Geopolitics Alpha

CVR Energy expands refinery holdings

Published . Updated .

Key takeaways

  • Exposed: CRAK, XLE, VLO, MPC, PSX
  • Market reaction: XLE −0.2% on the day (still updating); CRAK −0.1% on the day (still updating); CVI −10.7% on the day (still updating)

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ENERGYCVR Energy expands refineryholdingsCVIGEOPOLITICS ALPHA

This report is about refining.

Directly affected

  • CVI Cvr Energy+7.0% 30d

    Named in this report.

Indirectly affected

  • CRAK VanEck Oil Refiners ETF

    VanEck Oil Refiners ETF: it holds refiners, whose margins move with fuel prices. Linked by “refinery” (refining) in this story.

  • XLE Energy Select Sector SPDR+8.9% 30d

    Energy Select Sector SPDR: it holds refiners, whose margins move with fuel prices. Linked by “refinery” (refining) in this story.

  • VLO Valero Energy+1.1% 30d

    Valero Energy (petroleum refining): refiners' margins move with crude and fuel prices. Linked by “refinery” (refining) in this story.

  • MPC Marathon Petroleum+9.5% 10d

    Marathon Petroleum (petroleum refining): refiners' margins move with crude and fuel prices. Linked by “refinery” (refining) in this story.

  • PSX Phillips 66+9.1% 30d

    Phillips 66 (petroleum refining): refiners' margins move with crude and fuel prices. Linked by “refinery” (refining) in this story.

  • XOM ExxonMobil Holdings+6.2% 16d

    ExxonMobil Holdings (petroleum refining): refiners' margins move with crude and fuel prices. Linked by “refinery” (refining) in this story.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
CVI+2.65%+1.64%base-10.74%after closeafter closeafter close
CRAK+1.98%+0.61%base-0.07%after closeafter closeafter close
XLE+1.44%+2.16%base-0.19%after closeafter closeafter close
VLO+1.54%+0.86%base+1.85%after closeafter closeafter close
MPC+1.26%+0.47%base-1.02%after closeafter closeafter close
PSX-2.43%-0.52%base+0.82%after closeafter closeafter close
XOM+0.06%+1.89%base-0.88%after closeafter closeafter close

Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.

CVR Energy expands refinery holdings Oklahoma Energy Today

Source: Oklahoma Energy Today

The price since 3 Nov 2026: Vaneck Etf Trust (CRAK) versus the S&P 500

CompanyWhenMoveStatus
Vaneck Etf Trust (CRAK)that day-0.07%still updating
Vaneck Etf Trust (CRAK)three days earlier+0.61%final price
Vaneck Etf Trust (CRAK)five days earlier+1.98%final price
Cvr Energy (CVI)that day-10.74%still updating
Cvr Energy (CVI)three days earlier+1.64%final price
Cvr Energy (CVI)five days earlier+2.65%final price
Marathon Petroleum (MPC)that day-1.02%still updating
Marathon Petroleum (MPC)three days earlier+0.47%final price
Marathon Petroleum (MPC)five days earlier+1.26%final price
Phillips 66 (PSX)that day+0.82%still updating
Phillips 66 (PSX)three days earlier-0.52%final price
Phillips 66 (PSX)five days earlier-2.43%final price
Valero Energy (VLO)that day+1.85%still updating
Valero Energy (VLO)three days earlier+0.86%final price
Valero Energy (VLO)five days earlier+1.54%final price
Select Sector Spdr Tr (XLE)that day-0.19%still updating
Select Sector Spdr Tr (XLE)three days earlier+2.16%final price
Select Sector Spdr Tr (XLE)five days earlier+1.44%final price
XOMthat day-0.88%still updating
XOMthree days earlier+1.89%final price
XOMfive days earlier+0.06%final price

Congressional trades in the stocks in this story

Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).

Who is named in “CVR Energy expands refinery holdings”

Companies tied to this story

  • CRAK Vaneck Etf Trust

    For “CVR Energy expands refinery holdings,” Vaneck Etf Trust (CRAK) is linked, with no stored direction, medium confidence. Reason on file: VanEck Oil Refiners ETF: it holds refiners, whose margins move with fuel prices. Linked by “refinery” (refining) in this story

  • XLE Select Sector Spdr Tr

    Select Sector Spdr Tr (XLE) is linked, with no stored direction, medium confidence in the 3 Nov 2026 story “CVR Energy expands refinery holdings.” Reason on file: Energy Select Sector SPDR: it holds refiners, whose margins move with fuel prices. Linked by “refinery” (refining) in this story

  • VLO Valero Energy

    In “CVR Energy expands refinery holdings,” Valero Energy (VLO) is linked, with no stored direction, medium confidence. Reason on file: Valero Energy (petroleum refining): refiners' margins move with crude and fuel prices. Linked by “refinery” (refining) in this story

  • MPC Marathon Petroleum

    For “CVR Energy expands refinery holdings,” Marathon Petroleum (MPC) is linked, with no stored direction, medium confidence. Reason on file: Marathon Petroleum (petroleum refining): refiners' margins move with crude and fuel prices. Linked by “refinery” (refining) in this story

  • PSX Phillips 66

    In “CVR Energy expands refinery holdings,” Phillips 66 (PSX) is linked, with no stored direction, medium confidence. Reason on file: Phillips 66 (petroleum refining): refiners' margins move with crude and fuel prices. Linked by “refinery” (refining) in this story

  • CVI Cvr Energy

    Cvr Energy (CVI) is linked, with no stored direction, medium confidence in the 3 Nov 2026 story “CVR Energy expands refinery holdings.” Reason on file: CVR Energy (petroleum refining): refiners' margins move with crude and fuel prices. Linked by “refinery” (refining) in this story

Vaneck Etf Trust (CRAK) and the energy link

The 3 Nov 2026 story “CVR Energy expands refinery holdings” names Vaneck Etf Trust (CRAK) because of Energy.

What ties Vaneck Etf Trust (CRAK) to the headline is this: VanEck Oil Refiners ETF: it holds refiners, whose margins move with fuel prices. Linked by “refinery” (refining) in this story

A second company, Select Sector Spdr Tr (XLE), is listed for a different reason: Energy Select Sector SPDR: it holds refiners, whose margins move with fuel prices. Linked by “refinery” (refining) in this story

What this energy story puts on the calendar

VLO traded between 377.49 and 461.55 across 20 sessions. The latest close on file is 381.44. XLE traded between 62.95 and 70.15 across 20 sessions. The latest close on file is 67.26.

What the saved facts support for Vaneck Etf Trust (CRAK)

46 out of 100Price not final

“CVR Energy expands refinery holdings” scores 46 out of 100. The score uses 1 sources, and 6 linked companies. The price is not final yet.