MPC

Marathon Petroleum Corp

NYSE · Petroleum Refining · Inc. DE · CIK 0001510295
$263.58 +1.06% $76.9B
High Impact Filing (7/10)32 New Institutional Positions18 Institutional Exits
Vol
Market Cap$76.9B
Cap SizeLarge Cap
Analyst ConsensusBuy (60%)
Inst. Holders50 funds
Inst. Value$36.4B
Inst. Activity32 buys / 18 sells
Insider Activity0B / 6S
Insider Net $-$2.5M
Reddit Sentiment50° Neutral
SEC Reports4
Congressional3 trades
Exchange NYSE·Sector Petroleum Refining·Inc. DE·CIK 0001510295·Prev Close $260.81

Recent Activity

Jun 12, 2026 short_volume
Short Volume: MPC — 67.8% short (0.5M / 0.7M)
Short: 496,273 | Exempt: 943 | TRF Vol: 731,638 | Short Ratio: 67.8% | Off-exchange volume (dark poo
Jun 4, 2026 Insider
Henschen Michael A II acquired via exercise 4,964 shares
Ex VP, Refining @ $49.94 ($247.9K)
Jun 4, 2026 Insider
Henschen Michael A II sold 1,372 shares
Ex VP, Refining @ $268.75 ($368.7K)
May 13, 2026 Insider
Hessling Ricky D. sold 1,000 shares
Chief Commercial Officer @ $250.00 ($250.0K)
May 6, 2026 SEC
Marathon Petroleum filed an automatic shelf registration (S-3ASR) to register an indeterminate amount of securities for
S-3ASR — Impact 2/10
May 5, 2026 SEC
MPC reported Q1 2026 net income of $511M ($1.73/diluted share), a sharp turnaround from a net loss of $(74)M ($(0.24)/sh
8-K — Impact 7/10
Apr 13, 2026 SEC
Marathon Petroleum Corp (MPC) entered into a new $5 billion revolving credit agreement, terminated its prior agreement,
8-K — Impact 8/10
Inst.
FMR LLC — ADD
4,911,081 shares ($1.2B)

Price Targets

$268.17 +1.7% upside Hold
Current $263.58 Low $186.00 Median $267.50 High $344.00 18 analysts
$186.00 $344.00

Analyst Ratings

Buy60% buy · 25 analysts
2Strong Buy
13Buy
9Hold
1Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
Jun 12, 2026 Morgan Stanley MAINTAIN Overweight → Overweight
May 27, 2026 Mizuho MAINTAIN Neutral → Neutral
May 7, 2026 Goldman Sachs MAINTAIN Buy → Buy
May 6, 2026 Citigroup MAINTAIN Neutral → Neutral
May 6, 2026 TD Cowen MAINTAIN Buy → Buy

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $11.82 ▲ +6.1% $6.62 — $17.87 199% YoY 16
Next Q $9.41 ▲ +9.6% $4.58 — $15.24 213% YoY 16
Current FY $29.78 ▲ +7.8% $20.50 — $42.18 178% YoY 16
Next FY $24.64 ▲ +10.4% $13.33 — $39.46 -17% YoY 19

Top Institutional Holders

FundValueMove
BlackRock, Inc.$6.0B
VANGUARD CAPITAL MANAGEMENT LLC$4.7B
STATE STREET CORP$4.6B
VANGUARD PORTFOLIO MANAGEMENT LLC$3.8B
MORGAN STANLEY$1.5B

Recent Insider Trades

DateInsiderTypeValue
Jun 4, 2026Henschen MichaelM$247.9K
Jun 4, 2026Henschen MichaelSELL$368.7K
May 13, 2026Hessling RickySELL$250.0K
Apr 30, 2026Al KhayyalA$0.00
Apr 30, 2026Bayh EvanA$0.00

