Market Cap
$110.1B
MPC
Marathon Petroleum Corp
$417.98 ▼ -0.52%
Prev close $420.15Market cap$110.1B
ConsensusBuy
12-mo target$380.56 (-9.0%)
▲ Bullish
Analyst conviction 6/10
Insider Selling Cluster (3 insiders)High Impact Filing (8/10)31 New Institutional Positions19 Institutional ExitsCongressional Activity (3) Traditional Energy
Snapshot
The big-picture read on MPC right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Buy (60%)
Inst. Holders
50 funds
Inst. Value
$43.8B
Inst. Activity
31 buys / 19 sells
Insider Activity
$0.00 buy / $11.0M sell
Insider Net $
-$11.0M
Social Sentiment
45° Neutral
SEC Reports
12
Congressional
6 trades
Price chart 30d +8.0%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 1, 2026 short_volume
Sep 2, 2026 SEC Short Volume: MPC — 65.1% short (0.6M / 0.9M)
Short: 578,437 | Exempt: 1,142 | TRF Vol: 888,500 | Short Ratio: 65.1% | Off-exchange volume (dark p
Two Marathon Petroleum insiders (SVP and VP) sold a combined $363K in open-market transactions over a 2-day window. The
CLUSTER — Impact 2/10
Aug 31, 2026 Insider
Lyon Shawn M sold 1,000 shares
SVP Log & Storage, MPLX GP LLC @ $375.75 ($375.8K)
Aug 28, 2026 Insider
Lyon Shawn M sold 425 shares
SVP Log & Storage, MPLX GP LLC @ $368.51 ($156.6K)
Aug 27, 2026 Insider
Aug 20, 2026 SEC Brzezinski Erin M sold 570 shares
VP and Controller @ $362.79 ($206.8K)
Three Marathon Petroleum insiders, including the Chief Legal Officer and an Executive VP, sold a combined $5.51M in open
CLUSTER — Impact 3/10
Two MPC insiders sold a combined $2.93M in open-market sales within 7 days of the Q2 2026 earnings beat. The trades are
CLUSTER — Impact 3/10
Jul 24, 2026 Congress
David Taylor sell
$1,001 - $15,000 — House
Analyst ratings buy % +3.4%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
60% rate it Buy or better · 25 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Oct 2, 2026 | B of A Securities | MAINTAIN | Neutral | 54% |
| Sep 22, 2026 | Jefferies | DOWNGRADE | Hold | 53% |
| Sep 21, 2026 | Goldman Sachs | MAINTAIN | Buy | 54% |
| Sep 14, 2026 | Raymond James | MAINTAIN | Outperform | 54% |
| Sep 14, 2026 | Morgan Stanley | MAINTAIN | Overweight | 55% |
| Sep 8, 2026 | UBS | MAINTAIN | Buy | 55% |
| Sep 3, 2026 | Piper Sandler | MAINTAIN | Overweight | 54% |
| Sep 1, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Aug 11, 2026 | Mizuho | MAINTAIN | Neutral | 52% |
| Aug 6, 2026 | Piper Sandler | MAINTAIN | Overweight | 54% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 2 | 13 | 10 | 0 | 0 | 60% | |
| Aug 1, 2026 | 2 | 13 | 9 | 1 | 0 | 60% | |
| Jul 1, 2026 | 2 | 12 | 9 | 1 | 0 | 58% | |
| Jun 1, 2026 | 2 | 13 | 9 | 1 | 0 | 60% | |
| May 1, 2026 | 2 | 12 | 10 | 0 | 0 | 58% | |
| Apr 1, 2026 | 2 | 12 | 11 | 0 | 0 | 56% | |
| Mar 1, 2026 | 2 | 12 | 11 | 0 | 0 | 56% | |
| Feb 1, 2026 | 2 | 12 | 11 | 0 | 0 | 56% |
Price targets
Where 18 covering analysts think MPC trades over the next 12 months.
