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Held by 213 of 5,944 reporting institutions (92th percentile) — extremely crowded.
Data as of Q1 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.
Solve the discounted cash flow backwards, then stress-test the assumptions.
To be worth $54.14 today, the market must believe free cash flow compounds 2.5%/yr for a decade (off $484M normalized FCF).
2-stage DCF · 0.10B shares · net debt $1.2B
mean 47.4% · volatility σ 182% · implied rate exceeded in 3/8 yrs
Central path = implied 2.5%/yr growth; shaded band = ±1σ (182%) 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.
Total return (dividends reinvested) vs the market, from quarter-end prices.
Above 0 = ahead of the S&P 500 since the window start; below 0 = behind. Rising means it's pulling ahead.
How far the stock fell below its prior peak. Deeper, longer drawdowns = a rougher ride to the same return.
Quarter-end, dividend-adjusted (total return). Beta & volatility from quarterly returns (annualized). Benchmark is the S&P 500 (SPY total return). Annual returns compound the quarters ending in each calendar year; the first and last years in a window may be partial. Past performance doesn't predict future results.
Top 40 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
Ranked against 238 sector peers with collected financials. Valuation from latest close × latest fiscal-year fundamentals; 13F conviction as of 2026-03-31.
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 | $682.3B | 24.4× | — | 2.0× | -5.0% | — | 8.7% | 11.1% | 10.7% | — | 4,568 |
| SHEL | $545.2B | — | — | — | — | — | — | — | — | — | 1,521 |
| CVX | $391.2B | 31.9× | — | 2.1× | -6.8% | 42.8% | 6.5% | 6.6% | 6.6% | — | 4,121 |
| TTE | $202.1B | — | — | — | — | — | — | — | — | — | 951 |
| COP | $166.8B | 21.0× | — | 2.8× | 7.7% | 62.1% | 13.6% | 12.4% | 12.2% | — | 2,450 |
| PBR | $155.8B | — | — | — | — | — | — | — | — | — | 524 |
| MPC | $128.7B | 31.9× | 11.0× | 1.0× | -4.4% | 10.0% | 3.0% | 23.4% | 20.6% | 0.2× | 1,802 |
| VLO | $127.5B | 54.5× | 24.1× | 1.0× | -5.5% | 4.4% | 1.9% | 9.9% | 7.1% | 1.7× | 1,781 |
| BP | $117.0B | — | — | — | — | — | — | — | — | — | 1,220 |
| PSX | $111.3B | 25.4× | — | 0.8× | -7.5% | 12.3% | 3.3% | 15.1% | 14.6% | — | 2,041 |
| EQNR | $110.8B | — | — | — | — | — | — | — | — | — | 398 |
| WMB | $87.7B | 33.6× | 17.8× | 7.3× | 13.8% | — | 21.9% | 20.4% | 6.3% | 4.4× | 1,736 |
| EPD | $84.1B | — | 12.6× | 1.6× | -6.4% | 26.7% | 11.0% | — | — | 3.7× | 1,573 |
| EOG | $79.0B | 15.9× | 7.7× | 3.5× | -4.5% | — | 22.0% | 16.7% | 13.2% | 0.7× | 1,525 |
| SLB | $77.9B | 22.2× | — | 2.2× | -1.6% | — | 9.4% | 12.9% | 9.4% | — | 1,624 |
| ET | $72.5B | — | 9.8× | 0.8× | 3.5% | 25.8% | 5.2% | 9.0% | 3.8% | 4.8× | 1,244 |
| KMI | $69.7B | 22.9× | 14.2× | 4.1× | 12.2% | — | 18.0% | 9.8% | 4.8% | 4.5× | 1,745 |
| TRGP | $61.2B | 33.6× | 16.2× | 3.6× | 3.9% | 38.3% | 11.3% | 62.7% | 9.4% | 3.6× | 979 |
| TS | $60.6B | — | — | — | — | — | — | — | — | — | 248 |
| MPLX | $59.4B | — | — | 4.6× | 8.9% | — | 38.1% | — | — | — | 622 |
| LNG | $59.3B | 11.2× | 7.8× | 3.0× | 27.2% | — | 26.7% | 67.3% | 17.3% | 2.2× | 1,303 |
| OKE | $58.7B | 17.2× | 12.4× | 1.8× | 55.0% | 30.5% | 10.1% | 15.1% | 6.3% | 4.4× | 1,622 |
| OXY | $58.5B | 36.8× | — | 2.7× | -1.9% | — | 11.0% | 6.6% | 4.2% | — | 1,250 |
| BKR | $56.2B | — | — | 2.0× | -0.3% | — | 9.3% | 13.7% | 13.3% | — | 1,095 |
| FANG | $56.0B | 34.4× | 11.2× | 3.7× | 35.8% | — | 11.1% | 4.5% | 3.2% | 2.3× | 1,141 |
| CVI | $5.4B | 200.5× | 11.3× | 0.8× | -5.9% | 4.8% | 0.4% | 3.7% | 1.1% | 2.9× | 213 |
Peers = companies sharing CVI's sector (Energy) 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.
