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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
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

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

Elm3 Financial Group's MPC Position: Q2 2026 in Review

Elm3 Financial Group increased its Marathon Petroleum (MPC) stake by 28% in Q2 2026, buying an estimated $76.1K and bringing the position to 1,431 shares worth $366K. The position accounts for 0.25% of the portfolio, ranked #95.

Elm3 Financial Group first reported a position in MPC in Q4 2024 and has held it in 6 quarters since. The position peaked at $574K in Q4 2024. 1,948 funds tracked by Wall St. Rank hold MPC as of Q2 2026.

  • Elm3 Financial Group held 1,431 shares of Marathon Petroleum worth $366K as of Q2 2026.
  • Elm3 Financial Group bought 310 Marathon Petroleum shares in Q2 2026, an estimated $76.1K.
  • Marathon Petroleum made up 0.25% of Elm3 Financial Group's portfolio in Q2 2026, its #95 holding.
  • Elm3 Financial Group first reported a position in Marathon Petroleum in Q4 2024 and has held it in 6 quarters since.
  • Elm3 Financial Group's Marathon Petroleum position peaked at $574K in Q4 2024.
  • 1,948 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2026.

Based on Elm3 Financial Group's 13F filing for Q2 2026, filed 29 Jul 2026.