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Sam Margolin

Sam Margolin Analyst Performance

Senior Equity Research Analyst at Wells Fargo & Company

Sam Margolin is a stock analyst at Wells Fargo & Company focused in the energy sector, covering 16 publicly traded companies. Over the past year, Sam Margolin has issued 11 stock ratings, including buy, hold, and sell recommendations. While full access to Sam Margolin's proprietary MarketBeat Analyst Ranking is reserved for MarketBeat All Access subscribers, the rating is updated daily to reflect the most recent analyst activity. This profile highlights Sam Margolin's coverage history, rating activity, and performance tendencies — helping individual investors make more informed trading decisions.

Analyst Rankings, Coverage, and Performance Statistics

Average Return
00.00% 12-Month ROI
Success Rate
00.00% Profitable Ratings
Total Ratings
27 Last 10 Years
Buy Recommendations
70.37% 19 Buy Ratings
Companies Covered
16 Unique Companies

Ratings Distribution

RatingPercentageCount
Strong Buy0.0%0 ratings
Buy70.4%19 ratings
Hold25.9%7 ratings
Sell3.7%1 ratings

Out of 27 total stock ratings issued by Sam Margolin at Wells Fargo & Company, the majority (70.4%) have been Buy recommendations, followed by 25.9% Hold and 3.7% Sell.

Exchange Coverage

ExchangePercentageCount
NYSE
93.8% of companies on NYSE
15 companies
NASDAQ
6.3% of companies on NASDAQ
1 company

Sam Margolin, an analyst at Wells Fargo & Company, currently covers 16 companies listed on NYSE and NASDAQ, with the majority traded on NYSE.

Coverage Focus

Sector IconSectorPercentage
Energy
15 companies
93.8%
Transportation
1 company
6.3%

Sam Margolin of Wells Fargo & Company specializes in stock coverage within the Energy sector, with additional focus on Transportation companies.

Coverage Industries

IndustryPercentage
OIL REFING&MKTG
6 companies
37.5%
OIL - INTL INTGD
5 companies
31.3%
OIL - US INTEGRTD
2 companies
12.5%
PETROLEUM REFINING
2 companies
12.5%
TRANS - SHIP
1 company
6.3%

Sam Margolin's Ratings History at Wells Fargo & Company

Recommendation ROI is the percentage between the price on the Report Date to the price 12 months after the report date.
Available with a MarketBeat All Access Subscription
12-Month ROIUpgrade to All Access to use the All ROI Filter
CompanyReport DateActionReport Date Price12-Month
Price Target
Rating12-Month
Price & ROI
Details
Phillips 66 stock logo
PSX
Phillips 66
10/17/2025Initiated Coverage$128.37$154.00Overweight
Marathon Petroleum Corporation stock logo
MPC
Marathon Petroleum
10/17/2025Initiated Coverage$181.19$214.00Overweight
HF Sinclair Corporation stock logo
DINO
HF Sinclair
10/17/2025Initiated Coverage$50.58$58.00Equal Weight
Delek US Holdings, Inc. stock logo
DK
Delek US
10/17/2025Initiated Coverage$32.95$43.00Overweight
Occidental Petroleum Corporation stock logo
OXY
Occidental Petroleum
10/17/2025Initiated Coverage$41.00$42.00Underweight
ConocoPhillips stock logo
COP
ConocoPhillips
10/17/2025Initiated Coverage$86.83$100.00Equal Weight
Shell PLC Unsponsored ADR stock logo
SHEL
Shell
10/17/2025Initiated Coverage$71.43$76.00Equal Weight
Exxon Mobil Corporation stock logo
XOM
Exxon Mobil
10/17/2025Initiated Coverage$110.71$156.00Overweight
Chevron Corporation stock logo
CVX
Chevron
10/17/2025Initiated Coverage$151.59$190.00Overweight
BP p.l.c. stock logo
BP
BP
10/17/2025Initiated Coverage$32.78$37.00Equal Weight
Valero Energy Corporation stock logo
VLO
Valero Energy
10/17/2025Initiated Coverage$156.40$216.00Overweight