Capital Analysts LLC’s Marathon Petroleum MPC Stock Holding History

Capital Analysts LLC’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 Q1	$49K	Sell	200 -218	-52%	-$44K	﹤0.01%	942
2025 Q4	$68K	Hold	418	–	–	﹤0.01%	855
2025 Q3	$81K	Hold	418	–	–	﹤0.01%	781
2025 Q2	$69K	Hold	418	–	–	﹤0.01%	750
2025 Q1	$61K	Hold	418	–	–	﹤0.01%	748
2024 Q4	$58K	Sell	418 -27	-6%	-$4.12K	﹤0.01%	721
2024 Q3	$72K	Buy	445 +245	+123%	+$41.4K	﹤0.01%	654
2024 Q2	$35K	Hold	200	–	–	﹤0.01%	775
2024 Q1	$40K	Hold	200	–	–	﹤0.01%	713
2023 Q4	$30K	Hold	200	–	–	﹤0.01%	751
2023 Q3	$30K	Hold	200	–	–	﹤0.01%	712
2023 Q2	$23K	Hold	200	–	–	﹤0.01%	704
2023 Q1	$27K	Sell	200 -199	-50%	-$24.9K	﹤0.01%	679
2022 Q4	$46K	Buy	399 +1	+0.3%	+$114	﹤0.01%	636
2022 Q3	$40K	Sell	398 -242	-38%	-$22.7K	﹤0.01%	609
2022 Q2	$52K	Buy	640 +244	+62%	+$22.8K	﹤0.01%	547
2022 Q1	$34K	Sell	396 -238	-38%	-$18.1K	﹤0.01%	606
2021 Q4	$41K	Buy	634 +4	+0.6%	+$257	﹤0.01%	599
2021 Q3	$39K	Buy	630 +239	+61%	+$13.7K	﹤0.01%	613
2021 Q2	$24K	Buy	391 +2	+0.5%	+$117	﹤0.01%	648
2021 Q1	$21K	Buy	389 +189	+95%	+$9.55K	﹤0.01%	709
2020 Q4	$8K	Hold	200	–	–	﹤0.01%	592
2020 Q3	$6K	Sell	200 -536	-73%	-$18.8K	﹤0.01%	638
2020 Q2	$28K	Hold	736	–	–	﹤0.01%	440
2020 Q1	$17K	Sell	736 -806	-52%	-$37.1K	﹤0.01%	465
2019 Q4	$93K	Sell	1,542 -53,865	-97%	-$3.37M	0.01%	310
2019 Q3	$3.37M	Buy	55,407 +2,784	+5%	+$147K	0.36%	67
2019 Q2	$2.94M	Buy	52,623 +1,393	+3%	+$76.2K	0.32%	75
2019 Q1	$3.07M	Buy	51,230 +453	+0.9%	+$28.5K	0.35%	69
2018 Q4	$3M	Sell	50,777 -246	-0.5%	-$16.8K	0.39%	59
2018 Q3	$4.08M	Buy	51,023 +1,754	+4%	+$139K	0.47%	46
2018 Q2	$3.46M	Buy	49,269 +48,151	+4,307%	+$3.68M	0.41%	54
2018 Q1	$82K	Buy	1,118 +144	+15%	+$9.91K	0.01%	260
2017 Q4	$64K	Hold	974	–	–	0.01%	291
2017 Q3	$55K	Hold	974	–	–	0.01%	300
2017 Q2	$51K	Hold	974	–	–	0.01%	303
2017 Q1	$49.2K	Buy	974 +256	+36%	+$12.7K	0.01%	270
2016 Q4	$36K	Sell	718 -52	-7%	-$2.36K	0.01%	292
2016 Q3	$31.3K	Sell	770 -374	-33%	-$15.2K	0.01%	284
2016 Q2	$43.4K	Sell	1,144 -104	-8%	-$3.82K	0.01%	273
2016 Q1	$46.4K	Hold	1,248	–	–	0.01%	277
2015 Q4	$64.7K	Buy	+1,248	New	+$65.3K	0.01%	256
2015 Q3	–	Sell	-864	Closed	-$45.2K	–	371
2015 Q2	$45.2K	Buy	864 +226	+35%	+$11.5K	0.01%	292
2015 Q1	$32.7K	Hold	638	–	–	0.01%	316
2014 Q4	$28.8K	Buy	+638	New	+$28.1K	0.01%	314

Other funds holding MPC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Analysts LLC's MPC Position: Q1 2026 in Review

Capital Analysts LLC reduced its Marathon Petroleum (MPC) stake by 52% in Q1 2026, selling an estimated $44K and leaving 200 shares worth $49K. The position accounts for ﹤0.01% of the portfolio, ranked #942.

Capital Analysts LLC first reported a position in MPC in Q4 2014 and has held it in 45 quarters since. The position peaked at $4.08M in Q3 2018. 1,882 funds tracked by Wall St. Rank hold MPC as of Q1 2026.

Capital Analysts LLC held 200 shares of Marathon Petroleum worth $49K as of Q1 2026.
Capital Analysts LLC sold 218 Marathon Petroleum shares in Q1 2026, an estimated $44K.
Marathon Petroleum made up ﹤0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #942 holding.
Capital Analysts LLC first reported a position in Marathon Petroleum in Q4 2014 and has held it in 45 quarters since.
Capital Analysts LLC's Marathon Petroleum position peaked at $4.08M in Q3 2018.
1,882 funds tracked by Wall St. Rank held Marathon Petroleum as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.