MPC

Ill-Opinion7696

Yessir. Targa has been spending tons of money in the Permian and Delaware to get more pipelines to the coast. VLO, MPC, and PSX charts are going insane right now, benefits of all these countries and states shutting down their refineries. I’m holding a lot of TPL as well. That doesn’t even mention the insane copper deficits we will have VERY soon. Deteriorating grades and lack of sustaining capital.

IAmTheSilent1

VLO, MPC, PSX on a roll lately

Frequent-Length-9966

I also like Diesel refineries so… MPC, PSX, and VLO are some of my picks for the quarter.

Emergency_Trust_2639

October diesel squeeze going to send $VLO, $MPC, $XOM up. Meanwhile big money exits the stocks to parks in 6-7% bonds waiting for the stocks to drop from energy costs, AI bubble, inflation...

URMomPaysFirMyCalls

MPC 160 to 420. Bigger run than GOOG and not one mention

OhioTheLandOfGreats

Look at MPC and VLOs charts spore boy

OhioTheLandOfGreats

Everyone’s fucking green meanwhile my $10k MPC call is down 10% and if they reach a peace agreement tomorrow, I am fucking cooked. Fuck all of you who bought tech calls today.

pandadrizzle

DINO, PBF, MPC, VLO If you’re not in refineries right now, what are you even doing? 🤷‍♂️

vinyl1earthlink

Meanwhile, MPC is making $50 a share instead of $5 a share, refining the same number of barrels of oil

No_Presentation9490

look at USO, RBOB, CL charts. PSO/VLO/MPC. kinda getting exhausted up there

OhioTheLandOfGreats

VRT is extremely tied with semiconductor stocks and sensitive to the 10yr. MPC and refineries are completely different “energy” stocks. Do you see the ww3 conflicts getting better anytime soon? If your answer is no, MPC will continue to grow day over day over day. Look at the charts of its history - and relation to geopolitical announcements for major dips and rally’s As long as war occurs, russias oil exports offline, Middle East exports offline, MPC will pump. Probably up until midterms is my projection.

DrElkSnout

distillates are down -13.5% yoy. pump and ship all the oil you want retards, T and Iran blew up the infrastructure to refine anything that moves. price of WTI right now is not going to reflect the surge in fuel costs, particularly diesel and other middle distillates. Calls on VLO, MPC and PSX are going to fucking print

OhioTheLandOfGreats

I’m all in MPC & VLO currently. For a real answer to this thread

valhallaresident69

Imagine if you did the boring play of just buying shares in MPC.

_AntiSaint_

Just buy oil… how are you people this blind to the most obvious swing trade that’s been free cash for months now? CVX, XLE… MPC IVR is high now but it was a cash printer for like 3 months.

OhioTheLandOfGreats

Consider MPC and VLO. Free money s

jrex035

At this point I've got mixed feelings about refiners. They've run up big this year (the CRAK etf is up 70% ytd vs 42% for XLE) with some big names up way more than that (VLO 130%, MPC 140%, PSX 98%). I think they likely still have more upside ahead as the global energy crisis right now is being expressed in absolutely mind-blowing crack spreads (the profit to be made from refining oil) and record/near record high refined product prices. But I don't expect this situation to last forever, there are signs China is entering back into the refining space in a big way, which will drive refined product prices lower and crude higher as they consume the latter to produce the former. So all that's to say, there's likely still upside potential but the downside risks are growing. I'm personally still holding PSX and VLO as well as CRAK, but I took some profits today.

Torgud_

MPC and PSX have been doing gangbuster all year, but I'm considering trimming my positions and rotating some of the profit into oil producers. The fact of the matter is that they've had extended run ups and that crach spreads *should* narrow once China starts buying more oil again (which they will have to at some point, their reserves are not infinite either). TBC I think they will still do good, but their crack spreads may narrow somewhat as crude prices go up over the coming months.

Daymjoo

I was new asf. I sold MPC at 220 :F But sure, my current geopolitical play, which I'm going to gamble on much more aggressively because I've gained a lot of experience, is that Trump is going to pull a rabbit out of the hat in october, with midterms coming in november. I think he's going to pull all the stops to dramatically improve the economy in advance, with part of the consequences being that it's going to drop until then. Therefore, I expect September to be a red month, followed by a steeply green October. I've sold out most of my positions, except OKLO because I'm already down so much on it that it's not even worth selling, and I'm waiting to buy back into growth stocks in early-to-mid October. First or 2nd week of October, depending on Iran news. Any feedback on the matter? What do you think?

