Allegiance Financial Group Advisory Services’s Marathon Petroleum MPC Stock Holding History

Allegiance Financial Group Advisory Services’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	$844K	Sell	3,301 -67	-2%	-$16.4K	0.15%	59
2026 Q1	$822K	Buy	3,368 +879	+35%	+$177K	0.16%	54
2025 Q4	$405K	Sell	2,489 -984	-28%	-$184K	0.09%	94
2025 Q3	$669K	Sell	3,473 -134	-4%	-$23.6K	0.15%	54
2025 Q2	$599K	Sell	3,607 -1,042	-22%	-$156K	0.16%	50
2025 Q1	$677K	Buy	4,649 +347	+8%	+$51.3K	0.21%	46
2024 Q4	$600K	Buy	4,302 +699	+19%	+$107K	0.19%	46
2024 Q3	$587K	Buy	3,603 +249	+7%	+$42.1K	0.2%	42
2024 Q2	$582K	Buy	3,354 +1	+0%	+$186	0.22%	41
2024 Q1	$676K	Hold	3,353	–	–	0.28%	41
2023 Q4	$497K	Buy	3,353 +1	+0%	+$149	0.23%	46
2023 Q3	$507K	Hold	3,352	–	–	0.29%	42
2023 Q2	$391K	Hold	3,352	–	–	0.23%	48
2023 Q1	$452K	Buy	3,352 +1	+0%	+$125	0.33%	43
2022 Q4	$390K	Buy	+3,351	New	+$382K	0.37%	48

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 $3.38T AUM 44.17% 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

Allegiance Financial Group Advisory Services's MPC Position: Q2 2026 in Review

Allegiance Financial Group Advisory Services reduced its Marathon Petroleum (MPC) stake by 2% in Q2 2026, selling an estimated $16.4K and leaving 3,301 shares worth $844K. The position accounts for 0.15% of the portfolio, ranked #59.

Allegiance Financial Group Advisory Services first reported a position in MPC in Q4 2022 and has held it in 15 quarters since. 1,952 funds tracked by Wall St. Rank hold MPC as of Q2 2026.

Allegiance Financial Group Advisory Services held 3,301 shares of Marathon Petroleum worth $844K as of Q2 2026.
Allegiance Financial Group Advisory Services sold 67 Marathon Petroleum shares in Q2 2026, an estimated $16.4K.
Marathon Petroleum made up 0.15% of Allegiance Financial Group Advisory Services's portfolio in Q2 2026, its #59 holding.
Allegiance Financial Group Advisory Services first reported a position in Marathon Petroleum in Q4 2022 and has held it in 15 quarters since.
1,952 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2026.

Based on Allegiance Financial Group Advisory Services's 13F filing for Q2 2026, filed 27 Jul 2026.