Tellvest

Companies Economy Pulse Mentions Returns Firms & Analysts Pricing About

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Descriptive analysis built from SEC filings and public earnings transcripts. Not investment advice.

Conor Fitzpatrick (Bank of America) — Tellvest

Analysts/Conor Fitzpatrick

Conor Fitzpatrick

Bank of America

Energy

Limited coverage. Only 4 questions of coverage. Treat these numbers as directional — sample too small for reliable averages.

Companies

Questions

Challenge RatePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.

Challenge Trend

Q2 '25Q2 '26

Focus Areas5 topics

Regulation Policy2Supply Chain2Pricing2Margin1Demand1

Trends3 quarters

Questions per Quarter

Questions

Challenging

Companies Covered

Question History4 questions

MPCMarathon Petroleum3 quarters

2026 Q2

what you think the sustainability of margins for renewable diesel are today beyond 2027

MarginRegulation PolicyView in transcript →

2025 Q4

Are Canadian pipeline bottlenecks affecting Canadian crude pricing or realized crude costs?

PricingSupply ChainView in transcript →

2025 Q2

diesel and jet differentials appear to have been particularly strong in the Mid-Con and West Coast in recent weeks. What are you seeing

PricingDemandView in transcript →

VLOValero Energy1 quarter

2026 Q2

what do you think is the biggest source of change for supply going forward?

Regulation PolicySupply ChainView in transcript →