EFG
MPC icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Elm3 Financial Group's MPC Position: Q1 2026 in Review

Elm3 Financial Group opened a new position in Marathon Petroleum (MPC) in Q1 2026: 1,121 shares worth $274K. The stake represents 0.23% of the portfolio and ranks #97 among its holdings. This is a return to the name: Elm3 Financial Group previously reported a position in MPC as recently as Q3 2025.

Elm3 Financial Group first reported a position in MPC in Q4 2024 and has held it in 5 quarters since. The position peaked at $574K in Q4 2024. 1,882 funds tracked by Wall St. Rank hold MPC as of Q1 2026.

  • Elm3 Financial Group held 1,121 shares of Marathon Petroleum worth $274K as of Q1 2026.
  • Marathon Petroleum was a new Elm3 Financial Group position in Q1 2026.
  • Marathon Petroleum made up 0.23% of Elm3 Financial Group's portfolio in Q1 2026, its #97 holding.
  • Elm3 Financial Group first reported a position in Marathon Petroleum in Q4 2024 and has held it in 5 quarters since.
  • Elm3 Financial Group's Marathon Petroleum position peaked at $574K in Q4 2024.
  • 1,882 funds tracked by Wall St. Rank held Marathon Petroleum as of Q1 2026.

Based on Elm3 Financial Group's 13F filing for Q1 2026, filed 13 Apr 2026.