2026-09-29 → 10-09 Regulation Bull 🔥Developing
MPC hits record high, YTD gains reach 183% Refiners continue strong run, MPC shares hit new high
D1 +0.7% · +5d +10.3%
› 6 waves of this story2026-09-29 Policy shift eases ban worries, but oil spike keeps refiners in spotlight2026-09-30 Diesel supply crunch by year-end may benefit PADD 3 refiners, including MPC2026-10-01 US asks allies to tap emergency diesel stocks, plus China halts exports, boosting MPC's refining outlook2026-10-03 Analysts see coordinated releases as speed bump, not thesis break2026-10-06 Multiple independent X accounts note MPC and peers at all-time highs, with more upside seen2026-10-09 Refiners continue strong run, MPC shares hit new high2026-09-22 → 10-06 Regulation Bull 🔥Developing
Trump to Ease Diesel Tax Limits, Potentially Benefiting MPC and Refiners Bloomberg reports Trump preparing to ease tax-exempt diesel restrictions to cut fuel costs, positive for refiners
D1 -3.2% · +5d +0.6%
› 3 waves of this story2026-09-22 Political pressure for diesel export limits could hurt refining margins, adding policy uncertainty for MPC2026-09-24 Trump floated banning diesel exports, triggering a selloff in refiners, but policy gap limits impact.2026-10-06 Bloomberg reports Trump preparing to ease tax-exempt diesel restrictions to cut fuel costs, positive for refiners16 earlier events › 2026-09-18 → 09-24 Company Bull
Russia Cuts Exports, Strengthening MPC's Supply Role Russia cuts 2026 refined product export forecast, tightening supply, benefiting MPC.
D1 +0.7% · +5d -7.4%
› 5 waves of this story2026-09-18 Supply disruption may tighten product markets, supporting MPC's refining margins2026-09-18 Crude processing at Slavneft-YANOS halted after strike; lubricants, critical industrial inputs, face tight supply — supportive for refiners2026-09-21 Ukraine to use cruise missiles on Russian refining assets, bolstering independent refiners' supply position2026-09-22 Drone strike halts Russian refinery; export ban risk bolsters US refiners like MPC2026-09-24 Russia cuts 2026 refined product export forecast, tightening supply, benefiting MPC.2026-09-23 Other
US refiners diversify customers as Venezuelan crude imports surge Venezuelan crude shipments to US far exceed Saudi's, may ease refiner supply pressure
D1 -0.3% · +5d +1.8%
2026-09-22 Analyst
Jefferies downgrades to Hold D1 -3.2% · +5d +0.6%
2026-09-18 Analyst
MPC's 10-year returns hit 867%, far outpacing S&P 500 Zacks review shows $1,000 invested a decade ago now worth $9,673, highlighting long-term shareholder value
D1 +0.7% · +5d -7.4%
2026-09-17 Earnings
MPC to Report Q3 Results on November 3 Earnings date set; market watches refining margin sustainability
D1 +1.9% · +5d -7.3%
2026-09-03 → 09-14 Other Bull
Refining margins high and supply tight persist, benefiting MPC Multiple independent sources confirm refining margins at historic highs, MPC shares up nearly 50% since July
D1 +0.2% · +5d +2.1%
› 5 waves of this story2026-09-03 Geopolitical risks boost crude and product prices, improving refining margins; MPC hits new highs2026-09-08 Houthi strikes on Saudi facilities intensify supply tightness; Vitol confirms product market tightness, keeping refining margins elevated.2026-09-10 Iran conflict escalation, Russian refinery attacks, and Houthi strikes on Saudi Arabia tighten product markets, boosting crack spreads for MPC2026-09-10 Multiple sources indicate sustained high refining margins and supply tightness, bolstering MPC's earnings outlook2026-09-14 Multiple independent sources confirm refining margins at historic highs, MPC shares up nearly 50% since July2026-08-21 → 09-12 股票
