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MPC

Marathon Petroleum CorporationPartly aligned
Close 472.96 (2026-10-15)28 days +12.1%1Y +157.3%28 d mentions 2

Stance mix of tracked accounts 2 accounts mentioned it · latest post counts

BullishNeutralNo stanceBearish
Bullish
0
Neutral
2
No stance
0
Bearish
0
Accounts BullNeuBearNone
@TrendSpiderViews ›0100
@hkuppyViews ›0100

Consensus and splits Reasons (analyst tagged) and views from the past 14 days

Bull case
  • none
Bear case
  • none

Partly aligned. No clearly opposing views so far.

Current views Each account’s latest stance and reasoning; change is vs that account’s previous call
Neutral First call
Fundamentals · @hkuppy notes it has been tough this year refusing to mindlessly speculate on the AI Mania. Trade schools $LINC and $UTI have really hurt, but he has added real size the whole way down and they are now one of the largest exposures. This was offset by solid performance in refiners $MPC and $VLO which he has now harvested. The rest of the book was mostly a wash.
2026-10-15 00:07 HKT Original post ↗
Neutral First call
Basis not tagged · October's biggest S&P 500 winners so far: PTC $PTC +35%, Marathon Petroleum $MPC +21%, Crown Castle $CCI +21%, Valero Energy $VLO +18%, Vistra $VST +17%, CDW $CDW +17%, APA $APA +16%, Moderna $MRNA +16%, Phillips 66 $PSX +15%, Fair Isaac $FICO +15%.
2026-10-14 08:30 HKT Original post ↗
Background How the narrative evolved over time, for context on current views

By week Last 4 weeks

  • 10/10–10/16 · 2 posts · Bull 0 / Bear 0
    @hkuppy: @hkuppy notes it has been tough this year refusing to mindlessly speculate on the AI Mania. Trade schools $LINC and $UTI have really hurt, but he has added real size the whole way down and they are now one of the largest exposures. This was offset by solid performance in refiners $MPC and $VLO which he has now harvested. The rest of the book was mostly a wash. (Neutral)
  • 10/3–10/9 · 0 posts · Bull 0 / Bear 0
    No discussion
  • 9/26–10/2 · 0 posts · Bull 0 / Bear 0
    No discussion
  • 9/19–9/25 · 0 posts · Bull 0 / Bear 0
    No discussion

Key views and how they evolved Newest first

MPC Neutral2026-10-15 00:07 HKTOriginal post ↗

@hkuppy notes it has been tough this year refusing to mindlessly speculate on the AI Mania. Trade schools $LINC and $UTI have really hurt, but he has added real size the whole way down and they are now one of the largest exposures. This was offset by solid performance in refiners $MPC and $VLO which he has now harvested. The rest of the book was mostly a wash.

See original

Been tough this year when you refuse to mindlessly speculate on the AI Mania… Those trade schools ($LINC and $UTI) have really hurt. However, I have added real size the whole way down, and they’re now one of our largest exposures. This was offset by solid performance in refiners ($MPC and $VLO) which I have now harvested. The rest of the book was mostly a wash…

Reasoning: Fundamentals

MPC Neutral2026-10-14 08:30 HKTOriginal post ↗

October's biggest S&P 500 winners so far: PTC $PTC +35%, Marathon Petroleum $MPC +21%, Crown Castle $CCI +21%, Valero Energy $VLO +18%, Vistra $VST +17%, CDW $CDW +17%, APA $APA +16%, Moderna $MRNA +16%, Phillips 66 $PSX +15%, Fair Isaac $FICO +15%.

See original

October's biggest S&P 500 winners so far 📈 🟢 PTC $PTC +35% 🟢 Marathon Petroleum $MPC +21% 🟢 Crown Castle $CCI +21% 🟢 Valero Energy $VLO +18% 🟢 Vistra $VST +17% 🟢 CDW $CDW +17% 🟢 APA $APA +16% 🟢 Moderna $MRNA +16% 🟢 Phillips 66 $PSX +15% 🟢 Fair Isaac $FICO +15% http://trendspider.cc/SidekickAI

Image 1 ↗

Reasoning: Not tagged by analyst Specific

Fund flows or trade records mentioned in posts reflect only the account’s own claims, are marked “Per the post” and are unverified.

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