EOD close · as of 2026-09-17
How a revenue dollar becomes profit — FY2025
Each value shows its share of revenue below it (common-size).
| Line Item | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 | FY2019 | FY2018 | FY2017 | FY2016 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $7.16B 100.0% | $7.61B 100.0% | $9.25B 100.0% | $10.90B 100.0% | $7.24B 100.0% | $3.93B 100.0% | $6.36B 100.0% | $7.12B 100.0% | $5.99B 100.0% | $4.78B 100.0% |
| Cost of Revenue | $6.82B 95.2% | $7.41B 97.3% | $7.97B 86.2% | $9.77B 89.6% | $7.02B 97.0% | $4.12B 104.8% | $5.66B 89.0% | $6.46B 90.7% | $5.72B 95.5% | $4.59B 96.0% |
| Cost of Products | — | — | — | — | — | — | — | $5.68B 79.8% | $4.95B 82.7% | $3.87B 80.9% |
| Selling, General & Admin | $148.0M 2.1% | $139.0M 1.8% | $141.0M 1.5% | $149.0M 1.4% | $119.0M 1.6% | $86.0M 2.2% | $117.0M 1.8% | $112.0M 1.6% | $113.0M 1.9% | $110.0M 2.3% |
| Operating Income | $182.0M 2.5% | $58.0M 0.8% | $1.12B 12.1% | $963.0M 8.8% | $87.0M 1.2% | -$333.0M -8.5% | $580.0M 9.1% | $532.0M 7.5% | $145.0M 2.4% | $72.0M 1.5% |
| Interest Expense | $139.0M 1.9% | $115.0M 1.5% | $90.0M 1.0% | $93.0M 0.9% | — | — | — | — | $110.1M 1.8% | $83.9M 1.8% |
| Interest & Investment Income | $31.0M 0.4% | $38.0M 0.5% | $38.0M 0.4% | $8.0M 0.1% | — | — | — | — | $1.1M 0.0% | $700K 0.0% |
| Other Income (Expense), net | $6.0M 0.1% | $38.0M 0.5% | $14.0M 0.2% | -$77.0M -0.7% | $15.0M 0.2% | $7.0M 0.2% | $13.0M 0.2% | $15.0M 0.2% | -$177.8M -3.0% | -$101.8M -2.1% |
| Pretax Income | $80.0M 1.1% | $19.0M 0.2% | $1.08B 11.7% | $801.0M 7.4% | $66.0M 0.9% | -$415.0M -10.6% | $491.0M 7.7% | $445.0M 6.2% | $38.0M 0.6% | -$9.0M -0.2% |
| Income Tax Expense | -$10.0M -0.1% | -$26.0M -0.3% | $207.0M 2.2% | $157.0M 1.4% | -$8.0M -0.1% | -$95.0M -2.4% | $129.0M 2.0% | $79.0M 1.1% | -$220.0M -3.7% | -$19.0M -0.4% |
| Net Income | $27.0M 0.4% | $7.0M 0.1% | $769.0M 8.3% | $463.0M 4.2% | $25.0M 0.3% | -$256.0M -6.5% | $380.0M 6.0% | $259.0M 3.6% | $263.0M 4.4% | $25.0M 0.5% |
| Per Share | ||||||||||
| EPS (Basic) | $0.27 | $0.06 | $7.65 | $4.60 | $0.25 | $-2.54 | $3.78 | — | — | $0.28 |
| EPS (Diluted) | $0.27 | $0.06 | $7.65 | $4.60 | $0.25 | $-2.54 | $3.78 | — | — | $0.28 |
| Weighted Avg Shares (Basic) | 100.5M | 100.5M | 100.5M | 100.5M | 100.5M | 100.5M | 100.5M | — | — | — |
| Weighted Avg Shares (Diluted) | 100.5M | 100.5M | 100.5M | 100.5M | 100.5M | 100.5M | 100.5M | 0 | 0 | 0 |
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.
