Alan B. Lancz & Associates’s Marathon Petroleum MPC Stock Holding History

Alan B. Lancz & Associates’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 Q3	$1.36M	Hold	3,450	–	–	1.55%	15
2026 Q2	$882K	Sell	3,450 -150	-4%	-$36.8K	0.77%	25
2026 Q1	$879K	Sell	3,600 -450	-11%	-$90.9K	0.85%	24
2025 Q4	$659K	Hold	4,050	–	–	0.58%	42
2025 Q3	$781K	Hold	4,050	–	–	0.71%	37
2025 Q2	$673K	Hold	4,050	–	–	0.67%	37
2025 Q1	$590K	Hold	4,050	–	–	0.63%	41
2024 Q4	$565K	Sell	4,050 -1,000	-20%	-$153K	0.57%	43
2024 Q3	$823K	Hold	5,050	–	–	0.75%	32
2024 Q2	$876K	Buy	+5,050	New	+$939K	0.87%	28
2023 Q4	$779K	Hold	5,250	–	–	0.82%	30
2023 Q3	$795K	Hold	5,250	–	–	0.9%	26
2023 Q2	$612K	Hold	5,250	–	–	0.65%	39
2023 Q1	$708K	Hold	5,250	–	–	0.73%	31
2022 Q4	$640K	Sell	5,250 -400	-7%	-$45.6K	0.65%	36
2022 Q3	$561K	Hold	5,650	–	–	0.67%	35
2022 Q2	$518K	Sell	5,650 -850	-13%	-$79.5K	0.51%	48
2022 Q1	$556K	Hold	6,500	–	–	0.49%	61
2021 Q4	$416K	Buy	+6,500	New	+$418K	0.36%	77

Other funds holding MPC

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Alan B. Lancz & Associates's MPC Position: Q3 2026 in Review

Alan B. Lancz & Associates held its Marathon Petroleum (MPC) position steady in Q3 2026 at 3,450 shares worth $1.36M. The position accounts for 1.55% of the portfolio, ranked #15.

Alan B. Lancz & Associates first reported a position in MPC in Q4 2021 and has held it in 19 quarters since. 1,519 funds tracked by Wall St. Rank hold MPC as of Q3 2026.

Alan B. Lancz & Associates held 3,450 shares of Marathon Petroleum worth $1.36M as of Q3 2026.
Alan B. Lancz & Associates left its Marathon Petroleum share count unchanged in Q3 2026.
Marathon Petroleum made up 1.55% of Alan B. Lancz & Associates's portfolio in Q3 2026, its #15 holding.
Alan B. Lancz & Associates first reported a position in Marathon Petroleum in Q4 2021 and has held it in 19 quarters since.
1,519 funds tracked by Wall St. Rank held Marathon Petroleum as of Q3 2026.

Based on Alan B. Lancz & Associates's 13F filing for Q3 2026, filed 10 Nov 2026.