 | 2011-02-28 | XOM | EXXON MOBIL CORP | CRAMER HAROLD R | Officer | OPT+S | $86.04 | 10,000 | $860,394 | 738,983 |
| 2011-02-25 22:53 | 2011-02-24 | XOM | EXXON MOBIL CORP | Colton William M | Officer | SELL | $86.19 | 9,893 | $852,719 | 119,059 |
| 2011-02-25 22:36 | 2011-02-23 | XOM | EXXON MOBIL CORP | Pryor Stephen D | Officer | OPT+S | $86.62 | 5,000 | $433,116 | 957,875 |
| 2011-02-25 22:46 | 2011-02-23 | XOM | EXXON MOBIL CORP | Dolan Michael James | Officer | OPT+S | $85.72 | 59,998 | $5,143,239 | 447,539 |
| 2011-02-25 22:41 | 2011-02-23 | XOM | EXXON MOBIL CORP | HUMPHREYS DONALD D | Officer | OPT+S | $86.72 | 20,000 | $1,734,344 | 663,046 |
| 2011-02-25 22:23 | 2011-02-23 | XOM | EXXON MOBIL CORP | TILLERSON REX W | Director, Officer | OPT+S | $86.00 | 197,307 | $16,968,402 | 1,580,861 |
| 2011-02-17 23:56 | 2011-02-15 | CVX | CHEVRON CORP | STUMPF JOHN G | Director | BUY | $96.43 | 10,000 | $964,336 | 10,000 |
| 2011-02-16 18:05 | 2011-02-14 | XOM | EXXON MOBIL CORP | Glass Sherman J JR | Officer | OPT+S | $84.47 | 22,000 | $1,858,292 | 578,055 |
| 2011-02-15 23:40 | 2011-02-14 | XOM | EXXON MOBIL CORP | Franklin Robert Stuart | Officer | SELL | $83.34 | 10,464 | $872,062 | 111,238 |
| 2011-02-15 23:52 | 2011-02-14 | XOM | EXXON MOBIL CORP | Pryor Stephen D | Officer | OPT+S | $84.72 | 10,000 | $847,240 | 957,875 |
| 2011-02-15 23:35 | 2011-02-14 | XOM | EXXON MOBIL CORP | CRAMER HAROLD R | Officer | OPT+S | $85.00 | 25,000 | $2,125,000 | 738,983 |
| 2011-02-15 23:46 | 2011-02-14 | XOM | EXXON MOBIL CORP | MULVA PATRICK T | Officer | OPT+S | $84.88 | 10,307 | $874,858 | 444,659 |
| 2011-02-15 03:28 | 2011-02-14 | VLO | VALERO ENERGY CORP/TX | PURCELL SUSAN KAUFMAN | Director | SELL | $28.60 | 3,500 | $100,107 | 17,300 |
| 2011-02-11 02:08 | 2011-02-08 | CVI | CVR ENERGY INC | Rowan John K | Director | SELL | $16.00 | 15,113,254 | $241,756,145 | 8,353 |
| 2011-02-11 02:01 | 2011-02-08 | CVI | CVR ENERGY INC | Lebovitz Scott L | Director | SELL | $16.00 | 15,113,254 | $241,756,145 | 8,353 |
| 2011-02-11 02:12 | 2011-02-08 | CVI | CVR ENERGY INC | GOLDMAN SACHS GROUP INC | 10% owner | SELL | $16.00 | 15,113,254 | $241,756,145 | 8,353 |
| 2011-02-11 02:14 | 2011-02-08 | CVI | CVR ENERGY INC | GOLDMAN, SACHS MANAGEMENT GP GMBH | 10% owner | SELL | $16.00 | 15,113,254 | $241,756,145 | 8,353 |
| 2011-02-11 01:15 | 2011-02-08 | CVI | CVR ENERGY INC | COFFEYVILLE ACQUISITION LLC | 10% owner | SELL | $16.00 | 11,759,023 | $188,100,860 | 7,988,179 |
| 2011-02-11 01:16 | 2011-02-08 | CVI | CVR ENERGY INC | BERNEY PHILIP E | 10% owner | SELL | $16.00 | 11,759,023 | $188,100,860 | 7,988,179 |
| 2011-02-09 23:14 | 2011-02-08 | XOM | EXXON MOBIL CORP | Pryor Stephen D | Officer | OPT+S | $83.15 | 5,000 | $415,750 | 957,875 |
| 2011-02-09 04:34 | 2011-02-07 | CVX | CHEVRON CORP | Wirth Michael K | Officer | OPT+S | $97.88 | 16,000 | $1,566,027 | 0 |
| 2011-02-09 04:32 | 2011-02-07 | CVX | CHEVRON CORP | BETHANCOURT JOHN E | Officer | OPT+S | $97.50 | 28,035 | $2,733,413 | 65,102 |
| 2011-02-08 01:03 | 2011-02-03 | COP | CONOCOPHILLIPS | Schwarz Glenda Mae | Officer | OPT+S | $71.71 | 94 | $6,741 | 4,710 |
| 2011-02-04 19:50 | 2011-02-02 | XOM | EXXON MOBIL CORP | Williams Jack P Jr | Officer | SELL | $83.70 | 1,500 | $125,550 | 74,992 |
