Sector Alpha Week of 2026-08-04
20-quarter listed-company comparison

Oil & Gas Refining & Marketing Stocks

Oil & Gas Refining & Marketing: Marathon Petroleum Corporation owns the largest revenue base; Sunoco LP has the fastest current growth.

01 · the industry itself · before any single company

How has Oil & Gas Refining & Marketing moved against S&P 500?

The line below covers up to 5.2 years and opens on the 5Y view; the buttons cut it shorter. Over the most recent two of them this industry is 4% ahead of S&P 500. Earnings across its companies grew 14% on average over the last four reported quarters. It has been ahead of S&P 500 on a rolling three-month view for 5 weeks running.

BREAKING OUT · ahead 5wMoving with the index10 of 18 companies ahead of S&P 500 by 5% or more over three months

RS ↑5w · 13/17 >200d (−1) · 10/18 lead (+3) · EPS 16/17↑

20050020262025202420232022 514348 TRAILING 12-MONTH EPS · 100 AT THE START0100177Mar 22Sep 22Mar 23Sep 23Mar 24Sep 24Mar 25Sep 25Mar 26Mar 2022 · trailing 12-month earnings per share at 100, against 100 at the start · no comparable year yet · 12 reportingJun 2022 · trailing 12-month earnings per share at 134, against 100 at the start · no comparable year yet · 12 reportingSep 2022 · trailing 12-month earnings per share at 161, against 100 at the start · no comparable year yet · 12 reportingDec 2022 · trailing 12-month earnings per share at 177, against 100 at the start · no comparable year yet · 12 reportingMar 2023 · trailing 12-month earnings per share at 158, against 100 at the start · up 58.3% on a year ago · 12 reportingJun 2023 · trailing 12-month earnings per share at 162, against 100 at the start · up 41.7% on a year ago · 12 reportingSep 2023 · trailing 12-month earnings per share at 160, against 100 at the start · up 11.6% on a year ago · 12 reportingDec 2023 · trailing 12-month earnings per share at 168, against 100 at the start · down 21.3% on a year ago · 12 reportingMar 2024 · trailing 12-month earnings per share at 139, against 100 at the start · down 39.7% on a year ago · 12 reportingJun 2024 · trailing 12-month earnings per share at 167, against 100 at the start · down 27.4% on a year ago · 12 reportingSep 2024 · trailing 12-month earnings per share at 70, against 100 at the start · down 52.9% on a year ago · 12 reportingDec 2024 · trailing 12-month earnings per share at 80, against 100 at the start · down 65.7% on a year ago · 12 reportingMar 2025 · trailing 12-month earnings per share at 61, against 100 at the start · down 70.2% on a year ago · 12 reportingJun 2025 · trailing 12-month earnings per share at 59, against 100 at the start · down 75.4% on a year ago · 12 reportingSep 2025 · trailing 12-month earnings per share at 79, against 100 at the start · up 10.0% on a year ago · 12 reportingDec 2025 · trailing 12-month earnings per share at 104, against 100 at the start · up 34.4% on a year ago · 12 reportingMar 2026 · trailing 12-month earnings per share at 172, against 100 at the start · up 86.3% on a year ago · 12 reportingNot reported yet — earnings trail price by a quarter or two172 · Mar 26No earnings on file this far back — the price series reaches further than the filings do
20050020262025202420232022 514348 TRAILING 12-MONTH EPS · 100 AT THE START0100177Mar 22Mar 23Mar 24Mar 25Mar 26Mar 2022 · trailing 12-month earnings per share at 100, against 100 at the start · no comparable year yet · 12 reportingJun 2022 · trailing 12-month earnings per share at 134, against 100 at the start · no comparable year yet · 12 reportingSep 2022 · trailing 12-month earnings per share at 161, against 100 at the start · no comparable year yet · 12 reportingDec 2022 · trailing 12-month earnings per share at 177, against 100 at the start · no comparable year yet · 12 reportingMar 2023 · trailing 12-month earnings per share at 158, against 100 at the start · up 58.3% on a year ago · 12 reportingJun 2023 · trailing 12-month earnings per share at 162, against 100 at the start · up 41.7% on a year ago · 12 reportingSep 2023 · trailing 12-month earnings per share at 160, against 100 at the start · up 11.6% on a year ago · 12 reportingDec 2023 · trailing 12-month earnings per share at 168, against 100 at the start · down 21.3% on a year ago · 12 reportingMar 2024 · trailing 12-month earnings per share at 139, against 100 at the start · down 39.7% on a year ago · 12 reportingJun 2024 · trailing 12-month earnings per share at 167, against 100 at the start · down 27.4% on a year ago · 12 reportingSep 2024 · trailing 12-month earnings per share at 70, against 100 at the start · down 52.9% on a year ago · 12 reportingDec 2024 · trailing 12-month earnings per share at 80, against 100 at the start · down 65.7% on a year ago · 12 reportingMar 2025 · trailing 12-month earnings per share at 61, against 100 at the start · down 70.2% on a year ago · 12 reportingJun 2025 · trailing 12-month earnings per share at 59, against 100 at the start · down 75.4% on a year ago · 12 reportingSep 2025 · trailing 12-month earnings per share at 79, against 100 at the start · up 10.0% on a year ago · 12 reportingDec 2025 · trailing 12-month earnings per share at 104, against 100 at the start · up 34.4% on a year ago · 12 reportingMar 2026 · trailing 12-month earnings per share at 172, against 100 at the start · up 86.3% on a year ago · 12 reportingNot reported yet — earnings trail price by a quarter or two172No earnings on file this far back — the price series reaches further than the filings do
Oil & Gas Refining & Marketing, equal-weighted, based at 200 S&P 500, same base, same start trailing 12-month earnings per share rising falling

Both lines start at 200 in the same week, so the distance between them is the whole story: the industry line is an equal-weighted index of its 18 companies. The bars underneath are trailing 12-month earnings per share, one bar per reported quarter, each member rebased to 100 at the start and the industry taking the median — so a price line pulling away from flat bars is a re-rating, not earnings. A bar turns red when that figure is lower than the quarter before. Rules are fixed and applied identically everywhere on this site: ahead by 5% or more over three months, or behind by 20% or more over a year while earnings grew 20% or more. Hover any point to read both values and the gap. This is a description of what the numbers did, not advice.

02 · sector relative strength, before individual stocks

Is Oil & Gas Refining & Marketing outperforming S&P 500?

Oil & Gas Refining & Marketing has outperformed S&P 500 by 35.8% over the last 52 weeks. Over 13 weeks the gap is a lead of 9.1%. 10 of 15 covered companies currently beat the S&P 500 on Mansfield relative strength, so leadership inside the sector is selective. PBF Energy Inc. is the strongest against the sector itself at +36.8%.

+9.1%Sector vs S&P 500 · 13 weeks
+35.8%Sector vs S&P 500 · 52 weeks
10/15Stocks leading S&P 500
8/15Stocks leading sector

Sector metric: — as of latest available · unclassified · direction unavailable.

The central tension: the companies with the most scale are not necessarily the companies creating the most change.

Start with scale. Then earnings trajectory. Then business quality. Only after those three agree should price leadership carry much weight.

Bottom line

Oil & Gas Refining & Marketing has outperformed S&P 500 by 35.8% over 52 weeks and 9.1% over 13 weeks. 10 of 15 covered companies beat the S&P 500 on Mansfield relative strength, while 8 of 15 beat the sector itself. Marathon Petroleum Corporation leads with revenue of $135,382 million, based on 9 of 16 comparable companies through Mar 2026.

Companies
16
complete canonical membership
Combined market value
$320.9B
Marathon Petroleum Corporation
Revenue growing
5/9
positive TTM year-on-year growth
Beating S&P 500
10/15
positive Mansfield relative strength
Comparing 5 of 16
03 · research priority, made explicit

4-Factor Sector Score

An additive sector-relative research score. The four displayed point contributions always equal the total: Growth & earnings (35), Capital efficiency (25), Valuation (20), and Relative strength (20). Missing or stale evidence is absorbed inside the affected factor, never applied as a hidden adjustment.

Growth & earnings · 35%Capital efficiency · 25%Valuation · 20%Relative strength · 20%
PBF Energy Inc. has the strongest current balance of earnings trajectory, business quality, valuation and price confirmation, with 57.8% evidence confidence.
Phillips 66 has stronger price confirmation than earnings confirmation; that is a research prompt, not permission to chase.
How this score is built, and what the marks mean

Missing observations are not scored as bad. Their missing weight lowers confidence and pulls the final score toward neutral. PEG is not shown when the ratio cannot mean anything: the company must be making a profit, its price-to-earnings must be positive, and its three-year earnings growth must fall between 5% and 60%. Dividing a price multiple by a loss, or by growth measured off a tiny base, produces a number that looks precise and tells you nothing. Under relative strength, one mark per week shows the last 12 weeks: a mark is filled where the company led S&P 500 by 5% or more over the 13 weeks ending that week, which is the same test used everywhere on this site. Price stage places the company on the same six-step curve the sector itself is placed on — basing, turning, breaking out, leader, fading, asleep — read from how many weeks running it has led S&P 500 and whether that lead is widening or shrinking. It describes where the PRICE stands, not the earnings trajectory and not a recommendation, and it is left blank for a company whose weekly history is too short or too stale to read.

