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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Alan B. Lancz & Associates's MPC Position: Q2 2026 in Review

Alan B. Lancz & Associates reduced its Marathon Petroleum (MPC) stake by 4.2% in Q2 2026, selling an estimated $36.8K and leaving 3,450 shares worth $882K. The position accounts for 0.77% of the portfolio, ranked #25.

Alan B. Lancz & Associates first reported a position in MPC in Q4 2021 and has held it in 18 quarters since. 1,948 funds tracked by Wall St. Rank hold MPC as of Q2 2026.

Alan B. Lancz & Associates held 3,450 shares of Marathon Petroleum worth $882K as of Q2 2026.
Alan B. Lancz & Associates sold 150 Marathon Petroleum shares in Q2 2026, an estimated $36.8K.
Marathon Petroleum made up 0.77% of Alan B. Lancz & Associates's portfolio in Q2 2026, its #25 holding.
Alan B. Lancz & Associates first reported a position in Marathon Petroleum in Q4 2021 and has held it in 18 quarters since.
1,948 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2026.

Based on Alan B. Lancz & Associates's 13F filing for Q2 2026, filed 11 Aug 2026.