Reddit Sentiment

50°
Neutral
Bearish Neutral Bullish
4 mentions 2 bullish 2 bearish

Congressional Trades

1 members: 0 buys, 3 sells
MemberPartyTypeAmount
David TaylorRSELL$1,001 - $15,000
David TaylorRSELL$1,001 - $15,000
David TaylorRSELL$1,001 - $15,000
50 institutional holders with $36.4B total value (148,982,662 shares) as of 2026-Q1. Top holders: BlackRock,, VANGUARD, STATE. Net buying activity: 32 institutions added/increased vs 18 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.24,394,842$6.0B16.4%
2VANGUARD CAPITAL MANAGEMENT LLC19,170,094$4.7B12.9%
3STATE STREET CORP19,025,020$4.6B12.8%
4VANGUARD PORTFOLIO MANAGEMENT LLC15,672,113$3.8B10.5%
5MORGAN STANLEY6,073,543$1.5B4.1%
6RAYMOND JAMES FINANCIAL INC5,773,769$1.4B3.9%
7WELLINGTON MANAGEMENT GROUP LLP5,637,187$1.4B3.8%
8FMR LLC4,911,081$1.2B3.3%ADD +41.4%
9DIMENSIONAL FUND ADVISORS LP3,087,982$754.1M2.1%
10Invesco Ltd.2,828,645$690.7M1.9%
11HARRIS ASSOCIATES L P2,805,972$685.2M1.9%TRIM -30.4%
12GOLDMAN SACHS GROUP INC2,754,843$672.7M1.8%
13CHARLES SCHWAB INVESTMENT MANAGEMENT INC2,729,389$666.5M1.8%
14BANK OF AMERICA CORP /DE/2,595,084$633.7M1.7%
15AMERIPRISE FINANCIAL INC2,224,185$543.1M1.5%
16Amundi1,905,379$465.3M1.3%
17Allianz Asset Management GmbH1,699,648$415.0M1.1%
18Legal & General Group Plc1,661,076$405.6M1.1%
19VANGUARD FIDUCIARY TRUST CO1,660,886$405.6M1.1%
20Capital Wealth Planning, LLC1,641,315$400.8M1.1%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
FMR LLCADD3,472,0134,911,081+41.4%$1.2B2026-Q1
HARRIS ASSOCIATES L PTRIM4,031,9622,805,972-30.4%$685.2M2026-Q1
PANAGORA ASSET MANAGEMENT INCDOUBLED141,616551,934+289.7%$134.8M2026-Q1
LOS ANGELES CAPITAL MANAGEMENT LLCDOUBLED214,697501,646+133.7%$122.5M2026-Q1
VICTORY CAPITAL MANAGEMENT INCTRIM1,055,897422,686-60.0%$103.2M2026-Q1
Holocene Advisors, LPNEW414,134$101.1M2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPDOUBLED33,738410,459+1116.6%$100.2M2026-Q1
FRANKLIN RESOURCES INCADD221,952397,906+79.3%$97.2M2026-Q1
FEDERATED HERMES, INC.ADD209,318387,301+85.0%$94.6M2026-Q1
MARSHALL WACE, LLPADD233,400383,336+64.2%$93.6M2026-Q1
ENVESTNET ASSET MANAGEMENT INCADD281,365365,720+30.0%$89.3M2026-Q1
FIRST TRUST ADVISORS LPDOUBLED129,971276,483+112.7%$67.5M2026-Q1
ADAGE CAPITAL PARTNERS GP, L.L.C.ADD171,360239,260+39.6%$58.4M2026-Q1
PRUDENTIAL FINANCIAL INCADD163,301221,959+35.9%$54.2M2026-Q1
Pictet Asset Management Holding SAADD163,024213,545+31.0%$52.1M2026-Q1
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am MainTRIM279,432194,474-30.4%$47.5M2026-Q1
Assenagon Asset Management S.A.TRIM320,499121,200-62.2%$29.6M2026-Q1
MACKENZIE FINANCIAL CORPDOUBLED42,676117,006+174.2%$28.6M2026-Q1
Trexquant Investment LPDOUBLED23,66896,305+306.9%$23.5M2026-Q1
