Themes / Group
Inactive · established relationshipLatest completed snapshot · 04:10 ET

MARKET-DISCOVERED GROUP

Oil & Gas

THE TRADER READRecurring relationship, inactive in the latest snapshot

Price direction is split across 16 measured members. Capital-flow agreement is 11%, so the basket is not yet clean.

Price breadth2 up · 12 downRelative median unavailable
Capital-flow alignment11%Price breadth is not yet confirmed by flow
Activity nowCalmActivity score 12/100 · lift 0.8×
Evidence depth3 support daysLow sample—context, not a validated playbook
EVIDENCE CLOCK

What happened, in timestamp order

0 timed events
TIMING READA causal timing read is unavailable because no material member price onset could be timestamped.

No session event has enough timestamp precision to place on the clock.

2 earlier filing context receipts

THU, FEB 26DINO filing documented shared operating contextdemand / volume · date precision only

THU, MAR 12ACDC filing documented shared operating contextdemand / volume · date precision only

Headline times and retained activity confirmations are point-in-time evidence. Price order is inferred from aligned 5-minute bars. Filing evidence has date precision only and is context, not an intraday catalyst claim.

01 · WHAT IS HAPPENING

The move, the flow and who is driving it

Price breadth, unusual activity and signed capital flow are separate observations
Price sequence unavailableA timestamped price sequence is unavailable.
RELATIVE CO-MOVEMENT

How the members are behaving together

Session-normalized

Observed intraday paths are not available for this group yet.

02 · WHY IT MATTERS

Why now and where the move could travel

Context and lead/lag links are evidence, not proof of causation or a forecast
WHY NOW

Verified recent context

0 items

No verified recent catalyst is attached to this move. The relationship may be market-led rather than news-led.

WHY THIS GROUP EXISTS

Shared filing context

8/16 members covered

Moderate filing support: the strongest shared 10-Q/K outlook is operating setup (near-term outlook) across ACDC, BKV, CLB, DINO, HPK, OIS, REPX.

demand / volume

The more successful these alternatives become as a result of governmental regulations, technological advances, consumer demand, improved pricing or otherwise, the greater the impact on pricing and demand for our products and our profitability.

DINO 10-K · 2026-02-27
credit / rates affecting interest expense

Earnings before interest, taxes, depreciation and amortization, referred to as EBITDA, is calculated as Net income attributable to HF Sinclair stockholders plus (i) Interest expense , net of Interest income , (ii) Income tax expense and (iii) Depreciation and amortization .

DINO 10-Q · 2026-07-30
restructuring

This change does not delay, accelerate, or avoid an impairment charge and has been applied prospectively as retrospective application was impracticable due to the inability to objectively determine the assumptions and significant estimates used in prior periods without the benefit of hindsight.

DINO 10-K · 2026-02-27
CONFIRMATION NETWORK

Outsiders and cross-asset links

0 outsiders confirming

No qualified cross-asset lead/lag link is available for this group.

Filing-linked outsiders test whether the move is spreading beyond the established cohort.

TALONot confirming

HPK · text peer

MNRNot confirming

REPX · text peer

ARNot confirming

ACDC · text peer

PAANot confirming

DINO · text peer

03 · WHO IS IN IT

Member participation

Unusual activity and daily price direction are shown separately
DINOPBREFXTTSTPLSUVETTTEHPKACDCREPXGPRKOISBKVPDSCLB