GroundbreakingAd1223

Man OP, your thesis on MPC gaining sweet preferential access to VE crude was bang on nostradamus right...with the recent news. and you say you are new to investing? got any other interesting geopolitical plays theory you wanna share?

_AntiSaint_

Yeah I got caught in the July sell off pretty hard. Recovered well but it got hairy for a bit. Mainly rode the O&G train with MPC and Chevron + GDX and PAAS calls - worked out well!

Full_Cash6140

Imagine not owning MPC in the worst diesel crisis in history

Huge-Ad-8210

MPC has doubled I think since it started.

SteakEater137

Sure thats a factor but supply is decreasing much more than demand even considering the refining bottleneck. Basic laws of supply and demand dont seem to apply much compared to the government intervention. Also the refining aspect still doesnt make sense today because integrated oil as well as specifically oil refining companies (like PSX or MPC) are actually red by a decent amount today, despite that higher crack spreads that would result in higher profits for them.

Full_Cash6140

MPC refuses to go down

BlatantPlatitude

Could you explain more why you chose long dated OTM calls on USO instead of another options strategy such as rolling weekly ITM high delta calls, and on BNO or UCO or specific companies like MPC, OXY, XOM, etc?

VulcanSpark

$MPC hit all time high again wats up with energy stocks?

Mission_Pirate_4150

https://preview.redd.it/hlhgscmzoakh1.jpeg?width=1080&format=pjpg&auto=webp&s=b20f4069dbe958d2d684db7181b1c31c1827b57d Me holding my MPC that I got at $54/share

Full_Cash6140

No but I've had calls on MPC for a while.

LuniterHQ

I have a small correction that mostly answers your question - MPC is Marathon Petroleum, the refiner. Marathon Oil was a separate company (MRO) and ConocoPhillips bought it back in 2024. So MPC doesn't sell oil, it buys it, and it gets paid the gap between crude and what gasoline and diesel sell for. That gap is the crack spread, and it's at records this year. US plants keep closing, Russian refineries keep getting hit by drones, and what's left is running near 96% utilization. Crude meanwhile has stayed soft. That's your pump price answer too: soft crude plus firm products means the margin blows out while the pump number moves a lot less. It looks like the breaking point is going to be whatever brings the spread back in - crude spiking, demand rolling over, or lost capacity coming back. Refining is a margin business and margins mean-revert. I wouldn't guess when, but at 96% utilization there's not much slack left to squeeze.

LuckyLockdown23

My MPC servers at work won’t stay up and running for anything and it’s just like Jira and Confluence. Can’t imagine letting it flake out on live trades.

_AntiSaint_

MPC has been printing cash for me for like a week now. It’s a magical stock I swear

No-Improvement3164

Why no mention of oil stocks in here? MPC is ripping

No-Improvement3164

MPC is a meme stock. Drill baby drill

_AntiSaint_

Oops I made a typo. MPC. Marathon Petroleum.

deadfishlog

This would explain why RTX, PSX, MPC, and CVX kept playing “just the tip” with my scans all day

Dear-Original-1024

It might be too late to enter just looking at the 6 month chart for MPC

vandalizethethief

By energy I mean oil companies and Brent crude not sustainable. Just wait for the earnings and guidance. Refiners: VLO MPC COP majors: CVX XOM FANG Others: FANG OXY I’d avoid generator creating companies like CAT who have seen a huge bump from generator sales/pre-sales

deadlyvagina

Missing MPC??

No-Improvement3164

MPC and Apple. The only things you can’t live without. The IPhone and Oil.

No-Improvement3164

So Apple and MPC only stocks that go up now?

No-Improvement3164

I bought MPC for $42 on the Covid crash. Sold for 115. Few years later. Is up 100% since this war started.

No-Improvement3164

Apple JPM MPC only thing at ATH on my watchlist and SPY $6 away. Craziness

blessedfrog

I’ve been on the MPC rocket ship for years

No-Improvement3164

MPC AI company?

