Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Marathon Petroleum MPC Stock Holding History

Kovitz Investment Group 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
Q1 		$5.02M Buy
20,572
+79
+0.4% +$16K 0.12% 134
2025
Q4 		$3.33M Sell
20,493
-39,683
-66% -$7.42M 0.07% 175
2025
Q3 		$11.6M Buy
60,176
+4,490
+8% +$790K 0.05% 302
2025
Q2 		$9.25M Sell
55,686
-6,337
-10% -$950K 0.04% 325
2025
Q1 		$9.04M Sell
62,023
-2,518
-4% -$373K 0.05% 289
2024
Q4 		$9.01M Buy
64,541
+38
+0.1% +$5.8K 0.04% 286
2024
Q3 		$9.44M Buy
64,503
+8,640
+15% +$1.46M 0.07% 238
2024
Q2 		$9.69M Buy
55,863
+18,487
+49% +$3.44M 0.08% 182
2024
Q1 		$7.53M Sell
37,376
-997
-3% -$170K 0.1% 155
2023
Q4 		$5.69M Sell
38,373
-3,022
-7% -$449K 0.09% 131
2023
Q3 		$6.26M Sell
41,395
-1,981
-5% -$276K 0.11% 106
2023
Q2 		$5.06M Sell
43,376
-2,464
-5% -$286K 0.07% 150
2023
Q1 		$6.18M Sell
45,840
-4,133
-8% -$517K 0.11% 119
2022
Q4 		$5.82M Sell
49,973
-5,614
-10% -$640K 0.11% 133
2022
Q3 		$5.52M Sell
55,587
-6,614
-11% -$619K 0.13% 123
2022
Q2 		$5.11M Sell
62,201
-3,883
-6% -$363K 0.11% 140
2022
Q1 		$5.65M Buy
66,084
+44,438
+205% +$3.38M 0.11% 142
2021
Q4 		$895K Sell
21,646
-67,913
-76% -$4.36M 0.02% 291
2021
Q3 		$5.54M Buy
89,559
+10,856
+14% +$624K 0.11% 136
2021
Q2 		$4.75M Buy
78,703
+53,849
+217% +$3.16M 0.09% 159
2021
Q1 		$1.33M Buy
24,854
+3,458
+16% +$175K 0.03% 252
2020
Q4 		$885K Buy
21,396
+13,726
+179% +$493K 0.02% 287
2020
Q3 		$225K Buy
7,670
+100
+1% +$3.51K 0.01% 378
2020
Q2 		$283K Sell
7,570
-4,394
-37% -$141K 0.01% 342
2020
Q1 		$282K Sell
11,964
-298
-2% -$13.7K 0.01% 334
2019
Q4 		$739K Sell
12,262
-7,557
-38% -$473K 0.02% 294
2019
Q3 		$1.2M Sell
19,819
-48
-0.2% -$2.53K 0.04% 241
2019
Q2 		$1.11M Sell
19,867
-22,475
-53% -$1.23M 0.04% 258
2019
Q1 		$2.53M Buy
+42,342
New +$2.66M 0.08% 175

Other funds holding MPC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $113B AUM 38.87% 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

Kovitz Investment Group Partners's MPC Position: Q1 2026 in Review

Kovitz Investment Group Partners increased its Marathon Petroleum (MPC) stake by 0.39% in Q1 2026, buying an estimated $16K and bringing the position to 20,572 shares worth $5.02M. The position accounts for 0.12% of the portfolio, ranked #134.

Kovitz Investment Group Partners first reported a position in MPC in Q1 2019 and has held it in 29 quarters since. The position peaked at $11.6M in Q3 2025. 1,889 funds tracked by Wall St. Rank hold MPC as of Q1 2026.

  • Kovitz Investment Group Partners held 20,572 shares of Marathon Petroleum worth $5.02M as of Q1 2026.
  • Kovitz Investment Group Partners bought 79 Marathon Petroleum shares in Q1 2026, an estimated $16K.
  • Marathon Petroleum made up 0.12% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #134 holding.
  • Kovitz Investment Group Partners first reported a position in Marathon Petroleum in Q1 2019 and has held it in 29 quarters since.
  • Kovitz Investment Group Partners's Marathon Petroleum position peaked at $11.6M in Q3 2025.
  • 1,889 funds tracked by Wall St. Rank held Marathon Petroleum as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.