Bailard’s Marathon Petroleum MPC Stock Holding History

Bailard’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	$2.83M	Sell	11,065 -27	-0.2%	-$6.63K	0.06%	212
2026 Q1	$2.71M	Buy	+11,092	New	+$2.24M	0.06%	204
2019 Q1	–	Sell	-25,296	Closed	-$1.49M	–	574
2018 Q4	$1.49M	Sell	25,296 -22,514	-47%	-$1.54M	0.1%	170
2018 Q3	$3.82M	Buy	47,810 +1,005	+2%	+$79.5K	0.22%	99
2018 Q2	$3.28M	Sell	46,805 -447	-0.9%	-$34.1K	0.2%	118
2018 Q1	$3.46M	Buy	+47,252	New	+$3.25M	0.22%	112
2014 Q2	–	Sell	-40,404	Closed	-$1.76M	–	246
2014 Q1	$1.76M	Buy	+40,404	New	+$1.77M	0.28%	61
2013 Q4	–	Sell	-47,952	Closed	-$1.54M	–	232
2013 Q3	$1.54M	Buy	+47,952	New	+$1.69M	0.29%	56

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

Bailard's MPC Position: Q2 2026 in Review

Bailard reduced its Marathon Petroleum (MPC) stake by 0.24% in Q2 2026, selling an estimated $6.63K and leaving 11,065 shares worth $2.83M. The position accounts for 0.06% of the portfolio, ranked #212.

Bailard first reported a position in MPC in Q3 2013 and has held it in 8 quarters since. The position peaked at $3.82M in Q3 2018. 1,942 funds tracked by Wall St. Rank hold MPC as of Q2 2026.

Bailard held 11,065 shares of Marathon Petroleum worth $2.83M as of Q2 2026.
Bailard sold 27 Marathon Petroleum shares in Q2 2026, an estimated $6.63K.
Marathon Petroleum made up 0.06% of Bailard's portfolio in Q2 2026, its #212 holding.
Bailard first reported a position in Marathon Petroleum in Q3 2013 and has held it in 8 quarters since.
Bailard's Marathon Petroleum position peaked at $3.82M in Q3 2018.
1,942 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2026.

Based on Bailard's 13F filing for Q2 2026, filed 30 Jul 2026.