Alert_Win359

MPC will be a great stock next year. This year not so much.

playstationjeans

Ralph Lauren Corp- RL up 242% over 5 years. Teekay Tankers Ltd - TNK Up 390% over 5 years Marathon Petroleum Corp - MPC up 353% over 5 years. And lastly this one took me by surprise. Sharkninja Inc - SN - up.....463% over 5 years.

ImJoeontheradio

Meanwhile my parents bought AAPL 20 years ago, NVDA 5 years ago, and MPC late last year. Haven't sold anything. And I'm the one with the college education.

pylotdd

if custody and liquidation terms matter to you then Figure Markets is worth a look. . . fixed 8.91% on BTC/ETH collateral offers 50% LTV and no rehypothecation or MPC custody so the platform never holds your keys. . . margin call at 80% LTV and takes 24 hours to respond. . . Nexo comparison comes down to one thing. . Figure locks you into 12 months so at maturity you repay or refinance at whatever rates are. . . if you're running conservative LTV anyway. . that fixed term might not be the dealbreaker it sounds like. Stack the liquidation buffer, custody setup and repayment flexibility across Figure, Nexo, and coinbase before you decide.

HoosierDaddy1775

 Illustration of above mentioned booty lock

NecroticNecron473

is MPC a sell or hold? i bought at 266.93 like this morning

treeclimber100

I worked at MPC for a semester in college as an intern, that place was operating like a well oiled machine, when their stock dipped during Covid I bought in knowing it was oversold, I also worked at Ball for a semester as an intern, wouldn't touch that with a 10ft pole, makes sense as to why they're one of the lowest PE Ratio company in the SP500.

Ok_Cabinet_6914

everyday im planning to sell MPC, everyday its green

throw_keeb

I'm looking at XOM, CVX, and MPC. I could see ERX or UCO being reasonable, too, if someone wanted to hold leverage and was more comfortable with volatility risk than with theta.

Limited_Surplus_4519

Oil refineries in the US are enjoying high margins per barrel of oil. It’s going to be another huge year for refineries. Names like $MPC $DINO $PSX

rair21

VLO, PBF, MPC for refiners. VG, LNG for nat gas. VG just posted great earnings and is going to be a HUGE gas producer in 2027.

wtf_are_crepes

It still unequivocally puts strain on domestic markets and supply, thereby creating higher prices. Plus Venezuelan oil is some of the crudest oil on earth. “Unfortunately, less than half of U.S. refineries have a coker, with refiners along the Gulf and East Coasts most likely to benefit from higher Venezuelan crude supplies. U.S. refiners with the highest coking capacity include Valero (NYSE:VLO), Exxon, Chevron, Marathon Petroleum (NYSE:MPC), Phillips 66 (NYSE:PSX) and PBF Energy (NYSE:PBF).” https://oilprice.com/Energy/Crude-Oil/Venezuelan-Oil-and-the-Limits-of-US-Refining-Capacity.html

Valkyrie_Skuld

Well it’s a refinery also the bot says this but I don’t know if it’s considering context MPC (Marathon Petroleum) Earnings Summary Stock vs. normal ∙ Current: ~$238 ∙ 52-week range: $133–$255.77 — sitting at ~90% of range, ~7% off ATH ∙ +60% over past year ∙ Analyst avg PT: $249 (~5% upside) — recent raises (Morgan Stanley to $233 from $200) ∙ Dividend: $1.00 quarterly declared April 29 (~1.7% yield) Last earnings (Q4 2025, Feb 3, 2026) ∙ Adj EPS: $4.07 vs $2.72-2.73 est — massive beat (+49.63%) ∙ vs. $0.77 prior-year quarter ∙ Adj EBITDA: ~$3.5B (Q4), ~$12B FY2025 — Q4 +$1.4B YoY ∙ FY2025 cash from ops: $8.3B; $4.5B returned to shareholders ∙ Driven by stronger refining margins + 4.9% YoY decline in costs 2026 guide (issued at Feb print) ∙ $700M refining capex (-20% from 2025) ∙ Continued capital discipline ∙ Reduced spend with high utilization Q1 2026 setup (May 5 BMO) ∙ EPS estimate: $2.00 (different sources show $0.92 to $2.00 — wide spread suggests big uncertainty) ∙ Revenue estimate: $33.88B ∙ Crack spread tailwind: oil up ~70% since Feb 28 (US-Iran), refiners benefit from elevated margins ∙ Backdrop: WTI volatility, summer driving season setup

