Genesis Energy (GEL)

AMERICAN NATURAL SODA ASH CORP. • AP MARINE, LLC • BR PORT SERVICES, LLC • CAMERON HIGHWAY OIL PIPELINE COMPANY, LLC • CAMERON HIGHWAY PIPELINE GP, L.L.C. • CAMERON HIGHWAY PIPELINE I, L.P. • CASPER EXPRESS PIPELINE, LLC • DAVISON PETROLEUM SUPPLY, LLC • DAVISON TRANSPORTATION SERVICES, INC. • DAVISON TRANSPORTATION SERVICES, LLC ...

IRS number

760513049

GEL stock data

1M 3M 6M 1Y

Latest filings (excl ownership)

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8-K

Genesis Energy, L.P. Reports Fourth Quarter 2024 Results

13 Feb 25

8-K

Entry into a Material Definitive Agreement

19 Dec 24

8-K

Entry into a Material Definitive Agreement

17 Dec 24

8-K

Genesis Energy, L.P. Announces Public Offering of Senior Notes

11 Dec 24

424B5

Prospectus supplement for primary offering

9 Dec 24

FWP

Free writing prospectus

5 Dec 24

424B5

Prospectus supplement for primary offering

5 Dec 24

8-K

Departure of Directors or Certain Officers

31 Oct 24

Genesis Energy, L.P. Reports Third Quarter 2024 Results

31 Oct 24

Transcripts

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GEL

Earnings call transcript

2024 Q4

13 Feb 25

GEL

Earnings call transcript

2024 Q3

31 Oct 24

GEL

Earnings call transcript

2024 Q2

1 Aug 24

GEL

Earnings call transcript

2024 Q1

2 May 24

GEL

Earnings call transcript

2023 Q4

15 Feb 24

GEL

Earnings call transcript

2023 Q3

2 Nov 23

GEL

Earnings call transcript

2023 Q2

3 Aug 23

GEL

Earnings call transcript

2023 Q2

3 Aug 23

GEL

Earnings call transcript

2023 Q1

4 May 23

GEL

Earnings call transcript

2022 Q4

22 Feb 23

Latest ownership filings

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Financial summary

Financial statements Chart GEL financial data

Quarter (USD)	Sep 24	Jun 24	Mar 24	Dec 23
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Annual (USD)	Dec 23	Dec 22	Dec 21	Dec 20
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Cash burn rate (est.)	Burn method: Change in cash		Burn method: Operating income		Burn method: FCF (opex + capex)
	Last Q	Avg 4Q	Last Q	Avg 4Q	Last Q	Avg 4Q
Cash on hand (at last report)	31.77 mm	31.77 mm	31.77 mm	31.77 mm	31.77 mm	31.77 mm
Cash burn (monthly)	243.67 k	678.08 k	(no burn)	(no burn)	(no burn)	(no burn)
Cash used (since last report)	1.23 mm	3.41 mm	n/a	n/a	n/a	n/a
Cash remaining	30.54 mm	28.36 mm	n/a	n/a	n/a	n/a
Runway (months of cash)	125.3	41.8	n/a	n/a	n/a	n/a

Beta Read what these cash burn values mean

Financial data from company earnings reports.

Institutional ownership, Q4 2024

GEL institutional ownership history Ownership history

53.5% owned by funds/institutions

13F holders	Current	Prev Q	Change
Total holders	32	31	+3.2%
Opened positions	5	2	+150.0%
Closed positions	4	4	–
Increased positions	10	6	+66.7%
Reduced positions	4	10	-60.0%

13F shares	Current	Prev Q	Change
Total value	108.40 bn	111.93 bn	-3.2%
Total shares	65.46 mm	61.42 mm	+6.6%
Total puts	0.00	0.00
Total calls	0.00	0.00
Total put/call ratio	–	–	–

Largest owners	Shares	Value	Change
Alps Advisors	20.60 mm	$226.78 mm	+7.7%
KKR Group Partnership	12.67 mm	$275.41 mm	0.0%
Blackstone Holdings II	10.79 mm	$146.27 mm	0.0%
Global X Management	6.31 mm	$0.00	0.0%
JPM JPMorgan Chase & Co.	4.67 mm	$47.17 bn	+9.9%
Chickasaw Capital Management	3.84 mm	$38.78 mm	+0.4%
GS The Goldman Sachs Group, Inc.	3.60 mm	$36.36 bn	+31.3%
Tortoise Capital Advisors, L.L.C.	811.37 k	$8.20 bn	NEW
BCS Barclays	514.48 k	$5.20 mm	+44.1%
Manning & Napier Advisors	350.00 k	$3.54 bn	+40.0%

Largest transactions	Shares	Bought/sold	Change
Alps Advisors	20.60 mm	+1.47 mm	+7.7%
GS The Goldman Sachs Group, Inc.	3.60 mm	+857.67 k	+31.3%
Tortoise Capital Advisors, L.L.C.	811.37 k	+811.37 k	NEW
JPM JPMorgan Chase & Co.	4.67 mm	+418.56 k	+9.9%
Summit Financial	210.50 k	+210.50 k	NEW
BCS Barclays	514.48 k	+157.40 k	+44.1%
BNP Paribas Arbitrage	102.60 k	-113.54 k	-52.5%
Manning & Napier Advisors	350.00 k	+100.00 k	+40.0%
Simplex Trading	83.40 k	+56.81 k	+213.7%
Pacer Advisors	124.48 k	+49.67 k	+66.4%

Data from 13F filings, for the last complete 13F reporting period. For most recent data, click the ownership history button. Values as filed, not updated for current price. Long positions only.

Recent insider trades

GEL insider ownership history Insider history

Date	Owner	Security	Transaction	Code	Indirect	10b5-1	$Price	#Shares	$Value	#Remaining
2 Jan 25	James E Davison	Common Units - Class A	Sale back to company	Dispose D	No	No	10.56	2,545	26.88 k	2,717,890
2 Jan 25	James E Davison	Common Units - Class A	Option exercise	Acquire M	No	No	0	2,545	0.00	2,720,435
2 Jan 25	James E Davison	Phantom Units Common Units - Class A	Grant	Acquire A	No	No	0	3,555	0.00	11,560
2 Jan 25	James E Davison	Phantom Units Commom Units - Class A	Option exercise	Dispose M	No	No	0	2,545	0.00	8,005
2 Jan 25	Taylor Jack T	Common Units - Class A	Sale back to company	Dispose D	No	No	10.56	2,704	28.55 k	32,865
2 Jan 25	Taylor Jack T	Common Units - Class A	Option exercise	Acquire M	No	No	0	2,704	0.00	35,569
2 Jan 25	Taylor Jack T	Phantom Units Common Units - Class A	Grant	Acquire A	No	No	0	3,732	0.00	11,932
2 Jan 25	Taylor Jack T	Phantom Units Common Units - Class A	Option exercise	Dispose M	No	No	0	2,704	0.00	8,200
2 Jan 25	Kenneth M Jastrow Ii	Common Units - Class A	Sale back to company	Dispose D	No	No	10.56	2,810	29.67 k	150,000
2 Jan 25	Kenneth M Jastrow Ii	Common Units - Class A	Option exercise	Acquire M	No	No	0	2,810	0.00	152,810