Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 7 buys in history.
Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| HOLLY CORP | 238,887 | reported | 01 Dec 2021 | tx 66+1,001,307−1,040,056 |
| HF Sinclair Corp | 132,859 | reported | 26 Sept 2023 | tx 13+135,085−241,113 |
| INPUT OUTPUT INC | 15,433 | reported | 01 Mar 2018 | tx 9+126,500 |
| FTS International, Inc. | 13,908 | reported | 22 May 2019 | tx 1+13,908 |
| SunocoCorp LLC | 11,090 | reported | 06 Mar 2026 | tx 7+8,936 |
| Eclipse Resources Corp | 10,412 | reported | 13 Dec 2019 | tx 4+17,078−6,666 |
| HOLLY ENERGY PARTNERS LP | 0 | reported | 01 Dec 2023 | tx 19+44,842−49,842 |
| FRONTIER OIL CORP /NEW/ | 0 | reported | 01 Jul 2011 | tx 41+598,542−656,219 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 06 Mar 2026 | GRANT_AWARD | SunocoCorp LLC | 2,436 | 0.00 USD | |
| 06 Mar 2026 | GRANT_AWARD | SunocoCorp LLC | 2,500 | 0.00 USD | |
| 26 Nov 2025 | PURCHASE | SunocoCorp LLC | 1,000 | 52.00 USD | |
| 17 Nov 2025 | PURCHASE | SunocoCorp LLC | 16 | 49.64 USD | anomaly |
| 17 Nov 2025 | PURCHASE | SunocoCorp LLC | 15 | 49.61 USD | anomaly |
| 17 Nov 2025 | PURCHASE | SunocoCorp LLC | 2,804 | 49.68 USD | |
| 17 Nov 2025 | PURCHASE | SunocoCorp LLC | 165 | 49.67 USD | first after silence |
| 01 Dec 2023 | OTHER | HOLLY ENERGY PARTNERS LP | 26,377 | — | |
| 26 Sept 2023 | SALE | HF Sinclair Corp | 50,000 | 56.85 USD | |
| 08 Mar 2023 | SALE | HF Sinclair Corp | 27,013 | 50.46 USD | |
| 08 Mar 2023 | SALE | HF Sinclair Corp | 22,987 | 51.77 USD | |
| 19 Sept 2022 | GIFT | HF Sinclair Corp | 11,321 | 0.00 USD | |
| 23 Aug 2022 | GIFT | HF Sinclair Corp | 11,519 | 0.00 USD | |
| 10 Nov 2022 | GIFT | HF Sinclair Corp | 8,500 | 0.00 USD | |
| 01 Dec 2022 | TAX_WITHHOLDING | HF Sinclair Corp | 33,635 | 60.84 USD | |
| 01 Dec 2022 | TAX_WITHHOLDING | HF Sinclair Corp | 30,638 | 60.84 USD | |
| 01 Dec 2022 | GRANT_AWARD | HF Sinclair Corp | 85,473 | 0.00 USD | |
| 17 Nov 2022 | SALE | HF Sinclair Corp | 43,974 | 63.44 USD | |
| 17 Nov 2022 | SALE | HF Sinclair Corp | 1,526 | 64.11 USD | |
| 08 Nov 2022 | GRANT_AWARD | HF Sinclair Corp | 48,612 | 0.00 USD | |
| 25 Mar 2022 | PURCHASE | HF Sinclair Corp | 1,000 | 39.27 USD | |
| 01 Dec 2021 | TAX_WITHHOLDING | HOLLY CORP | 21,108 | 32.41 USD | |
| 09 Nov 2021 | GRANT_AWARD | HOLLY CORP | 72,660 | 0.00 USD | |
| 10 Aug 2021 | PURCHASE | HOLLY ENERGY PARTNERS LP | 7,500 | 17.95 USD | |
| 10 Aug 2021 | PURCHASE | HOLLY CORP | 7,500 | 29.07 USD |
6 purchases reported after at least 12 months of silence — most recent on 17 Nov 2025.