MP

MPC MARATHON PETROLEUM CORP

2026Q2 · CUSIP 56585A102 · Sector: Energy

Piling in

Net holder growth ranks near the top of the market

Funds that own it
1,941
Institutions that reported holding it to the SEC
Net increase in holders
+57
Last quarter 1,884 → now 1,941
How unusual is that
Top 10%
Stronger buying than 93% of US stocks
What the filings say, in one paragraph

1,941 funds held MPC at the end of 2026Q2, up 57 from the quarter before. That is stronger buying than 93.3% of US stocks — among the most piled-into names this quarter. On the business itself, revenue over the last 12 months was $153.6B(YoY +15.0%), the P/E is 16.3x, return on equity is 44.8%. MPC has had 32 buying rushes in its history, and the price moved +5.2% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Energy sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2013Q3: holders=631 2013Q4: holders=697 2014Q1: holders=717 2014Q2: holders=680 2014Q3: holders=676 2014Q4: holders=715 2015Q1: holders=759 2015Q2: holders=781 2015Q3: holders=759 2015Q4: holders=795 2016Q1: holders=736 2016Q2: holders=711 2016Q3: holders=743 2016Q4: holders=831 2017Q1: holders=823 2017Q2: holders=835 2017Q3: holders=838 2017Q4: holders=961 2018Q1: holders=976 2018Q2: holders=1004 2018Q3: holders=1083 2018Q4: holders=1120 2019Q1: holders=1162 2019Q2: holders=1076 2019Q3: holders=1077 2019Q4: holders=1148 2020Q1: holders=878 2020Q2: holders=902 2020Q3: holders=829 2020Q4: holders=882 2021Q1: holders=954 2021Q2: holders=980 2021Q3: holders=987 2021Q4: holders=1077 2022Q1: holders=1160 2022Q2: holders=1212 2022Q3: holders=1266 2022Q4: holders=1363 2023Q1: holders=1419 2023Q2: holders=1331 2023Q3: holders=1446 2023Q4: holders=1530 2024Q1: holders=1670 2024Q2: holders=1628 2024Q3: holders=1559 2024Q4: holders=1546 2025Q1: holders=1550 2025Q2: holders=1555 2025Q3: holders=1646 2025Q4: holders=1669 2026Q1: holders=1884 2026Q2: holders=1941 -270 -135 +0 +135 +270 56713032039 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 32 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 10% — —
2026Q1 Top 1% in the market +4.0% +50.0%
2025Q3 Top 5% -10.3% +1.3%
2024Q1 Top 1% in the market -5.0% -0.4%
2023Q4 Top 5% +27.8% +6.7%
2023Q3 Top 1% in the market +5.7% +13.8%
2023Q1 Top 5% +5.0% +29.5%
2022Q4 Top 5% -0.5% -11.7%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
332
Change in large funds
+34
Total value they hold
$56.0B
Funds buying for the first time
178
Funds that sold out entirely
121
Price change that quarter
+38.2%
Funds holding puts (bearish)
27
Funds holding calls (bullish)
32

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

Fundamentals

PE (TTM)
16.3
EPS (TTM)
$28.96
EPS YoY
+320.3%
Revenue (TTM)
$153.6B
Revenue YoY
+15.0%
Net margin
5.6%
ROE
44.8%
Debt ratio
72.7%
FCF (TTM)
$12.9B
Dividend (TTM)
$3.91
Quarterly Revenue & EPS
2021-09-30: EPS 1.09 2021-12-31: EPS 1.52 2022-03-31: EPS 1.49 2022-06-30: EPS 10.95 2022-09-30: EPS 9.06 2022-12-31: EPS 6.62 2023-03-31: EPS 6.09 2023-06-30: EPS 5.32 2023-09-30: EPS 8.28 2023-12-31: EPS 3.94 2024-03-31: EPS 2.58 2024-06-30: EPS 4.33 2024-09-30: EPS 1.87 2024-12-31: EPS 1.30 2025-03-31: EPS -0.24 2025-06-30: EPS 3.96 2025-09-30: EPS 4.51 2025-12-31: EPS 4.99 2026-03-31: EPS 1.73 2026-06-30: EPS 17.73 0B 26.9B 53.8B $B -0.26 9.62 19.50 2016201720182019202020212022202320242025202606/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 9 3 14 24 20222023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
-1.8B2.3B6.5B 20162017201820192020202120222023202420252026
Latest quarter $208M (2026-03-31)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-06-30 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.