CompanyScorePrice stageGrowth & earnings/35Capital efficiency/25Valuation/20Relative strength/20
1PBF Energy Inc.PBF 68.3/100Thin evidence · provisional58% evidence BREAKING OUT 23.0/35 Revenue — · PAT — · OPM change 11 pp 45% evidence 13.8/25 ROCE 12.9% · OPM 3.8% 76% evidence 11.5/20 P/E 4× · PEG — 15% evidence 20.0/20 RS sector 36.8% · RS bench 55.3% · 1Y 199.2%6 of 12 weeks ahead 100% evidence
Exact sum: 23 + 13.8 + 11.5 + 20 = 68.3 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
2Valero Energy CorporationVLO 65.2/100Thin evidence · provisional58% evidence BREAKING OUT 23.1/35 Revenue — · PAT — · OPM change 8.3 pp 45% evidence 15.2/25 ROCE 11.5% · OPM 5.3% 76% evidence 10.6/20 P/E 10.8× · PEG — 15% evidence 16.3/20 RS sector 16.7% · RS bench 33.2% · 1Y 131.6%7 of 12 weeks ahead 100% evidence
Exact sum: 23.1 + 15.2 + 10.6 + 16.3 = 65.2 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
3Star Group, L.P.SGU 61.6/100Mixed-positive evidence75% evidence BASING 21.6/35 Revenue 3.2% · PAT 34.3% · OPM change 3.6 pp 83% evidence 18.8/25 ROCE 22.6% · OPM 20.5% 76% evidence 16.3/20 P/E 4.2× · PEG 0.09 65% evidence 4.9/20 RS sector -19.5% · RS bench -6.7% · 1Y 9.3%0 of 12 weeks ahead 70% evidence
Exact sum: 21.6 + 18.8 + 16.3 + 4.9 = 61.6 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
4Marathon Petroleum CorporationMPC 60.1/100Mixed-positive evidence81% evidence BREAKING OUT 20.5/35 Revenue -1.7% · PAT 55.6% · OPM change 1.9 pp 83% evidence 10.9/25 ROCE 2.3% · OPM 4.1% 76% evidence 12.7/20 P/E 15.9× · PEG 0.36 65% evidence 16.0/20 RS sector 13.9% · RS bench 30.3% · 1Y 94.4%8 of 12 weeks ahead 100% evidence
Exact sum: 20.5 + 10.9 + 12.7 + 16 = 60.1 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
5HF Sinclair CorporationDINO 59.9/100Thin evidence · provisional58% evidence BREAKING OUT 21.6/35 Revenue — · PAT — · OPM change 10.6 pp 45% evidence 13.0/25 ROCE 8% · OPM 11.9% 76% evidence 11.0/20 P/E 6.6× · PEG — 15% evidence 14.3/20 RS sector 17.1% · RS bench 34.1% · 1Y 102.6%10 of 12 weeks ahead 100% evidence
Exact sum: 21.6 + 13 + 11 + 14.3 = 59.9 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
6Sunoco LPSUN 55.7/100Mixed-positive evidence81% evidence TURNING 21.1/35 Revenue 37.3% · PAT 13.3% · OPM change 2.4 pp 83% evidence 13.6/25 ROCE 4.5% · OPM 8.1% 76% evidence 12.1/20 P/E 14.3× · PEG 0.63 65% evidence 8.9/20 RS sector -3.2% · RS bench 11.3% · 1Y 42.6%4 of 12 weeks ahead 100% evidence
Exact sum: 21.1 + 13.6 + 12.1 + 8.9 = 55.7 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
7Par Pacific Holdings, Inc.PARR 55.0/100Mixed-positive evidence64% evidence TURNING 18.7/35 Revenue -2.5% · PAT — · OPM change 4.5 pp 62% evidence 9.1/25 ROCE 2.3% · OPM 3.6% 76% evidence 10.8/20 P/E 7× · PEG — 15% evidence 16.4/20 RS sector 35.2% · RS bench 53.3% · 1Y 204%6 of 12 weeks ahead 100% evidence
Exact sum: 18.7 + 9.1 + 10.8 + 16.4 = 55 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
8World Kinect CorporationWKC 52.0/100Thin evidence · provisional52% evidence BREAKING OUT 20.2/35 Revenue — · PAT — · OPM change 0.7 pp 45% evidence 10.0/25 ROCE 3.5% · OPM 0.6% 76% evidence 8.7/20 P/E 118.2× · PEG — 15% evidence 13.1/20 RS sector 11.8% · RS bench 29.1% · 1Y 53.8%12 of 12 weeks ahead 70% evidence
Exact sum: 20.2 + 10 + 8.7 + 13.1 = 52 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
9Phillips 66PSX 49.0/100Thin evidence · provisional58% evidence BREAKING OUT 17.5/35 Revenue — · PAT — · OPM change 1.7 pp 45% evidence 8.7/25 ROCE 0.2% · OPM 0.3% 76% evidence 9.4/20 P/E 17.9× · PEG — 15% evidence 13.4/20 RS sector 3.6% · RS bench 18.8% · 1Y 72.8%6 of 12 weeks ahead 100% evidence
Exact sum: 17.5 + 8.7 + 9.4 + 13.4 = 49 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
10CrossAmerica Partners LPCAPL 43.0/100Mixed-negative evidence74% evidence BASING 16.8/35 Revenue -9.4% · PAT 81.8% · OPM change 2.6 pp 62% evidence 10.0/25 ROCE 2.7% · OPM 2.8% 76% evidence 14.3/20 P/E 13.9× · PEG 0.32 65% evidence 1.9/20 RS sector -22.3% · RS bench -9.9% · 1Y 5.7%0 of 12 weeks ahead 100% evidence
Exact sum: 16.8 + 10 + 14.3 + 1.9 = 43 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
11Delek Logistics Partners, LPDKL 40.8/100Mixed-negative evidence81% evidence TURNING 14.8/35 Revenue 12.9% · PAT 14.1% · OPM change -5.6 pp 83% evidence 11.6/25 ROCE 1.7% · OPM 13.4% 76% evidence 5.4/20 P/E 15.7× · PEG 2.77 65% evidence 9.0/20 RS sector -7.9% · RS bench 6.2% · 1Y 33.6%4 of 12 weeks ahead 100% evidence
Exact sum: 14.8 + 11.6 + 5.4 + 9 = 40.8 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
12CVR Energy, Inc.CVI 39.9/100Thin evidence · provisional58% evidence ASLEEP 18.9/35 Revenue — · PAT — · OPM change 0.7 pp 45% evidence 8.8/25 ROCE 2.8% · OPM -7.3% 76% evidence 9.2/20 P/E 40.5× · PEG — 15% evidence 3.0/20 RS sector -15.9% · RS bench -2.8% · 1Y 28.1%4 of 12 weeks ahead 100% evidence
Exact sum: 18.9 + 8.8 + 9.2 + 3 = 39.9 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
13Clean Energy Fuels Corp.CLNE 39.8/100Thin evidence · provisional55% evidence ASLEEP 22.3/35 Revenue 5.5% · PAT — · OPM change 119.2 pp 62% evidence 4.5/25 ROCE -0.3% · OPM -2.5% 76% evidence 10.0/20 P/E — · PEG — 0% evidence 3.0/20 RS sector -37.9% · RS bench -27.8% · 1Y -18.3%0 of 12 weeks ahead 70% evidence
Exact sum: 22.3 + 4.5 + 10 + 3 = 39.8 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
14Delek US Holdings, Inc.DK 39.2/100Mixed-negative evidence64% evidence BREAKING OUT 8.2/35 Revenue -5.6% · PAT — · OPM change -2 pp 62% evidence 3.7/25 ROCE -4.3% · OPM -6.8% 76% evidence 9.0/20 P/E 86× · PEG — 15% evidence 18.3/20 RS sector 32.4% · RS bench 50.7% · 1Y 220.6%7 of 12 weeks ahead 100% evidence
Exact sum: 8.2 + 3.7 + 9 + 18.3 = 39.2 · Decision use: Price leads the evidence: RS versus the benchmark is 50.7%, but earnings trajectory is weak. Wait for revenue and profit confirmation.
15Icahn Enterprises L.P.IEP 30.5/100Adverse evidence64% evidence BASING 16.4/35 Revenue 6.2% · PAT — · OPM change 5.8 pp 62% evidence 3.7/25 ROCE -4.2% · OPM -21.9% 76% evidence 8.5/20 P/E 277.5× · PEG — 15% evidence 1.9/20 RS sector -24.9% · RS bench -12.6% · 1Y -16.6%0 of 12 weeks ahead 100% evidence
Exact sum: 16.4 + 3.7 + 8.5 + 1.9 = 30.5 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
16ARKO Petroleum Corp.APC 48.2/100Thin evidence · provisional33% evidence TURNING 15.7/35 Revenue — · PAT — · OPM change 0.3 pp 39% evidence 12.5/25 ROCE 3.6% · OPM 1.5% 76% evidence 10.0/20 P/E — · PEG — 0% evidence 10.0/20 RS sector — · RS bench — · 1Y —2 of 12 weeks ahead 0% evidence
Exact sum: 15.7 + 12.5 + 10 + 10 = 48.2 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
Showing 10 of 16 companies
04 · what price has already done