White House DPA Plan Aims to Boost Refinery Output, Benfiting MPC Follow-up to Aug pressure for output, DPA study marks new policy development
D1 +0.7% · +5d +2.2%
› 4 waves of this story2026-08-21 Refiners hit new highs with upward EPS revisions, signaling strong sector momentum2026-09-01 White House meeting with refiners and Venezuela deal affect supply outlook, sector dynamics persist2026-09-02 Trump meets refiners to push output, plus Venezuela deal, policy and supply dynamics continue to affect MPC2026-09-12 Follow-up to Aug pressure for output, DPA study marks new policy development2026-09-12 Regulation
US Considers DPA to Expand Refining Capacity, MPC in Focus Policy signal as White House weighs DPA support amid high utilization and tight supply
D1 +0.1% · +5d +1.5%
2026-09-08 Company Bull
Bunker Fuel Shortage Risks Elevate Attention on MPC and Peers Reuters reports war strains refiners to favor other products, tightening ship fuel supply; MPC as refiner may benefit
D1 +2.3% · +5d +3.3%
› 2 waves of this story2026-09-08 Reuters reports war strains refiners to favor other products, tightening ship fuel supply; MPC as refiner may benefit2026-09-08 Bunker Fuel Shortage Risks Elevate Attention on MPC and Peers2026-09-03 Company Bull
Tropical Storm Edouard Hits Gulf Coast Refineries, MPC Operations in Focus Storm forces outages at multiple refineries, tightening product supply and strengthening MPC's position
D1 +0.2% · +5d +2.1%
2026-08-04 → 08-11 Earnings Bull
MPC Q2 Earnings Beat on Strong Refining Margins Multiple sources confirm earnings beat and refining strength, extending the event line
D1 +1.8% · +5d +7.6%
› 5 waves of this story2026-08-04 Refining margins hit multi-year highs amid supply disruption, driving strong results2026-08-05 Revenue $52B, adj. EBITDA $8.5B, strong YoY growth2026-08-10 Multiple sources confirm Q2 beat and fundamental support for rally2026-08-11 Multiple Zacks articles reaffirm the earnings beat and strong refining margins, with market recaps featuring MPC as a standout2026-08-10 Multiple sources confirm earnings beat and refining strength, extending the event line2026-08-04 8-K filing
8-K: Item 2.02, Item 9.01 D1 +1.8% · +5d +7.6%
2026-08-04 Earnings
Earnings report D1 +1.8% · +5d +7.6%
2026-07-27 Capital Bull
Institutional Moves and Stock Gain for MPC Bridgewater buys, Compound cuts, stock up 1.01%
D1 +1.0% · +5d -1.7%
2026-07-14 → 07-16 Analyst Bull
MPC hits record high, multiple brokerages raise price targets Refining margin prints $59/bbl, highest ever; MPC leverages strong margins and domestic crude sourcing.
D1 +2.2% · +5d +5.4%
› 3 waves of this story2026-07-14 Stock hit record $296.34; Raymond James raised PT to $335 from $300; up 80% in 20262026-07-15 MPC at 52-week high; diesel crack spreads surge, potentially benefiting refiners2026-07-16 Refining margin prints $59/bbl, highest ever; MPC leverages strong margins and domestic crude sourcing.2026-06-29 8-K filing
8-K: Item 8.01 D1 +2.0% · +5d +2.7%
Related — this ticker is not the subject
2026-10-06 Related Regulation
Trump signs order easing red-dyed diesel limits The White House move is aimed at lowering diesel costs by widening access to tax-exempt dyed fuel.
D1 -0.3% · since +7.1%
2026-09-21 Related Markets
MSTR rallies in early trade as Bitcoin climbs X signals showed the stock briefly above $165, while a site report said it was up 7% alongside Bitcoin near $85,000.
D1 -5.3% · +5d -3.2%
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Cases AI-clustered from trusted X authors over 2 weeks; counts are distinct authors. Volume does not predict direction · Not investment advice
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