Ratings by Wolfe Research (Sam Margolin)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 4/23/2024 | Halliburton | HAL | Maintain | Outperform (N/A) |
|
Details | ||
| 3/13/2024 | Archer Daniels Midland | ADM | Maintain | Outperform (N/A) |
|
Details | ||
| 2/29/2024 | New Fortress Energy | NFE | Maintain | Outperform (N/A) |
|
Details | ||
| 2/27/2024 | Delek US | DK | Maintain | Outperform (N/A) |
|
Details | ||
| 2/8/2024 | ConocoPhillips | COP | Maintain | Outperform (N/A) |
|
Details | ||
| 2/6/2024 | BP | BP | Maintain | Outperform (N/A) |
|
Details | ||
| 1/29/2024 | Baker Hughes | BKR | Downgrade | Peerperform (Outperform) |
30.30 (32.85) |
8.42% | Details | |
| 1/10/2024 | Bunge | BG | Downgrade | Peerperform (Outperform) |
99.16 (102.74) |
3.61% | Details | |
| 11/10/2023 | Southwestern Energy | SWN | Upgrade | Outperform (Underperform) |
6.62 (7.66) |
15.71% | Details | |
| 11/2/2023 | ConocoPhillips | COP | Maintain | Outperform (N/A) |
|
Details | ||
| 10/31/2023 | Phillips 66 | PSX | Upgrade | Outperform (Peerperform) |
112.44 (151.63) |
34.85% | Details | |
| 8/16/2023 | NextDecade Corp. | NEXT | Upgrade | Outperform (Peerperform) |
5.53 (6.28) |
13.56% | Details | |
| 8/16/2023 | Golar LNG Ltd. | GLNG | Downgrade | Peerperform (Outperform) |
22.31 (24.98) |
11.97% | Details | |
| 8/11/2023 | Golar LNG Ltd. | GLNG | Maintain | Peerperform (N/A) |
|
Details | ||
| 8/8/2023 | Delek US | DK | Maintain | Outperform (N/A) |
|
Details | ||
| 7/27/2023 | Hess Corp. | HES | Maintain | Outperform (N/A) |
|
Details | ||
| 7/19/2023 | Baker Hughes | BKR | Maintain | Outperform (N/A) |
|
Details | ||
| 7/7/2023 | ExxonMobil | XOM | Downgrade | Peerperform (Outperform) |
102.92 (117.95) |
14.6% | Details | |
| 7/7/2023 | ConocoPhillips | COP | Upgrade | Outperform (Peerperform) |
100.34 (130.07) |
29.63% | Details | |
| 6/14/2023 | Bunge | BG | Maintain | Outperform (N/A) |
|
Details | ||
| 5/22/2023 | Chevron | CVX | Maintain | Outperform (N/A) |
|
Details | ||
| 5/5/2023 | Calumet Specialty Products Partners | CLMT | Maintain | Outperform (N/A) |
|
Details | ||
| 5/5/2023 | PBF Energy | PBF | Maintain | Outperform (N/A) |
|
Details | ||
| 4/28/2023 | Valero Energy | VLO | Maintain | Outperform (N/A) |
|
Details | ||
| 4/28/2023 | TotalEnergies SE | TTE | Maintain | Outperform (N/A) |
|
Details | ||
| 3/15/2023 | Calumet Specialty Products Partners | CLMT | Maintain | Outperform (N/A) |
|
Details | ||
| 3/6/2023 | New Fortress Energy | NFE | Maintain | Outperform (N/A) |
|
Details | ||
| 3/1/2023 | Delek US | DK | Maintain | Outperform (N/A) |
|
Details | ||
| 2/23/2023 | Denbury Inc. | DEN | Maintain | Outperform (N/A) |
|
Details | ||
| 2/7/2023 | BP | BP | Maintain | Outperform (N/A) |
|
Details | ||
| 1/26/2023 | Valero Energy | VLO | Maintain | Outperform (N/A) |
|
Details | ||
| 1/25/2023 | Halliburton | HAL | Maintain | Outperform (N/A) |
|
Details | ||
| 1/12/2023 | Hess Corp. | HES | Upgrade | Outperform (Peerperform) |
143.62 (161.08) |
12.16% | Details | |
| 1/12/2023 | Shell Plc. | SHEL | Downgrade | Peerperform (Outperform) |
58.37 (73.16) |
25.34% | Details | |
| 1/12/2023 | ConocoPhillips | COP | Downgrade | Peerperform (Outperform) |
118.08 (130.07) |
10.15% | Details | |
| 1/12/2023 | SLB | SLB | Downgrade | Peerperform (Outperform) |
55.96 (49.35) |
-11.81% | Details | |
| 1/12/2023 | TotalEnergies SE | TTE | Upgrade | Outperform (Peerperform) |
63.15 (74.70) |
18.29% | Details | |
| 1/12/2023 | Halliburton | HAL | Upgrade | Outperform (Underperform) |
40.94 (38.79) |
-5.25% | Details | |
| 12/13/2022 | New Fortress Energy | NFE | Maintain | Outperform (N/A) |
|
Details | ||
| 11/9/2022 | Darling Ingredients | DAR | Maintain | Outperform (N/A) |
|
Details | ||
| 11/9/2022 | Calumet Specialty Products Partners | CLMT | Maintain | Outperform (N/A) |
|
Details | ||
| 11/7/2022 | HF Sinclair | DINO | Maintain | Underperform (N/A) |
|
Details | ||
| 11/1/2022 | Marathon Petroleum | MPC | Maintain | Outperform (N/A) |
|
Details | ||
| 10/25/2022 | Halliburton | HAL | Maintain | Underperform (N/A) |