Market action

Delek US Holdings, Inc. has the strongest one-year price move in Oil & Gas Refining & Marketing at +220.6%. PBF Energy Inc. leads on Mansfield relative strength against the S&P 500 at +55.3%. 10 of 15 covered companies are above zero on that measure. Every line covers 314 weekly closes through 2026-08-04.

Price and relative strength

Every company, the sector's own index and S&P 500 all start level on the left edge of the window, so only the distance between the lines counts — the highest line has risen the most since then, and the chart at the top of this page is drawn the same way. It opens on one year; the buttons beside it stretch that to three or five.

05 · compare level, then change

Revenue Scale & Growth Durability

Marathon Petroleum Corporation has the highest Revenue among the 16 Oil & Gas Refining & Marketing companies compared here, at $135,382 million. Sunoco LP is next at $30,712 million. Sunoco LP has the highest Revenue growth at 37.3%, so level and change sit with different companies. 9 of 16 companies report a comparable reading, the latest through Mar 2026.

What the numbers say: Marathon Petroleum Corporation is the scale leader at $135,382 million, 340.8% ahead of Sunoco LP. Sunoco LP's growth is 37.3% from a $30,712 million base, with 19 reported observations in the 20-quarter window. Treat the growth leader as an acceleration candidate, not as equally proven scale.

LeaderMarathon Petroleum Corporation · $135,382 million
Gap340.8% versus #2 · Sunoco LP
Persistence2/8 recent comparable periods
Coverage9/16 companies · 291 observations

Investor read: Marathon Petroleum Corporation is the scale benchmark; Sunoco LP is the acceleration watch. Promote the challenger only if growth persists and converts into margin and returns.

This conclusion weakens if: Marathon Petroleum Corporation's growth falls below Sunoco LP's for two consecutive comparable reports while operating margin also compresses.

Revenue is compared on a common reported-currency basis. Growth is year-on-year, so seasonality does not masquerade as progress.
Revenue growthfastest growers
1Sunoco LP SUN37%
Revenue · company comparison
9/16 level · 9/16 change

On every company-comparison chart on this page: solid lines show level, dotted lines show change when “Both” is selected, and a missing report breaks the line rather than being invented.

All-company data · latest reported quarter

In every all-company table on this page, each figure is the company’s latest single reported quarter. The rankings above them use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.

CompanyRevenueRevenue growthReported
Marathon Petroleum Corporation MPC$34.2B8.5%Mar 2026
Phillips 66 PSX$32.5B6.9%Jun 2026
Valero Energy Corporation VLO$32.4B7.0%Jun 2026
Sunoco LP SUN$10.7B106%Mar 2026
World Kinect Corporation WKC$9.7B2.5%Jun 2026
PBF Energy Inc. PBF$7.9B12%Jun 2026
HF Sinclair Corporation DINO$7.1B12%Jun 2026
Delek US Holdings, Inc. DK$2.7B0.4%Mar 2026
Icahn Enterprises L.P. IEP$2.2B18%Mar 2026
CVR Energy, Inc. CVI$2.0B20%Jun 2026
Par Pacific Holdings, Inc. PARR$1.8B4.5%Mar 2026
ARKO Petroleum Corp. APC$1.3B-0.2%Mar 2026
CrossAmerica Partners LP CAPL$842M-2.3%Mar 2026
Star Group, L.P. SGU$767M3.2%Mar 2026
Delek Logistics Partners, LP DKL$297M19%Mar 2026
Clean Energy Fuels Corp. CLNE$118M13%Mar 2026
Full 20-quarter history · every available company

Revenue · reported quarter history

Showing the 12 largest of 16 companies with a series here. The remaining 4 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

CVR Energy, Inc. · CVI

$1.9B
$2.1B
$2.4B
$3.1B
$2.7B
$2.7B
$2.3B
$2.2B
$2.5B
$2.2B
$1.9B
$2.0B
$1.8B
$1.9B
$1.6B
$1.8B
$1.9B
$1.8B
$2.0B

Delek Logistics Partners, LP · DKL

$190M
$190M
$207M
$267M
$294M
$269M
$244M
$247M
$276M
$254M
$252M
$265M
$214M
$210M
$250M
$246M
$261M
$256M
$297M

Delek US Holdings, Inc. · DK

$3.0B
$3.1B
$4.5B
$6.0B
$5.3B
$4.0B
$3.9B
$4.2B
$4.6B
$3.9B
$3.1B
$3.3B
$3.0B
$2.4B
$2.6B
$2.8B
$2.9B
$2.4B
$2.7B

HF Sinclair Corporation · DINO

$4.7B
$5.6B
$7.5B
$11.2B
$10.6B
$9.0B
$7.6B
$7.8B
$8.9B
$7.7B
$7.0B
$7.8B
$7.2B
$6.5B
$6.4B
$6.8B
$7.3B
$6.5B
$7.1B

Icahn Enterprises L.P. · IEP

$2.6B
$2.3B
$4.1B
$3.5B
$3.4B
$3.2B
$2.7B
$2.6B
$3.0B
$2.7B
$2.5B
$2.2B
$2.8B
$2.6B
$1.9B
$2.4B
$2.7B
$2.7B
$2.2B

Marathon Petroleum Corporation · MPC

$32.3B
$35.3B
$38.1B
$53.8B
$45.8B
$39.8B
$34.9B
$36.3B
$40.9B
$36.3B
$32.7B
$37.9B
$35.1B
$33.1B
$31.5B
$33.8B
$34.8B
$32.6B
$34.2B

Par Pacific Holdings, Inc. · PARR

$1.3B
$1.3B
$1.4B
$2.1B
$2.1B
$1.8B
$1.7B
$1.8B
$2.6B
$2.2B
$2.0B
$2.0B
$2.1B
$1.8B
$1.7B
$1.9B
$2.0B
$1.8B
$1.8B

PBF Energy Inc. · PBF

$7.2B
$8.2B
$9.1B
$14.1B
$12.8B
$10.8B
$9.3B
$9.2B
$10.7B
$9.1B
$8.6B
$8.7B
$8.4B
$7.4B
$7.1B
$7.5B
$7.7B
$7.1B
$7.9B

Phillips 66 · PSX

$30.2B
$32.6B
$36.2B
$48.6B
$45.0B
$40.3B
$34.4B
$35.1B
$39.6B
$38.3B
$35.8B
$38.1B
$35.5B
$33.7B
$30.4B
$33.3B
$34.5B
$34.1B
$32.5B

Sunoco LP · SUN

$4.8B
$5.0B
$5.4B
$7.8B
$6.6B
$5.9B
$5.4B
$5.7B
$6.3B
$5.6B
$5.5B
$6.2B
$5.8B
$5.3B
$5.2B
$5.4B
$6.0B
$8.6B
$10.7B

Valero Energy Corporation · VLO

$29.5B
$35.9B
$38.5B
$51.6B
$44.5B
$41.7B
$36.4B
$34.5B
$38.4B
$35.4B
$31.8B
$34.5B
$32.9B
$30.8B
$30.3B
$29.9B
$32.2B
$30.4B
$32.4B

World Kinect Corporation · WKC

$8.4B
$9.9B
$12.4B
$17.1B
$15.7B
$13.9B
$12.5B
$11.0B
$12.2B
$12.0B
$11.0B
$11.0B
$10.5B
$9.8B
$9.5B
$9.0B
$9.4B
$9.0B
$9.7B

Revenue growth · reported quarter history

Showing the 12 largest of 16 companies with a series here. The remaining 4 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

