Geopolitics Alpha

Zacks Investment Ideas feature highlights: CVR Energy, Delek US, Northern Oil and Gas and Marathon Petroleum

Published . Updated .

Key takeaways

  • As you were browsing something about your browser made us think you were a bot.
  • Exposed: USO, XLE, UNG, XOM, CVX
  • Market reaction: USO +2.4% on the day (still updating); XLE +1.6% on the day (still updating); LNG +2.4% on the day (still updating)

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ENERGYZacks Investment Ideas featurehighlights: CVR Energy, Delek US,Northern Oil and Gas and Marathon…CVIDKMPCGEOPOLITICS ALPHA

As you were browsing something about your browser made us think you were a bot. There are a few reasons this might happen:

Directly affected

  • CVI Cvr Energy-32.6% 30d

    Named in this report.

  • DK Delek US Holdings-17.3% 30d

    Named in this report.

  • MPC Marathon Petroleum-0.9% 16d

    Named in this report.

Indirectly affected

  • USO United States Oil Fund-1.1% 30d

    United States Oil Fund: its price follows crude oil. Linked by “oil” (oil) in this story.

  • XLE Energy Select Sector SPDR+6.9% 30d

    Energy Select Sector SPDR: its price follows crude oil. Linked by “oil” (oil) in this story.

  • UNG United States Natural Gas Fund-13.5% 30d

    United States Natural Gas Fund: it follows natural-gas prices. Linked by “gas” (natural gas) in this story.

  • XOM ExxonMobil Holdings-2.7% 17d

    ExxonMobil Holdings (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “oil” (oil) in this story.

  • CVX Chevron+3.3% 30d

    Chevron (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “oil” (oil) in this story.

  • COP ConocoPhillips+4.8% 30d

    ConocoPhillips (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “oil” (oil) in this story.

  • SHEL Shell+1.1% 9d

    Shell (crude petroleum and natural gas): oil producers' profits rise and fall with crude prices. Linked by “oil” (oil) in this story.

  • LNG Cheniere Energy

    Cheniere Energy (natural gas distribution): gas producers and exporters earn more when gas prices rise. Linked by “gas” (natural gas) in this story.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
CVI+11.00%-1.60%base+3.51%after closeafter closeafter close
DK+4.32%+1.96%base+5.52%after closeafter closeafter close
MPC+0.73%-4.30%base+2.11%after closeafter closeafter close
USO+2.78%+4.95%base+2.37%after closeafter closeafter close
XLE+2.11%-0.95%base+1.57%after closeafter closeafter close
UNG-10.81%-10.24%base+1.15%after closeafter closeafter close
XOM+3.07%+0.89%base+1.25%after closeafter closeafter close
CVX+2.73%+0.67%base+0.78%after closeafter closeafter close
COP+0.96%+0.52%base+1.36%after closeafter closeafter close
SHEL+4.68%+1.86%base+0.63%after closeafter closeafter close
LNG-0.51%-5.27%base+2.39%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.

Zacks Investment Ideas feature highlights: CVR Energy, Delek US, Northern Oil and Gas and Marathon Petroleum Zacks Investment Research

Source: Zacks Investment Research

United States Oil Fund (USO) since this story, compared with the market

CompanyWhenMoveStatus
Conocophillips (COP)that day+1.36%still updating
Conocophillips (COP)three days earlier+0.52%final price
Conocophillips (COP)five days earlier+0.96%final price
CVIthat day+3.51%still updating
CVIthree days earlier-1.60%final price
CVIfive days earlier+11.00%final price
Chevron (CVX)that day+0.78%still updating
Chevron (CVX)three days earlier+0.67%final price
Chevron (CVX)five days earlier+2.73%final price
DKthat day+5.52%still updating
DKthree days earlier+1.96%final price
DKfive days earlier+4.32%final price
Cheniere Energy (LNG)that day+2.39%still updating
Cheniere Energy (LNG)three days earlier-5.27%final price
Cheniere Energy (LNG)five days earlier-0.51%final price
MPCthat day+2.11%still updating
MPCthree days earlier-4.30%final price
MPCfive days earlier+0.73%final price
Shell (SHEL)that day+0.63%still updating
Shell (SHEL)three days earlier+1.86%final price
Shell (SHEL)five days earlier+4.68%final price
United States Natural Gas Fund (UNG)that day+1.15%still updating
United States Natural Gas Fund (UNG)three days earlier-10.24%final price
United States Natural Gas Fund (UNG)five days earlier-10.81%final price
United States Oil Fund (USO)that day+2.37%still updating
United States Oil Fund (USO)three days earlier+4.95%final price
United States Oil Fund (USO)five days earlier+2.78%final price
Select Sector Spdr Tr (XLE)that day+1.57%still updating
Select Sector Spdr Tr (XLE)three days earlier-0.95%final price
Select Sector Spdr Tr (XLE)five days earlier+2.11%final price
ExxonMobil Holdings (XOM)that day+1.25%still updating
ExxonMobil Holdings (XOM)three days earlier+0.89%final price
ExxonMobil Holdings (XOM)five days earlier+3.07%final price

Trades by members of Congress and officials 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).

