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LBMC Investment Advisors’s Marathon Petroleum MPC Stock Holding History

LBMC Investment 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
Q2 		– Sell
-1,338
Closed -$327K – 253
2026
Q1 		$327K Sell
1,338
-71
-5% -$14.3K 0.02% 193
2025
Q4 		$229K Buy
1,409
+71
+5% +$13.3K 0.01% 212
2025
Q3 		$258K Hold
1,338
– – 0.02% 206
2025
Q2 		$222K Buy
+1,338
New +$201K 0.02% 198
2024
Q4 		– Sell
-1,338
Closed -$218K – 206
2024
Q3 		$218K Hold
1,338
– – 0.02% 181
2024
Q2 		$232K Hold
1,338
– – 0.02% 171
2024
Q1 		$270K Buy
+1,338
New +$229K 0.02% 148

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

LBMC Investment Advisors's MPC Position: Q2 2026 in Review

LBMC Investment Advisors sold out of Marathon Petroleum (MPC) in Q2 2026, closing a stake of 1,338 shares — an estimated $327K sold.

LBMC Investment Advisors first reported a position in MPC in Q1 2024 and held it in 7 quarters. The position peaked at $327K in Q1 2026. 1,942 funds tracked by Wall St. Rank hold MPC as of Q2 2026.

  • LBMC Investment Advisors reported no remaining Marathon Petroleum position as of Q2 2026 after selling out during the quarter.
  • LBMC Investment Advisors sold 1,338 Marathon Petroleum shares in Q2 2026, an estimated $327K.
  • LBMC Investment Advisors first reported a position in Marathon Petroleum in Q1 2024 and held it in 7 quarters.
  • LBMC Investment Advisors's Marathon Petroleum position peaked at $327K in Q1 2026.
  • 1,942 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2026.

Based on LBMC Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.