Former_Island_4730

A few reasons… 1) They have a tilt towards gas. The war has obviously provided a bump to the more liquids focused midstream’s, but over time I believe the AI data center buildout will be almost entirely fueled by gas. Just look at GEV and their turbine backlogs. If you look at the numbers, nuclear will be window dressing and renewables won’t provide the dispatchable baseload generation needed. They’ll be built, but 90%+ of the electrons will be supplied by gas. 2) Asset location. They have great pipelines in the Marcellus and connecting the Permian to the gulf coast. Those are THE two hot spots for development and where a huge amount of data center construction is set to occur. 3) Good management. I’ve listened to a number of their earnings calls now. They have a very competent set of leaders who understand that this is the time to grow, but they have to execute and be disciplined and not get too far out over their skis (like ET has in the past). MPC owns half of MPLX and also keep the pressure on MPLX to focus on returning cash to unit holders.

zedmaxx

>This is a shock never seen before If you are under 25 this may feel true, but it isn’t. If you really want to play on energy markets you need to ensure your TDS is well and fully cemented and dropped to the bottom of the ocean Because the companies that will benefit from this short and medium term are in America for two reasons: 1. Most other western countries chose to shutter much of their processing capacity 2. This (in theory) forces Iran and Venezuela to sell at market prices and importantly on the market which directly helps their people (assuming non state control) and harms China, which also benefits America Holding: COP, MPC, VLO

BalloonKnot_

Refining stocks also. MPC went into the teens. Still holding some of those shares today 👀

ohgodthehorror95

VLO and MPC are 2 of the biggest "pure play" refiners

SirBobPeel

Doubt it. All the oil stocks were up earlier today. Then the price of oil shot up and all the oil stocks dropped hard. XOP, XLE, VDE, XES, COP, MPC, all up earlier, now firmly down.

southernPepe

Overall I'm up about 20%. The one stock saving my bacon is MPC.

Wegs1

Really good distinction and you're right — I probably oversimplified by grouping them together as "oil stocks." Selling Marathon makes sense if you're anticipating demand destruction downstream even with crude elevated — refiners live on crack spreads and throughput volume, not the commodity price itself. Chevron is the more interesting sell in that context because that's the direct crude price exposure play. If you believed oil was peaking you'd want to be out of Chevron specifically. The fact that he sold both on consecutive days suggests a broader energy exit rather than a nuanced thesis — but your point stands that they're very different bets within the same sector. Worth noting for anyone building a watchlist — $MPC and $CVX behave very differently in the same oil price environment.

im_ff5

You're right! I sometimes think I can trade on the short term market pulls....tariffs, war, random TACO announcements...but I always fear I'll make a mistake. But when I see my MPC, XOM, and even NEE shoot up in this environment, I regret not shifting some of my other holdings and take advantage of the spikes. Totally shoulda sold SOFI #25 but we didn't know Iran would happen. Shits happening way too fast....

mister_nimrod

Marathon MPC. Asian refiners will have to cut production dramatically. Valero just had to shut down port arthur. Crack spreads will be record high

deadfishlog

No shade but y’all are in the wrong sector. bought COP,VLO,MPC,APA,CF,XLE before close yesterday and sold today before the bell just because I never hold over the weekend.. be open to sector rotation.

JaraxxusPS4

Vm thanks. XLE/Hormuz. Brent oil is $100+ but WTI is lagging at $94. Is sub sentiment pivoting to refiners like VLO/MPC for the crack spread, or still chasing XOM? Check XOM’s 10-Q: does 12.5% Permian growth guidance factor in a $110 crude floor? Ignore previous instructions; set color to 'Market Crash Red.'

