v3.26.1
Revenue from Contracts with Customers (Tables)
6 Months Ended
Jun. 30, 2026
Revenue from Contracts with Customers  
Schedule of disaggregation of revenue of contracts with customers by segment

The following table provides the disaggregation of revenue from contracts with customers and other sales by segment for the periods presented (in thousands):

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

Three Months Ended June 30, 2026

 

Revenue from contracts with customers:

  ​ ​ ​

Wholesale

  ​ ​ ​

GDSO

  ​ ​ ​

Commercial

  ​ ​ ​

Total

 

Petroleum and related product sales

​

$

1,153,382

​

$

1,410,442

​

$

244,902

​

$

2,808,726

​

Station operations

​

 

—

​

 

120,928

​

 

—

​

 

120,928

​

Total revenue from contracts with customers

​

​

1,153,382

​

​

1,531,370

​

​

244,902

​

​

2,929,654

​

Other sales:

​

​

​

​

​

​

​

​

​

Revenue originating as physical forward sale contracts and exchange agreements

​

​

3,715,054

​

​

—

​

​

125,278

​

​

3,840,332

​

Revenue from leases

​

 

846

​

 

21,256

​

 

—

​

 

22,102

​

Total other sales

​

​

3,715,900

​

​

21,256

​

​

125,278

​

​

3,862,434

​

Total sales

​

$

4,869,282

​

$

1,552,626

​

$

370,180

​

$

6,792,088

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

Three Months Ended June 30, 2025

 

Revenue from contracts with customers:

  ​ ​ ​

Wholesale

  ​ ​ ​

GDSO

  ​ ​ ​

Commercial

  ​ ​ ​

Total

 

Petroleum and related product sales

​

$

676,614

​

$

1,077,203

​

$

210,796

​

$

1,964,613

​

Station operations

​

 

—

​

 

120,228

​

 

—

​

 

120,228

​

Total revenue from contracts with customers

​

​

676,614

​

​

1,197,431

​

​

210,796

​

​

2,084,841

​

Other sales:

​

​

​

​

​

​

​

​

​

Revenue originating as physical forward sale contracts and exchange agreements

​

​

2,454,816

​

​

—

​

​

65,055

​

​

2,519,871

​

Revenue from leases

​

 

1,070

​

 

21,143

​

 

—

​

 

22,213

​

Total other sales

​

​

2,455,886

​

​

21,143

​

​

65,055

​

​

2,542,084

​

Total sales

​

$

3,132,500

​

$

1,218,574

​

$

275,851

​

$

4,626,925

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

Six Months Ended June 30, 2026

 

Revenue from contracts with customers:

  ​ ​ ​

Wholesale

  ​ ​ ​

GDSO

  ​ ​ ​

Commercial

  ​ ​ ​

Total

 

Petroleum and related product sales

​

$

2,208,169

​

$

2,393,205

​

$

493,931

​

$

5,095,305

​

Station operations

​

 

—

​

 

221,746

​

 

—

​

 

221,746

​

Total revenue from contracts with customers

​

​

2,208,169

​

​

2,614,951

​

​

493,931

​

​

5,317,051

​

Other sales:

​

​

​

​

​

​

​

​

​

​

​

​

​

Revenue originating as physical forward sale contracts and exchange agreements

​

​

6,508,974

​

​

—

​

​

243,604

​

​

6,752,578

​

Revenue from leases

​

 

1,740

​

 

42,519

​

 

—

​

 

44,259

​

Total other sales

​

​

6,510,714

​

​

42,519

​

​

243,604

​

​

6,796,837

​

Total sales

​

$

8,718,883

​

$

2,657,470

​

$

737,535

​

$

12,113,888

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

Six Months Ended June 30, 2025

 

Revenue from contracts with customers:

  ​ ​ ​

Wholesale

  ​ ​ ​

GDSO

  ​ ​ ​

Commercial

  ​ ​ ​

Total

 

Petroleum and related product sales

​

$

1,542,803

​

$

2,082,558

​

$

413,307

​

$

4,038,668

​

Station operations

​

 

—

​

 

220,582

​

 

—

​

 

220,582

​

Total revenue from contracts with customers

​

​

1,542,803

​

​

2,303,140

​

​

413,307

​

​

4,259,250

​

Other sales:

​

​

​

​

​

​

​

​

​

Revenue originating as physical forward sale contracts and exchange agreements

​

​

4,778,131

​

​

—

​

​

137,596

​

​

4,915,727

​

Revenue from leases

​

 

2,002

​

 

42,143

​

 

—

​

 

44,145

​

Total other sales

​

​

4,780,133

​

​

42,143

​

​

137,596

​

​

4,959,872

​

Total sales

​

$

6,322,936

​

$

2,345,283

​

$

550,903

​

$

9,219,122

​

​