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 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 $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

Allegiance Financial Group Advisory Services's MPC Position: Q1 2026 in Review

Allegiance Financial Group Advisory Services increased its Marathon Petroleum (MPC) stake by 35% in Q1 2026, buying an estimated $177K and bringing the position to 3,368 shares worth $822K. The position accounts for 0.16% of the portfolio, ranked #54.

Allegiance Financial Group Advisory Services first reported a position in MPC in Q4 2022 and has held it in 14 quarters since. 1,882 funds tracked by Wall St. Rank hold MPC as of Q1 2026.

Allegiance Financial Group Advisory Services held 3,368 shares of Marathon Petroleum worth $822K as of Q1 2026.
Allegiance Financial Group Advisory Services bought 879 Marathon Petroleum shares in Q1 2026, an estimated $177K.
Marathon Petroleum made up 0.16% of Allegiance Financial Group Advisory Services's portfolio in Q1 2026, its #54 holding.
Allegiance Financial Group Advisory Services first reported a position in Marathon Petroleum in Q4 2022 and has held it in 14 quarters since.
1,882 funds tracked by Wall St. Rank held Marathon Petroleum as of Q1 2026.

Based on Allegiance Financial Group Advisory Services's 13F filing for Q1 2026, filed 8 May 2026.