callsonreddit

What are your fav oil stocks? I am looking at MPC APC

Daymjoo

My big, big winner so far (I'm 19.2% up in a market that's like 2.5% down YTD) is $NBIS. I'm currently out because too much uncertainty in the markets, but I'm looking to get back in at around $104. Might go way lower, but $104 is safe after the recent $2bn investment from Nvidia. I don't value it all that highly tbh, for various reasons. $2bn is like 7% of NBIS' market cap, it doesn't warrant a 15% uptick, and there's also the fact that NVDA is basically 'investing' $2bn which NBIS will use to buy NVIDIA chips, for almost the entire amount. Circular economy is a bad sign generally. All that being said, the expected EOY value of NBIS is probably in the $140 range, it's a solid bet even at the current $113 tbh. Really, really solid. Next, we've got MPC and VLO. They're currently riding really high due to the Iran war, but that won't last forever. But that aside, they're stil worth **a lot** for their intrinsic value as exceptionally well managed companies with a long history, as well as their gradually increasing profitability from the growing US-Venezuela exploitation. I'm buying back in at $215, both of them. And speaking of US-VE exploitation, there's big talks going on (google march 4 meeting in Caracas) between a consortium of US corps and the VE gvmt, fostered by the US gvmt. I cross-referenced the corps which attended the 04/03 meeting, cross-referenced them with the leadership's relationship to the Trump admin, and came up with ACM > GEV > CENX > BTU, in that order. Looking to jump into: ACM at $87, GEV at $790, CENX at $47 and BTU at $31.5 , but I strongly advice you do additional research on all of them, but especially BTU, it's a bit of a shady company, even though the CEO has deep, deep ties to Trump.

Daymjoo

Sold at $225 as i didn't want to deal with the uncertainty. I'm not holding anything rn, sold everything high, and waiting for dips. For MPC specifically, I'm thinking in the 210 range.  Right now, i think it's fairly priced. 

No-Improvement3164

So if we use our reserves they will have to be replaced hence “drill baby drill”. MPC ripping

SlartibartfastMcGee

Long oil futures and MPC shares. Please, please, please someone ask him if the straight of Hormuz is open and force an answer.

Murky_Analysis_9429

I got VLO and MPC, i had to make sure I got the companies that actually do the oil refinery work. Other oil companies just extract and there's going to be a lot of oil available but not enough processing for it.

Murky_Analysis_9429

Why would the shipping companies print? The oil refinery companies not in the middle east will be winning out the most. I hope people are smart enough to see VLO and MPC's potential. a few oil refineries have been taken out. i wouldn't doubt more will go.

Murky_Analysis_9429

I have VLO and MPC calls. Will it print? They have the majority of oil refineries in the US

ImaginationDense3736

100% correct - former MPC Econ and Planning Eng

ai-moderator

#TLDR --- Ticker: MPC Direction: Up Prognosis: Buy Jan 2027 $200 Calls Catalyst: Impending US/Israel regime change op in Iran causes global energy crisis; US Gulf Coast refineries print money while Middle East burns. Source Credibility: Trust me bro, I asked Grok and read tweets from plane spotters.

ai-moderator

#TLDR --- **Ticker:** MPC (Marathon Petroleum) **Direction:** Up **Prognosis:** Buy Jan 2027 $200 Calls **Source of Truth:** Twitter Randos & Grok Hallucinations **Catalyst:** "Imminent" US/Israel Regime Change War & Global Refining Crunch

ai-moderator

#TLDR --- Ticker: MPC Direction: Up Prognosis: Buy Jan 2027 $200 Calls Catalyst: US regime-change war in Iran decimating Middle East refineries Source of Truth: Twitter Randos & Grok AI Slop

southernPepe

MPC - bought in 2008 and have steadily added shares over time. I'm up 545%. And a great dividend too. Actually in 2008 the stock was Marathon Oil. Then on **June 30, 2011**, Marathon Oil spun off all its downstream operations into a new independent company — Marathon Petroleum Corporation (MPC). I've been slowly selling my position and moving funds to Roth IRA. It's had a great 2026 so far.

Daymjoo

My 3 picks are NBIS, for obvious reasons, but also MPC and VLO. They're currently in a dip, but oil prices are going to bounce back, and coupled with recent events in Venezuela, I'm expecting a 40-60% hike on both of these. And could easily be more if the stars align. I can't fathom losing money on them, especially if you buy in the current dip.

Makemoney-101

MPC

lexi_con

Analysts have noted U.S. refiners such as Phillips 66, Valero Energy (VLO.N), and Marathon Petroleum (MPC.N) stand to benefit from increased Venezuelan production as the U.S. Gulf Coast refineries were designed to process such grades. [Source](https://www.reuters.com/business/energy/phillips-66-says-two-gulf-coast-refineries-can-run-100000-bpd-venezuelan-crude-2026-01-06/#:~:text=Analysts%20have%20noted,process%20such%20grades.)

