Heritage Investment Group’s Marathon Petroleum MPC Stock Holding History

Heritage Investment 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	$422K	Hold	1,649	–	–	0.06%	89
2026 Q1	$403K	Hold	1,649	–	–	0.06%	85
2025 Q4	$268K	Buy	1,649 +2	+0.1%	+$374	0.04%	104
2025 Q3	$317K	Hold	1,647	–	–	0.05%	91
2025 Q2	$274K	Hold	1,647	–	–	0.05%	97
2025 Q1	$240K	Hold	1,647	–	–	0.05%	98
2024 Q4	$230K	Hold	1,647	–	–	0.04%	96
2024 Q3	$268K	Hold	1,647	–	–	0.05%	86
2024 Q2	$286K	Hold	1,647	–	–	0.06%	82
2024 Q1	$332K	Hold	1,647	–	–	0.07%	76
2023 Q4	$244K	Hold	1,647	–	–	0.05%	87
2023 Q3	$249K	Buy	+1,647	New	+$230K	0.07%	80
2023 Q2	–	Sell	-1,647	Closed	-$222K	–	92
2023 Q1	$222K	Buy	+1,647	New	+$206K	0.07%	74
2022 Q3	–	Sell	-2,447	Closed	-$201K	–	80
2022 Q2	$201K	Hold	2,447	–	–	0.12%	79
2022 Q1	$209K	Buy	+2,447	New	+$186K	0.15%	83

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 $3.38T AUM 44.17% 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

Heritage Investment Group's MPC Position: Q2 2026 in Review

Heritage Investment Group held its Marathon Petroleum (MPC) position steady in Q2 2026 at 1,649 shares worth $422K. The position accounts for 0.06% of the portfolio, ranked #89.

Heritage Investment Group first reported a position in MPC in Q1 2022 and has held it in 15 quarters since. 1,952 funds tracked by Wall St. Rank hold MPC as of Q2 2026.

Heritage Investment Group held 1,649 shares of Marathon Petroleum worth $422K as of Q2 2026.
Heritage Investment Group left its Marathon Petroleum share count unchanged in Q2 2026.
Marathon Petroleum made up 0.06% of Heritage Investment Group's portfolio in Q2 2026, its #89 holding.
Heritage Investment Group first reported a position in Marathon Petroleum in Q1 2022 and has held it in 15 quarters since.
1,952 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2026.

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