CVR Energy, Inc. · CVI

76%
43%
27%
-3.7%
-29%
-6.6%
-18%
-19%
-12%
-27%
-12%
-12%
-10%
6.1%
-7.0%
20%

Delek Logistics Partners, LP · DKL

59%
55%
42%
18%
-7.5%
-6.1%
-5.6%
3.3%
7.3%
-22%
-17%
-0.8%
-7.2%
22%
22%
19%

Delek US Holdings, Inc. · DK

173%
80%
30%
-12%
-30%
-13%
-2.3%
-20%
-21%
-34%
-40%
-16%
-16%
-5.1%
2.3%
0.4%

HF Sinclair Corporation · DINO

144%
126%
60%
1.4%
-30%
-16%
-15%
-7.1%
0.2%
-19%
-15%
-9.4%
-14%
0.6%
-0.6%
12%

Icahn Enterprises L.P. · IEP

17%
29%
38%
-35%
-27%
-12%
-16%
-7.6%
-14%
-7.3%
-5.1%
-24%
7.6%
-2.4%
5.4%
18%

Marathon Petroleum Corporation · MPC

82%
42%
13%
-8.4%
-32%
-11%
-8.9%
-6.2%
4.3%
-14%
-8.6%
-3.6%
-11%
-0.9%
-1.7%
8.5%

Par Pacific Holdings, Inc. · PARR

73%
57%
40%
25%
-15%
25%
21%
18%
13%
-17%
-16%
-12%
-6.2%
-6.1%
-1.0%
4.5%

PBF Energy Inc. · PBF

104%
78%
32%
1.7%
-35%
-16%
-16%
-7.0%
-4.6%
-22%
-20%
-18%
-14%
-8.7%
-2.9%
12%

Phillips 66 · PSX

80%
49%
24%
-4.9%
-28%
-12%
-5.0%
4.1%
8.7%
-10%
-12%
-15%
-13%
-2.9%
1.3%
6.9%

Sunoco LP · SUN

78%
38%
19%
-0.7%
-26%
-4.2%
-4.7%
2.6%
7.5%
-9.0%
-6.6%
-5.8%
-13%
4.9%
63%
106%

Valero Energy Corporation · VLO

86%
51%
16%
-5.5%
-33%
-14%
-15%
-13%
-0.1%
-14%
-13%
-4.7%
-13%
-2.2%
-1.3%
7.0%

World Kinect Corporation · WKC

142%
88%
40%
0.8%
-36%
-22%
-14%
-12%
-0.2%
-14%
-19%
-14%
-18%
-10%
-7.5%
2.5%
06 · compare level, then change

Operating Economics & Margin Trend

Star Group, L.P. has the highest OPM among the 16 Oil & Gas Refining & Marketing companies compared here, at 20.5%. Delek Logistics Partners, LP is next at 13.4%. Clean Energy Fuels Corp. has the highest Margin change at +119.2 percentage points, so level and change sit with different companies.

What the numbers say: Star Group, L.P. leads opm at 20.5%; Clean Energy Fuels Corp. leads margin change at +119.2 percentage points.

LeaderStar Group, L.P. · 20.5%
Gap53% versus #2 · Delek Logistics Partners, LP
Persistence5/8 recent comparable periods
Coverage16/16 companies · 291 observations

Investor read: Star Group, L.P. sets the level benchmark; use the change leader as an inflection watch only after another comparable report confirms it.

This conclusion weakens if: The next two comparable reports reverse the current margin change signal.

Operating margin compares operating profit with revenue. Improvement is measured in percentage points, not percentage growth.
Margin changefastest expanders
2PBF Energy Inc. PBF+11.0 pp
Operating margin · company comparison
16/16 level · 16/16 change
All-company data · latest reported quarter
CompanyOPMMargin changeReported
Star Group, L.P. SGU21%+3.6 ppMar 2026
Delek Logistics Partners, LP DKL13%−5.6 ppMar 2026
HF Sinclair Corporation DINO12%+10.6 ppJun 2026
Sunoco LP SUN8.1%+2.4 ppMar 2026
Valero Energy Corporation VLO5.3%+8.3 ppJun 2026
Marathon Petroleum Corporation MPC4.1%+1.9 ppMar 2026
PBF Energy Inc. PBF3.8%+11.0 ppJun 2026
Par Pacific Holdings, Inc. PARR3.6%+4.5 ppMar 2026
CrossAmerica Partners LP CAPL2.8%+2.6 ppMar 2026
ARKO Petroleum Corp. APC1.5%+0.3 ppMar 2026
World Kinect Corporation WKC0.6%+0.7 ppJun 2026
Phillips 66 PSX0.3%+1.7 ppJun 2026
Clean Energy Fuels Corp. CLNE-2.5%+119.2 ppMar 2026
Delek US Holdings, Inc. DK-6.8%−2.0 ppMar 2026
CVR Energy, Inc. CVI-7.3%+0.7 ppJun 2026
Icahn Enterprises L.P. IEP-22%+5.8 ppMar 2026
Full 20-quarter history · every available company

OPM · reported quarter history

Showing the 12 largest of 16 companies with a series here. The remaining 4 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

CVR Energy, Inc. · CVI

9.3%
1.9%
9.3%
13%
3.8%
8.8%
14%
10%
18%
-1.9%
6.6%
1.4%
-6.2%
1.1%
-8.0%
-5.8%
26%
-5.2%
-7.3%

Delek Logistics Partners, LP · DKL

27%
26%
23%
16%
20%
23%
26%
24%
23%
21%
26%
26%
15%
18%
19%
21%
17%
14%
13%

Delek US Holdings, Inc. · DK

1.3%
0.8%
1.0%
8.2%
1.0%
-2.6%
3.6%
1.2%
4.6%
-3.7%
0.9%
0.1%
-4.0%
-17%
-4.8%
-1.2%
10%
6.8%
-6.8%

HF Sinclair Corporation · DINO

6.3%
-0.4%
3.1%
15%
13%
9.2%
6.7%
9.0%
12%
-1.0%
5.8%
2.5%
-1.7%
-3.5%
1.3%
4.1%
7.8%
0.1%
12%

Icahn Enterprises L.P. · IEP

-2.7%
-35%
27%
-3.8%
-2.4%
-7.1%
-6.3%
-10%
7.8%
-1.6%
5.5%
-16%
7.6%
0.2%
-28%
-4.6%
25%
5.6%
-22%

Marathon Petroleum Corporation · MPC

3.2%
4.3%
4.5%
16%
15%
11%
12%
9.1%
12%
6.6%
5.5%
6.7%
3.8%
3.4%
2.2%
6.5%
7.8%
8.3%
4.1%

Par Pacific Holdings, Inc. · PARR

7.5%
1.8%
-9.0%
8.3%
14%
5.6%
16%
2.6%
7.6%
8.0%
0.5%
2.4%
1.7%
-2.6%
-0.9%
5.1%
18%
5.5%
3.6%

PBF Energy Inc. · PBF

1.4%
3.5%
1.0%
12%
11%
-82%
5.7%
15%
10%
-98%
1.7%
-0.9%
-4.6%
-3.0%
-7.2%
0.6%
3.7%
-16%
3.8%

Phillips 66 · PSX

-2.1%
2.5%
1.2%
7.3%
7.8%
5.2%
6.3%
5.3%
5.9%
4.0%
1.6%
2.0%
0.0%
-0.2%
-1.4%
3.6%
0.0%
4.5%
0.3%

Sunoco LP · SUN

3.2%
3.6%
4.8%
2.2%
2.3%
1.6%
3.7%
2.5%
5.3%
-0.8%
5.4%
2.4%
1.9%
4.5%
5.7%
3.8%
4.2%
2.1%
8.1%

Valero Energy Corporation · VLO

2.3%
4.4%
3.6%
12%
8.5%
10%
11%
8.0%
9.1%
4.4%
5.3%
3.5%
1.5%
1.1%
-3.0%
3.3%
4.7%
5.2%
5.3%

World Kinect Corporation · WKC

0.5%
0.3%
0.3%
0.3%
0.6%
0.6%
0.5%
0.7%
0.6%
-0.1%
0.6%
0.4%
0.7%
0.3%
-0.1%
-3.8%
0.7%
-3.1%
0.6%

Margin change · reported quarter history

Showing the 12 largest of 16 companies with a series here. The remaining 4 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

CVR Energy, Inc. · CVI

+12.5 pp
−5.5 pp
+6.9 pp
+5.1 pp
−2.8 pp
+13.8 pp
−10.7 pp
−7.8 pp
−8.6 pp
−23.8 pp
+3.0 pp
−14.6 pp
−7.2 pp
+32.5 pp
−6.3 pp
+0.7 pp

Delek Logistics Partners, LP · DKL

−12.9 pp
−6.6 pp
−3.1 pp
+3.6 pp
+8.5 pp
+2.6 pp
−2.2 pp
−0.7 pp
+1.6 pp
−7.8 pp
−2.6 pp
−6.6 pp
−4.6 pp
+2.5 pp
−3.9 pp
−5.6 pp

