Marathon Petroleum (MPC) — What Changed

Material changes in the AI committee's view · 49 events tracked · Detected nightly

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2026-08-23 MINOR
▼ Agreement Shift

MPC's Committee agreement moved from 83.30% to 80.00% (-3.30pp, 1 day(s) apart).

83.30 → 80.00 (-3.3)

2026-08-23 MINOR
▲ Score Change

MPC's Committee score moved from 60.46 to 61.55 (+1.09, 1 day(s) apart).

60.46 → 61.55 (+1.1)

2026-08-22 MINOR
▼ Agreement Shift

MPC's Committee agreement moved from 83.30% to 80.00% (-3.30pp, 1 day(s) apart).

83.30 → 80.00 (-3.3)

2026-08-22 MINOR
▲ Score Change

MPC's Committee score moved from 63.68 to 65.41 (+1.73, 1 day(s) apart).

63.68 → 65.41 (+1.7)

2026-08-21 MINOR
▲ Score Change

MPC's Committee score moved from 61.18 to 63.68 (+2.50, 1 day(s) apart).

61.18 → 63.68 (+2.5)

2026-08-19 MINOR
▼ Score Change

MPC's Committee score moved from 63.68 to 61.18 (-2.50, 1 day(s) apart).

63.68 → 61.18 (-2.5)

2026-08-17 MINOR
▲ Score Change

MPC's Committee score moved from 63.32 to 63.68 (+0.36, 1 day(s) apart).

63.32 → 63.68 (+0.4)

2026-08-16 MINOR
▲ Agreement Shift

MPC's Committee agreement moved from 80.00% to 83.30% (+3.30pp, 1 day(s) apart).

80.00 → 83.30 (+3.3)

2026-08-16 MINOR
▼ Score Change

MPC's Committee score moved from 64.99 to 63.32 (-1.67, 1 day(s) apart).

64.99 → 63.32 (-1.7)

2026-08-15 MINOR
▲ Score Change

MPC's Committee score moved from 62.96 to 63.32 (+0.36, 1 day(s) apart).

62.96 → 63.32 (+0.4)

2026-08-14 MINOR
▲ Score Change

MPC's Committee score moved from 60.46 to 62.96 (+2.50, 1 day(s) apart).

60.46 → 62.96 (+2.5)

2026-08-13 MAJOR
▲ Agreement Shift

MPC's Committee agreement moved from 66.70% to 83.30% (+16.60pp, 1 day(s) apart).

66.70 → 83.30 (+16.6)

2026-08-13 MINOR
▲ Score Change

MPC's Committee score moved from 58.79 to 60.46 (+1.67, 1 day(s) apart).

58.79 → 60.46 (+1.7)

2026-08-12 MAJOR
▼ Agreement Shift

MPC's Committee agreement moved from 100.00% to 66.70% (-33.30pp, 1 day(s) apart).

100.00 → 66.70 (-33.3)

2026-08-12 MAJOR
▼ Score Change

MPC's Committee score moved from 71.31 to 58.79 (-12.52, 1 day(s) apart).

71.31 → 58.79 (-12.5)

2026-08-12 MATERIAL
— Conviction Change

MPC's Committee conviction moved from unanimous to contested (1 day(s) apart).

unanimous → contested

2026-08-11 MAJOR
▲ Agreement Shift

MPC's Committee agreement moved from 83.30% to 100.00% (+16.70pp, 1 day(s) apart).

83.30 → 100.00 (+16.7)

2026-08-11 MAJOR
▲ Score Change

MPC's Committee score moved from 61.24 to 71.31 (+10.07, 1 day(s) apart).

61.24 → 71.31 (+10.1)

2026-08-11 MATERIAL
— Conviction Change

MPC's Committee conviction moved from contested to unanimous (1 day(s) apart).

contested → unanimous

2026-08-10 MINOR
▲ Score Change

MPC's Committee score moved from 60.88 to 61.24 (+0.36, 1 day(s) apart).

60.88 → 61.24 (+0.4)

2026-08-07 MAJOR
▲ Agreement Shift

MPC's Committee agreement moved from 66.70% to 83.30% (+16.60pp, 1 day(s) apart).

66.70 → 83.30 (+16.6)

2026-08-07 MINOR
▲ Score Change

MPC's Committee score moved from 57.96 to 60.88 (+2.92, 1 day(s) apart).

57.96 → 60.88 (+2.9)

2026-08-07 MAJOR
— Rating Change

MPC moved from Watch to Buy (1 day(s) apart).

Watch → Buy

2026-08-06 MINOR
▼ Score Change

MPC's Committee score moved from 58.74 to 57.96 (-0.78, 1 day(s) apart).

58.74 → 57.96 (-0.8)

2026-08-06 MATERIAL
— Conviction Change

MPC's Committee conviction moved from moderate to contested (1 day(s) apart).

moderate → contested

2026-08-05 MAJOR
▲ Agreement Shift

MPC's Committee agreement moved from 50.00% to 66.70% (+16.70pp, 1 day(s) apart).

