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Joseph Group Capital Management’s Marathon Petroleum MPC Stock Holding History

Joseph Group Capital 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
Q1 		$5.06M Sell
20,730
-2,884
-12% -$582K 1.26% 25
2025
Q4 		$3.84M Buy
23,614
+215
+0.9% +$40.2K 1.01% 37
2025
Q3 		$4.51M Buy
23,399
+1,495
+7% +$263K 1.27% 25
2025
Q2 		$3.64M Buy
21,904
+67
+0.3% +$10K 1.22% 26
2025
Q1 		$3.18M Buy
21,837
+2,259
+12% +$334K 1.22% 30
2024
Q4 		$2.73M Buy
19,578
+5,623
+40% +$858K 1.08% 31
2024
Q3 		$2.27M Buy
13,955
+2,609
+23% +$441K 0.87% 38
2024
Q2 		$1.97M Buy
11,346
+1,133
+11% +$211K 1.02% 34
2024
Q1 		$2.06M Buy
10,213
+1,579
+18% +$270K 1.03% 28
2023
Q4 		$1.28M Buy
8,634
+424
+5% +$63K 0.74% 41
2023
Q3 		$1.24M Sell
8,210
-2,006
-20% -$280K 0.89% 34
2023
Q2 		$1.19M Buy
10,216
+1,218
+14% +$142K 1% 36
2023
Q1 		$1.21M Buy
8,998
+883
+11% +$110K 1.06% 29
2022
Q4 		$945K Sell
8,115
-1,851
-19% -$211K 0.9% 38
2022
Q3 		$990K Sell
9,966
-2,278
-19% -$213K 1.08% 33
2022
Q2 		$1.01M Sell
12,244
-195
-2% -$18.2K 1.01% 32
2022
Q1 		$1.06M Sell
12,439
-3,012
-19% -$229K 1.07% 33
2021
Q4 		$989K Buy
+15,451
New +$993K 0.95% 33

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

Joseph Group Capital Management's MPC Position: Q1 2026 in Review

Joseph Group Capital Management reduced its Marathon Petroleum (MPC) stake by 12% in Q1 2026, selling an estimated $582K and leaving 20,730 shares worth $5.06M. The position accounts for 1.26% of the portfolio, ranked #25.

Joseph Group Capital Management first reported a position in MPC in Q4 2021 and has held it in 18 quarters since. 1,883 funds tracked by Wall St. Rank hold MPC as of Q1 2026.

  • Joseph Group Capital Management held 20,730 shares of Marathon Petroleum worth $5.06M as of Q1 2026.
  • Joseph Group Capital Management sold 2,884 Marathon Petroleum shares in Q1 2026, an estimated $582K.
  • Marathon Petroleum made up 1.26% of Joseph Group Capital Management's portfolio in Q1 2026, its #25 holding.
  • Joseph Group Capital Management first reported a position in Marathon Petroleum in Q4 2021 and has held it in 18 quarters since.
  • 1,883 funds tracked by Wall St. Rank held Marathon Petroleum as of Q1 2026.

Based on Joseph Group Capital Management's 13F filing for Q1 2026, filed 8 May 2026.