Goelzer Investment Management’s Marathon Petroleum MPC Stock Holding History

Goelzer Investment Management’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	$2.29M	Buy	8,952 +118	+1%	+$29K	0.1%	129
2026 Q1	$2.16M	Buy	8,834 +4,819	+120%	+$973K	0.1%	127
2025 Q4	$653K	Buy	4,015 +1,956	+95%	+$366K	0.03%	193
2025 Q3	$397K	Buy	2,059 +190	+10%	+$33.4K	0.02%	206
2025 Q2	$310K	Buy	1,869 +115	+7%	+$17.2K	0.02%	219
2025 Q1	$256K	Sell	1,754 -100	-5%	-$14.8K	0.01%	225
2024 Q4	$259K	Hold	1,854	–	–	0.02%	225
2024 Q3	$302K	Hold	1,854	–	–	0.02%	208
2024 Q2	$322K	Sell	1,854 -1,250	-40%	-$232K	0.02%	206
2024 Q1	$625K	Buy	3,104 +1,000	+48%	+$171K	0.04%	166
2023 Q4	$312K	Sell	2,104 -200	-9%	-$29.7K	0.02%	205
2023 Q3	$349K	Sell	2,304 -282	-11%	-$39.3K	0.02%	189
2023 Q2	$302K	Hold	2,586	–	–	0.03%	199
2023 Q1	$349K	Sell	2,586 -250	-9%	-$31.3K	0.03%	198
2022 Q4	$330K	Hold	2,836	–	–	0.03%	210
2022 Q3	$282K	Sell	2,836 -600	-17%	-$56.2K	0.03%	206
2022 Q2	$282K	Hold	3,436	–	–	0.03%	202
2022 Q1	$294K	Sell	3,436 -2,251	-40%	-$171K	0.03%	200
2021 Q4	$364K	Sell	5,687 -282	-5%	-$18.1K	0.03%	201
2021 Q3	$369K	Sell	5,969 -279	-4%	-$16K	0.03%	192
2021 Q2	$378K	Sell	6,248 -56,514	-90%	-$3.31M	0.03%	196
2021 Q1	$3.36M	Sell	62,762 -2,733	-4%	-$138K	0.3%	108
2020 Q4	$2.71M	Sell	65,495 -11,699	-15%	-$420K	0.25%	118
2020 Q3	$2.27M	Sell	77,194 -3,596	-4%	-$126K	0.21%	123
2020 Q2	$3.02M	Buy	80,790 +50,310	+165%	+$1.62M	0.29%	103
2020 Q1	$720K	Buy	30,480 +623	+2%	+$28.7K	0.08%	170
2019 Q4	$1.8M	Sell	29,857 -739	-2%	-$46.2K	0.15%	153
2019 Q3	$1.86M	Buy	30,596 +313	+1%	+$16.5K	0.17%	145
2019 Q2	$1.69M	Buy	30,283 +589	+2%	+$32.2K	0.16%	155
2019 Q1	$1.78M	Buy	29,694 +1,262	+4%	+$79.4K	0.17%	152
2018 Q4	$1.68M	Buy	28,432 +17,347	+156%	+$1.18M	0.21%	138
2018 Q3	$886K	Buy	+11,085	New	+$877K	0.1%	152

Other funds holding MPC

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

AIP

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

GIP

Greatmark Investment Partners Columbus, Georgia $906M AUM 16.08% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SWM

Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Goelzer Investment Management's MPC Position: Q2 2026 in Review

Goelzer Investment Management increased its Marathon Petroleum (MPC) stake by 1.3% in Q2 2026, buying an estimated $29K and bringing the position to 8,952 shares worth $2.29M. The position accounts for 0.1% of the portfolio, ranked #129.

Goelzer Investment Management first reported a position in MPC in Q3 2018 and has held it in 32 quarters since. The position peaked at $3.36M in Q1 2021. 575 funds tracked by Wall St. Rank hold MPC as of Q2 2026.

Goelzer Investment Management held 8,952 shares of Marathon Petroleum worth $2.29M as of Q2 2026.
Goelzer Investment Management bought 118 Marathon Petroleum shares in Q2 2026, an estimated $29K.
Marathon Petroleum made up 0.1% of Goelzer Investment Management's portfolio in Q2 2026, its #129 holding.
Goelzer Investment Management first reported a position in Marathon Petroleum in Q3 2018 and has held it in 32 quarters since.
Goelzer Investment Management's Marathon Petroleum position peaked at $3.36M in Q1 2021.
575 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2026.

Based on Goelzer Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.