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Data as of Q3 2026
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Total shares institutions bought (green) vs sold (red) each quarter across all holders.
Inferred from quarter-over-quarter change in each fund's 13F position (new stakes count as buys, exits as sells). Not tick-level trades.
Ranked against 10 sector peers with collected financials. Valuation from latest close × latest fiscal-year fundamentals; 13F conviction as of 2026-09-30.
Percentile is “goodness” within the peer set (100 = best). For valuation and leverage that means cheaper / less-levered ranks higher.
| Company | Mkt cap ▼ | P/E | EV/EBITDA | P/S | Rev gr | Gross | Net | ROE | ROIC | Net D/EBITDA | 13F |
|---|---|---|---|---|---|---|---|---|---|---|---|
| XOM | $770.0B | 27.9× | — | 2.3× | -5.0% | — | 8.7% | 11.1% | 9.5% | — | 87 |
| CVX | $462.0B | 35.5× | — | 2.4× | -6.8% | 42.8% | 6.5% | 6.6% | 6.6% | — | 1,638 |
| COP | $187.7B | 24.3× | — | 3.2× | 7.7% | 62.1% | 13.6% | 12.4% | 12.2% | — | 893 |
| MPC | $124.9B | 33.6× | 13.3× | 0.9× | -4.4% | 10.0% | 3.0% | 23.4% | 8.1% | 2.5× | 765 |
| VLO | $111.5B | 52.8× | 21.2× | 0.9× | -5.5% | 4.4% | 1.9% | 9.9% | 7.1% | 0.8× | 752 |
| PSX | $110.3B | 26.2× | 33.5× | 0.8× | -7.5% | 12.3% | 3.3% | 15.1% | 9.0% | 4.8× | 860 |
| PBF | $9.2B | — | 34.3× | 0.3× | -11.4% | -1.9% | -0.5% | -3.0% | -2.1% | 5.1× | 112 |
| CVI | $5.9B | 216.2× | 12.1× | 0.8× | -5.9% | 4.8% | 0.4% | 3.7% | 1.1% | 2.1× | 46 |
| DK | $4.5B | — | 10.2× | 0.4× | -9.5% | 5.7% | -0.2% | -4.2% | -0.6% | 3.7× | 67 |
| CLMT | $4.4B | — | 25.1× | 1.1× | -1.2% | 5.9% | -0.8% | 4.6% | -2.3% | 8.2× | 35 |
| SUNC | $3.7B | — | 10.3× | 0.1× | 11.1% | 11.1% | 2.1% | — | — | 8.0× | 23 |
Peers = companies sharing SUNC's sector (Petroleum Refining) with collected SEC financials. Multiples use the most recent end-of-day close and latest fiscal-year fundamentals (trailing, not forward). Missing cells mean the peer never reported that line item, has no collected price, or has a non-positive denominator. Not investment advice.
Top 29 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.
Drag any bubble to rearrange · size = dollar value of the position
What the company returns to shareholders — and whether it's covered by cash.
No dividend to cover. Last year: $0 dividends + $0 buybacks = $0 returned on $615.0M FCF.
Yields use the latest fiscal-year dividends/buybacks over current market cap. Dividends and buybacks from the SEC cash-flow statement; payout coverage vs net income and free cash flow. Educational — not a recommendation.
How much the company owes, how it's trended, and how comfortably it's serviced.
Cash of $891.0M is below the $954.0M due within a year — relies on refinancing or operating cash flow. Scheduled principal only (excludes interest & revolver draws). As of 2025-12-31 (10-K).
Green ≤ 1.5× · amber ≤ 3× · red > 3× (leverage relative to cash earnings).
Thin coverage — earnings barely cover interest. Effective rate ~4.0% on $13.39B of debt.
Cash of $891.0M fully covers short-term debt of $17.0M.
Mostly long-term debt (balance-sheet current vs non-current split). See the maturity ladder above for the year-by-year repayment schedule.
Debt, cash, interest and equity from the SEC balance sheet & income statement. Effective rate = interest ÷ average debt. Maturity ladder from the SEC long-term-debt repayment schedule. Educational — not a recommendation.
Solve the discounted cash flow backwards, then stress-test the assumptions.
Average free cash flow across the last 3 positive fiscal years (FY2023, FY2024, FY2025). Smooths the cycle. Stock compensation is NOT charged — it is added back inside operating cash flow.
To be worth $71.21 today, the market must believe free cash flow compounds 17.2%/yr for a decade (off $401.7M on the 3-yr avg basis).
On the basis ($384.0M) the requirement is 17.8%/yr. Shares issued to employees are added back in operating cash flow, so this basis treats them as free.
The market's 17.2% is more conservative than its 2-yr track record.
Default is 10.0% — this company's computed cost of capital (published default — this company's cost of capital could not be computed), the same rate the Analysis tab discounts at.
