MPC Stock: Insider Activity, Filings & Research
Drillr aggregates AI research, SEC filings, earnings signals and alt-data for MPC. 15 published articles.
Insider Activity
Over the trailing 90 days, insiders recorded 0 open-market purchases and 6 sales, a net selling of $1.3M. The largest was Hessling Ricky D. (officer: Chief Commercial Officer) selling $371.0K. The stock gained 24.1% over three months. Institutional holders were mixed over recent 13F filings. Insider sentiment scores 0/100.
Updated Jun 4, 2026 · based on SEC Form 4 filings · not investment advice
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| May 15, 2026 | Hessling Ricky D.officer: Chief Commercial Officer | Sell | 1,000 | $250.00 |
| May 4, 2026 | SURMA JOHN Pdirector | Grant | 728 | — |
| May 4, 2026 | Al Khayyal Abdulaziz Fahddirector | Grant | 728 | — |
| May 4, 2026 | Rucker Kim K.W.director | Grant | 728 | — |
| May 4, 2026 | Bayh Evandirector | Grant | 728 | — |
| May 4, 2026 | Ellison-Taylor Kimberly Ndirector | Grant | 728 | — |
| May 4, 2026 | COHEN JONATHAN Zdirector | Grant | 728 | — |
| May 4, 2026 | Paterson Eileen P.director | Grant | 728 | — |
| May 4, 2026 | SEMPLE FRANK Mdirector | Grant | 728 | — |
| May 4, 2026 | CAMPBELL JEFFREY Cdirector | Grant | 728 | — |
| May 4, 2026 | STICE J MICHAELdirector | Grant | 728 | — |
| Mar 17, 2026 | Hessling Ricky D.officer: Chief Commercial Officer | Sell | 1,626 | $228.18 |
| Mar 13, 2026 | Hessling Ricky D.officer: Chief Commercial Officer | Sell | 559 | $230.00 |
| Mar 13, 2026 | Hessling Ricky D.officer: Chief Commercial Officer | Sell | 1,485 | $224.51 |
| Mar 13, 2026 | Hessling Ricky D.officer: Chief Commercial Officer | Sell | 478 | $228.00 |
Source: MPC SEC Form 4 filings, latest May 15, 2026. For informational purposes only — not investment advice.
Research
SHEL: Hormuz Blockade Tightens LNG Supply for Majors
The Hormuz blockade creates a bifurcated outcome: LNG producers with Middle East assets (Shell, ExxonMobil, TotalEnergies) face 2-3 quarter supply disruptions and margin compression, while refining-heavy majors and integrated producers with refining exposure benefit from crude-product spread widening. Consensus has treated all majors symmetrically on Brent upside, missing the structural divergence. LNG-heavy names should underperform the refining basket by 5-10% over the next 2-3 quarters.
SHELXOMCVXAirlines' Jet Fuel Costs Dwarf Refiners' Crack Spread Gains by 3:1 Margin
Persistent $150 crude jet fuel prices create a zero-sum margin transfer: airlines lose 8-10% operating income while refiners gain 12-15%. The market's focus on passenger surcharges misses the structural asymmetry. Long VLO/MPC paired with AAL/LUV targets +10-15% relative return over 3-6 months, breaking if jet fuel reverts to $90 by September or airlines outperform refiners by 5%+ over 120 days.
AALDALLUVWhich US Refiners Reap Most From Record Margins as Jet Fuel Doubles?
Record refining margins and jet fuel spikes position VLO, MPC and PSX for 15-25% Q2 beats, overlooked in consensus models. Coastal giants lead on complexity and scale versus mid-tiers. Falsifies on crack collapse below $15/bbl by Q3 end.
VLOPSXHFC$4 Gas Alert: MPC, VLO Surge While Ford and Costco Face the Squeeze
Strait of Hormuz threats fuel $4 gas fears, supercharging refiner margins for MPC and VLO while hitting Ford's truck sales and testing Costco's pricing power. Integrated majors XOM and CVX offer balanced upside amid volatility.