CAPITAL FUND MANAGEMENT S.A.ADD71,72995,430+33.0%$23.3M2026-Q1
State of Tennessee, Department of TreasuryADD63,38592,970+46.7%$22.7M2026-Q1
NATIONAL BANK OF CANADA /FI/TRIM161,46186,708-46.3%$21.2M2026-Q1
Mediolanum International Funds LtdADD43,20773,034+69.0%$17.9M2026-Q1
FIL LtdTRIM99,14764,244-35.2%$15.7M2026-Q1
SCHRODER INVESTMENT MANAGEMENT GROUPTRIM87,23763,193-27.6%$15.5M2026-Q1
18 unique insiders with 35 transactions. Net insider value: -$2.5M ($0.00 bought, $2.5M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 4, 2026Henschen Michael A IIEx VP, RefiningEXERCISE4,964$49.94$247.9K
Jun 4, 2026Henschen Michael A IIEx VP, RefiningSELL1,372$268.75$368.7K
May 13, 2026Hessling Ricky D.Chief Commercial OfficerSELL1,000$250.00$250.0K
Apr 30, 2026Al Khayyal Abdulaziz FahdDirectorAWARD727.742
Apr 30, 2026Bayh EvanDirectorAWARD727.742
Apr 30, 2026CAMPBELL JEFFREY CDirectorAWARD727.742
Apr 30, 2026COHEN JONATHAN ZDirectorAWARD727.742
Apr 30, 2026Ellison-Taylor Kimberly NDirectorAWARD727.742
Apr 30, 2026Paterson Eileen P.DirectorAWARD727.742
Apr 30, 2026Rucker Kim K.W.DirectorAWARD727.742
Apr 30, 2026SEMPLE FRANK MDirectorAWARD727.742
Apr 30, 2026STICE J MICHAELDirectorAWARD727.742
Apr 30, 2026SURMA JOHN PDirectorAWARD727.742
Mar 13, 2026Hessling Ricky D.Chief Commercial OfficerSELL1,626$228.18$371.0K
Mar 12, 2026Hessling Ricky D.Chief Commercial OfficerSELL478$228.00$109.0K
Mar 11, 2026Lyon Shawn MSVP Log & Storage, MPLX GP LLCGIFT1,186
Mar 11, 2026Hessling Ricky D.Chief Commercial OfficerSELL1,485$224.51$333.4K
Mar 2, 2026Hessling Ricky D.Chief Commercial OfficerTAX W/H192$206.30$39.6K
Mar 2, 2026Lyon Shawn MSVP Log & Storage, MPLX GP LLCTAX W/H257$206.30$53.0K
Mar 2, 2026Floerke Gregory ScottEx VP & COO, MPLX GP LLCTAX W/H278$206.30$57.4K
Mar 2, 2026Mannen Maryann T.Chairman, President & CEOTAX W/H952$206.30$196.4K
Mar 2, 2026Henschen Michael A IIEx VP, RefiningTAX W/H167$206.30$34.5K
Mar 2, 2026Brzezinski Erin MVP and ControllerTAX W/H49$206.30$10.1K
Mar 2, 2026Benson Molly RChief Legal Ofc & Corp SecTAX W/H171$206.30$35.3K
Mar 1, 2026Henschen Michael A IIEx VP, RefiningAWARD2,290
Mar 1, 2026Lyon Shawn MSVP Log & Storage, MPLX GP LLCAWARD1,730
Mar 1, 2026Benson Molly RChief Legal Ofc & Corp SecAWARD2,544
Mar 1, 2026Brzezinski Erin MVP and ControllerAWARD509
Mar 1, 2026Hessling Ricky D.Chief Commercial OfficerAWARD2,748
Mar 1, 2026Mannen Maryann T.Chairman, President & CEOAWARD15,266
Mar 1, 2026Floerke Gregory ScottEx VP & COO, MPLX GP LLCAWARD1,730
Mar 1, 2026Khoury Maria AExec VP & Chief Fin OfcAWARD2,443
Feb 12, 2026Henschen Michael A IIEx VP, RefiningSELL5,289$202.32$1.1M
Feb 12, 2026Henschen Michael A IIEx VP, RefiningGIFT511
Feb 1, 2026Khoury Maria AExec VP & Chief Fin OfcAWARD1,574

