Marathon Oil is in the process of being acquired by ConocoPhillips; trading is largely deal-spread driven. Underlying multi-basin US shale portfolio (Eagle Ford, Bakken, Permian) provides diversification benefits to the acquirer. Limited standalone fundamental catalysts pending close. Risk arb dynamics dominate near-term return profile.
Thesis reviewed May 29, 2026
Marathon Oil Corporation is headquartered in United States, which is currently showing moderate signals.
πΊπΈUnited States67NEUTRALView United States risk detail ββ‘Energy77REDUCE| Ticker | Company | Score | Gap | Signal Ξ | Action |
|---|---|---|---|---|---|
| WDS | Woodside Energy Group Ltd | 71 | +10% | β64% | WATCH |
| CVE | Cenovus Energy Inc. | 71 | +17% | β64% | WATCH |
| SU | Suncor Energy Inc. | 71 | +14% | β64% | WATCH |
| PTR | PetroChina Company Limited | 71 | +8% | β64% | NEUTRAL |
| TTE | TotalEnergies SE | 71 | +10% | β64% | WATCH |
| FTI | TechnipFMC plc | 71 | +20% | β64% | WATCH |
| SHEL | Shell plc | 71 | +4% | β64% | NEUTRAL |
Investors who hold MRO may also have indirect exposure through these country funds.
ConocoPhillips-Marathon Oil deal clears FTC review
Marathon Eagle Ford production exceeds Q1 guidance
| Politician | Party | Type | Amount | Trade Date | Return |
|---|---|---|---|---|---|
| Lance GoodenTX | R | Buy | $1kβ$15k | Jul 23, 24 | |
| John Fetterman | Sell | $1kβ$15k | Jan 24, 23 |