Elm3 Financial Group’s Marathon Petroleum MPC Stock Holding History

Elm3 Financial Group’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 Q3	$851K	Buy	2,151 +720	+50%	+$249K	0.57%	44
2026 Q2	$366K	Buy	1,431 +310	+28%	+$76.1K	0.25%	95
2026 Q1	$274K	Buy	+1,121	New	+$226K	0.23%	97
2025 Q4	–	Sell	-1,481	Closed	-$285K	–	117
2025 Q3	$285K	Sell	1,481 -245	-14%	-$43.1K	0.23%	92
2025 Q2	$287K	Sell	1,726 -985	-36%	-$148K	0.24%	92
2025 Q1	$395K	Sell	2,711 -1,402	-34%	-$207K	0.35%	64
2024 Q4	$574K	Buy	+4,113	New	+$628K	0.49%	45

Other funds holding MPC

AHT

Amanah Holdings Trust London $1.79B AUM 618.88% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Hosking Partners London, United Kingdom $2.81B AUM 67.07% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

Elm3 Financial Group's MPC Position: Q3 2026 in Review

Elm3 Financial Group increased its Marathon Petroleum (MPC) stake by 50% in Q3 2026, buying an estimated $249K and bringing the position to 2,151 shares worth $851K. The position accounts for 0.57% of the portfolio, ranked #44.

Elm3 Financial Group first reported a position in MPC in Q4 2024 and has held it in 7 quarters since. 708 funds tracked by Wall St. Rank hold MPC as of Q3 2026.

Elm3 Financial Group held 2,151 shares of Marathon Petroleum worth $851K as of Q3 2026.
Elm3 Financial Group bought 720 Marathon Petroleum shares in Q3 2026, an estimated $249K.
Marathon Petroleum made up 0.57% of Elm3 Financial Group's portfolio in Q3 2026, its #44 holding.
Elm3 Financial Group first reported a position in Marathon Petroleum in Q4 2024 and has held it in 7 quarters since.
708 funds tracked by Wall St. Rank held Marathon Petroleum as of Q3 2026.

Based on Elm3 Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.