Is the value real, and is the business safe? Academic scores + earnings quality + solvency, from SEC filings.
Insufficient balance-sheet detail (needs retained earnings, working capital, equity).
Needs granular two-year detail (receivables, PP&E, D&A, SG&A) — not fully reported.
Cash conversion lags reported earnings — watch accruals. Lower/negative accruals = higher quality (Sloan).
Interest coverage is thin — monitor; leverage falling year-over-year.
F-Score (0–9 fundamental momentum), Altman Z (distress risk), and Beneish M (earnings-manipulation screen) are academic models computed from the SEC filings. Screens and context — educational, not recommendations.
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 -$41M 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 management deployed cash over 10 years — and what it earned on reinvestment.
A cash-return story — far more went to shareholders than back into the business (mature, low-reinvestment).
Reinvestment has been productive — operating income grew well per dollar put in. Current ROIC on all capital: 1%. Rough measure (includes maintenance capex).
Cash uses aggregated from the SEC cash-flow statement over 10 fiscal years. "Return on reinvestment" is a rough proxy — operating-income change ÷ cumulative CapEx + M&A — and includes maintenance capex. Educational — not a recommendation.
How much the company owes, how it's trended, and how comfortably it's serviced.
Green ≤ 1.5× · amber ≤ 3× · red > 3× (leverage relative to cash earnings).
Thin coverage — earnings barely cover interest. Effective rate ~8.2% on $1.7B of debt.
Cash vs short-term debt unavailable.
Mostly long-term debt (balance-sheet current vs non-current split). A year-by-year maturity schedule wasn't disclosed for this issuer.
Debt, cash, interest and equity from the SEC balance sheet & income statement. Effective rate = interest ÷ average debt. Educational — not a recommendation.
EOD close · as of 2026-09-17
No standout strengths flagged.
Where each multiple sits in its own 14-yr range · 98th pct blended
Dot = today · shaded = middle 50% · line = median. Lower percentile = cheaper vs its own 14-yr history.
Is the profit real, and how strong is the balance sheet?
FY2025 · every deduction from revenue to net income
DuPont — the three levers
Watch the leverage lever — a chunk of ROE comes from the balance sheet.
What the company owes vs. what it holds
Year-by-year maturities aren't in SEC companyfacts (footnote-only), so this shows the debt/cash structure and net leverage instead.
Latest year: profit growth vs revenue growth
Profit and sales moved in opposite directions this year.
Each line as % of revenue — the trend in color
| % of revenue | FY2018 | FY2019 | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|---|---|---|
| Cost of Revenue | 90.7 | 89.0 | 104.8 | 97.0 | 89.6 | 86.2 | 97.3 | 95.2 |
| SG&A | 1.6 | 1.8 | 2.2 | 1.6 | 1.4 | 1.5 | 1.8 | 2.1 |
| Operating Income | 7.5 | 9.1 | -8.5 | 1.2 | 8.8 | 12.1 | 0.8 | 2.5 |
| Income Tax | 1.1 | 2.0 | -2.4 | -0.1 | 1.4 | 2.2 | -0.3 | -0.1 |
| Net Income | 3.6 | 6.0 | -6.5 | 0.3 | 4.2 | 8.3 | 0.1 | 0.4 |
Green = margin-favorable vs the row's own range · red = unfavorable.
The metrics that matter, over time
A 30-second read on CVI: price, valuation, headline fundamentals, and an auto-generated scorecard from SEC filings. Flags are rule-based signals, not recommendations.