MPC Marathon Petroleum Loading... : Bullish and Bearish Analyst Opinions
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Top Calls
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11:20
Sep 02
Sep 02
Watch MPC within energy basket
MPC listed with other refiners/potential Venezuela-linked names; no author-owned long/short framing in the brief ticker-only post. Treat as watchlist entry pending more context.
MED
10:46
Sep 02
Sep 02
Watch MPC on Venezuela diluent demand
Watch MPC as potential beneficiary of Venezuela oil production increase requiring US diluent; research read-through, not author position.
MED
09:02
Sep 02
Sep 02
MPC moderately constructive complex refining play
Watch MPC as a moderately constructive complex refiner with brownfield expansion options and partial renewable fuel hedging offsetting policy risk.
MED
21:44
Sep 01
Sep 01
MPC moderately constructive, watch
Watch MPC as moderately constructive due to complex refining and brownfield investments; no explicit long.
MED
21:23
Sep 01
Sep 01
MPC watch on refining policy
Watch MPC as moderately constructive on refining policy; no ownership or direction stated by author.
MED
21:14
Sep 01
Sep 01
Watch MPC on refining attack news
Watch MPC as refining sector read-through; research/geopolitical note, no author-owned position language.
MED
21:13
Sep 01
Sep 01
Watch MPC on refining attack news
Watch MPC as refining sector read-through; minimal text, research framing, no explicit position language.
MED
20:41
Sep 01
Sep 01
Watch Marathon after PT hike to $400.
Monitor Marathon Petroleum following overweight rating and PT raise to $400 on refining tailwinds; author gives no personal position.
MED
20:10
Sep 01
Sep 01
MPC beneficiary of refinery outage; watch.
Marathon Petroleum's Galveston Bay refinery outage tightens diesel supply; bullish for MPC as a read-through, but no explicit author position language in the post.
MED
16:21
Sep 01
Sep 01
Watch MPC on Northeast product supply effects
Watch MPC for potential product supply dislocation from the Saint John refinery outage affecting Northeast margins; research context only, no author position.
MED
16:00
Sep 01
Sep 01
Watch MPC on Gulf storm exposure
Monitor MPC given storm impact on Texas/Louisiana refining corridor; potential operational disruptions but no explicit position taken.
MED
15:54
Sep 01
Sep 01
Watch MPC for refining sector disruption.
Monitor MPC for potential upside from weather-driven refining disruptions; author is watching, not positioning.
MED
15:46
Sep 01
Sep 01
Refiners watch on ULSD strength.
Watch MPC as part of a refinery basket benefiting from rising ULSD prices. Author highlights the trend but flags potential political headline risk.
MED
13:23
Sep 01
Sep 01
Watch MPC on political pricing risk
Monitor MPC as part of refiner basket, with potential political interference on pricing a key overhang. No explicit position from author.
MED
13:21
Sep 01
Sep 01
Watch MPC on hurricane supply risk
Monitor MPC ahead of hurricane season; potential storm-related production disruptions are a watch item, not an active position.
MED
11:59
Sep 01
Sep 01
Research note analyzing California crude dislocation and refiner rent capture.
Research note analyzing California crude dislocation and refiner rent capture, but explicitly states it is not a simple directional equity call, so all tickers remain watch.
LOW
10:45
Sep 01
Sep 01
Refining margin risk from policy actions
Watch MPC as refining capacity utilization hits 8-year highs while political actions to lower gasoline prices could pressure crack spreads and earnings.
MED
03:09
Sep 01
Sep 01
MPC favorable refining exposure, research only
MPC is part of the favorable refining group benefiting from expanded Venezuelan heavy crude supply, but no explicit position is stated.
MED
03:07
Sep 01
Sep 01
MPC refining storm analysis, watch only
Watch MPC as part of the refining complex exposed to Gulf Coast storm impacts and PADD5 product logistics; research note without explicit position.
MED
02:13
Sep 01
Sep 01
Watch MPC after reported refinery attack
Monitor MPC as a potential beneficiary of refinery supply disruptions following the reported attack on Russia's Yanos refinery, which could tighten global fuel markets.
MED
01:31
Sep 01
Sep 01
Watch MPC in refining complex.
Watch MPC within the refining complex amid potential supply disruptions; no directional commitment from the author.
MED
13:37
Aug 31
Aug 31
Author reiterates a months-long bullish thesis on PADD 3 refiners as key beneficiaries.
Author reiterates a months-long bullish thesis on PADD 3 refiners as key beneficiaries of the Venezuela oil deal, framing them as critical to US energy security.
10:46
Aug 31
Aug 31
MPC diesel demand watch
Watch MPC for diesel-fueled earnings tailwinds as global supply tightens and Brazilian farmers boost seasonal demand.
MED
08:17
Aug 31
Aug 31
Watch MPC on Venezuela crude supply angle.
Watch MPC as a PADD 3 refiner with heavy sour crude processing capability. Author frames this as a beneficiary map, not an explicit personal long.
MED
01:25
Aug 30
Aug 30
Watch MPC on Venezuela oil opportunity
Watch MPC as a potential beneficiary of increased Venezuelan oil flows under the US deal; author frames the situation as constructive but does not disclose ownership.
MED
21:00
Aug 29
Aug 29
Refiner earnings growth keeps valuations low.
Marathon Petroleum and Valero Energy have already doubled this year but still trade at low trailing P/E multiples because their EPS has shown triple-digit YoY growth for recent quarters and has been repeatedly revised upward as oil prices climbed. Even with strong price gains, their valuations keep falling to around 9.2x for Marathon and 10.4x for Valero.
HIGH
19:31
Aug 29
Aug 29
Refining names in analytical backdrop
Watch MPC within the diesel/refining complex framing the agricultural cost analysis; no direct position language from the author.
MED
15:27
Aug 29
Aug 29
"Watch Marathon Petroleum in diluent supply chain"
Watch $MPC as Gulf Coast refiner potentially benefiting from Venezuelan diluent demand given geographic proximity and naphtha production capacity.
MED
15:27
Aug 29
Aug 29
Venezuelan diluent constraint analysis – watch refiners.
MPC appears as a header ticker in a research note on diluent supply, with no personal position stated. The analysis frames the companies as affected by the supply-chain dynamic, not as author-owned picks.
MED
12:54
Aug 29
Aug 29
Refiners watch on Venezuela supply analysis
MPC and other PADD 3 refiners are beneficiaries of potential increased Venezuelan oil supply, but this is a research note, not a position. Watch for refining margin impacts.
MED
About MPC Analyst Coverage
Buzzberg tracks MPC (Marathon Petroleum) across 15 sources. 25 bullish vs 0 bearish calls from 40 analysts. Sentiment: predominantly bullish (11%). 226 total trade ideas tracked. Past 7 days: 1 bullish, 42 watch. Latest voices: TheValueist, Choi Il-ho.