Capital Investment Advisors’s Marathon Petroleum MPC Stock Holding History

Capital Investment Advisors’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	$1.74M	Sell	7,107 -33	-0.5%	-$6.66K	0.03%	257
2025 Q4	$1.16M	Buy	7,140 +48	+0.7%	+$8.97K	0.02%	322
2025 Q3	$1.37M	Sell	7,092 -413	-6%	-$72.6K	0.02%	294
2025 Q2	$1.25M	Buy	7,505 +269	+4%	+$40.3K	0.02%	301
2025 Q1	$1.05M	Buy	7,236 +440	+6%	+$65.1K	0.02%	307
2024 Q4	$948K	Sell	6,796 -277	-4%	-$42.3K	0.02%	315
2024 Q3	$1.15M	Buy	7,073 +352	+5%	+$59.5K	0.02%	282
2024 Q2	$1.17M	Sell	6,721 -430	-6%	-$80K	0.03%	269
2024 Q1	$1.44M	Sell	7,151 -144	-2%	-$24.6K	0.03%	239
2023 Q4	$1.08M	Sell	7,295 -341	-4%	-$50.6K	0.03%	264
2023 Q3	$1.16M	Sell	7,636 -385	-5%	-$53.7K	0.03%	239
2023 Q2	$935K	Sell	8,021 -76	-0.9%	-$8.84K	0.03%	251
2023 Q1	$1.09M	Buy	8,097 +269	+3%	+$33.7K	0.03%	234
2022 Q4	$911K	Hold	7,828	–	–	0.03%	257
2022 Q3	$778K	Sell	7,828 -322	-4%	-$30.1K	0.03%	277
2022 Q2	$670K	Hold	8,150	–	–	0.02%	305
2022 Q1	$697K	Sell	8,150 -5,539	-40%	-$421K	0.02%	325
2021 Q4	$876K	Buy	13,689 +5,219	+62%	+$335K	0.03%	292
2021 Q3	$524K	Buy	8,470 +192	+2%	+$11K	0.02%	357
2021 Q2	$500K	Sell	8,278 -178	-2%	-$10.4K	0.02%	364
2021 Q1	$452K	Sell	8,456 -42	-0.5%	-$2.12K	0.02%	363
2020 Q4	$351K	Sell	8,498 -987	-10%	-$35.4K	0.01%	389
2020 Q3	$278K	Hold	9,485	–	–	0.01%	404
2020 Q2	$355K	Hold	9,485	–	–	0.02%	355
2020 Q1	$224K	Sell	9,485 -53	-0.6%	-$2.44K	0.01%	400
2019 Q4	$575K	Buy	9,538 +213	+2%	+$13.3K	0.03%	305
2019 Q3	$566K	Buy	9,325 +76	+0.8%	+$4.01K	0.03%	293
2019 Q2	$517K	Buy	9,249 +225	+2%	+$12.3K	0.03%	305
2019 Q1	$540K	Sell	9,024 -1,902	-17%	-$120K	0.03%	294
2018 Q4	$645K	Buy	10,926 +4,971	+83%	+$339K	0.04%	249
2018 Q3	$476K	Hold	5,955	–	–	0.03%	310
2018 Q2	$418K	Sell	5,955 -88	-1%	-$6.72K	0.03%	327
2018 Q1	$442K	Buy	6,043 +13	+0.2%	+$895	0.03%	317
2017 Q4	$398K	Hold	6,030	–	–	0.03%	333
2017 Q3	$338K	Sell	6,030 -390	-6%	-$20.9K	0.02%	350
2017 Q2	$336K	Buy	6,420 +19	+0.3%	+$981	0.02%	353
2017 Q1	$324K	Buy	6,401 +24	+0.4%	+$1.2K	0.02%	354
2016 Q4	$321K	Hold	6,377	–	–	0.03%	339
2016 Q3	$259K	Hold	6,377	–	–	0.02%	364
2016 Q2	$242K	Hold	6,377	–	–	0.02%	367
2016 Q1	$237K	Hold	6,377	–	–	0.02%	357
2015 Q4	$331K	Buy	6,377 +1,077	+20%	+$56.4K	0.03%	314
2015 Q3	$246K	Hold	5,300	–	–	0.03%	317
2015 Q2	$277K	Hold	5,300	–	–	0.03%	322
2015 Q1	$271K	Hold	5,300	–	–	0.03%	330
2014 Q4	$239K	Hold	5,300	–	–	0.03%	340
2014 Q3	$224K	Hold	5,300	–	–	0.03%	337
2014 Q2	$207K	Sell	5,300 -118	-2%	-$5.22K	0.02%	355
2014 Q1	$236K	Sell	5,418 -82	-1%	-$3.59K	0.03%	337
2013 Q4	$252K	Buy	+5,500	New	+$212K	0.03%	321

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 Investment Advisors's MPC Position: Q1 2026 in Review

Capital Investment Advisors reduced its Marathon Petroleum (MPC) stake by 0.46% in Q1 2026, selling an estimated $6.66K and leaving 7,107 shares worth $1.74M. The position accounts for 0.03% of the portfolio, ranked #257.

Capital Investment Advisors first reported a position in MPC in Q4 2013 and has held it in 50 quarters since. 1,883 funds tracked by Wall St. Rank hold MPC as of Q1 2026.

Capital Investment Advisors held 7,107 shares of Marathon Petroleum worth $1.74M as of Q1 2026.
Capital Investment Advisors sold 33 Marathon Petroleum shares in Q1 2026, an estimated $6.66K.
Marathon Petroleum made up 0.03% of Capital Investment Advisors's portfolio in Q1 2026, its #257 holding.
Capital Investment Advisors first reported a position in Marathon Petroleum in Q4 2013 and has held it in 50 quarters since.
1,883 funds tracked by Wall St. Rank held Marathon Petroleum as of Q1 2026.

Based on Capital Investment Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.