Merewether Investment Management’s Marathon Petroleum MPC Stock Holding History

Merewether Investment Management’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	$73.8M	Sell	288,592 -21,908	-7%	-$5.38M	1.39%	27
2026 Q1	$75.8M	Buy	+310,500	New	+$62.7M	1.47%	24
2025 Q3	–	Sell	-214,000	Closed	-$35.5M	–	82
2025 Q2	$35.5M	Buy	+214,000	New	+$32.1M	1.02%	36
2024 Q3	–	Sell	-156,000	Closed	-$27.1M	–	50
2024 Q2	$27.1M	Sell	156,000 -78,400	-33%	-$14.6M	1.43%	24
2024 Q1	$47.2M	Buy	+234,400	New	+$40.1M	2.51%	14
2023 Q3	–	Sell	-304,085	Closed	-$35.5M	–	46
2023 Q2	$35.5M	Sell	304,085 -110,270	-27%	-$12.8M	2.58%	17
2023 Q1	$55.9M	Buy	+414,355	New	+$51.8M	4.95%	8
2022 Q4	–	Sell	-754,355	Closed	-$74.9M	–	35
2022 Q3	$74.9M	Buy	+754,355	New	+$70.6M	7.51%	2

Other funds holding MPC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Merewether Investment Management's MPC Position: Q2 2026 in Review

Merewether Investment Management reduced its Marathon Petroleum (MPC) stake by 7.1% in Q2 2026, selling an estimated $5.38M and leaving 288,592 shares worth $73.8M. The position accounts for 1.39% of the portfolio, ranked #27.

Merewether Investment Management first reported a position in MPC in Q3 2022 and has held it in 8 quarters since. The position peaked at $75.8M in Q1 2026. 1,952 funds tracked by Wall St. Rank hold MPC as of Q2 2026.

Merewether Investment Management held 288,592 shares of Marathon Petroleum worth $73.8M as of Q2 2026.
Merewether Investment Management sold 21,908 Marathon Petroleum shares in Q2 2026, an estimated $5.38M.
Marathon Petroleum made up 1.39% of Merewether Investment Management's portfolio in Q2 2026, its #27 holding.
Merewether Investment Management first reported a position in Marathon Petroleum in Q3 2022 and has held it in 8 quarters since.
Merewether Investment Management's Marathon Petroleum position peaked at $75.8M in Q1 2026.
1,952 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2026.

Based on Merewether Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.