Delek US Holdings, Inc. · DK

+12.1 pp
−0.3 pp
−3.4 pp
+2.6 pp
−7.0 pp
+3.6 pp
−1.1 pp
−2.7 pp
−1.1 pp
−8.6 pp
−13.3 pp
−5.7 pp
−1.3 pp
+14.2 pp
+23.8 pp
−2.0 pp

HF Sinclair Corporation · DINO

+7.6 pp
+6.2 pp
+9.6 pp
+3.6 pp
−5.9 pp
−0.5 pp
−10.2 pp
−0.9 pp
−6.5 pp
−13.7 pp
−2.5 pp
−4.5 pp
+1.6 pp
+9.5 pp
+3.6 pp
+10.6 pp

Icahn Enterprises L.P. · IEP

−9.0 pp
+0.3 pp
+27.7 pp
−33.6 pp
−6.4 pp
+10.2 pp
+5.5 pp
+11.8 pp
−5.3 pp
−0.2 pp
+1.8 pp
−33.2 pp
+10.9 pp
+17.0 pp
+5.4 pp
+5.8 pp

Marathon Petroleum Corporation · MPC

+13.0 pp
+11.4 pp
+6.9 pp
+7.1 pp
−6.4 pp
−3.0 pp
−4.6 pp
−6.1 pp
−2.4 pp
−7.8 pp
−3.2 pp
−3.3 pp
−0.2 pp
+4.0 pp
+4.9 pp
+1.9 pp

Par Pacific Holdings, Inc. · PARR

+15.2 pp
+6.3 pp
+3.8 pp
+24.5 pp
−5.7 pp
−6.2 pp
+2.4 pp
−15.0 pp
−0.2 pp
−5.9 pp
−10.6 pp
−1.4 pp
+2.7 pp
+16.1 pp
+8.1 pp
+4.5 pp

PBF Energy Inc. · PBF

+10.0 pp
+9.6 pp
−85.8 pp
+4.7 pp
+3.1 pp
−1.0 pp
−15.8 pp
−4.0 pp
−16.1 pp
−14.6 pp
+95.1 pp
−8.9 pp
+1.5 pp
+8.3 pp
−12.8 pp
+11.0 pp

Phillips 66 · PSX

+8.4 pp
+9.9 pp
+2.7 pp
+5.1 pp
−2.0 pp
−1.9 pp
−1.2 pp
−4.7 pp
−3.3 pp
−5.9 pp
−4.2 pp
−3.0 pp
+1.6 pp
0.0 pp
+4.7 pp
+1.7 pp

Sunoco LP · SUN

−2.7 pp
−0.9 pp
−2.0 pp
−1.1 pp
+0.3 pp
+3.0 pp
−2.4 pp
+1.7 pp
−0.1 pp
−3.4 pp
+5.3 pp
+0.3 pp
+1.4 pp
+2.3 pp
−2.4 pp
+2.4 pp

Valero Energy Corporation · VLO

+10.2 pp
+6.2 pp
+5.9 pp
+7.5 pp
−4.0 pp
+0.6 pp
−5.9 pp
−5.8 pp
−4.5 pp
−7.6 pp
−3.3 pp
−8.3 pp
−0.2 pp
+3.2 pp
+4.1 pp
+8.3 pp

World Kinect Corporation · WKC

−0.1 pp
+0.1 pp
+0.3 pp
+0.2 pp
+0.4 pp
0.0 pp
−0.7 pp
+0.1 pp
−0.3 pp
+0.1 pp
+0.4 pp
−0.7 pp
−4.2 pp
0.0 pp
−3.4 pp
+0.7 pp
07 · compare level, then change

Profit Scale & Acceleration

Marathon Petroleum Corporation has the highest Net profit among the 16 Oil & Gas Refining & Marketing companies compared here, at $6,383 million. Sunoco LP is next at $964 million. The same company also holds the highest Profit growth, at 55.6%. 9 of 16 companies report a comparable reading, the latest through Mar 2026.

What the numbers say: Marathon Petroleum Corporation leads with $6,383 million of TTM profit, 562.1% above Sunoco LP. Marathon Petroleum Corporation shows 55.6% growth from a $6,383 million profit base. Compare the size of the base and persistence before ranking acceleration above profit scale.

LeaderMarathon Petroleum Corporation · $6,383 million
Gap562.1% versus #2 · Sunoco LP
Persistence3/8 recent comparable periods
Coverage9/16 companies · 291 observations

Investor read: Marathon Petroleum Corporation sets the level benchmark; use the change leader as an inflection watch only after another comparable report confirms it.

This conclusion weakens if: The next two comparable reports reverse the current profit growth signal.

Net profit is the residual after operating costs, interest and tax. Growth off a loss or near-zero base is excluded from the fastest-grower rank.
Profit growthfastest growers
4Sunoco LP SUN13%
Net profit · company comparison
9/16 level · 4/16 change
All-company data · latest reported quarter
CompanyNet profitProfit growthReported
Valero Energy Corporation VLO$1.3B227%Jun 2026
Marathon Petroleum Corporation MPC$851M146%Mar 2026
HF Sinclair Corporation DINO$650M36%Jun 2026
Sunoco LP SUN$644M211%Mar 2026
Phillips 66 PSX$219M-58%Jun 2026
PBF Energy Inc. PBF$200M-476%Jun 2026
Star Group, L.P. SGU$108M26%Mar 2026
Par Pacific Holdings, Inc. PARR$46M3,657%Mar 2026
Delek Logistics Partners, LP DKL$32M-18%Mar 2026
World Kinect Corporation WKC$26M-20%Jun 2026
CrossAmerica Partners LP CAPL$11M-41%Mar 2026
ARKO Petroleum Corp. APC$8M60%Mar 2026
Clean Energy Fuels Corp. CLNE$-12MMar 2026
CVR Energy, Inc. CVI$-160M-390%Jun 2026
Delek US Holdings, Inc. DK$-191M-207%Mar 2026
Icahn Enterprises L.P. IEP$-563M414%Mar 2026
Full 20-quarter history · every available company

Net profit · reported quarter history

Showing the 12 largest of 16 companies with a series here. The remaining 4 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

CVR Energy, Inc. · CVI

$106M
$25M
$153M
$239M
$80M
$172M
$259M
$168M
$354M
$97M
$90M
$38M
$-122M
$40M
$-105M
$-90M
$401M
$-116M
$-160M

Delek Logistics Partners, LP · DKL

$44M
$42M
$40M
$32M
$45M
$43M
$37M
$32M
$35M
$22M
$33M
$41M
$34M
$35M
$39M
$45M
$46M
$47M
$32M

Delek US Holdings, Inc. · DK

$21M
$-5M
$15M
$369M
$17M
$-102M
$72M
$-2M
$126M
$-163M
$-28M
$-34M
$-135M
$-401M
$-158M
$-89M
$195M
$98M
$-191M

HF Sinclair Corporation · DINO

$303M
$-17M
$185M
$1.3B
$978M
$625M
$385M
$534M
$825M
$-34M
$317M
$154M
$-74M
$-212M
$-2M
$210M
$405M
$-27M
$650M

Icahn Enterprises L.P. · IEP

$-211M
$-826M
$885M
$-287M
$-215M
$-408M
$-358M
$-419M
$-30M
$-205M
$-26M
$-486M
$80M
$-110M
$-580M
$-201M
$411M
$44M
$-563M

Marathon Petroleum Corporation · MPC

$1.0B
$1.1B
$1.2B
$6.2B
$5.0B
$3.6B
$3.1B
$2.6B
$3.6B
$1.9B
$1.3B
$2.0B
$1.0B
$785M
$346M
$1.6B
$1.9B
$2.0B
$851M

Par Pacific Holdings, Inc. · PARR

$82M
$8M
$-137M
$149M
$267M
$85M
$238M
$30M
$171M
$289M
$-4M
$19M
$7M
$-56M
$-30M
$59M
$263M
$75M
$46M

PBF Energy Inc. · PBF

$79M
$189M
$-3M
$1.2B
$1.1B
$656M
$386M
$1.0B
$794M
$-48M
$108M
$-66M
$-289M
$-293M
$-406M
$-5M
$172M
$79M
$200M

Phillips 66 · PSX

$488M
$1.4B
$657M
$3.2B
$5.5B
$2.0B
$2.1B
$1.7B
$2.1B
$1.3B
$761M
$1.0B
$369M
$25M
$526M
$908M
$167M
$2.9B
$219M

Sunoco LP · SUN

$104M
$100M
$216M
$121M
$83M
$55M
$141M
$87M
$272M
$-106M
$230M
$501M
$2M
$141M
$207M
$86M
$137M
$97M
$644M

Valero Energy Corporation · VLO

$508M
$1.1B
$967M
$4.8B
$2.9B
$3.2B
$3.1B
$2.1B
$2.7B
$1.2B
$1.3B
$926M
$393M
$357M
$-652M
$663M
$1.1B
$1.2B
$1.3B

World Kinect Corporation · WKC

$22M
$16M
$26M
$25M
$44M
$21M
$23M
$31M
$36M
$-35M
$27M
$107M
$35M
$-101M
$-21M
$-339M
$28M
$-280M
$26M

Profit growth · reported quarter history

Showing the 12 largest of 15 companies with a series here. The remaining 3 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

