Insider Cluster (2 insiders) ·Filed Aug 17, 2026
Insider cluster: 2 insiders, $2.9M total
Actionable Insight • Neutral
The selling is routine post-earnings profit-taking by two divisional VPs. No C-suite selling, no material signal. Monitor next week for any C-suite sales or larger volume; otherwise ignore.
Latest settled — T+20d
MPC ▲ +14.70% at T+20d
NEUTRAL call ✓ call won +14.70% · α vs SPY +16.68% · entry $358.18 → $410.84
Latest observation: T+31 -8.91% FF3 residual α
T+1d
+2.24%
call +2.24% · α +2.92%
$366.21
settled 7w ago
T+5d
+1.21%
call +1.21% · α +2.40%
$362.52
settled 6w ago
T+20d
+14.70%
call +14.70% · α +16.68%
$410.84
settled 18d ago
T+60d
—
call — · α —
—
in 5w
Price Chart
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Executive Summary
Two MPC insiders sold a combined $2.93M in open-market sales within 7 days of the Q2 2026 earnings beat. The trades are small relative to MPC's $99.8B market cap (0.003%), and selling is expected after a 27% EPS beat and a stock near $350. No bearish signal.
Key Financial Metrics
Direction
selling
Total Value
$2.9M
Insiders
2
Key Facts
- Total insider sales of $2.93M over 2 transactions, 0.003% of market cap
- SVP Lyon sold 2,500 shares at $350; EVP Henschen sold 6,011 shares at $341.56
- Filing follows Q2 2026 earnings beat (EPS $17.73 vs $13.95 consensus) reported 14 days prior
- MPC returned $2.8B to shareholders in Q2 and held $7.8B cash
Financial Impact
Insider sales of $2.93M represent 0.003% of MPC's $99.8B market cap
Risk Factors
- Stock near $350 — further insider sales at these levels could signal perceived peak valuation
- Refining margins above historical averages — a normalization would pressure earnings
Market Snapshot
Exchange
NYSE
Sector
Petroleum Refining
Analyst Consensus
60% bullish (25 analysts)
Investment Themes
Traditional Energy
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| CLUSTER Data (Synthetic) | cluster-MPC-1787033921081 |
12 reports for MPC
100% Hit rate best @ T+60▲ +38.80%
Filters
Rows
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 1, 2026 4w ago | Insider Cluster | $383.00 $395.42 | ▲ +3.24% | ▲ +3.13% | $420.15 (+9.70%) |
Aug 19, 2026 6w ago | Insider Cluster | $360.75 $421.96 | ▲ +16.97% | ▲ +18.92% | $420.15 (+16.47%) |
Aug 17, 2026 6w ago | Insider Cluster | $358.18 $410.84 | ▲ +14.70% | ▲ +16.68% | $420.15 (+17.30%) |
Aug 4, 2026 8w ago | 8-K | $312.61 $383.00 | ▲ +22.52% | ▲ +23.75% | $420.15 (+34.40%) |
Jun 29, 2026 13w ago | 8-K | $259.22 $309.24 | ▲ +19.30% | ▲ +19.58% | $420.15 (+62.08%) |
May 6, 2026 21w ago | S-3ASR | $242.17 $267.21 | ▲ +10.34% | ▲ +7.21% | $420.15 (+73.50%) |
May 5, 2026 21w ago | 8-K | $259.78 $263.06 | ▲ +1.26% | ▼ −3.69% | $420.15 (+61.73%) |
Apr 21, 2026 23w ago | Court Ruling | $220.35 $263.02 | ▲ +19.36% | ▲ +15.15% | $420.15 (+90.67%) |
Apr 21, 2026 23w ago | Court Ruling | $220.35 $263.02 | ▲ +19.36% | ▲ +15.15% | $420.15 (+90.67%) |
Apr 13, 2026 24w ago | 8-K | $223.72 $252.48 | ▲ +12.86% | ▲ +6.56% | $420.15 (+87.80%) |
Showing 10 of 12
US Market Status
Market Closed — Opens in 3m
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