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Lokken Investment Group’s Marathon Petroleum MPC Stock Holding History

Lokken Investment Group’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
2025
Q3 		$935K Sell
4,850
-188
-4% -$33.1K 0.32% 72
2025
Q2 		$837K Sell
5,038
-232
-4% -$34.8K 0.32% 72
2025
Q1 		$768K Sell
5,270
-64
-1% -$9.47K 0.32% 68
2024
Q4 		$744K Sell
5,334
-35
-0.7% -$5.34K 0.32% 73
2024
Q3 		$875K Sell
5,369
-148
-3% -$25K 0.36% 69
2024
Q2 		$957K Sell
5,517
-32
-0.6% -$5.95K 0.45% 58
2024
Q1 		$1.12M Sell
5,549
-129
-2% -$22.1K 0.56% 42
2023
Q4 		$842K Sell
5,678
-167
-3% -$24.8K 0.48% 57
2023
Q3 		$885K Buy
5,845
+2,101
+56% +$293K 0.58% 41
2023
Q2 		$437K Buy
3,744
+182
+5% +$21.2K 0.28% 78
2023
Q1 		$480K Buy
+3,562
New +$446K 0.36% 63

Other funds holding MPC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lokken Investment Group's MPC Position: Q3 2025 in Review

Lokken Investment Group reduced its Marathon Petroleum (MPC) stake by 3.7% in Q3 2025, selling an estimated $33.1K and leaving 4,850 shares worth $935K. The position accounts for 0.32% of the portfolio, ranked #72.

Lokken Investment Group first reported a position in MPC in Q1 2023 and has held it in 11 quarters since. The position peaked at $1.12M in Q1 2024. 1,657 funds tracked by Wall St. Rank hold MPC as of Q3 2025.

  • Lokken Investment Group held 4,850 shares of Marathon Petroleum worth $935K as of Q3 2025.
  • Lokken Investment Group sold 188 Marathon Petroleum shares in Q3 2025, an estimated $33.1K.
  • Marathon Petroleum made up 0.32% of Lokken Investment Group's portfolio in Q3 2025, its #72 holding.
  • Lokken Investment Group first reported a position in Marathon Petroleum in Q1 2023 and has held it in 11 quarters since.
  • Lokken Investment Group's Marathon Petroleum position peaked at $1.12M in Q1 2024.
  • 1,657 funds tracked by Wall St. Rank held Marathon Petroleum as of Q3 2025.

Based on Lokken Investment Group's 13F filing for Q3 2025, filed 5 Nov 2025.