Capstone Financial Advisors’s Marathon Petroleum MPC Stock Holding History

Capstone Financial 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 Q2	$495K	Buy	1,938 +34	+2%	+$8.35K	0.02%	107
2026 Q1	$465K	Hold	1,904	–	–	0.03%	104
2025 Q4	$310K	Hold	1,904	–	–	0.02%	136
2025 Q3	$367K	Buy	1,904 +4	+0.2%	+$703	0.02%	120
2025 Q2	$316K	Hold	1,900	–	–	0.02%	122
2025 Q1	$277K	Sell	1,900 -4	-0.2%	-$592	0.02%	119
2024 Q4	$266K	Hold	1,904	–	–	0.02%	124
2024 Q3	$310K	Buy	1,904 +4	+0.2%	+$676	0.02%	118
2024 Q2	$330K	Sell	1,900 -37	-2%	-$6.88K	0.02%	111
2024 Q1	$390K	Buy	1,937 +37	+2%	+$6.33K	0.03%	96
2023 Q4	$282K	Hold	1,900	–	–	0.02%	110
2023 Q3	$288K	Hold	1,900	–	–	0.02%	105
2023 Q2	$222K	Buy	+1,900	New	+$221K	0.02%	117

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

Capstone Financial Advisors's MPC Position: Q2 2026 in Review

Capstone Financial Advisors increased its Marathon Petroleum (MPC) stake by 1.8% in Q2 2026, buying an estimated $8.35K and bringing the position to 1,938 shares worth $495K. The position accounts for 0.02% of the portfolio, ranked #107.

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

Capstone Financial Advisors held 1,938 shares of Marathon Petroleum worth $495K as of Q2 2026.
Capstone Financial Advisors bought 34 Marathon Petroleum shares in Q2 2026, an estimated $8.35K.
Marathon Petroleum made up 0.02% of Capstone Financial Advisors's portfolio in Q2 2026, its #107 holding.
Capstone Financial Advisors first reported a position in Marathon Petroleum in Q2 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 Capstone Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.