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Heritage Trust’s Marathon Petroleum MPC Stock Holding History

Heritage Trust’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 		$435K Buy
1,701
+6
+0.4% +$1.47K 0.04% 237
2026
Q1 		$414K Hold
1,695
– – 0.04% 231
2025
Q4 		$276K Sell
1,695
-57
-3% -$10.7K 0.03% 274
2025
Q3 		$338K Sell
1,752
-341
-16% -$60K 0.04% 253
2025
Q2 		$348K Sell
2,093
-56
-3% -$8.39K 0.04% 247
2025
Q1 		$313K Buy
+2,149
New +$318K 0.04% 256
2024
Q2 		$221K Hold
1,276
– – 0.03% 271
2024
Q1 		$257K Buy
+1,276
New +$218K 0.03% 250
2022
Q1 		– Sell
-35,250
Closed -$2.26M – 249
2021
Q4 		$2.26M Buy
35,250
+3,086
+10% +$198K 0.29% 85
2021
Q3 		$1.99M Buy
32,164
+296
+0.9% +$17K 0.28% 92
2021
Q2 		$1.93M Buy
31,868
+5,414
+20% +$317K 0.28% 93
2021
Q1 		$1.42M Buy
26,454
+6,633
+33% +$335K 0.22% 105
2020
Q4 		$820K Sell
19,821
-726
-4% -$26.1K 0.13% 134
2020
Q3 		$603K Sell
20,547
-977
-5% -$34.3K 0.11% 135
2020
Q2 		$805K Sell
21,524
-1,468
-6% -$47.2K 0.16% 123
2020
Q1 		$543K Sell
22,992
-295
-1% -$13.6K 0.14% 115
2019
Q4 		$1.4M Buy
23,287
+1,437
+7% +$89.9K 0.28% 84
2019
Q3 		$1.33M Sell
21,850
-261
-1% -$13.8K 0.29% 84
2019
Q2 		$1.24M Sell
22,111
-40
-0.2% -$2.19K 0.27% 82
2019
Q1 		$1.33M Buy
22,151
+22,000
+14,570% +$1.38M 0.31% 79
2018
Q4 		$9K Hold
151
– – ﹤0.01% 318
2018
Q3 		$12K Hold
151
– – ﹤0.01% 302
2018
Q2 		$11K Hold
151
– – ﹤0.01% 295
2018
Q1 		$11K Hold
151
– – ﹤0.01% 289
2017
Q4 		$10K Hold
151
– – ﹤0.01% 282
2017
Q3 		$9K Hold
151
– – ﹤0.01% 285
2017
Q2 		$8K Hold
151
– – ﹤0.01% 263
2017
Q1 		$8K Buy
+151
New +$7.52K ﹤0.01% 272

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

Heritage Trust's MPC Position: Q2 2026 in Review

Heritage Trust increased its Marathon Petroleum (MPC) stake by 0.35% in Q2 2026, buying an estimated $1.47K and bringing the position to 1,701 shares worth $435K. The position accounts for 0.04% of the portfolio, ranked #237.

Heritage Trust first reported a position in MPC in Q1 2017 and has held it in 28 quarters since. The position peaked at $2.26M in Q4 2021. 1,952 funds tracked by Wall St. Rank hold MPC as of Q2 2026.

  • Heritage Trust held 1,701 shares of Marathon Petroleum worth $435K as of Q2 2026.
  • Heritage Trust bought 6 Marathon Petroleum shares in Q2 2026, an estimated $1.47K.
  • Marathon Petroleum made up 0.04% of Heritage Trust's portfolio in Q2 2026, its #237 holding.
  • Heritage Trust first reported a position in Marathon Petroleum in Q1 2017 and has held it in 28 quarters since.
  • Heritage Trust's Marathon Petroleum position peaked at $2.26M in Q4 2021.
  • 1,952 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2026.

Based on Heritage Trust's 13F filing for Q2 2026, filed 6 Aug 2026.