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Correlation Analysis

MARATHON PETROLEUM CORPORATION vs Exxon Mobil Corporation

MPC vs XOM

+0.898

Very strong positive

When one moves up, the other tends to follow.

MPC logo

MARATHON PETROLEUM CORPORATION

MPC

Marathon Petroleum is a leading integrated downstream and midstream energy company that operates 13 refineries in the Gulf Coast, Mid-Continent, and West Coast regions of the United States with an aggregate crude oil refining capacity of 3.0 million barrels per day. The company is one of the largest producers of renewable diesel in the U.S.; its Dickinson, North Dakota facility has the capacity to produce 184 million gallons per year, and its Martinez, California, joint venture facility (a 50/50 partnership with Neste) reached its full capacity of 730 million gallons per year in late 2024. Marathon also owns the general partner and approximately 64% of MPLX LP, a large-cap master limited partnership that owns and operates midstream energy infrastructure and logistics assets.

Market cap 71.1B · 18,500 employees

XOM logo

Exxon Mobil Corporation

XOM

ExxonMobil is an integrated oil and gas company that explores for, produces, and refines oil worldwide. In 2025, it produced 3.3 million barrels of liquids and 8.4 billion cubic feet of natural gas per day. At the end of 2024, reserves were 19.9 billion barrels of oil equivalent, 69% of which were liquids. The company is one of the world's largest refiners, with a total global refining capacity of 4.3 million barrels of oil per day, and is one of the world's largest manufacturers of commodity and specialty chemicals.

Market cap 680.7B

Apr 9, 2021 — Apr 7, 2026Daily1,254 data pointsStockStockEnergyEnergy

Time Series

Relative Performance

Green: MPCGray: XOM36 of 1,254 points (sampled)

Who Moves First

in sync

MPC and XOM tend to move at the same time.

After testing 13 timing shifts, the strongest relationship was +0.898 (they moved in the same direction).

Do They Crash Together?

Correlation by Market Regime

How these series behave when markets are rising, falling, or diverging. A correlation that holds in drawdowns is very different from one that only works in rallies.

Both Rising

+0.509

17 periods · Return correlation when both series rose

Both Falling

+0.136

9 periods · Return correlation when both series fell

Diverging

-0.679

9 periods · Return correlation when series moved apart

R-Squared

80.6%

Share of variance in one series explained by the other.

Trend Agreement

74.6%

How often both series moved in the same direction period-to-period.

Overlap Quality

1,254

Deep shared window — 1,254 usable pairs.

Significance

p < 0.001

95% CI: [0.886, 0.908]

Scatter

XY Regression

37.450100150200250260.845.26080100120140160172.7MARATHON PETROLEUM CORPORATIONExxon Mobil CorporationData pointsFit (r = 0.898)

Pipeline

Data quality details

Pipeline Summary

1,254 paired data points survived the daily window.

Raw input

1,254

1,254

Normalized

1,254

1,254

Prepared

1,254

1,254

Aligned

1,254

1,254

Invalid removed

0

A: 0 / B: 0

Duplicates removed

0

A: 0 / B: 0

Alignment drops

0

A: 0 / B: 0

Series A

MPC logo

MARATHON PETROLEUM CORPORATION

MPC

Market cap 71.1B · 18,500 employees

Stock · 1,254 raw → 1,254 prepared

Series B

XOM logo

Exxon Mobil Corporation

XOM

Market cap 680.7B

Stock · 1,254 raw → 1,254 prepared

Sign agreement

100.0%

How often both values share the same sign.

Zero crossings

13

Estimated crossover points between normalized spreads.

Slope

0.4382

Linear regression slope.

Intercept

43.6588

Linear regression intercept.

Related Extremes

Highest and Lowest Correlated

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