50.00 → 66.70 (+16.7)

2026-08-05 MINOR
▲ Score Change

MPC's Committee score moved from 54.83 to 58.74 (+3.91, 1 day(s) apart).

54.83 → 58.74 (+3.9)

2026-08-05 MATERIAL
— Conviction Change

MPC's Committee conviction moved from contested to moderate (1 day(s) apart).

contested → moderate

2026-08-02 MATERIAL
— Model Version Conflict

MPC's Committee scoring methodology changed from version 1.2.0 to 1.3.0 between 2026-08-01 and 2026-08-02. Score and agreement comparisons are skipped for this window because they are not comparable across methodology versions.

1.2.0 → 1.3.0

2026-08-01 MATERIAL
▼ Agreement Shift

MPC's Committee agreement moved from 57.10% to 42.90% (-14.20pp, 1 day(s) apart).

57.10 → 42.90 (-14.2)

2026-08-01 MINOR
▲ Score Change

MPC's Committee score moved from 51.95 to 53.74 (+1.79, 1 day(s) apart).

51.95 → 53.74 (+1.8)

2026-07-31 MATERIAL
▲ Agreement Shift

MPC's Committee agreement moved from 42.90% to 57.10% (+14.20pp, 1 day(s) apart).

42.90 → 57.10 (+14.2)

2026-07-31 MINOR
▼ Score Change

MPC's Committee score moved from 53.03 to 51.95 (-1.08, 1 day(s) apart).

53.03 → 51.95 (-1.1)

2026-07-30 MATERIAL
▼ Agreement Shift

MPC's Committee agreement moved from 57.10% to 42.90% (-14.20pp, 1 day(s) apart).

57.10 → 42.90 (-14.2)

2026-07-30 MINOR
▼ Score Change

MPC's Committee score moved from 53.06 to 53.03 (-0.03, 1 day(s) apart).

53.06 → 53.03 (-0.0)

2026-07-28 MINOR
▼ Score Change

MPC's Committee score moved from 54.49 to 53.06 (-1.43, 1 day(s) apart).

54.49 → 53.06 (-1.4)

2026-07-24 MATERIAL
▲ Agreement Shift

MPC's Committee agreement moved from 57.10% to 71.40% (+14.30pp, 1 day(s) apart).

57.10 → 71.40 (+14.3)

2026-07-24 MINOR
▼ Score Change

MPC's Committee score moved from 52.51 to 52.20 (-0.31, 1 day(s) apart).

52.51 → 52.20 (-0.3)

2026-07-24 MATERIAL
— Conviction Change

MPC's Committee conviction moved from contested to moderate (1 day(s) apart).

contested → moderate

2026-07-18 MATERIAL
▼ Agreement Shift

MPC's Committee agreement moved from 71.40% to 57.10% (-14.30pp, 1 day(s) apart).

71.40 → 57.10 (-14.3)

2026-07-18 MINOR
▼ Score Change

MPC's Committee score moved from 53.63 to 52.82 (-0.81, 1 day(s) apart).

53.63 → 52.82 (-0.8)

2026-07-18 MATERIAL
— Conviction Change

MPC's Committee conviction moved from moderate to contested (1 day(s) apart).

moderate → contested

2026-07-16 MAJOR
▲ Agreement Shift

MPC's Committee agreement moved from 50.00% to 71.40% (+21.40pp, 1 day(s) apart).

50.00 → 71.40 (+21.4)

2026-07-16 MINOR
▲ Score Change

MPC's Committee score moved from 51.95 to 53.63 (+1.68, 1 day(s) apart).

51.95 → 53.63 (+1.7)

2026-07-16 MATERIAL
— Conviction Change

MPC's Committee conviction moved from contested to moderate (1 day(s) apart).

contested → moderate

2026-07-14 MAJOR
▲ Agreement Shift

MPC's Committee agreement moved from 33.30% to 50.00% (+16.70pp, 1 day(s) apart).

33.30 → 50.00 (+16.7)

2026-07-14 MINOR
▼ Score Change

MPC's Committee score moved from 55.28 to 51.95 (-3.33, 1 day(s) apart).

55.28 → 51.95 (-3.3)

2026-07-13 MAJOR
▼ Agreement Shift

MPC's Committee agreement moved from 57.10% to 33.30% (-23.80pp, 1 day(s) apart).

57.10 → 33.30 (-23.8)

2026-07-13 MINOR
▼ Score Change

MPC's Committee score moved from 56.49 to 55.28 (-1.21, 1 day(s) apart).

56.49 → 55.28 (-1.2)

How Change Detection Works

Every night, Innellis compares the committee's latest scores against the previous session. Changes are recorded only when they cross documented materiality thresholds — score moves, rating transitions, conviction shifts, and analyst agreement changes. Small day-to-day noise is deliberately filtered out. View full score history →