Broadwater Capital’s Marathon Petroleum MPC Stock Holding History

Broadwater Capital’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	$780K	Sell	3,050 -50	-2%	-$12.3K	0.57%	37
2026 Q1	$504K	Hold	3,100	–	–	0.38%	51
2025 Q4	$504K	Hold	3,100	–	–	0.38%	51
2025 Q3	$597K	Sell	3,100 -511,841	-99%	-$90M	0.44%	47
2025 Q2	$515M	Buy	514,941 +511,841	+16,511%	+$76.7M	0.4%	52
2025 Q1	$452K	Hold	3,100	–	–	0.35%	56
2024 Q4	$432K	Hold	3,100	–	–	0.33%	58
2024 Q3	$505K	Sell	3,100 -250	-7%	-$42.3K	0.37%	52
2024 Q2	$581K	Hold	3,350	–	–	0.45%	48
2024 Q1	$675K	Hold	3,350	–	–	0.52%	48
2023 Q4	$497K	Buy	+3,350	New	+$497K	0.39%	52

Other funds holding MPC

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Broadwater Capital's MPC Position: Q2 2026 in Review

Broadwater Capital reduced its Marathon Petroleum (MPC) stake by 1.6% in Q2 2026, selling an estimated $12.3K and leaving 3,050 shares worth $780K. The position accounts for 0.57% of the portfolio, ranked #37.

Broadwater Capital first reported a position in MPC in Q4 2023 and has held it in 11 quarters since. The position peaked at $515M in Q2 2025. 1,031 funds tracked by Wall St. Rank hold MPC as of Q2 2026.

Broadwater Capital held 3,050 shares of Marathon Petroleum worth $780K as of Q2 2026.
Broadwater Capital sold 50 Marathon Petroleum shares in Q2 2026, an estimated $12.3K.
Marathon Petroleum made up 0.57% of Broadwater Capital's portfolio in Q2 2026, its #37 holding.
Broadwater Capital first reported a position in Marathon Petroleum in Q4 2023 and has held it in 11 quarters since.
Broadwater Capital's Marathon Petroleum position peaked at $515M in Q2 2025.
1,031 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2026.

Based on Broadwater Capital's 13F filing for Q2 2026, filed 24 Jul 2026.