6/16 active2 rising · 13 falling · 1 flat

MemberUnusual activityToday's moveRead now
DINOHF Sinclair Corporation
Most unusual · 100/100
-2.0%
Flow confirmerActive in 0% of observed group sessions
PBRPetróleo Brasileiro S.A. - Petrobras
Elevated · 68/100
-4.0%
Active; unclassifiedActive in 0% of observed group sessions
EFXTEnerflex Ltd.
Elevated · 65/100
+0.0%
Active; unclassifiedActive in 0% of observed group sessions
TSTenaris S.A.
Elevated · 54/100
+2.2%
Active; unclassifiedActive in 0% of observed group sessions
TPLTexas Pacific Land Corporation
Elevated · 54/100
-0.1%
Active; unclassifiedActive in 0% of observed group sessions
SUSuncor Energy Inc.
Elevated · 53/100
-3.0%
Active; unclassifiedActive in 0% of observed group sessions
VETVermilion Energy Inc.
Quiet · 50/100
-2.8%
Watch / laggardActive in 0% of observed group sessions
TTETotalEnergies SE
Quiet · 38/100
-0.7%
Watch / laggardActive in 0% of observed group sessions
HPKHighPeak Energy, Inc.
Quiet · 0/100
-3.3%
Watch / laggardActive in 0% of observed group sessions
ACDCProFrac Holding Corp.
Quiet · 0/100
-3.0%
Watch / laggardActive in 0% of observed group sessions
REPXRiley Exploration Permian, Inc.
Quiet · 0/100
-1.0%
Watch / laggardActive in 0% of observed group sessions
GPRKGeopark Ltd
Quiet · 0/100
-0.8%
Watch / laggardActive in 0% of observed group sessions
OISOil States International, Inc.
Quiet · 0/100
+0.7%
Watch / laggardActive in 0% of observed group sessions
BKVBKV Corporation
Quiet · 0/100
-0.7%
Watch / laggardActive in 0% of observed group sessions
PDSPrecision Drilling Corporation
Quiet · 0/100
-0.5%
Watch / laggardActive in 0% of observed group sessions
CLBCore Laboratories Inc.
Quiet · 0/100
-0.0%
Watch / laggardActive in 0% of observed group sessions
View exact member values
TICKERCompanyRole nowTodayObserved historyTrader interpretation
DINOHF Sinclair CorporationMost unusual-2.0%0% of 0 sessionsMost unusual activity in this snapshot; performance direction may differ.
PBRPetróleo Brasileiro S.A. - PetrobrasParticipating-4.0%0% of 0 sessionsPrice participation is not yet confirmed by per-name flow.
EFXTEnerflex Ltd.Participating+0.0%0% of 0 sessionsPrice participation is not yet confirmed by per-name flow.
TSTenaris S.A.Participating+2.2%0% of 0 sessionsPrice participation is not yet confirmed by per-name flow.
TPLTexas Pacific Land CorporationParticipating-0.1%0% of 0 sessionsPrice participation is not yet confirmed by per-name flow.
SUSuncor Energy Inc.Participating-3.0%0% of 0 sessionsPrice participation is not yet confirmed by per-name flow.
VETVermilion Energy Inc.Quiet / lagging-2.8%0% of 0 sessionsNot participating yet; a breadth test or a genuine divergence.
TTETotalEnergies SEQuiet / lagging-0.7%0% of 0 sessionsNot participating yet; a breadth test or a genuine divergence.
HPKHighPeak Energy, Inc.Quiet / lagging-3.3%0% of 0 sessionsNot participating yet; a breadth test or a genuine divergence.
ACDCProFrac Holding Corp.Quiet / lagging-3.0%0% of 0 sessionsNot participating yet; a breadth test or a genuine divergence.
REPXRiley Exploration Permian, Inc.Quiet / lagging-1.0%0% of 0 sessionsNot participating yet; a breadth test or a genuine divergence.
GPRKGeopark LtdQuiet / lagging-0.8%0% of 0 sessionsNot participating yet; a breadth test or a genuine divergence.
OISOil States International, Inc.Quiet / lagging+0.7%0% of 0 sessionsNot participating yet; a breadth test or a genuine divergence.
BKVBKV CorporationQuiet / lagging-0.7%0% of 0 sessionsNot participating yet; a breadth test or a genuine divergence.
PDSPrecision Drilling CorporationQuiet / lagging-0.5%0% of 0 sessionsNot participating yet; a breadth test or a genuine divergence.
CLBCore Laboratories Inc.Quiet / lagging-0.0%0% of 0 sessionsNot participating yet; a breadth test or a genuine divergence.

04 · HAS THIS HAPPENED BEFORE

Identity history versus measured outcomes

Structural recurrence is not the same as a validated trading outcome
POINT-IN-TIME LIVE OUTCOMES

Live outcome ledger collecting

0/0 events completed

No completed point-in-time outcome is available yet. New live confirmations are now retained with their exact observation timestamp; statistics appear only after the corresponding candles complete.

Only point-in-time live watcher observations and conservative same-day EOD observations are included. Later backfills and replay runs are excluded.
Low structural sample

Only 0 completed episodes across 0 active sessions; treat history as context, not a validated playbook. These episode counts describe recurrence; the outcome ledger above is the only forward-performance evidence.

Structural support3 daysHow often the cohort identity was observed
Completed episodes0Separate periods of broad group activity
Active sessions0Completed session observations, not trades
2026-08-2521 names in the durable cohort
2026-08-2416 names in the durable cohort
2026-08-2114 names in the durable cohort
MEMBER CONSISTENCY IN OBSERVED ACTIVE SESSIONS
ACDC0% · 0 episodes
BKV0% · 0 episodes
CLB0% · 0 episodes
DINO0% · 0 episodes
EFXT0% · 0 episodes
GPRK0% · 0 episodes
HPK0% · 0 episodes
OIS0% · 0 episodes
PBR0% · 0 episodes
PDS0% · 0 episodes
REPX0% · 0 episodes
SU0% · 0 episodes
TPL0% · 0 episodes
TS0% · 0 episodes
TTE0% · 0 episodes
VET0% · 0 episodes