CVR Energy, Inc. · CVI

-25%
588%
69%
-30%
343%
-44%
-65%
-77%
-134%
-59%
-217%
-337%
-390%

Delek Logistics Partners, LP · DKL

-26%
2.3%
2.4%
-7.5%
0.0%
-22%
-49%
-11%
28%
-2.9%
59%
18%
9.8%
35%
34%
-18%

Delek US Holdings, Inc. · DK

-19%
380%
-101%
641%
-139%
-207%

HF Sinclair Corporation · DINO

543%
223%
108%
-57%
-16%
-105%
-18%
-71%
-109%
-101%
36%

Icahn Enterprises L.P. · IEP

-140%
414%

Marathon Petroleum Corporation · MPC

957%
387%
223%
163%
-59%
-28%
-47%
-57%
-24%
-72%
-58%
-74%
-18%
91%
152%
146%

Par Pacific Holdings, Inc. · PARR

226%
963%
-80%
-36%
240%
-102%
-37%
-96%
-119%
211%
3,657%

PBF Energy Inc. · PBF

1,666%
1,272%
247%
-17%
-27%
-107%
-72%
-106%
-136%
-476%

Phillips 66 · PSX

751%
1,035%
47%
216%
-46%
-61%
-36%
-63%
-41%
-83%
-98%
-31%
-11%
-55%
11,608%
-58%

Sunoco LP · SUN

-27%
-20%
-45%
-35%
-28%
228%
-293%
63%
476%
-99%
-10%
-83%
6,750%
-31%
211%

Valero Energy Corporation · VLO

1,533%
473%
191%
225%
-55%
-8.6%
-62%
-58%
-56%
-85%
-71%
-149%
-28%
171%
227%

World Kinect Corporation · WKC

39%
100%
31%
-12%
24%
-18%
-267%
17%
245%
-2.8%
-178%
-417%
-20%
08 · compare level, then change

Return On Capital Employed

Star Group, L.P. has the highest ROCE among the 16 Oil & Gas Refining & Marketing companies compared here, at 22.6%. PBF Energy Inc. is next at 12.9%. World Kinect Corporation has the highest ROCE change at +14.5 percentage points, so level and change sit with different companies. Its ROCE series carries 19 reported observations across the 20-quarter window.

What the numbers say: Star Group, L.P. leads ROCE at 22.6%, 9.7 percentage points above PBF Energy Inc.. World Kinect Corporation has the strongest latest improvement at +14.5 percentage points. Read the leader beside the density of its reported history: a sparse high return is a candidate; a repeated high return is evidence of durability.

LeaderStar Group, L.P. · 22.6%
Gap75.2% versus #2 · PBF Energy Inc.
Persistence5/8 recent comparable periods
Coverage16/16 companies · 297 observations

Investor read: Star Group, L.P. sets the level benchmark; use the change leader as an inflection watch only after another comparable report confirms it.

This conclusion weakens if: The next two comparable reports reverse the current roce change signal.

ROCE asks how much operating return the business earns on the capital employed. Direction matters, but a single exceptional year should not be mistaken for durability.
ROCE changefastest improvers
2PBF Energy Inc. PBF+12.5 pp
5CVR Energy, Inc. CVI+6.4 pp
Return on capital · company comparison
16/16 level · 16/16 change
All-company data · latest reported quarter
CompanyROCEROCE changeReported
Star Group, L.P. SGU23%+2.3 ppMar 2026
PBF Energy Inc. PBF13%+12.5 ppJun 2026
Valero Energy Corporation VLO12%+9.3 ppJun 2026
HF Sinclair Corporation DINO8.0%+6.1 ppJun 2026
Sunoco LP SUN4.5%+1.3 ppMar 2026
ARKO Petroleum Corp. APC3.6%−0.2 ppMar 2026
World Kinect Corporation WKC3.5%+14.5 ppJun 2026
CVR Energy, Inc. CVI2.8%+6.4 ppJun 2026
CrossAmerica Partners LP CAPL2.7%+2.5 ppMar 2026
Marathon Petroleum Corporation MPC2.3%+1.2 ppMar 2026
Par Pacific Holdings, Inc. PARR2.3%+2.9 ppMar 2026
Delek Logistics Partners, LP DKL1.7%−0.7 ppMar 2026
Phillips 66 PSX0.2%+0.9 ppJun 2026
Clean Energy Fuels Corp. CLNE-0.3%+11.9 ppMar 2026
Icahn Enterprises L.P. IEP-4.2%−0.7 ppMar 2026
Delek US Holdings, Inc. DK-4.3%−1.5 ppMar 2026
Full 20-quarter history · every available company

ROCE · reported quarter history

Showing the 12 largest of 16 companies with a series here. The remaining 4 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

CVR Energy, Inc. · CVI

5.6%
1.4%
7.4%
14%
3.7%
8.7%
12%
7.6%
15%
-1.4%
4.2%
0.9%
-3.8%
0.7%
-4.3%
-3.6%
17%
-3.1%
-5.0%
2.8%

Delek Logistics Partners, LP · DKL

5.7%
5.6%
5.3%
3.6%
5.3%
5.1%
5.2%
3.9%
4.2%
3.4%
4.0%
4.3%
1.8%
2.2%
2.4%
2.7%
2.1%
1.7%
1.7%

Delek US Holdings, Inc. · DK

0.9%
0.6%
1.2%
11%
1.2%
-2.4%
3.3%
1.0%
4.5%
-3.0%
0.6%
0.1%
-2.6%
-9.3%
-2.8%
-0.8%
6.6%
3.9%
-4.3%

HF Sinclair Corporation · DINO

2.8%
-0.2%
1.9%
13%
10%
6.4%
3.5%
4.6%
7.0%
-0.5%
2.8%
1.3%
-0.8%
-1.6%
0.6%
1.9%
4.0%
0.1%
6.0%
8.0%

Icahn Enterprises L.P. · IEP

-0.3%
-3.4%
4.5%
-0.5%
-0.3%
-0.9%
-0.7%
-1.2%
1.1%
-0.2%
0.7%
-1.9%
1.2%
0.0%
-3.5%
-0.8%
4.8%
1.2%
-4.2%

Marathon Petroleum Corporation · MPC

1.5%
2.2%
2.5%
12%
9.5%
6.5%
6.0%
4.8%
7.0%
3.5%
2.7%
3.9%
2.1%
1.8%
1.1%
3.6%
4.4%
4.4%
2.3%

Par Pacific Holdings, Inc. · PARR

7.5%
1.9%
-10%
15%
22%
7.5%
18%
3.1%
12%
9.2%
0.5%
2.1%
1.5%
-1.9%
-0.6%
3.6%
13%
3.6%
2.3%

PBF Energy Inc. · PBF

1.3%
3.7%
1.2%
23%
18%
-110%
6.5%
16%
12%
-97%
1.6%
-0.8%
-3.9%
-2.3%
-5.3%
0.4%
3.0%
-12%
3.1%
13%

Phillips 66 · PSX

-1.4%
1.9%
1.0%
8.1%
6.9%
4.0%
4.1%
3.6%
3.9%
2.5%
1.0%
1.3%
0.0%
-0.1%
-0.7%
2.1%
0.0%
2.6%
0.2%

Sunoco LP · SUN

3.4%
3.7%
5.1%
3.4%
3.1%
1.9%
3.6%
2.6%
6.1%
-0.8%
5.3%
1.7%
1.2%
2.7%
3.2%
1.6%
1.8%
1.0%
4.5%

Valero Energy Corporation · VLO

1.7%
3.8%
3.4%
15%
9.2%
10%
9.5%
6.3%
8.0%
3.5%
3.7%
2.7%
1.1%
0.8%
-2.0%
2.2%
3.4%
3.6%
3.9%
12%

World Kinect Corporation · WKC

1.5%
1.1%
1.3%
1.6%
3.2%
2.5%
1.9%
2.1%
2.2%
-0.4%
1.9%
1.3%
2.1%
0.9%
-0.2%
-11%
2.0%
-9.4%
1.9%
3.5%

ROCE change · reported quarter history

Showing the 12 largest of 16 companies with a series here. The remaining 4 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

