← 21 Aug 2026 · Short-term Top 10 — Energy
Short-term Top 10 — Energy — what changed on 24 Aug 2026
A dated record of one session: what entered or left, what moved inside the ten and by how much, who is closest to the boundary, and how the list did against its benchmark. Each bar is a percentile: how this company ranked against every company the score ranked, 0–100.
The short-term score is a published weighted sum of percentile ranks, rebalanced every Monday. A list is a published formula and its output, not a recommendation. Method version 3.
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Who entered, who left, and the reason — with the score moves behind it.
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Membership changes on 24 Aug 2026
Entered
- APA Corporation (APA) (rank 0 → 1)
Entered 24 Aug 2026: score 69.4, rank 1 (not compared with 18 Aug 2026 — those rows were scored under method version 1, this pass under 3, and the formula changed between them, so a score is only comparable within one version). - CALUMET INC (CLMT) (rank 0 → 5)
Entered 24 Aug 2026: score 66.2, rank 5 (not compared with 18 Aug 2026 — those rows were scored under method version 1, this pass under 3, and the formula changed between them, so a score is only comparable within one version). - DELEK US HOLDINGS INC (DK) (rank 0 → 3)
Entered 24 Aug 2026: score 66.6, rank 3 (not compared with 18 Aug 2026 — those rows were scored under method version 1, this pass under 3, and the formula changed between them, so a score is only comparable within one version). - INTERNATIONAL SEAWAYS INC (INSW) (rank 0 → 4)
Entered 24 Aug 2026: score 66.5, rank 4 (not compared with 18 Aug 2026 — those rows were scored under method version 1, this pass under 3, and the formula changed between them, so a score is only comparable within one version). - PBF ENERGY INC CLASS A (PBF) (rank 0 → 2)
Entered 24 Aug 2026: score 67.9, rank 2 (not compared with 18 Aug 2026 — those rows were scored under method version 1, this pass under 3, and the formula changed between them, so a score is only comparable within one version).
Left
- CNX RESOURCES CORP (CNX) (rank 0 → 81)
Left 24 Aug 2026: score 38.3, rank 81 (not compared with 18 Aug 2026 — those rows were scored under method version 1, this pass under 3, and the formula changed between them, so a score is only comparable within one version) (a member leaves above rank 15). - NATIONAL ENERGY SERVICES REUNITED (NESR) (rank 0 → 32)
Left 24 Aug 2026: score 55.9, rank 32 (not compared with 18 Aug 2026 — those rows were scored under method version 1, this pass under 3, and the formula changed between them, so a score is only comparable within one version) (a member leaves above rank 15). - PAR PACIFIC HOLDINGS INC (PARR) (rank 0 → 28)
Left 24 Aug 2026: score 56.5, rank 28 (not compared with 18 Aug 2026 — those rows were scored under method version 1, this pass under 3, and the formula changed between them, so a score is only comparable within one version) (a member leaves above rank 15). - Permian Resources (PR) (rank 0 → 43)
Left 24 Aug 2026: score 54.0, rank 43 (not compared with 18 Aug 2026 — those rows were scored under method version 1, this pass under 3, and the formula changed between them, so a score is only comparable within one version) (a member leaves above rank 15). - SunocoCorp LLC (SUNC) (rank 0 → 42)
Left 24 Aug 2026: score 54.4, rank 42 (not compared with 18 Aug 2026 — those rows were scored under method version 1, this pass under 3, and the formula changed between them, so a score is only comparable within one version) (a member leaves above rank 15).
Inside the ten
Not compared with the previous session, 21 Aug 2026: those rows were scored under method version 2 and this session under version 3, and the formula changed between them, so a score is only comparable within one version.
| Company | Rank | Score | Pillar that moved most |
|---|---|---|---|
| APA Corporation (APA) | 1 | 69.4 0.0 | no pillar moved materially |
| PBF ENERGY INC CLASS A (PBF) | 2 | 67.9 0.0 | no pillar moved materially |
| DELEK US HOLDINGS INC (DK) | 3 | 66.6 0.0 | no pillar moved materially |
| INTERNATIONAL SEAWAYS INC (INSW) | 4 | 66.5 0.0 | no pillar moved materially |
| CALUMET INC (CLMT) | 5 | 66.2 0.0 | no pillar moved materially |
| Venture Global, Inc. (VG) | 7 | 64.6 0.0 | no pillar moved materially |
| DHT HOLDINGS INC (DHT) | 11 | 63.2 0.0 | no pillar moved materially |
| LandBridge Co LLC (LB) | 12 | 61.9 0.0 | no pillar moved materially |
| CVR ENERGY INC (CVI) | 13 | 61.9 0.0 | no pillar moved materially |
| OCEANEERING INTERNATIONAL INC (OII) | 14 | 61.6 0.0 | no pillar moved materially |
At the edge
Knocking
- Ovintiv (OVV) scores 3.6 above the lowest member — the sector cap, not the score, is what is keeping it out
- SM ENERGY (SM) scores 2.4 above the lowest member — the sector cap, not the score, is what is keeping it out
Closest to the exit
- LandBridge Co LLC (LB) 0.9 above the score at rank 15, where the hold band ends
- CVR ENERGY INC (CVI) 0.9 above the score at rank 15, where the hold band ends
- OCEANEERING INTERNATIONAL INC (OII) 0.6 above the score at rank 15, where the hold band ends
Ranked against 86 eligible Energy companies on this session. A company at the edge is a company near a boundary, not a prediction that it will cross one.
Against the benchmark
SPY is the S&P 500 ETF — the US large-cap market average.
−1.7% since the previous session (2026-08-21), against −0.3% for SPY — 1.4 points behind the benchmark. Tracked since 2026-08-18.
+0.4% since 2026-08-18, against −0.5% for SPY — 1.0 points ahead of the benchmark. Tracked since 2026-08-18.
Both curves are total return through 24 Aug 2026: a distribution buys more of the company that paid it, on the benchmark as much as on the list.
More
Informational only — NOT financial advice.