MPC · Marathon Petroleum Corporation

MPC reports earnings on Nov 3, 2026 — a breakout right before a report can reverse on the numbers.

Not today. MPC is not on today's radar: no tight base just under a resistance that has been tested again and again.

Bulls: Marathon Petroleum is up 144% in a year versus 68% for the chip index, driven by diesel: the New York Harbor diesel crack hit a record $124.55 a barrel on 8 October, beating the 2022 peak of $118.74 versus a 2015–2019 average of about $20. The stock has a relative-strength rating of 98 out of 99 among the 391 largest stocks, with 1-month +19.6%, 3-month +53.8% and 6-month +107.1% returns, and it moved up 58.1% to $470.64 in the 82 days since prior coverage. Fundamentals show 348% EPS dollar change including estimate revisions, 743% average EPS growth over the last three quarters, 43.58% sales change and five quarters of increasing fund ownership; a technical setup triggered over 465.55 with a 454.19 stop and 493.98 target, and one analysis lists entry at $452, target $510, stop $430 (CRV 2.64).

Bears: Refiners sold off hard: MPC fell 7.4% to $436.00 (VLO -9.1% to $388.02, DINO -8.8% to $114.22), and in another session MPC dropped 5.8% alongside VLO -7.3% and PSX -6.3%, making three of the five worst S&P 500 stocks that day. The TE crack spread fell 19% this month, gasoline futures hit a 9-week low, and the group was coming off a huge run (MPC +55.1%, PSX +51.8%, VLO +49.4% in Q3), with one post calling the refiners topped. MPC reported an operational malfunction at its 631,000-barrel-per-day Galveston Bay refinery in a filing submitted Monday to the Texas Commission on Environmental Quality, the incident occurring on October 22; BlackRock cut its position from 26.01M to 22.12M shares (7.9% ownership), and bearish options flow saw $1.1M of Nov 20 $430 calls trade at the bid.

Reading from Oct 28, 2026; each post classified by AI, weighted by engagement.

No recent news reading for MPC. The News Sentiment API reads today's headlines on any US stock.

Open-market trades only, from SEC Form 4 filings — option exercises, tax withholding and grants are left out.

• Sold · Lyon Shawn M$376K · Aug 31, 2026
• Sold · Lyon Shawn M$157K · Aug 28, 2026
• Sold · Brzezinski Erin M$207K · Aug 27, 2026
• Sold · Benson Molly R$1.8M · Aug 17, 2026
• Sold · Benson Molly R$1.8M · Aug 17, 2026

From the company's SEC filings (10-Q and 10-K).

• Third-Quarter 2026 · refining operating costs per barrel · 8-K filed Aug 4, 2026

  “Refining operating costs per barrel (a) $ 5.60”

• 2026 · mpc capital spending outlook (excluding mplx) · 8-K filed Aug 4, 2026

  “MPC’s 2026 capital spending outlook (excluding MPLX) is $1.5 billion.”

• 2026 · mplx growth capital spending outlook · 8-K filed Aug 4, 2026

  “MPLX is increasing its 2026 growth capital spending outlook by $500 million, to $2.9 billion”

• 2026 and 2027 · mplx annual distribution growth · 8-K filed Aug 4, 2026

  “expected to support 12.5% annual distribution growth in 2026 and 2027”

Quoted from the outlook the company filed with the SEC.