Shares of U.S. jet fuel refinery Delek U.S. (NYSE: DK) rallied on Thursday, up 6% on the trading day, even as markets overall were flat. Delek is a small- to mid-cap refining stock that also owns a 63% stake in Delek Logistics Partners (NYSE: DKL). While the company is small, it is also known for having a high percentage of refining revenue coming from jet fuel, compared with most other domestic fuel refineries. Missed Nvidia in 2009? This Rare Signal Is Flashing Again.