VLOXOMCVXIran Hormuz Tolls Threaten 20% of Oil Supply — XOM and CVX Top Winners as Asia Pivots
Iran's threatened Hormuz tolls on 20% of global oil flows are accelerating Asia's pivot to US exporters via barter deals. XOM and CVX top the winners with massive FCF and production ramps, while COP and refiners like MPC follow. Ranked conviction favors integrated upstream leaders amid tightening supply.
XOMCVXCOPUS Crude Exports Hit Record Highs: XOM Leads 6 Winners From Asia's Iran Pivot
US crude exports hit records on April 9 amid Iran disruptions, boosting exporters like XOM and CVX with Asian ties. Analysis ranks six majors by exposure, financials, and valuation, naming XOM the top pick.
XOMCVXCOPIran Asset Unfreeze Flips the Energy Trade — Refiners VLO and MPC Beat XOM and CVX
The U.S. release of frozen Iranian assets signals potential oil price relief, favoring refiners like VLO and MPC over upstream giants XOM, CVX, OXY, and COP in an energy paradox. Upstream has surged on conflict fears, but de-escalation exposes margin squeezes. Ranked picks highlight refiner upside at attractive valuations.
XOMCVXOXYVenezuela Sanctions Lifted: VLO, MPC Get Cheap Crude Boost — COP and OXY Face Pressure
US sanctions relief on Venezuelan official Rodríguez paves way for heavy crude ramp, favoring Gulf refiners (VLO, MPC, PSX) via cheaper feedstock while pressuring shale producers (COP, OXY). Integrated XOM holds steady. Top picks: refiners at attractive multiples amid tight global capacity.
VLOPSXCOPRefining Margins Hit Record Highs — VLO, MPC, and PSX Are the Biggest Winners
As global refining margins reach unprecedented highs, US downstream energy companies are positioned to benefit significantly. This article analyzes key players like Valero Energy, Marathon Petroleum, and Phillips 66, highlighting their financial performance and growth potential in this favorable market environment.
VLOPSXHFCRecord US Fuel Exports Crush VLO and MPC Rivals — While UPS and FDX Pay the Price
Record March US fuel exports to Europe/Asia amid Middle East gaps boost refiner margins for VLO, MPC, PSX, while diesel costs pressure FDX, UPS, CSX. MPC tops conviction list at 17.8x P/E with midstream tailwinds; UPS lags with -17% 1Y return.
VLOPSXFDXUS Fuel Exports Hit Record High: Why VLO and MPC Are Primed for the Margin Boom
Record March US fuel exports to Europe/Asia amid Middle East gaps have ignited global refining margins, favoring Gulf Coast-heavy US refiners like VLO and MPC. We analyze six downstream leaders, ranking conviction based on export access, costs, and valuations amid the crack boom.
VLOPSXDINOIran Airstrike Aftermath: Why XOM's Rally Is Stalling While LMT Keeps Climbing
US withdrawal from Iran ops hands Hormuz patrols to others, risking disruptions that funnel Asian demand to US exporters. Exxon and Chevron lead with scale and growth, while ConocoPhillips offers value; refiners like MPC and VLO gain indirectly. Ranked picks favor upstream giants amid barter trade shifts.
XOMCVXCOP$4 Gas: VLO, MPC, XOM Margin Boom — While Ford and Costco Take the Hit
U.S. gasoline at $4/gallon boosts refiners like VLO, MPC, and XOM via fat margins, while hurting Ford, Booking, and even Costco through curbed spending. Valero tops conviction for pure-play exposure at attractive multiples.
VLOXOMFOil Hits $150 on Hormuz Crisis — XOM and CVX Lead as Asia Pivots to US Supply
Hormuz crisis spikes oil to $150/bbl, boosting US exporters as Asia pivots via barter. XOM and CVX lead with integrated Asia exposure; COP/OXY follow on upstream strength. Refiners MPC/VLO gain margins but rank lower.
XOMCVXCOPBrent Above $120 Despite Ceasefire: XOM, CVX, COP Lead as Asia Pivots to US Oil
Despite a US-Iran ceasefire, Middle East disruptions keep Brent above $120/bbl, spurring Asian buyers to US exporters via barter shifts. ExxonMobil, ConocoPhillips, and Chevron top the ranked list for their scale, growth, and LNG exposure. Refiners like MPC and VLO provide value amid high cracks.
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