Bornite Capital Management’s Marathon Petroleum MPC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$16.6M	Buy	+100,000	New	+$16.6M	1.66%	29
2025 Q1	–	Sell	-250,000	Closed	-$34.9M	–	38
2024 Q4	$34.9M	Buy	+250,000	New	+$34.9M	4.69%	7
2024 Q3	–	Sell	-62,700	Closed	-$10.9M	–	59
2024 Q2	$10.9M	Buy	+62,700	New	+$10.9M	1.79%	25