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Affinity Investment Advisors’s Marathon Petroleum MPC Stock Holding History

Affinity Investment Advisors’s Portfolio MPC Stock Details MPC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$587K Buy
2,406
+325
+16% +$65.6K 0.37% 84
2025
Q4 		$338K Buy
+2,081
New +$389K 0.22% 104
2024
Q4 		– Sell
-1,367
Closed -$223K – 144
2024
Q3 		$223K Sell
1,367
-5,413
-80% -$915K 0.15% 125
2024
Q2 		$1.18M Sell
6,780
-1,050
-13% -$195K 0.88% 40
2024
Q1 		$1.58M Sell
7,830
-130
-2% -$22.2K 1.15% 32
2023
Q4 		$1.18M Sell
7,960
-415
-5% -$61.6K 0.8% 38
2023
Q3 		$1.27M Sell
8,375
-728
-8% -$101K 0.82% 35
2023
Q2 		$1.06M Buy
9,103
+870
+11% +$101K 0.61% 47
2023
Q1 		$1.11M Buy
8,233
+5,593
+212% +$700K 0.59% 49
2022
Q4 		$307K Sell
2,640
-2,240
-46% -$255K 0.14% 163
2022
Q3 		$485K Hold
4,880
– – 0.25% 134
2022
Q2 		$401K Buy
4,880
+1,500
+44% +$140K 0.2% 157
2022
Q1 		$289K Buy
+3,380
New +$257K 0.12% 170
2020
Q3 		– Sell
-50,765
Closed -$1.9M – 157
2020
Q2 		$1.9M Sell
50,765
-16,901
-25% -$543K 0.9% 43
2020
Q1 		$1.6M Buy
67,666
+6,013
+10% +$277K 0.81% 46
2019
Q4 		$3.71M Sell
61,653
-19,055
-24% -$1.19M 1.35% 27
2019
Q3 		$4.9M Sell
80,708
-10,380
-11% -$547K 1.54% 23
2019
Q2 		$5.09M Sell
91,088
-7,633
-8% -$418K 1.46% 25
2019
Q1 		$5.91M Sell
98,721
-39,805
-29% -$2.5M 1.21% 38
2018
Q4 		$8.17M Sell
138,526
-4,173
-3% -$285K 1.43% 32
2018
Q3 		$11.4M Sell
142,699
-13,827
-9% -$1.09M 1.5% 27
2018
Q2 		$11M Sell
156,526
-34,443
-18% -$2.63M 1.55% 20
2018
Q1 		$14M Buy
190,969
+10,638
+6% +$732K 1.63% 20
2017
Q4 		$11.9M Sell
180,331
-19,021
-10% -$1.16M 1.35% 34
2017
Q3 		$11.2M Sell
199,352
-2,041
-1% -$109K 1.3% 40
2017
Q2 		$10.5M Sell
201,393
-54,225
-21% -$2.8M 1.26% 39
2017
Q1 		$12.9M Buy
+255,618
New +$12.7M 1.17% 38

Other funds holding MPC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Affinity Investment Advisors's MPC Position: Q1 2026 in Review

Affinity Investment Advisors increased its Marathon Petroleum (MPC) stake by 16% in Q1 2026, buying an estimated $65.6K and bringing the position to 2,406 shares worth $587K. The position accounts for 0.37% of the portfolio, ranked #84.

Affinity Investment Advisors first reported a position in MPC in Q1 2017 and has held it in 27 quarters since. The position peaked at $14M in Q1 2018. 1,882 funds tracked by Wall St. Rank hold MPC as of Q1 2026.

  • Affinity Investment Advisors held 2,406 shares of Marathon Petroleum worth $587K as of Q1 2026.
  • Affinity Investment Advisors bought 325 Marathon Petroleum shares in Q1 2026, an estimated $65.6K.
  • Marathon Petroleum made up 0.37% of Affinity Investment Advisors's portfolio in Q1 2026, its #84 holding.
  • Affinity Investment Advisors first reported a position in Marathon Petroleum in Q1 2017 and has held it in 27 quarters since.
  • Affinity Investment Advisors's Marathon Petroleum position peaked at $14M in Q1 2018.
  • 1,882 funds tracked by Wall St. Rank held Marathon Petroleum as of Q1 2026.

Based on Affinity Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.