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NYSE · Energy

MARATHON PETE CORP MPC

Marathon Petroleum Corporation, together with its subsidiaries, operates as an integrated downstream energy company in the United States. The company operates through three segments: Refining & Marketing; Midstream; and Renewable Diesel. The Refining & Marketing segment refines crude oil and other feedstocks at its refineries in the Gulf Coast, Mid-Continent, and West Coast regions of the United States; and purchases refined products and ethanol for resale and distributes refined products through transportation, storage, distribution, and marketing services.

Sources StockAnalysis company profile stockanalysis.com
Integrated oil Companies

Company profile

Business mix

  • The company operates through three segments: Refining & Marketing; Midstream; and Renewable Diesel.
  • Its refined products include transportation fuels, such as reformulated gasolines and blend-grade gasolines; heavy fuel oil; and asphalt.
  • This segment also manufactures propane and petrochemicals.
  • The Midstream segment gathers, transports, stores, distributes, and markets crude oil and refined products, including renewable diesel and other hydrocarbon-based products through refining logistics assets, pipelines, terminals, towboats, and barges.

Current key questions

  • How sensitive are revenue and cash flow to commodity prices, production volumes, and demand in oil & gas refining & marketing?
  • Can capital spending, reserves, decline rates, and operating costs support durable free cash flow?
  • Do balance-sheet discipline and shareholder returns remain resilient across the energy cycle?
Holders 1 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 17.06 FCF 7.46% Buyback 8.29%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Oakmark / Harris Associates Bill Nygren 0.9% $685.2M 2026-03-31

Recent trading changes over the last 4 quarters

Last 1 quarters Last 2 quarters Last 3 quarters Last 4 quarters
Net buyers 1 Last 4 13F filing periods
Net reducers 1 Last 4 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $163.4M Estimated from net added shares
Reduction amount $12.0M Estimated from net reduced shares
Net share change / base shares +27.4% +620,002 / 2,263,253
Bridgewater Associates Ray Dalio 3 filing periods
13F 2025-09-30 Filed 2025-11-13
Major increase Shares 45.2% 13F value change +$14.4M
13F 2025-12-31 Filed 2026-02-13
Minor increase Shares 6.5% 13F value change -$3.6M
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -60.5% 13F value change -$12.9M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 126,493 Last 4 periods -49,210 (-38.9%) Total shares 77,283 Value $18.9M
Oakmark / Harris Associates Bill Nygren 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Major increase Shares 93.2% 13F value change +$374.5M
13F 2025-09-30 Filed 2025-11-14
Minor reduction Shares -3.0% 13F value change +$86.3M
13F 2025-12-31 Filed 2026-02-17
Minor increase Shares 0.7% 13F value change -$116.3M
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -30.4% 13F value change +$29.4M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 2,136,760 Last 4 periods +669,212 (+31.3%) Total shares 2,805,972 Value $685.2M

Recent mentions

No public mentions.