Oil & Gas Refining & Marketing industry stocks

19 companies in the Oil & Gas Refining & Marketing industry. 13 have a published intrinsic value and 6 trade at least 20% below it.

The median company in Oil & Gas Refining & Marketing with a published value trades 19% below our estimate of intrinsic value.

Values as of the 22 Sept 2026 close.

Most undervalued stocks in Oil & Gas Refining & Marketing

HF Sinclair Corp (DINO): undervalued, +57% margin of safety
PBF Energy Inc (PBF): undervalued, +49% margin of safety
Ultrapar Participacoes SA ADR (UGP): undervalued, +44% margin of safety
Sunoco LP (SUN): undervalued, +21% margin of safety
Delek US Holdings Inc (DK): slightly undervalued, +19% margin of safety

Liquid names only: at least $1M traded a day and $50M of market value.

Largest companies in Oil & Gas Refining & Marketing

Marathon Petroleum Corp (MPC): overvalued, -37% margin of safety
Valero Energy Corp (VLO): overvalued, -128% margin of safety
Phillips 66 (PSX): overvalued, -46% margin of safety
HF Sinclair Corp (DINO): undervalued, +57% margin of safety
Sunoco LP (SUN): undervalued, +21% margin of safety
PBF Energy Inc (PBF): undervalued, +49% margin of safety
Ultrapar Participacoes SA ADR (UGP): undervalued, +44% margin of safety
CVR Energy Inc (CVI): overvalued, -21% margin of safety
Icahn Enterprises L P (IEP): not valued
Delek US Holdings Inc (DK): slightly undervalued, +19% margin of safety
Par Pacific Holdings Inc (PARR): no reliable verdict
Delek Logistics Partners LP (DKL): slightly overvalued, -14% margin of safety
Cosan S.A ADR (CSAN): no reliable verdict
World Kinect Corp (WKC): overvalued, -52% margin of safety
CrossAmerica Partners LP (CAPL): undervalued, +31% margin of safety
ARKO Petroleum Corp (APC): no published value
Star Group LP (SGU): undervalued, +75% margin of safety
Clean Energy Fuels Corp (CLNE): not valued
Delixy Holdings Ltd (DLXY): not valued

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