|
Details | ||
| 10/21/2022 | Schlumberger | SLB | Maintain | Outperform (N/A) |
|
Details | ||
| 10/19/2022 | Baker Hughes | BKR | Maintain | Outperform (N/A) |
|
Details | ||
| 9/15/2022 | Delek US | DK | Upgrade | Outperform (Peerperform) |
28.37 (29.39) |
3.6% | Details | |
| 9/15/2022 | CVR Energy | CVI | Downgrade | Peerperform (Outperform) |
32.43 (33.14) |
2.19% | Details | |
| 9/15/2022 | PBF Energy | PBF | Upgrade | Outperform (Underperform) |
31.43 (57.14) |
81.8% | Details | |
| 9/15/2022 | Phillips 66 | PSX | Downgrade | Peerperform (Outperform) |
86.16 (112.44) |
30.5% | Details | |
| 8/12/2022 | Bunge | BG | New Coverage | Outperform (N/A) |
97.85 (102.74) |
5% | Details | |
| 8/12/2022 | Archer Daniels Midland | ADM | New Coverage | Outperform (N/A) |
83.60 (60.36) |
-27.8% | Details | |
| 8/8/2022 | Chevron | CVX | Maintain | Outperform (N/A) |
|
Details | ||
| 7/28/2022 | Valero Energy | VLO | Maintain | Outperform (N/A) |
|
Details | ||
| 7/28/2022 | PBF Energy | PBF | Upgrade | Peerperform (Underperform) |
31.14 (31.43) |
0.93% | Details | |
| 5/5/2022 | Shell Plc. | SHEL | Maintain | Outperform (N/A) |
|
Details | ||
| 4/29/2022 | Chevron | CVX | Maintain | Outperform (N/A) |
|
Details | ||
| 4/29/2022 | Phillips 66 | PSX | Maintain | Outperform (N/A) |
|
Details | ||
| 3/2/2022 | Darling International | DAR | Maintain | Outperform (N/A) |
|
Details | ||
| 3/2/2022 | New Fortress Energy | NFE | Maintain | Outperform (N/A) |
|
Details | ||
| 3/2/2022 | Chevron | CVX | Maintain | Outperform (N/A) |
|
Details | ||
| 2/25/2022 | Delek US | DK | Maintain | Peerperform (N/A) |
|
Details | ||
| 2/1/2022 | ExxonMobil | XOM | Maintain | Outperform (N/A) |
|
Details | ||
| 1/27/2022 | Valero Energy | VLO | Maintain | Outperform (N/A) |
|
Details | ||
| 1/7/2022 | CVR Energy | CVI | Upgrade | Outperform (Peerperform) |
18.94 (32.43) |
71.22% | Details | |
| 12/14/2021 | Denbury Inc. | DEN | New Coverage | Outperform (N/A) |
79.65 (88.66) |
11.31% | Details | |
| 11/23/2021 | Calumet Specialty Products Partners | CLMT | Upgrade | Outperform (Peerperform) |
15.31 (15.74) |
2.81% | Details | |
| 11/2/2021 | CVR Energy | CVI | Maintain | Peerperform (N/A) |
|
Details | ||
| 10/28/2021 | PBF Energy | PBF | Maintain | Underperform (N/A) |
|
Details | ||
| 7/14/2021 | HollyFrontier | HFC | Downgrade | Underperform (Peerperform) |
31.51 (36.39) |
15.49% | Details | |
| 7/14/2021 | PBF Energy | PBF | Downgrade | Underperform (Peerperform) |
12.89 (31.14) |
141.58% | Details | |
| 7/14/2021 | Delek US | DK | Downgrade | Peerperform (Outperform) |
19.02 (28.37) |
49.16% | Details | |
| 5/5/2021 | HollyFrontier | HFC | Maintain | Peerperform (N/A) |
|
Details | ||
| 5/4/2021 | Marathon Petroleum | MPC | Maintain | Outperform (N/A) |
|
Details | ||
| 1/21/2021 | Tellurian | TELL | Upgrade | Outperform (Peerperform) |
2.59 (0.46) |
-82.24% | Details | |
| 11/5/2020 | Phillips 66 | PSX | Upgrade | Outperform (Peerperform) |
47.92 (86.16) |
79.8% | Details | |
| 6/2/2020 | TOTAL S.A. | TOT | Downgrade | Peerperform (Outperform) |
38.66 (48.30) |
24.94% | Details | |
| 6/2/2020 | BP | BP | Upgrade | Outperform (Peerperform) |
23.84 (39.45) |
65.48% | Details | |
| 11/13/2019 | New Fortress Energy | NFE | Maintain | Outperform (N/A) |
|
Details | ||
| 9/26/2019 | TOTAL S.A. | TOT | Maintain | Outperform (N/A) |
|
Details | ||
| 4/5/2019 | NextDecade Corp. | NEXT | Upgrade | Peerperform (Underperform) |
5.20 (6.28) |
20.77% | Details | |
| 3/8/2019 | Valero Energy | VLO | Upgrade | Outperform (Peerperform) |
80.59 (165.34) |
105.16% | Details | |
| 11/13/2018 | NextDecade Corp. | NEXT | New Coverage | Underperform (N/A) |
4.87 (5.20) |
6.78% | Details | |
| 11/13/2018 | Tellurian | TELL | New Coverage | Peerperform (N/A) |
6.86 (0.46) |
-93.29% | Details | |
| 11/13/2018 | Golar LNG Ltd. | GLNG | New Coverage | Outperform (N/A) |
27.60 (24.98) |
-9.49% | Details | |
| 9/28/2018 | Royal Dutch Shell | RDS-A | New Coverage | Outperform (N/A) |
68.74 (51.04) |
-25.75% | Details |
