Marine Petroleum Trust made a public disclosure
SEC 8-KRead source ↗
Marine Petroleum Trust is a US-listed company in the oil & gas storage & transportation industry. Its financial year ends in June.
Who’s trading
What company insiders, investment funds and members of Congress have been doing with the stock, from their own filings.
- Funds5 adding, 3 cuttingOf 0 active managers that changed their stake, 0 added; quarter to June 30, 2026Fund buyers and sellers
The Fundamentalytics view
Assembled from SEC-filed figures — the full workings are on this page and in our methodology. Observations, not recommendations.
Highlights
How we pick theseStrengths
Nothing in Marine Petroleum Trust's latest figures clears our strength thresholds.
Things to watch
- Volatile shares. Over the past year the shares showed annualised volatility of 58% and a beta of -1.0 against the S&P 500.
Price chart
- 1 day-1.1%
- 1 week+2.3%
- 1 month+8.1%
- This year+12.9%
- 1 year+1.1%
- 5 years+39.0%
- S&P 500 this year+11.2%
Loading chart…
Third-party market data · may be delayed
At a glance
News & updates
Company announcements, filed results and changes that matter to shareholders.
- Announcement
No model value for Marine Petroleum Trust at the moment. Current status: limited reported history: available models are shown without a Buy/Hold/Sell rating. Available reported financials are shown below.
Valuation models
We value Marine Petroleum Trust as an oil and gas producer, with every model that fits that kind of business. Cost of equity 7.1%: the 10-year Treasury yield (4.9%) plus a beta of 0.48 times a 4.5% equity risk premium.
| Model | Value per share | In the combined value? |
|---|---|---|
| Proved-reserve net asset value The SEC standardised measure of the company's proved oil and gas reserves (future net cash flows after tax at SEC average prices, discounted at 10%) less debt and other claims, per share. | — | Does not apply: no twelve-month earnings or share count in the filings yet |
| Price-to-earnings vs peers Earnings per share times peers' typical (harmonic-mean) price-to-earnings. | — | Does not apply: no twelve-month earnings or share count in the filings yet |
| Residual income Book value plus the present value of returns above the cost of equity, fading over ten years. | — | Does not apply: no twelve-month earnings or share count in the filings yet |
| Justified price-to-book Book value times (return on equity - growth) / (cost of equity - growth): steady-state returns. | — | Does not apply: no twelve-month earnings or share count in the filings yet |
| Combined value Weighted average of the models that apply: the primary model (proved-reserve net asset value) counts double. Models more than 5x or less than 0.2x the share price, or more than 3x away from the other models' median, are left out. | — | No model applies: the filings don’t yet support a value. |
Different models fail in different ways, so where several apply we average them rather than trust one. Peer-based models compare Marine Petroleum Trust with oil and gas producers in our coverage, using third-party market data. Model values are estimates under stated assumptions, updated as new filings arrive; not price targets or investment advice. How each model works.
Moat
Not assessed: fewer than five years of comparable figures in the filings. AI disruption exposure for this industry: Low.
Forecasts and guidance
Analysts' consensus
No analyst estimates are published for Marine Petroleum Trust: too few analysts cover it.
Positioning
- Short interest
- 0.6% of tradable shares
- Days to cover
- 2.2 at average volume
- Short interest, 1 month
- +206% to October 15, 2026
- Held by institutions
- 3% of shares
- Held by insiders
- 31.0% of shares
Share-price performance
Market data may be delayedReturn and risk by year
| Calendar year | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 to date |
|---|---|---|---|---|---|---|
| Return | ||||||
| MARPS | +35% | +81% | −38% | +7% | +13% | +13% |
| Industry peers (median) | +41% | +21% | +11% | +28% | +8% | +23% |
| S&P 500 | +29% | −18% | +26% | +25% | +18% | +11% |
| Months that ended higher | ||||||
| MARPS | 50% | 50% | 33% | 33% | 33% | 46% |
| S&P 500 | 75% | 42% | 67% | 75% | 75% | 46% |
| Largest fall from a high during the year | ||||||
| MARPS | −56% | −57% | −50% | −29% | −41% | −28% |
| S&P 500 | −5% | −25% | −10% | −8% | −19% | −9% |
Worst fall since November 2, 2015: 76% from November 4, 2015 to May 14, 2020. Getting back needed a 311% gain, reached on October 19, 2020, 158 days after the low.
Price behaviour
- 52-week range
- $3.84 – $5.68
- From 52-week high
- −22.6%
- vs 50-day average
- −0.1%
- vs 200-day average
- −4.8%
- Volatility (1 year)
- 58%
- Beta vs S&P 500
- -0.96
Fundamentals
Who owns it
Funds buying and selling- Reported value
- $273,911
- Institutions reporting
- 8
- Shares held vs prior quarter
- ▼ 3.2%
- Positions opened / closed
- 1 / 1
| Manager | Value | Shares | Share of 13F value | Shares QoQ |
|---|---|---|---|---|
| Azzad Asset Management Inc | $161,985 | 36K | 59.1% | ▲ 129.4% |
| Welch Group, LLC | $90,202 | 20K | 32.9% | ▲ 25.1% |
| Morgan Stanley | $11,197 | 2K | 4.1% | ▼ 0.3% |
| Integrated Wealth Concepts LLC | $3,390 | 1K | 1.2% | New |
| BNP Paribas Financial Markets | $3,313 | 1K | 1.2% | ▲ 266.5% |
| Allworth Financial LP | $2,387 | 1K | 0.9% | ▲ 2.1% |
| UBS Group AG | $1,433 | 0K | 0.5% | ▼ 46.9% |
| Wells Fargo & Company | $4 | 0K | 0.0% | 0.0% |
From Form 13F filings with the SEC ( quarterly data sets), as reported by each manager for June 30, 2026 and filed up to 45 days later. 13F reports cover long US-listed positions of managers above $100M only, so this is not Marine Petroleum Trust's complete shareholder register. Values are as reported by the filers .
Insider trading activity
Full insider history and chart Insider purchases History → $0 0 trades by 0 insiders, last 12 months Insider sales History → $0 0 trades by 0 insiders
Net ▲ $0 net buying
From insiders' Form 4 filings with the SEC. Excludes awards, option exercises and shares withheld for tax. "Pre-set plan" means the filing marks the trade as made under a Rule 10b5-1 plan. See every insider trade since five years ago, on a price chart.
Earnings dates and SEC filings
Results announcements
Recent SEC filings
- 10-K Annual report
- 8-K Current report
- 8-K Current report
- 10-Q Quarterly report
- 8-K Current report
- 10-Q Quarterly report
- 8-K Current report
- 10-Q/A 10-Q/A
Data status
| Data | Last updated | Source |
|---|---|---|
| Share price | Exchange closing prices | |
| News and updates | Company releases and SEC 8-K filings | |
| Analyst estimates | Aggregated analyst estimates | |
| Valuation and scores | Our models, from the filed figures |
Marine Petroleum Trust in brief
- What does Marine Petroleum Trust do?
- Marine Petroleum Trust is a US-listed company in the oil & gas storage & transportation industry. Its financial year ends in June.
- What is Marine Petroleum Trust's stock ticker?
- Marine Petroleum Trust trades under the ticker MARPS on Nasdaq. This page brings together its financial statements, valuation models, ownership and recent company updates.
- Who are Marine Petroleum Trust's largest institutional shareholders?
- By value reported in 13F filings for June 30, 2026, the largest reported holders are Azzad Asset Management Inc, Welch Group, LLC and Morgan Stanley. 13F reports cover long US-listed positions of managers above $100M, filed up to 45 days after quarter end.
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