KMG Fiduciary Partners’s Marathon Petroleum MPC Stock Holding History

KMG Fiduciary Partners’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	–	Sell	-1,211	Closed	-$296K	–	243
2026 Q1	$296K	Buy	+1,211	New	+$245K	0.02%	232
2025 Q4	–	Sell	-1,211	Closed	-$233K	–	288
2025 Q3	$233K	Buy	+1,211	New	+$213K	0.02%	284
2024 Q4	–	Sell	-1,250	Closed	-$204K	–	275
2024 Q3	$204K	Hold	1,250	–	–	0.02%	267
2024 Q2	$217K	Sell	1,250 -541	-30%	-$101K	0.02%	235
2024 Q1	$361K	Buy	1,791 +123	+7%	+$21K	0.04%	192
2023 Q4	$247K	Buy	1,668 +39	+2%	+$5.79K	0.03%	221
2023 Q3	$247K	Buy	+1,629	New	+$227K	0.03%	208
2023 Q2	–	Sell	-1,638	Closed	-$221K	–	233
2023 Q1	$221K	Buy	+1,638	New	+$205K	0.03%	219

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PensionDanmark Copenhagen O, Denmark $12B AUM

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Assenagon Asset Management

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Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return