CVR ENERGY INC — Form 8-K
Filed November 3, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 78/100
What the filing says
CVR Energy Inc. (purchaser) agreed to acquire from Marathon Petroleum Company LP and affiliates (sellers): two refineries (St. Paul Park, Minnesota and Mandan, North Dakota), multiple terminals, pipeline systems, and logistics assets. Base purchase price: $3.45B from MPC sellers + $750M from MPLX sellers = $4.2B total, plus/minus working capital and inventory adjustments. Transaction dated November 2, 2026; closing targeted for December 15, 2026 or later, subject to antitrust approval and marketing period conditions.
Why this rating
Acquisition of two operating refineries (~50% of company size) plus supporting infrastructure is transformational. Materially expands production capacity and vertically integrates logistics. High significance relative to $809M market cap but offset by execution risk and regulatory uncertainty.
Tradability signal
NO TRADE
No trade: the filing reads positive but the market is selling it (-8.5% since it hit EDGAR) — when our read and the tape disagree this hard, we stand aside. (Filing arrived outside market hours — evaluated at the next open with a live quote.)
Derived from this site's own measured outcomes + live price/liquidity at analysis time. An experiment, not investment advice.
Price action (we called it positive)
before filing · preread $55.96 ▲ 7.64% | at our read · unknown $51.99 | +10 min pending | +30 min pending | +1 hr pending | +4 hrs pending |
The stock had already moved -7.09% between hitting EDGAR and our read finishing — deltas above are measured from our read.
Quotes via Yahoo Finance at capture time; for filings arriving outside market hours the clock starts at the next open. Not investment advice. How accurate are our calls? →
See more from November 3, 2026.
EDGAR·FLOW summarizes public SEC EDGAR filings with automated analysis. Materiality scores and stock-impact predictions are algorithmically generated and are not investment advice. Always verify against the source filing on SEC.gov.