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Buy (60% buy). Based on 25 analysts: 2 strong buy, 13 buy, 9 hold, 1 sell, 0 strong sell.

Analyst Price Targets

$268.17 mean target +1.7% upside Hold (2.32)
$186.00 Low $344.00 High
MetricValue
Current Price$263.58
Target Low$186.00
Target Mean$268.17
Target Median$267.50
Target High$344.00
# Analysts18
RecommendationHold (2.32)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$11.82 $6.62 $17.87 198.5% +6.1% 6↑ 0↓ $41.8B 22.6% 16
Next Q
2026-09-30
$9.41 $4.58 $15.24 212.7% +9.6% 12↑ 1↓ $39.3B 9.6% 16
Current FY
2026-12-31
$29.78 $20.50 $42.18 178.3% +7.8% 5↑ 0↓ $151.0B 11.7% 16
Next FY
2027-12-31
$24.64 $13.33 $39.46 -17.3% +10.4% 8↑ 1↓ $138.3B -8.4% 19

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$11.820
7d ago$11.679+0.142
30d ago$11.145+0.676
60d ago$7.823+3.997
90d ago$5.703+6.118
12 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Jun 12, 2026 Morgan Stanley MAINTAIN Overweight Overweight
May 27, 2026 Mizuho MAINTAIN Neutral Neutral
May 7, 2026 Goldman Sachs MAINTAIN Buy Buy
May 6, 2026 Citigroup MAINTAIN Neutral Neutral
May 6, 2026 TD Cowen MAINTAIN Buy Buy
May 6, 2026 Barclays MAINTAIN Overweight Overweight
May 6, 2026 Wells Fargo MAINTAIN Overweight Overweight
Apr 24, 2026 Morgan Stanley MAINTAIN Overweight Overweight
Apr 22, 2026 Scotiabank MAINTAIN Sector Outperform Sector Outperform
Apr 10, 2026 Citigroup MAINTAIN Neutral Neutral
Apr 10, 2026 Barclays MAINTAIN Overweight Overweight
Apr 9, 2026 Piper Sandler MAINTAIN Neutral Neutral
Apr 2, 2026 UBS MAINTAIN Buy Buy
Mar 31, 2026 Wells Fargo MAINTAIN Overweight Overweight
Mar 25, 2026 Raymond James MAINTAIN Outperform Outperform
Mar 17, 2026 Mizuho MAINTAIN Neutral Neutral
Mar 12, 2026 Goldman Sachs MAINTAIN Buy Buy
Feb 9, 2026 Citigroup MAINTAIN Neutral Neutral
Feb 9, 2026 BMO Capital MAINTAIN Outperform Outperform
Feb 4, 2026 Wells Fargo MAINTAIN Overweight Overweight
Jan 14, 2026 Citigroup MAINTAIN Neutral Neutral
Jan 13, 2026 Barclays MAINTAIN Overweight Overweight
Jan 13, 2026 Mizuho MAINTAIN Neutral Neutral
Jan 8, 2026 Piper Sandler MAINTAIN Neutral Neutral

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 202621391060%
May 1, 2026212100058%
Apr 1, 2026212110056%
Mar 1, 2026212110056%
Feb 1, 2026212110056%
Jan 1, 2026212100058%
Strong BuyBuyHoldSellStrong Sell
1 members of Congress traded this stock: 0 buys, 3 sells.

Congressional Trades

DateMemberPartyChamberTypeAmountAssetDisclosed
Mar 11, 2026David TaylorRHOUSESELL$1,001 - $15,000Marathon Petroleum CorpMar 23, 2026 (13d)
Mar 11, 2026David TaylorRHOUSESELL$1,001 - $15,000Marathon Petroleum CorpMar 23, 2026 (13d)
Feb 26, 2026David TaylorRHOUSESELL$1,001 - $15,000Marathon Petroleum CorpMar 9, 2026 (12d)
50°
Neutral
Bearish Neutral Bullish
4 mentions 2 bullish 2 bearish 4 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
Apr 28, 2026140° Cool011
Apr 28, 2026140° Cool011
Apr 25, 2026160° Warm101
Apr 25, 2026160° Warm101