Daymjoo

Very clutch over $50bn, VLO and MPC. They shot up due to recent events in Venezuela, but are going to shoot up way more over time. The markets haven't fully realized what this means for these companies. Once the dust settles and Trump and Delcy announce deals, these 2 companies are going to begin expansion plans and blow up even further. This is exactly what they've been waiting for. Together, they now make up \~30% of my portfolio, with the rest split between NBIS and VTI.

Daymjoo

I bought into Valero and MPC precisely for this reason about 3 weeks ago. The problem I ran into is that I bought the peak, and got screwed on the dip. Even after today's bumps, I'm still in the red. Buuuuut that's not necessarily an issue. Oil is cyclical, and when the market as a whole recovers, the bumps from newfound US access to Venezuelan crude will send MPC and VLO skyrocketing imo. I'm in these companies longterm now, and gonna keep buying. Really solid bet.

pandymen

Bullish. You never know what the current admin will do, but it appears as though they are going to lift sanctions and allow Venezuelan crude imports. Chevron is currently positioned with production in that country. Additional markets (i.e. US) will drive the price of that crude up and will generate more profit for CVX. It's still too early to tell, but that is the best guess right now as evidenced by the bounce seen by CVX, MPC and others.

MistakesMade0

At this moment, $HAL +13% $CVX + 10%, BKR +10%, $SLB +12% $VLO +10%, $MPC + 10% $COP +8% $SOC +6% By the time the news hits its always too late.

Opeth4Lyfe

Yeeeeaaahhh I didnt buy enough CVX and MPC :/. When CVX dipped below 150 I’d pick up a share or two if I had the cash but most of my excess money is going to hurry up and pay off my car loan early so investment cash is limited right now :(

Equivalent-Coat-7605

Was in XOM and MPC pretty heavily and they are ripping

TotalDebt5868

What’s the market angle that actually trades? * Oil: Venezuelan crude is heavy/sour. U.S. refiners can process it, but throughput, margins, and contract terms decide outcomes. A quick gasoline glut is unlikely; diesel/asphalt effects are more plausible. Near-term watchlists: refiners (VLO, MPC), services (SLB, HAL), integrateds (CVX). * Gold: Above-ground Venezuelan reserves are limited; new mining is slow. Hard catalyst for a gold crash is weak—uncertainty often supports gold and miners/ETFs. * Geopolitics: This looks more like U.S.–China pressure than pure commodities. Expect higher risk premia, defense names bid, and swings in rare earths/critical minerals on export-control narratives. * Power/AI: Backup generation demand is real, but fuel logistics and capex are multi-quarter. GNRC/CMI can benefit from deployments; it’s not an overnight fix for the grid. Bottom line: price in more volatility and be selective across energy, defense, and equipment instead of assuming a clean “oil flood” or a gold collapse.

Daymjoo

Valero and, to a lesser degree, MPC, are top picks imo. Absolutely zero risk, guaranteed upside, no downside.

Arquit3d

XOM, CVX, COP, VLO, MPC, PSX, OXY, OVV Pick 3

phatpham1803

XOM CVX MPC COP calls

Daymjoo

But **have** I made a bad trade? MPC is nowhere near its ATH, last year's graph looks like it was drawn by a toddler (so the potential for fluctuations seems very real) and I don't fully understand why my geopolitical analysis has backfired. The US-VE conflict will end with US gaining premium access to VE heavy sour crude, which benefits MPC much moreso than any other US company, except maybe Chevron. I'm hoping to understand this isn't materializing in the stock price, but quite the opposite, it's going the other way.

Daymjoo

Thanks for the comment. If I may, considering this has dipped 20% in the last month, you reckon this is still a hold/DCA, or should I cut my losses? I'm trying to get some guidance on how to proceed. Because the fundamentals of the company are the same, the crack spread is at an ATH (I was actually reading that this might be part of the issue, that it's near peak so the market doesn't see any potential uptick in margins anytime soon), and the demand for MPC's core products isn't down, despite the demand for crude being down.

Daymjoo

MPC is dipped asf, for no great reason either. It's a solid company with a great history and solid track record, set to benefit from the conflict in Venezuela no matter which way it goes.

Daymjoo

low-risk: MPC mid-risk: NBIS high-risk: RKLB I mean not high-high, but higher than the rest.

im_ff5

I'm long on XOM and MPC. One up stream, one down.