LRI Investments’s Marathon Petroleum MPC Stock Holding History

LRI Investments’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	$229K	Sell	895 -22	-2%	-$5.4K	0.02%	299
2026 Q1	$224K	Sell	917 -160	-15%	-$32.3K	0.02%	271
2025 Q4	$175K	Sell	1,077 -418	-28%	-$78.1K	0.01%	310
2025 Q3	$288K	Sell	1,495 -110	-7%	-$19.3K	0.02%	246
2025 Q2	$267K	Buy	1,605 +369	+30%	+$55.3K	0.02%	241
2025 Q1	$180K	Buy	1,236 +328	+36%	+$48.5K	0.02%	284
2024 Q4	$127K	Buy	908 +418	+85%	+$63.8K	0.01%	373
2024 Q3	$77.5K	Buy	490 +16	+3%	+$2.7K	0.01%	455
2024 Q2	$82.3K	Buy	474 +37	+8%	+$6.88K	0.01%	416
2024 Q1	$88.1K	Buy	+437	New	+$74.7K	0.02%	215

Other funds holding MPC

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

AIP

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

GIP

Greatmark Investment Partners Columbus, Georgia $906M AUM 16.08% 1-Year Est. Return

MSRPS

Maryland State Retirement & Pension System Baltimore, Maryland $5.84B AUM 38.19% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

LRI Investments's MPC Position: Q2 2026 in Review

LRI Investments reduced its Marathon Petroleum (MPC) stake by 2.4% in Q2 2026, selling an estimated $5.4K and leaving 895 shares worth $229K. The position accounts for 0.02% of the portfolio, ranked #299.

LRI Investments first reported a position in MPC in Q1 2024 and has held it in 10 quarters since. The position peaked at $288K in Q3 2025. 847 funds tracked by Wall St. Rank hold MPC as of Q2 2026.

LRI Investments held 895 shares of Marathon Petroleum worth $229K as of Q2 2026.
LRI Investments sold 22 Marathon Petroleum shares in Q2 2026, an estimated $5.4K.
Marathon Petroleum made up 0.02% of LRI Investments's portfolio in Q2 2026, its #299 holding.
LRI Investments first reported a position in Marathon Petroleum in Q1 2024 and has held it in 10 quarters since.
LRI Investments's Marathon Petroleum position peaked at $288K in Q3 2025.
847 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.