CVR Energy, Inc. · CVI

−1.9 pp
+7.3 pp
+4.3 pp
−6.6 pp
+11.7 pp
−10.1 pp
−7.5 pp
−6.7 pp
−19.2 pp
+2.1 pp
−8.5 pp
−4.5 pp
+20.7 pp
−3.8 pp
−0.7 pp
+6.4 pp

Delek Logistics Partners, LP · DKL

−0.4 pp
−0.5 pp
−0.1 pp
+0.3 pp
−1.1 pp
−1.7 pp
−1.2 pp
+0.4 pp
−2.4 pp
−1.2 pp
−1.6 pp
−1.6 pp
+0.3 pp
−0.5 pp
−0.7 pp

Delek US Holdings, Inc. · DK

+0.3 pp
−3.0 pp
+2.1 pp
−10.3 pp
+3.3 pp
−0.6 pp
−2.7 pp
−0.9 pp
−7.1 pp
−6.3 pp
−3.4 pp
−0.9 pp
+9.2 pp
+13.2 pp
−1.5 pp

HF Sinclair Corporation · DINO

+7.5 pp
+6.6 pp
+1.6 pp
−8.4 pp
−3.3 pp
−6.9 pp
−0.7 pp
−3.3 pp
−7.8 pp
−1.1 pp
−2.2 pp
+0.6 pp
+4.8 pp
+1.7 pp
+5.4 pp
+6.1 pp

Icahn Enterprises L.P. · IEP

0.0 pp
+2.5 pp
−5.2 pp
−0.7 pp
+1.4 pp
+0.7 pp
+1.4 pp
−0.7 pp
+0.1 pp
+0.2 pp
−4.2 pp
+1.1 pp
+3.6 pp
+1.2 pp
−0.7 pp

Marathon Petroleum Corporation · MPC

+8.0 pp
+4.3 pp
+3.5 pp
−6.8 pp
−2.5 pp
−3.0 pp
−3.3 pp
−0.9 pp
−4.9 pp
−1.7 pp
−1.6 pp
−0.3 pp
+2.3 pp
+2.6 pp
+1.2 pp

Par Pacific Holdings, Inc. · PARR

+14.3 pp
+5.6 pp
+28.5 pp
−12.1 pp
−10.0 pp
+1.7 pp
−17.9 pp
−1.0 pp
−10.3 pp
−11.1 pp
−1.1 pp
+1.5 pp
+11.4 pp
+5.5 pp
+2.9 pp

PBF Energy Inc. · PBF

+16.7 pp
−113.6 pp
+5.3 pp
−6.2 pp
−6.2 pp
+13.1 pp
−4.9 pp
−17.2 pp
−15.7 pp
+94.5 pp
−6.9 pp
+1.2 pp
+6.9 pp
−10.0 pp
+8.4 pp
+12.5 pp

Phillips 66 · PSX

+8.3 pp
+2.1 pp
+3.1 pp
−4.5 pp
−3.0 pp
−1.5 pp
−3.1 pp
−2.3 pp
−3.9 pp
−2.6 pp
−1.7 pp
+0.8 pp
0.0 pp
+2.7 pp
+0.9 pp

Sunoco LP · SUN

−0.3 pp
−1.8 pp
−1.5 pp
−0.8 pp
+3.0 pp
−2.7 pp
+1.7 pp
−0.9 pp
−4.9 pp
+3.5 pp
−2.1 pp
−0.1 pp
+0.6 pp
−1.7 pp
+1.3 pp

Valero Energy Corporation · VLO

+7.5 pp
+6.4 pp
+6.1 pp
−8.6 pp
−1.2 pp
−6.7 pp
−5.8 pp
−3.6 pp
−6.9 pp
−2.7 pp
−5.7 pp
−0.5 pp
+2.3 pp
+2.8 pp
+5.9 pp
+9.3 pp

World Kinect Corporation · WKC

+1.7 pp
+1.4 pp
+0.6 pp
+0.5 pp
−1.0 pp
−2.9 pp
0.0 pp
−0.8 pp
−0.1 pp
+1.3 pp
−2.1 pp
−12.3 pp
−0.1 pp
−10.3 pp
+2.1 pp
+14.5 pp
09 · compare level, then change

Valuation Against Growth & Quality

Star Group, L.P. has the lowest PEG among the 16 Oil & Gas Refining & Marketing companies compared here, at 0.09×. CrossAmerica Partners LP is next at 0.32×. PBF Energy Inc. has the lowest P/E at 4.03×, so level and change sit with different companies. 5 of 16 companies report a comparable reading, the latest through Mar 2026.

What the numbers say: Star Group, L.P. has the lowest comparable PEG at 0.09×, 71.9% below CrossAmerica Partners LP. Only 5 of 16 companies have earnings and growth steady enough for the ratio to mean anything, so no broad “cheapest stock” conclusion is defensible unless the current multiple, own-history position and growth durability agree.

LeaderStar Group, L.P. · 0.09×
Gap71.9% versus #2 · CrossAmerica Partners LP
Persistence0/8 recent comparable periods
Coverage5/16 companies · 23 observations

Investor read: Treat valuation as permission to investigate, never as a standalone reason to buy.

This conclusion weakens if: The next two comparable reports reverse the current p/e signal.

PEG is shown only when earnings are positive and three-year EPS growth is between 5% and 60%. It is recomputed consistently as the trailing P/E divided by that growth rate — reported earnings, never an expected-earnings multiple. On Indian companies it is shown only where the two data feeds agreed. Where any of that fails the ratio is left out rather than printed: a P/E divided by a loss, or by growth measured off a tiny base, is a number that looks precise and means nothing.
Valuation · company comparison
5/16 level · 14/16 change
All-company data · latest reported quarter
CompanyPEGP/EReported
Delek Logistics Partners, LP DKL2.815.8Mar 2026
HF Sinclair Corporation DINO0.96.7Jun 2026
Sunoco LP SUN0.614.3Mar 2026
World Kinect Corporation WKC0.5118.2Jun 2026
Marathon Petroleum Corporation MPC0.415.9Mar 2026
CVR Energy, Inc. CVI0.340.5Jun 2026
CrossAmerica Partners LP CAPL0.314.0Mar 2026
Valero Energy Corporation VLO0.210.8Jun 2026
PBF Energy Inc. PBF0.14.0Jun 2026
Star Group, L.P. SGU0.14.2Mar 2026
Phillips 66 PSX18.0Jun 2026
Icahn Enterprises L.P. IEP277.5Mar 2026
Par Pacific Holdings, Inc. PARR7.0Mar 2026
Delek US Holdings, Inc. DK86.0Mar 2026
Full 20-quarter history · every available company

PEG · reported quarter history

CrossAmerica Partners LP · CAPL

0.3

CVR Energy, Inc. · CVI

0.3

Delek Logistics Partners, LP · DKL

1.7
1.5
1.4
2.8

HF Sinclair Corporation · DINO

0.1
0.4
0.9

Marathon Petroleum Corporation · MPC

0.3
0.4

PBF Energy Inc. · PBF

0.1

Star Group, L.P. · SGU

0.7
0.1
0.1

Sunoco LP · SUN

1.4
0.7
0.6

Valero Energy Corporation · VLO

0.2

World Kinect Corporation · WKC

0.4
0.3
0.5
0.5

P/E · reported quarter history

Showing the 12 largest of 14 companies with a series here. The remaining 2 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

CVR Energy, Inc. · CVI

67.2
16.4
10.3
8.7
6.8
5.8
5.7
4.3
4.0
5.5
4.9
33.4
312.3
22.2
94.2
40.5

Delek Logistics Partners, LP · DKL

12.2
11.3
11.4
13.5
14.0
12.4
13.1
15.2
12.5
14.9
14.9
14.0
15.6
14.1
14.5
14.6
14.7
13.5
15.8

Delek US Holdings, Inc. · DK

5.1
5.4
7.5
5.3
26.8
86.0

HF Sinclair Corporation · DINO

11.4
9.7
10.0
5.4
4.8
3.6
3.1
3.5
4.5
6.7
7.5
8.5
27.5
38.5
25.0
15.0
9.4
6.7

Icahn Enterprises L.P. · IEP

277.5

Marathon Petroleum Corporation · MPC

49.5
4.2
19.9
5.6
4.4
4.1
4.1
4.2
5.7
6.3
10.1
9.1
12.9
13.8
20.5
24.7
20.6
12.3
15.9

Par Pacific Holdings, Inc. · PARR

9.2
3.4
3.8
2.4
2.6
4.2
3.1
4.6
3.2
3.4
7.5
4.9
7.0

PBF Energy Inc. · PBF

6.8
3.3
2.1
1.8
1.7
1.7
2.5
2.7
4.0
7.7
12.8
4.0

Phillips 66 · PSX

24.4
15.1
7.1
3.7
4.5
3.9
4.1
7.3
8.6
12.6
12.1
16.9
22.8
28.1
28.7
37.2
12.0
18.0

Sunoco LP · SUN

7.3
7.7
6.8
6.8
7.5
9.2
11.6
13.0
8.8
16.4
13.4
13.8
60.3
8.6
27.8
20.1
14.0
23.0
14.3

Valero Energy Corporation · VLO

33.1
16.4
6.1
4.6
4.4
4.0
4.0
4.8
5.2
8.5
9.0
12.1
14.3
46.7
56.0
35.5
21.5
18.0
10.8

World Kinect Corporation · WKC

39.1
22.8
21.1
14.7
13.6
15.0
14.5
11.2
12.8
26.5
28.4
11.4
13.7
24.4
118.2
10 · before the conclusion, check the blind spots

What can make this comparison misleading?