$380.56 -9.0% upside Sell
Current$417.99 Low$236.00 Median$392.50 High$472.00 18 analysts
$236.00$472.00
Analyst rating Buy· 2.3/5 as of Oct 2, 2026
Social media sentiment mood -28.3%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
45°
Neutral
BearishNeutralBullish
Recent posts
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
12 SEC filing reports analyzed · 4 bullish, 0 bearish, 0 mixed, 8 neutral · avg impact 3.6/10.
NEUTRALCLUSTER2/10
Two Marathon Petroleum insiders (SVP and VP) sold a combined $363K in open-market transactions over
Sep 2, 2026
NEUTRALCLUSTER3/10
Three Marathon Petroleum insiders, including the Chief Legal Officer and an Executive VP, sold a com
Aug 20, 2026
NEUTRALCLUSTER3/10
Two MPC insiders sold a combined $2.93M in open-market sales within 7 days of the Q2 2026 earnings b
Aug 18, 2026
BULLISH8-K8/10
MPC reported Q2 2026 net income of $5.1B ($17.73 EPS) vs consensus $13.95, a 27.1% beat, on revenue
Aug 4, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 1, 2026
short_volume
Short Volume: MPC — 65.1% short (0.6M / 0.9M)
Short: 578,437 | Exempt: 1,142 | TRF Vol: 888,500 | Short Ratio: 65.1% | Off-exchange volume (dark pool + OTC)
Sep 30, 2026
short_volume
Short Volume: MPC — 67.3% short (0.4M / 0.6M)
Short: 427,935 | Exempt: 426 | TRF Vol: 635,857 | Short Ratio: 67.3% | Off-exchange volume (dark pool + OTC)
Sep 29, 2026
short_volume
Short Volume: MPC — 58.7% short (0.4M / 0.6M)
Short: 379,224 | Exempt: 545 | TRF Vol: 645,770 | Short Ratio: 58.7% | Off-exchange volume (dark pool + OTC)
Sep 18, 2026
short_volume
Short Volume: MPC — 59.3% short (0.6M / 1.1M)
Short: 626,533 | Exempt: 2,464 | TRF Vol: 1,056,577 | Short Ratio: 59.3% | Off-exchange volume (dark pool + OTC)
Sep 17, 2026
earnings
Marathon Petroleum Corp. to Report Third-Quarter Financial Results on November 3, 2026
FINDLAY, Ohio, Sept. 17, 2026 /PRNewswire/ -- Marathon Petroleum Corp. (NYSE: MPC) will host a conference call on Tuesday, November 3, 2026, at 11 a.m
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $22.97 | $14.61–$28.78 | 663.0% | +15.9% | 10↑ 3↓ | $42.2B | 17 |
| Next Q | $15.67 | $2.54–$26.39 | 285.0% | +37.9% | 12↑ 1↓ | $40.0B | 16 |
| Current FY | $56.62 | $42.11–$72.99 | 429.2% | +11.7% | 12↑ 0↓ | $168.4B | 17 |
| Next FY | $48.65 | $21.77–$91.92 | -14.1% | +50.1% | 12↑ 0↓ | $148.3B | 19 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $22.967 | — |
| 7d ago | $22.740 | +0.226 |
| 30d ago | $19.818 | +3.149 |
| 60d ago | $15.498 | +7.469 |
| 90d ago | $9.704 | +13.263 |
Institutional ownership
Which big funds own MPC (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $43.8B total value (171,142,508 shares) as of 2026-Q2. Top holders: BlackRock,, VANGUARD, STATE. Net buying activity: 31 institutions added/increased vs 19 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 26,006,017 | $6.6B | 15.2% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 19,074,289 | $4.9B | 11.1% | — |
| STATE STREET CORP | 18,471,905 | $4.7B | 10.8% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 15,631,265 | $4.0B | 9.1% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 8,351,157 | $2.1B | 4.9% | — |
| MORGAN STANLEY | 5,887,382 | $1.5B | 3.4% | — |
| RAYMOND JAMES FINANCIAL INC | 5,684,963 | $1.5B | 3.3% | — |
| FMR LLC | 5,419,718 | $1.4B | 3.2% | — |
| Bank of New York Mellon Corp | 4,027,107 | $1.0B | 2.4% | — |
