Monument Capital Management’s Marathon Petroleum MPC Stock Holding History

Monument Capital 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 Q3	$4.25M	Buy	10,751 +7,884	+275%	+$2.73M	0.89%	38
2026 Q2	$733K	Buy	2,867 +164	+6%	+$40.3K	0.15%	129
2026 Q1	$660K	Buy	2,703 +2	+0.1%	+$404	0.17%	113
2025 Q4	$439K	Hold	2,701	–	–	0.11%	139
2025 Q3	$521K	Hold	2,701	–	–	0.13%	130
2025 Q2	$449K	Sell	2,701 -679	-20%	-$102K	0.12%	136
2025 Q1	$492K	Sell	3,380 -47	-1%	-$6.96K	0.15%	118
2024 Q4	$478K	Sell	3,427 -171	-5%	-$26.1K	0.13%	115
2024 Q3	$586K	Sell	3,598 -14,612	-80%	-$2.47M	0.16%	100
2024 Q2	$3.16M	Buy	18,210 +603	+3%	+$112K	0.93%	31
2024 Q1	$3.55M	Buy	17,607 +527	+3%	+$90.1K	1.02%	27
2023 Q4	$2.53M	Buy	17,080 +48	+0.3%	+$7.13K	0.82%	40
2023 Q3	$2.58M	Buy	17,032 +1,287	+8%	+$179K	0.87%	33
2023 Q2	$1.84M	Sell	15,745 -1,988	-11%	-$231K	0.59%	53
2023 Q1	$2.39M	Buy	17,733 +15,850	+842%	+$1.98M	0.8%	37
2022 Q4	$219K	Buy	+1,883	New	+$215K	0.07%	146

Other funds holding MPC

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Monument Capital Management's MPC Position: Q3 2026 in Review

Monument Capital Management increased its Marathon Petroleum (MPC) stake by 275% in Q3 2026, buying an estimated $2.73M and bringing the position to 10,751 shares worth $4.25M. The position accounts for 0.89% of the portfolio, ranked #38.

Monument Capital Management first reported a position in MPC in Q4 2022 and has held it in 16 quarters since. 1,311 funds tracked by Wall St. Rank hold MPC as of Q3 2026.

Monument Capital Management held 10,751 shares of Marathon Petroleum worth $4.25M as of Q3 2026.
Monument Capital Management bought 7,884 Marathon Petroleum shares in Q3 2026, an estimated $2.73M.
Marathon Petroleum made up 0.89% of Monument Capital Management's portfolio in Q3 2026, its #38 holding.
Monument Capital Management first reported a position in Marathon Petroleum in Q4 2022 and has held it in 16 quarters since.
1,311 funds tracked by Wall St. Rank held Marathon Petroleum as of Q3 2026.

Based on Monument Capital Management's 13F filing for Q3 2026, filed 9 Oct 2026.