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Cape Investment Advisory’s Marathon Petroleum MPC Stock Holding History

Cape Investment Advisory’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 		$66.2K Buy
+259
New +$63.6K 0.02% 425
2026
Q1 		– Sell
-135
Closed -$22K – 816
2025
Q4 		$22K Buy
135
+106
+366% +$19.8K 0.01% 591
2025
Q3 		$5.59K Sell
29
-76
-72% -$13.4K 0.01% 498
2025
Q2 		$17.4K Hold
105
– – 0.01% 541
2025
Q1 		$15.3K Sell
105
-197
-65% -$29.2K 0.01% 531
2024
Q4 		$42.1K Buy
302
+267
+763% +$40.8K 0.02% 351
2024
Q3 		$5.7K Hold
35
– – ﹤0.01% 675
2024
Q2 		$6.07K Hold
35
– – ﹤0.01% 621
2024
Q1 		$7.05K Hold
35
– – ﹤0.01% 598
2023
Q4 		$5.19K Hold
35
– – ﹤0.01% 777
2023
Q3 		$5.3K Hold
35
– – ﹤0.01% 661
2023
Q2 		$4.08K Hold
35
– – ﹤0.01% 683
2023
Q1 		$4.72K Buy
+35
New +$4.38K ﹤0.01% 686

Other funds holding MPC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Cape Investment Advisory's MPC Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Marathon Petroleum (MPC) in Q2 2026: 259 shares worth $66.2K. The stake represents 0.02% of the portfolio and ranks #425 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in MPC as recently as Q4 2025.

Cape Investment Advisory first reported a position in MPC in Q1 2023 and has held it in 13 quarters since. 1,942 funds tracked by Wall St. Rank hold MPC as of Q2 2026.

  • Cape Investment Advisory held 259 shares of Marathon Petroleum worth $66.2K as of Q2 2026.
  • Marathon Petroleum was a new Cape Investment Advisory position in Q2 2026.
  • Marathon Petroleum made up 0.02% of Cape Investment Advisory's portfolio in Q2 2026, its #425 holding.
  • Cape Investment Advisory first reported a position in Marathon Petroleum in Q1 2023 and has held it in 13 quarters since.
  • 1,942 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.