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 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Alan B. Lancz & Associates's MPC Position: Q1 2026 in Review

Alan B. Lancz & Associates reduced its Marathon Petroleum (MPC) stake by 11% in Q1 2026, selling an estimated $90.9K and leaving 3,600 shares worth $879K. The position accounts for 0.85% of the portfolio, ranked #24.

Alan B. Lancz & Associates first reported a position in MPC in Q4 2021 and has held it in 17 quarters since. 1,882 funds tracked by Wall St. Rank hold MPC as of Q1 2026.

Alan B. Lancz & Associates held 3,600 shares of Marathon Petroleum worth $879K as of Q1 2026.
Alan B. Lancz & Associates sold 450 Marathon Petroleum shares in Q1 2026, an estimated $90.9K.
Marathon Petroleum made up 0.85% of Alan B. Lancz & Associates's portfolio in Q1 2026, its #24 holding.
Alan B. Lancz & Associates first reported a position in Marathon Petroleum in Q4 2021 and has held it in 17 quarters since.
1,882 funds tracked by Wall St. Rank held Marathon Petroleum as of Q1 2026.

Based on Alan B. Lancz & Associates's 13F filing for Q1 2026, filed 5 May 2026.