2-stage DCF · 0.05B shares (market data) · net debt $12.50B
mean 76.6% · volatility σ 174% · implied rate exceeded in 1/2 yrs
Central path = implied 17.2%/yr growth; shaded band = ±1σ (174%) of this company's historical FCF volatility, widening with time. The wider the band, the less certain the growth.
Reverse DCF: rather than guessing a fair value, we solve for the growth the current price implies, then you stress-test the assumptions. Enterprise value of the FCF stream, less net debt, ÷ shares. Educational — not a recommendation.
EOD close · as of 2026-10-30
How a revenue dollar becomes profit — FY2025
Dividends and buybacks are cash paid out, shown here against the same year's profit for scale — not funded from it.
Each value shows its share of revenue below it (common-size).
| Line Item | FY2025 | FY2024 | FY2023 |
|---|---|---|---|
| Revenue | $25.20B 100.0% | $22.69B 100.0% | $23.07B 100.0% |
| Cost of Revenue | $22.41B 88.9% | $20.59B 90.8% | $21.70B 94.1% |
| Selling, General & Admin | $296.0M 1.2% | $277.0M 1.2% | $126.0M 0.5% |
| Total Operating Expenses | $24.27B 96.3% | $21.90B 96.5% | $22.43B 97.2% |
| Operating Income | $935.0M 3.7% | $791.0M 3.5% | $635.0M 2.8% |
| Interest Expense | $541.0M 2.1% | $391.0M 1.7% | $217.0M 0.9% |
| Other Income (Expense), net | $83.0M 0.3% | $5.0M 0.0% | $7.0M 0.0% |
| Income Tax Expense | $58.0M 0.2% | $175.0M 0.8% | $36.0M 0.2% |
| Net Income | -$5.0M -0.0% | $0 0.0% | $0 0.0% |
| Per Share | |||
| EPS (Basic) | -$0.10 | — | — |
| EPS (Diluted) | -$0.10 | — | — |
| Weighted Avg Shares (Basic) | 51.5M | — | — |
| Weighted Avg Shares (Diluted) | 51.5M | — | — |
Source: SEC EDGAR XBRL filings (annual, fiscal year). Quarterly flow items are derived from cumulative filings; balance-sheet figures are as-of each period end. Ratios and margins are computed, not reported.
Last reported position per insider, carried forward. Steps can be a holding disclosed for the first time rather than a trade.
| Date | Insider | What it was | Shares | Price | Value |
|---|---|---|---|---|---|
| 2026-03-06 | 2 co-filers Group filing | Grant | 2,500 | $0.00 | $0 |
| 2026-03-06 | 2 co-filers Group filing | Grant | 2,500 | $0.00 | $0 |
| 2026-03-06 | 2 co-filers Group filing | Grant | 2,436 | $0.00 | $0 |
| 2026-03-06 | 2 co-filers Group filing | Grant | 2,436 | $0.00 | $0 |
| 2025-11-26 | Jennings Michael Director |
Every row is classified by what it MEANT, not by its SEC code. A code is not a meaning: code P (“purchase”) also covers dividend reinvestment and employee stock purchase plans, and code S (“sale”) also covers 10b5-1 plan sales scheduled months earlier and option exercises sold the same day.
Across 30 days of all filings, $5.08bn of insider selling contained $3.50bn of plan sales and $0.46bn of exercise-and-sell. Only 29% was discretionary. Reading an unclassified feed badly overstates how much insiders decided.
Buys and sales are counted separately and never netted. They are different decisions by different people; a company where one officer bought while another sold is not “neutral”.
The holding line carries each insider's last reported position forward, so it shows the total held rather than a sawtooth of whoever traded that day. It covers only insiders who filed in the window.
“Filed late” counts calendar days past the two-business-day deadline with five days' grace, so a Thursday or Friday trade crossing a weekend is never flagged. It describes the company's filing discipline, not the trade.
Insider activity is descriptive. Nothing here is investment advice.
| Open-market buy |
| 1,000 |
| $52.00 |
| $52k |
| 2025-11-17 | 4 co-filers Group filing | Open-market buy | 2,804 | $49.68 | $139k |
| 2025-11-17 | 4 co-filers Group filing | Open-market buy | 165 | $49.67 | $8k |
| 2025-11-17 | 4 co-filers Group filing | Open-market buy | 15 | $49.61 | $744 |
| 2025-11-17 | 4 co-filers Group filing | Open-market buy | 16 | $49.64 | $794 |
| 2025-11-10 | Kim Joseph President & CEO | Open-market buy | 6,000 | $48.97 | $294k |
EOD close · as of 2026-10-30
Is the profit real, and how strong is the balance sheet?
FY2025 · every deduction from revenue to net income
DuPont — the three levers
ROIC is not available for this period, so the share of ROE attributable to leverage cannot be separated out.
What the company owes vs. what it holds
This shows debt/cash structure and net leverage. The year-by-year maturity schedule is on the Debt & Leverage tab.
