Annex Advisory Services’s Marathon Petroleum MPC Stock Holding History

Annex 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	$505K	Sell	1,977 -9	-0.5%	-$2.21K	0.01%	257
2026 Q1	$485K	Buy	1,986 +21	+1%	+$4.24K	0.01%	258
2025 Q4	$320K	Buy	1,965 +600	+44%	+$112K	0.01%	284
2025 Q3	$263K	Buy	1,365 +3	+0.2%	+$528	0.01%	271
2025 Q2	$226K	Sell	1,362 -62	-4%	-$9.29K	0.01%	289
2025 Q1	$208K	Sell	1,424 -44	-3%	-$6.51K	0.01%	289
2024 Q4	$205K	Hold	1,468	–	–	0.01%	299
2024 Q3	$239K	Sell	1,468 -30	-2%	-$5.07K	0.01%	255
2024 Q2	$260K	Buy	1,498 +30	+2%	+$5.58K	0.01%	239
2024 Q1	$296K	Sell	1,468 -85	-5%	-$14.5K	0.01%	231
2023 Q4	$230K	Sell	1,553 -420	-21%	-$62.4K	0.01%	242
2023 Q3	$299K	Buy	1,973 +97	+5%	+$13.5K	0.02%	194
2023 Q2	$219K	Hold	1,876	–	–	0.01%	235
2023 Q1	$253K	Sell	1,876 -26	-1%	-$3.25K	0.01%	200
2022 Q4	$221K	Sell	1,902 -5,017	-73%	-$572K	0.01%	227
2022 Q3	$687K	Buy	6,919 +2,378	+52%	+$223K	0.05%	132
2022 Q2	$373K	Sell	4,541 -165	-4%	-$15.4K	0.03%	165
2022 Q1	$402K	Buy	4,706 +1,038	+28%	+$78.9K	0.03%	168
2021 Q4	$235K	Buy	3,668 +343	+10%	+$22K	0.02%	221
2021 Q3	$206K	Buy	+3,325	New	+$191K	0.02%	198
2019 Q3	–	Sell	-25,727	Closed	-$1.44M	–	127
2019 Q2	$1.44M	Buy	25,727 +628	+3%	+$34.4K	0.2%	57
2019 Q1	$1.5M	Buy	25,099 +4,358	+21%	+$274K	0.23%	57
2018 Q4	$1.22M	Buy	+20,741	New	+$1.42M	0.19%	65

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

Annex Advisory Services's MPC Position: Q2 2026 in Review

Annex Advisory Services reduced its Marathon Petroleum (MPC) stake by 0.45% in Q2 2026, selling an estimated $2.21K and leaving 1,977 shares worth $505K. The position accounts for 0.01% of the portfolio, ranked #257.

Annex Advisory Services first reported a position in MPC in Q4 2018 and has held it in 23 quarters since. The position peaked at $1.5M in Q1 2019. 1,942 funds tracked by Wall St. Rank hold MPC as of Q2 2026.

Annex Advisory Services held 1,977 shares of Marathon Petroleum worth $505K as of Q2 2026.
Annex Advisory Services sold 9 Marathon Petroleum shares in Q2 2026, an estimated $2.21K.
Marathon Petroleum made up 0.01% of Annex Advisory Services's portfolio in Q2 2026, its #257 holding.
Annex Advisory Services first reported a position in Marathon Petroleum in Q4 2018 and has held it in 23 quarters since.
Annex Advisory Services's Marathon Petroleum position peaked at $1.5M in Q1 2019.
1,942 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2026.

Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.