| Boston Partners | 3,515,417 | $905.8M | 2.1% | TRIM -37.8% |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Boston Partners | TRIM | 5,649,204 | 3,515,417 | -37.8% | $905.8M |
| WELLINGTON MANAGEMENT GROUP LLP | TRIM | 5,637,187 | 3,252,153 | -42.3% | $831.5M |
| NORGES BANK | NEW | — | 2,465,801 | — | $630.4M |
| VICTORY CAPITAL MANAGEMENT INC | DOUBLED | 422,686 | 1,016,215 | +140.4% | $259.8M |
| BNP PARIBAS FINANCIAL MARKETS | ADD | 591,959 | 964,443 | +62.9% | $246.6M |
| AustralianSuper Pty Ltd | ADD | 489,549 | 797,247 | +62.9% | $203.8M |
| AMERICAN CENTURY COMPANIES INC | DOUBLED | 154,450 | 716,275 | +363.8% | $183.1M |
| Squarepoint Ops LLC | ADD | 369,453 | 554,045 | +50.0% | $141.7M |
| CANADA PENSION PLAN INVESTMENT BOARD | TRIM | 1,121,573 | 511,495 | -54.4% | $130.8M |
| CITADEL ADVISORS LLC | DOUBLED | 202,060 | 412,252 | +104.0% | $105.4M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
17 insiders, 50 transactions. Net -$11.0M — $0.00 bought, $11.0M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 31, 2026 | Lyon Shawn M | SVP Log & Storage, MPLX GP LLC | SELL | 1,000 | $375.75 | $375.8K |
| Aug 28, 2026 | Lyon Shawn M | SVP Log & Storage, MPLX GP LLC | SELL | 425 | $368.51 | $156.6K |
| Aug 27, 2026 | Brzezinski Erin M | VP and Controller | SELL | 570 | $362.79 | $206.8K |
| Aug 17, 2026 | Benson Molly R | Chief Legal Ofc & Corp Sec | SELL | 5,000 | $358.57 | $1.8M |
| Aug 17, 2026 | Benson Molly R | Chief Legal Ofc & Corp Sec | EXERCISE | 5,000 | $47.73 | $238.6K |
| Aug 17, 2026 | Benson Molly R | Chief Legal Ofc & Corp Sec | EXERCISE | 7,196 | $47.73 | $343.5K |
| Aug 17, 2026 | Benson Molly R | Chief Legal Ofc & Corp Sec | SELL | 7,196 | $358.57 | $2.6M |
| Aug 13, 2026 | Lyon Shawn M | SVP Log & Storage, MPLX GP LLC | SELL | 2,500 | $350.00 | $875.0K |
| Aug 12, 2026 | Henschen Michael A II | Ex VP, Refining | SELL | 6,011 | $341.56 | $2.1M |
| Aug 3, 2026 | Mannen Maryann T. | Chairman, President & CEO | TAX W/H | 908 | $311.78 | $283.1K |
Congressional trades
MPC trades disclosed by members of Congress, with disclosure delay.
2 members · 0 buys / 6 sells
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Jul 24, 2026 | David Taylor | R | HOUSE | SELL | $1,001 - $15,000 | Marathon Petroleum Corp | Aug 7, 2026(15d) |
| Jul 24, 2026 | David Taylor | R | HOUSE | SELL | $1,001 - $15,000 | Marathon Petroleum Corp | Aug 7, 2026(15d) |
| Jul 10, 2026 | Dan Newhouse | R | HOUSE | SELL | $1,001 - $15,000 | Marathon Petroleum Corp | Jul 20, 2026(11d) |
| Mar 11, 2026 | David Taylor | R | HOUSE | SELL | $1,001 - $15,000 | Marathon Petroleum Corp | Mar 23, 2026(13d) |
| Mar 11, 2026 | David Taylor | R | HOUSE | SELL | $1,001 - $15,000 | Marathon Petroleum Corp | Mar 23, 2026(13d) |
| Feb 26, 2026 | David Taylor | R | HOUSE | SELL | $1,001 - $15,000 | Marathon Petroleum Corp | Mar 9, 2026(12d) |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for MPC.
Shares short
7,715,203
Settlement Sep 15, 2026
Change vs prior
+1.5%
Semi-monthly cycle
Days to cover
3.2
At avg daily volume
Of shares outstanding
≈2.8%
Estimate — not % of float
All MPC filing & press-release reports (12)
- CLUSTER reportSep 2, 2026
- CLUSTER reportAug 20, 2026
- CLUSTER reportAug 18, 2026
- 8-K reportAug 4, 2026
- COURT-RULING reportJul 4, 2026
- 8-K reportJul 3, 2026
- COURT-RULING reportJul 3, 2026
- COURT-RULING reportJul 3, 2026
- S-3ASR reportMay 6, 2026
- 8-K reportMay 5, 2026
- 8-K reportApr 13, 2026
- DEFA14A reportMar 16, 2026