Calton & Associates’s Marathon Petroleum MPC Stock Holding History

Calton & Associates’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	$2.53M	Buy	+9,908	New	+$2.43M	0.37%	60
2026 Q1	–	Sell	-10,246	Closed	-$1.67M	–	468
2025 Q4	$1.67M	Sell	10,246 -35	-0.3%	-$6.54K	0.24%	80
2025 Q3	$1.98M	Buy	+10,281	New	+$1.81M	0.3%	70
2024 Q1	–	Sell	-2,188	Closed	-$325K	–	230
2023 Q4	$325K	Buy	+2,188	New	+$325K	0.13%	153
2018 Q1	–	Sell	-784	Closed	-$57K	–	923
2017 Q4	$57K	Buy	+784	New	+$48K	0.01%	654

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

Calton & Associates's MPC Position: Q2 2026 in Review

Calton & Associates opened a new position in Marathon Petroleum (MPC) in Q2 2026: 9,908 shares worth $2.53M. The stake represents 0.37% of the portfolio and ranks #60 among its holdings. This is a return to the name: Calton & Associates previously reported a position in MPC as recently as Q4 2025.

Calton & Associates first reported a position in MPC in Q4 2017 and has held it in 5 quarters since. 1,940 funds tracked by Wall St. Rank hold MPC as of Q2 2026.

Calton & Associates held 9,908 shares of Marathon Petroleum worth $2.53M as of Q2 2026.
Marathon Petroleum was a new Calton & Associates position in Q2 2026.
Marathon Petroleum made up 0.37% of Calton & Associates's portfolio in Q2 2026, its #60 holding.
Calton & Associates first reported a position in Marathon Petroleum in Q4 2017 and has held it in 5 quarters since.
1,940 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2026.

Based on Calton & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.