Companies in energy around United States Oil Fund (USO)

Companies carried with this story

  • USO United States Oil Fund

    In “Zacks Investment Ideas feature highlights: CVR Energy, Delek US, Northern Oil and Gas and Marathon Petroleum,” United States Oil Fund (USO) is linked, with no stored direction, medium confidence. Reason on file: United States Oil Fund: its price follows crude oil. Linked by “oil” (oil) in this story

  • XLE Select Sector Spdr Tr

    For “Zacks Investment Ideas feature highlights: CVR Energy, Delek US, Northern Oil and Gas and Marathon Petroleum,” Select Sector Spdr Tr (XLE) is linked, with no stored direction, medium confidence. Reason on file: Energy Select Sector SPDR: its price follows crude oil. Linked by “oil” (oil) in this story

  • UNG United States Natural Gas Fund

    In “Zacks Investment Ideas feature highlights: CVR Energy, Delek US, Northern Oil and Gas and Marathon Petroleum,” United States Natural Gas Fund (UNG) is linked, with no stored direction, medium confidence. Reason on file: United States Natural Gas Fund: it follows natural-gas prices. Linked by “gas” (natural gas) in this story

  • XOM ExxonMobil Holdings

    In “Zacks Investment Ideas feature highlights: CVR Energy, Delek US, Northern Oil and Gas and Marathon Petroleum,” ExxonMobil Holdings (XOM) is linked, with no stored direction, medium confidence. Reason on file: ExxonMobil Holdings (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “oil” (oil) in this story

  • CVX Chevron

    For “Zacks Investment Ideas feature highlights: CVR Energy, Delek US, Northern Oil and Gas and Marathon Petroleum,” Chevron (CVX) is linked, with no stored direction, medium confidence. Reason on file: Chevron (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “oil” (oil) in this story

  • COP Conocophillips

    In “Zacks Investment Ideas feature highlights: CVR Energy, Delek US, Northern Oil and Gas and Marathon Petroleum,” Conocophillips (COP) is linked, with no stored direction, medium confidence. Reason on file: ConocoPhillips (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “oil” (oil) in this story

  • SHEL Shell

    For “Zacks Investment Ideas feature highlights: CVR Energy, Delek US, Northern Oil and Gas and Marathon Petroleum,” Shell (SHEL) is linked, with no stored direction, medium confidence. Reason on file: Shell (crude petroleum and natural gas): oil producers' profits rise and fall with crude prices. Linked by “oil” (oil) in this story

  • LNG Cheniere Energy

    In “Zacks Investment Ideas feature highlights: CVR Energy, Delek US, Northern Oil and Gas and Marathon Petroleum,” Cheniere Energy (LNG) is linked, with no stored direction, medium confidence. Reason on file: Cheniere Energy (natural gas distribution): gas producers and exporters earn more when gas prices rise. Linked by “gas” (natural gas) in this story

How energy news reaches United States Oil Fund (USO)

The 11 Nov 2026 story “Zacks Investment Ideas feature highlights: CVR Energy, Delek US, Northern Oil and Gas and Marathon Petroleum” names United States Oil Fund (USO) because of Energy.

What ties United States Oil Fund (USO) to the headline is this: United States Oil Fund: its price follows crude oil. Linked by “oil” (oil) in this story

Also listed, Select Sector Spdr Tr (XLE): Energy Select Sector SPDR: its price follows crude oil. Linked by “oil” (oil) in this story

Dates in the story, and the United States Oil Fund (USO) price range

UNG traded between 8.95 and 11.43 across 20 sessions. The latest close on file is 9.34. USO traded between 143.02 and 171.80 across 20 sessions. The latest close on file is 148.41. XLE traded between 63.05 and 70.15 across 20 sessions. The latest close on file is 66.70.

How solid the energy case looks

54 out of 100Price not final

“Zacks Investment Ideas feature highlights: CVR Energy, Delek US, Northern Oil and Gas and Marathon Petroleum” scores 54 out of 100. The score uses 2 sources, and 8 linked companies. The price is not final yet.