Recent Reddit Threads

r/wallstreetbets Bearish 1mo ago
7 trades that printed since the Iran war started (and 3 "safe havens" that flopped)
▲ 1 💬 1 ⚡ 0.5
r/wallstreetbets Bullish 1mo ago
I went all-in on shipping
▲ 1 💬 1 ⚡ 0.5
Jun 12, 2026
short_volume
Short Volume: MPC — 67.8% short (0.5M / 0.7M)
Short: 496,273 | Exempt: 943 | TRF Vol: 731,638 | Short Ratio: 67.8% | Off-exchange volume (dark pool + OTC)
Jun 11, 2026
short_volume
Short Volume: MPC — 64.1% short (0.5M / 0.8M)
Short: 490,225 | Exempt: 931 | TRF Vol: 764,206 | Short Ratio: 64.1% | Off-exchange volume (dark pool + OTC)
Jun 10, 2026
short_volume
Short Volume: MPC — 69.2% short (0.5M / 0.8M)
Short: 544,728 | Exempt: 73 | TRF Vol: 787,202 | Short Ratio: 69.2% | Off-exchange volume (dark pool + OTC)
Jun 9, 2026
short_volume
Short Volume: MPC — 61.1% short (0.6M / 1.0M)
Short: 631,187 | Exempt: 2,409 | TRF Vol: 1,033,158 | Short Ratio: 61.1% | Off-exchange volume (dark pool + OTC)
Jun 5, 2026
short_volume
Short Volume: MPC — 61.8% short (0.5M / 0.8M)
Short: 504,355 | Exempt: 100 | TRF Vol: 816,726 | Short Ratio: 61.8% | Off-exchange volume (dark pool + OTC)
Jun 4, 2026
short_volume
Short Volume: MPC — 64.4% short (0.5M / 0.8M)
Short: 529,931 | Exempt: 219 | TRF Vol: 823,451 | Short Ratio: 64.4% | Off-exchange volume (dark pool + OTC)
Jun 3, 2026
short_volume
Short Volume: MPC — 66.0% short (0.6M / 0.9M)
Short: 581,576 | Exempt: 437 | TRF Vol: 881,797 | Short Ratio: 66.0% | Off-exchange volume (dark pool + OTC)
Jun 2, 2026
short_volume
Short Volume: MPC — 63.1% short (0.5M / 0.7M)
Short: 456,273 | Exempt: 14 | TRF Vol: 723,668 | Short Ratio: 63.1% | Off-exchange volume (dark pool + OTC)
Jun 1, 2026
short_volume
Short Volume: MPC — 67.0% short (0.6M / 0.9M)
Short: 580,008 | Exempt: 616 | TRF Vol: 865,484 | Short Ratio: 67.0% | Off-exchange volume (dark pool + OTC)
May 25, 2026
dark_pool
Dark Pool: MPC — 2.0M shares, 53,832 trades
Week starting 2026-05-25. Total ATS volume: 1,965,585 shares across 53,832 trades.
May 18, 2026
dark_pool
Dark Pool: MPC — 2.3M shares, 68,199 trades
Week starting 2026-05-18. Total ATS volume: 2,347,348 shares across 68,199 trades.
May 12, 2026
short_volume
Short Volume: MPC — 69.8% short (0.5M / 0.7M)
Short: 479,659 | Exempt: 701 | TRF Vol: 687,383 | Short Ratio: 69.8% | Off-exchange volume (dark pool + OTC)
May 11, 2026
dark_pool
Dark Pool: MPC — 2.8M shares, 72,639 trades
Week starting 2026-05-11. Total ATS volume: 2,781,051 shares across 72,639 trades.
May 5, 2026
earnings_calendar
MPC Q1 2026 Earnings Before Market Open — 2026-05-05
May 4, 2026
dark_pool
Dark Pool: MPC — 3.3M shares, 84,526 trades
Week starting 2026-05-04. Total ATS volume: 3,328,637 shares across 84,526 trades.