This Oil & Gas Refining & Marketing comparison names 4 specific ways its own evidence can mislead, all listed below. All 16 companies here report on comparable dates, so no rank carries a stale marker. A high growth rate can still be a low-base artefact.

Keep these limits visible

  • A high growth rate can be a low-base artefact. The page keeps level and change separate for that reason.
  • A high ROCE can be temporary or flattered by a small capital base. Read it beside margin, cash conversion and reinvestment.
  • The 4-Factor Sector Score ranks research priority, not portfolio action. Management quality, catalysts and risks need equally fresh evidence before capital is deployed.
  • An “all companies” line chart preserves completeness, but rank changes should be checked against reporting dates before drawing a conclusion.
11 · evidence and freshness

How was this comparison built?

This comparison is built from the reported filings of 16 Oil & Gas Refining & Marketing companies, normalized to a common $ scale and a shared quarter axis of up to 20 quarters each. Fundamentals run through Jun 2026 and market data through 2026-08-04.

FundamentalsThrough Jun 2026 · up to 20 quarters per company
Market dataThrough 2026-08-04 · weekly price and relative-strength history
Derived metricsGrowth, changes and PEG are calculated only when their inputs are comparable.
Score confidenceMissing and stale evidence reduces confidence and pulls the 0–100 research-priority score toward neutral.
12 · questions investors ask, short speakable answers

Oil & Gas Refining & Marketing company comparison FAQs

These 22 answers restate the Oil & Gas Refining & Marketing comparison above in question form. Every one is computed from the same 16 companies and the same reported filings as the rankings and charts, current through Jun 2026. Price and relative-strength answers run through 2026-08-04. Nothing here is estimated, and none of it is a recommendation.

Is the Oil & Gas Refining & Marketing sector outperforming S&P 500?

Oil & Gas Refining & Marketing has outperformed S&P 500 by 35.8% over 52 weeks and 9.1% over 13 weeks. 10 of 15 covered companies beat the S&P 500 on Mansfield relative strength, while 8 of 15 beat the sector itself.

Which Oil & Gas Refining & Marketing company is largest by revenue?

Marathon Petroleum Corporation leads with revenue of $135,382 million, based on 9 of 16 comparable companies through Mar 2026.

Which Oil & Gas Refining & Marketing company is growing fastest?

Sunoco LP has the fastest current revenue growth at 37.3%, across 9 of 16 comparable companies.

Which Oil & Gas Refining & Marketing company has the strongest 4-Factor Sector Score?

PBF Energy Inc. ranks first at 68.3/100 with 57.8% evidence confidence. The score prioritizes research; it is not a buy recommendation.

Which Oil & Gas Refining & Marketing company has the lowest comparable PEG?

Star Group, L.P. has the lowest comparable PEG at 0.09, among 5 of 16 companies whose earnings and growth are steady enough for the ratio to mean anything.

How much history does this Oil & Gas Refining & Marketing comparison include?

The page compares up to 20 reported quarters per company for fundamentals, returns and valuation, ending Jun 2026. Missing observations remain blank rather than being estimated.

How is the 4-Factor Sector Score calculated?

The four visible contributions add directly: growth and earnings up to 35 points, capital efficiency up to 25, valuation up to 20, and relative strength up to 20. Missing or stale evidence moves only the affected contribution toward neutral.

Which Oil & Gas Refining & Marketing company is the biggest?

Marathon Petroleum Corporation is the largest, with trailing-twelve-month revenue of $135,382 million, ahead of Sunoco LP at $30,712 million. That covers 9 of 16 companies with comparable reporting through Mar 2026.

Which Oil & Gas Refining & Marketing company has the best profit margins?

Star Group, L.P. has the highest operating margin at 20.5%, from 16 of 16 comparable companies. Clean Energy Fuels Corp. shows the biggest recent improvement, at +119.2 percentage points. A high margin matters most when it is holding or rising, not when it is peaking.

Which Oil & Gas Refining & Marketing company makes the most profit?

Marathon Petroleum Corporation earns the most, at $6,383 million of trailing-twelve-month net profit, from 9 of 16 comparable companies. Marathon Petroleum Corporation has the fastest profit growth at 55.6%, though growth off a small or recovering profit base overstates how much has actually changed.

Which Oil & Gas Refining & Marketing company earns the highest return on capital?

Star Group, L.P. leads on return on capital employed at 22.6%, across 16 of 16 companies. Read it beside the length of its reported history: a high return that repeats for years is evidence of a durable business, while a single high reading can be a small capital base or one good year.

Which Oil & Gas Refining & Marketing stock is the cheapest?

On PEG — where a LOWER number is cheaper — Star Group, L.P. screens cheapest at 0.09×. Only 5 of 16 companies have earnings and growth steady enough for the ratio to mean anything, so this is not a sector-wide "cheapest stock" verdict. Cheap on a multiple is a reason to investigate, never a reason to buy on its own.

Is the Oil & Gas Refining & Marketing sector beating the market?

Oil & Gas Refining & Marketing has outperformed S&P 500 by 35.8% over the last 52 weeks and 9.1% over 13 weeks, measured on an equal-weight index of its current members. Inside the sector, 10 of 15 covered companies are beating the market on their own. Sector strength does not transfer evenly to every stock in it.

Which Oil & Gas Refining & Marketing stock has the strongest price momentum?

PBF Energy Inc. has the strongest relative strength against S&P 500. Relative strength answers last, after growth, quality and valuation: price can move well before the fundamentals confirm it, and sometimes without them confirming at all.

Which Oil & Gas Refining & Marketing company scores highest for research priority?

PBF Energy Inc. scores 68.3 out of 100 with 57.8% evidence confidence, from 23 points on growth and earnings, 13.8 on capital efficiency, 11.5 on valuation and 20 on relative strength. This ranks what deserves work next. It is not a buy recommendation, and management quality, catalysts and risk still need separate research.

How many Oil & Gas Refining & Marketing companies does this comparison cover, and over what period?

It compares 16 listed companies over up to 20 reported quarters of fundamentals, ending Jun 2026, plus weekly price and relative-strength history. Membership is the full sector list — nothing is dropped for having thin data.

What is the total market cap of the Oil & Gas Refining & Marketing sector?

The 16 Oil & Gas Refining & Marketing companies on this page carry $320,920 million of combined market value. Marathon Petroleum Corporation is the largest at $91,262 million, about 28% of the sector's total on its own. Market value moves with price, so this reading is dated 2026-08-04.

What is the Oil & Gas Refining & Marketing sector's P/E ratio?

The median price-to-earnings ratio across the 16 Oil & Gas Refining & Marketing companies on this page is 15.7×, measured on the 14 that report a comparable figure. A sector-level history for this multiple is not held here, so this is a cross-section of today, not a comparison with the sector’s own past. Figures are as of 2026-08-04.

How is the Oil & Gas Refining & Marketing sector performing?

10 of the 15 covered Oil & Gas Refining & Marketing companies are beating S&P 500 on Mansfield relative strength. The sector itself is 35.8% ahead of S&P 500 over 52 weeks on an equal-weight index of its current members. Readings are as of 2026-08-04.

How many Oil & Gas Refining & Marketing stocks are listed in the US?

This comparison covers 16 listed Oil & Gas Refining & Marketing companies in the US, each above the size floor the site applies. The full ranked list is on this page, with reported fundamentals through Jun 2026. Membership is the full industry list — nothing is dropped for having thin data.

Why are some values on this page blank?

A blank means that company did not report a comparable figure for that period, so nothing is shown. Missing observations are never interpolated, carried forward, or replaced with a similar-looking accounting line, and a company with missing evidence has its research score pulled toward neutral rather than being scored as bad.

Is this investment advice?

No. Every figure here is a deterministic calculation from reported company filings and market data, published for research. It contains no recommendation to buy or sell any security, does not account for your circumstances, and is not a substitute for advice from a licensed adviser.

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