Kapstone Financial Advisors’s Marathon Petroleum MPC Stock Holding History

Kapstone Financial Advisors’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	$1.28M	Hold	5,240	–	–	0.63%	34
2025 Q4	$852K	Hold	5,240	–	–	0.42%	40
2025 Q3	$1.01M	Sell	5,240 -1,275	-20%	-$224K	0.48%	31
2025 Q2	$1.08M	Sell	6,515 -750	-10%	-$112K	0.54%	30
2025 Q1	$1.06M	Sell	7,265 -1	-0%	-$148	0.6%	31
2024 Q4	$1.1M	Hold	7,266	–	–	0.59%	30
2024 Q3	$1.19M	Hold	7,266	–	–	0.72%	28
2024 Q2	$1.26M	Hold	7,266	–	–	0.83%	25
2024 Q1	$1.46M	Hold	7,266	–	–	1%	21
2023 Q4	$1.14M	Buy	7,266 +83	+1%	+$12.3K	0.9%	25
2023 Q3	$1.09M	Hold	7,183	–	–	0.98%	23
2023 Q2	$969K	Buy	7,183 +94	+1%	+$10.9K	0.8%	27
2023 Q1	$925K	Hold	7,089	–	–	0.83%	26
2022 Q4	$850K	Buy	+7,089	New	+$808K	0.77%	27

Other funds holding MPC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Kapstone Financial Advisors's MPC Position: Q1 2026 in Review

Kapstone Financial Advisors held its Marathon Petroleum (MPC) position steady in Q1 2026 at 5,240 shares worth $1.28M. The position accounts for 0.63% of the portfolio, ranked #34.

Kapstone Financial Advisors first reported a position in MPC in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.46M in Q1 2024. 1,882 funds tracked by Wall St. Rank hold MPC as of Q1 2026.

Kapstone Financial Advisors held 5,240 shares of Marathon Petroleum worth $1.28M as of Q1 2026.
Kapstone Financial Advisors left its Marathon Petroleum share count unchanged in Q1 2026.
Marathon Petroleum made up 0.63% of Kapstone Financial Advisors's portfolio in Q1 2026, its #34 holding.
Kapstone Financial Advisors first reported a position in Marathon Petroleum in Q4 2022 and has held it in 14 quarters since.
Kapstone Financial Advisors's Marathon Petroleum position peaked at $1.46M in Q1 2024.
1,882 funds tracked by Wall St. Rank held Marathon Petroleum as of Q1 2026.

Based on Kapstone Financial Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.