| 2011-02-05 01:21 | 2011-02-03 | CVX | CHEVRON CORP | KIRKLAND GEORGE L | Director, Officer | OPT+S | $97.00 | 85,000 | $8,245,145 | 18,694 |
| 2011-02-04 02:45 | 2011-02-02 | CVX | CHEVRON CORP | Foehr Matthew J. | Officer | OPT+S | $96.52 | 6,667 | $643,500 | 468 |
| 2011-02-03 22:48 | 2011-02-01 | XOM | EXXON MOBIL CORP | Kruger Richard Michael | Officer | OPT+S | $82.58 | 18,000 | $1,486,426 | 243,266 |
| 2011-02-03 22:36 | 2011-02-01 | XOM | EXXON MOBIL CORP | Duffin Neil W | Officer | SELL | $83.57 | 8,267 | $690,872 | 238,650 |
| 2011-02-03 22:54 | 2011-02-01 | XOM | EXXON MOBIL CORP | Pryor Stephen D | Officer | OPT+S | $82.59 | 15,000 | $1,238,879 | 957,875 |
| 2011-02-03 22:24 | 2011-02-01 | XOM | EXXON MOBIL CORP | CRAMER HAROLD R | Officer | OPT+S | $81.45 | 25,000 | $2,036,250 | 738,983 |
| 2011-02-03 22:41 | 2011-02-01 | XOM | EXXON MOBIL CORP | HUMPHREYS DONALD D | Officer | OPT+S | $83.30 | 20,000 | $1,666,042 | 663,046 |
| 2011-02-03 02:29 | 2011-01-31 | CVX | CHEVRON CORP | EATON ROBERT J | Director | OPT+S | $94.87 | 7,048 | $668,647 | 33,923 |
| 2011-01-31 18:28 | 2011-01-28 | VLO | VALERO ENERGY CORP/TX | CALGAARD RONALD K | Director | OPT+S | $25.41 | 10,000 | $254,134 | 37,729 |
| 2011-01-20 01:19 | 2011-01-10 | CVI | CVR ENERGY INC | Rowan John K | Director | BUY | $15.30 | 8,153 | $124,764 | 15,121,607 |
| 2011-01-20 01:15 | 2011-01-10 | CVI | CVR ENERGY INC | Lebovitz Scott L | Director | BUY | $15.30 | 8,153 | $124,764 | 15,121,607 |
| 2011-01-20 01:13 | 2011-01-10 | CVI | CVR ENERGY INC | GOLDMAN SACHS GROUP INC | 10% owner | BUY | $15.30 | 8,153 | $124,764 | 15,121,607 |
| 2010-12-23 00:09 | 2010-12-20 | VLO | VALERO ENERGY CORP/TX | KLESSE WILLIAM R | Director, Officer | OPT+S | $22.28 | 53,640 | $1,195,308 | 803,083 |
| 2010-12-21 21:34 | 2010-12-17 | COP | CONOCOPHILLIPS | Chiang Willie CW | Officer | OPT+S | $64.87 | 3,100 | $201,107 | 12,800 |
| 2010-12-20 19:49 | 2010-12-17 | XOM | EXXON MOBIL CORP | Balagia S Jack | Officer | SELL | $71.97 | 2,500 | $179,925 | 90,284 |
| 2010-12-20 19:38 | 2010-12-16 | XOM | EXXON MOBIL CORP | Rosenthal David S | Officer | SELL | $72.08 | 5,061 | $364,816 | 110,596 |
| 2010-12-17 00:17 | 2010-12-14 | VLO | VALERO ENERGY CORP/TX | KLESSE WILLIAM R | Director, Officer | OPT+S | $21.31 | 90,984 | $1,938,742 | 803,083 |
| 2010-12-15 19:57 | 2010-12-13 | XOM | EXXON MOBIL CORP | Pryor Stephen D | Officer | SELL | $72.23 | 24,466 | $1,767,167 | 957,875 |
| 2010-12-10 17:59 | 2010-12-08 | XOM | EXXON MOBIL CORP | Kruger Richard Michael | Officer | OPT+S | $71.96 | 11,307 | $813,652 | 243,721 |
| 2010-12-11 00:05 | 2010-12-09 | VLO | VALERO ENERGY CORP/TX | KLESSE WILLIAM R | Director, Officer | OPT+S | $20.99 | 102,392 | $2,149,136 | 803,083 |
| 2010-12-09 22:45 | 2010-12-07 | XOM | EXXON MOBIL CORP | Rosenthal David S | Officer | SELL | $71.91 | 6,576 | $472,887 | 115,657 |
| 2010-12-10 00:55 | 2010-12-07 | XOM | EXXON MOBIL CORP | Duffin Neil W | Officer | SELL | $71.78 | 6,615 | $474,843 | 246,917 |
| 2010-12-09 21:57 | 2010-12-07 | XOM | EXXON MOBIL CORP | CRAMER HAROLD R | Officer | SELL | $72.00 | 22,252 | $1,602,171 | 738,983 |
| 2010-12-03 19:28 | 2010-12-02 | XOM | EXXON MOBIL CORP | Williams Jack P Jr | Officer | OPT+S | $71.22 | 2,607 | $185,671 | 78,302 |
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.