Latest year: profit growth vs revenue growth
High operating leverage: profit moved 1.6× as fast as sales — great in an upturn, painful in a downturn.
Each line as % of revenue — the trend in color
| % of revenue | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Cost of Revenue | 94.1 | 90.8 | 88.9 |
| SG&A | 0.5 | 1.2 | 1.2 |
| Operating Income | 2.8 | 3.5 | 3.7 |
| Income Tax | 0.2 | 0.8 | 0.2 |
| Net Income | 0.0 | 0.0 | -0.0 |
Green = margin-favorable vs the row's own range · red = unfavorable.
The metrics that matter, over time
A 30-second read on SUNC: price, valuation and headline fundamentals from SEC filings. The four questions at the top of the page are where the judgements live.
Cost of capital cannot be computed, so the spread is unknown.
| Fiscal year | Gross margin | Operating margin | Net margin |
|---|---|---|---|
| FY2023 | 5.9% | 2.8% | 1.7% |
| FY2024 | 9.2% | 3.5% | 3.9% |
| FY2025 | 11.1% | 3.7% | 2.1% |
No material counter-signal in the checked set: ROIC vs WACC spread, 5-year spread history, gross margin trend, operating margin trend, net margin against 3 years ago, revenue growth, ROIC ex-goodwill gap.
Missing from our data, so excluded from this answer: tax_rate.
Converts 0.79x of reported profit into cash — adequate, without much margin.
| Step | Amount | Running total |
|---|---|---|
| Net income | $531M | $531M |
| Share-based comp | $19M | $550M |
| Other non-cash & working capital | $642M | $1.19B |
| Operating cash flow | $1.19B | $1.19B |
| Capex | −$577M | $615M |
| Free cash flow | $615M | $615M |
| FCF after SBC | $596M | $596M |
| Fiscal year | Revenue growth | Receivables growth | Gap |
|---|---|---|---|
| FY2024 | -1.6% | not reported | not reported |
| FY2025 | 11.1% | 69.7% | 58.7 points |
| Fiscal year | DSO | DIO | DPO | Cash conversion cycle |
|---|---|---|---|---|
| FY2023 | not reported | not reported | not reported | not reported |
| FY2024 | 18.7 days | 18.9 days | not reported | not reported |
| FY2025 | 28.6 days | 38.8 days | not reported | not reported |
| Fiscal year | Accruals / assets |
|---|---|
| FY2023 | not reported |
| FY2024 | 2.3 percent |
| FY2025 | -2.3 percent |
Below the line, the asset base is being consumed faster than it is replaced.
Below the line for 1 year to the latest.
Depreciation here includes amortisation of acquired intangibles — goodwill written down over time, customer lists, acquired technology. Capex does not replace those and is not meant to, so an acquisitive or asset-light company sits below 1.0 permanently and correctly. The signal is cleanest for capital-intensive businesses, where the two measure the same physical base. For that reason this informs the earnings-quality verdict but never caps it.
Only 3 profitable years available, so the average is shorter than the five the threshold assumes.
Stressed coverage falls to 1.2x — below the level at which interest is reliably covered.
| EBITDA decline | Interest coverage |
|---|---|
| 0% | 1.73x |
| 5% | 1.64x |
| 10% | 1.56x |
| 15% | 1.47x |
| 20% | 1.38x |
| 25% | 1.30x |
| 30% | 1.21x |
| 35% | 1.12x |
| 40% | 1.04x |
| 45% | 0.95x |
| 50% | 0.86x |
| 55% | 0.78x |
| 60% | 0.69x |
Ladder as of 2025-12-31 (10-K); cash from the 2025-12-31 balance sheet; FCF from FY2025.
Balance sheet at 2025-12-31. Undrawn revolving credit is not shown: the tag is collected but not yet mapped through to the API.
Net debt is 9.0x EBITDA, so coverage today depends on earnings holding up rather than on the balance sheet.
At $71.21, free cash flow must compound 18.59%/yr for 10 years. It has done 26.39%/yr over 2 years.
| Fiscal year | FCF growth | Price requires |
|---|---|---|
| FY2024 | −46.8% | 18.6% |
| FY2025 | 200.0% | 18.6% |
The cost of capital could not be computed for this company, so the requirement is solved at the published 10% default — a different rate would move it materially.
SBC is added back inside operating cash flow, so reported free cash flow treats shares issued to employees as free. Percent of revenue says how expensive the payroll is; percent of operating cash flow says how much of the cash exists only because the charge was added back. The buyback offset is buybacks over SBC — below 1.0 the repurchase does not cover the shares issued.
Figures are the latest fiscal year (FY2025) from the company's own filings, not a trailing-twelve-month window — Q2 reads fiscal years throughout so the cash-conversion ratios and these share one basis. A blank is a line the filer did not report; it is never read as zero.