Neville Rodie & Shaw’s Marathon Petroleum MPC Stock Holding History

Neville Rodie & Shaw’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	$1.65M	Sell	6,444 -270	-4%	-$66.3K	0.11%	104
2026 Q1	$1.64M	Hold	6,714	–	–	0.12%	100
2025 Q4	$1.09M	Hold	6,714	–	–	0.08%	119
2025 Q3	$1.29M	Hold	6,714	–	–	0.09%	113
2025 Q2	$1.11M	Hold	6,714	–	–	0.08%	124
2025 Q1	$978K	Hold	6,714	–	–	0.08%	130
2024 Q4	$937K	Hold	6,714	–	–	0.07%	136
2024 Q3	$1.09M	Hold	6,714	–	–	0.08%	128
2024 Q2	$1.17M	Sell	6,714 -166	-2%	-$30.9K	0.09%	123
2024 Q1	$1.39M	Hold	6,880	–	–	0.11%	113
2023 Q4	$1.02M	Hold	6,880	–	–	0.08%	129
2023 Q3	$1.04M	Hold	6,880	–	–	0.09%	122
2023 Q2	$802K	Hold	6,880	–	–	0.07%	138
2023 Q1	$928K	Hold	6,880	–	–	0.08%	134
2022 Q4	$801K	Hold	6,880	–	–	0.08%	142
2022 Q3	$683K	Buy	6,880 +48	+0.7%	+$4.49K	0.07%	144
2022 Q2	$562K	Hold	6,832	–	–	0.05%	162
2022 Q1	$579K	Sell	6,832 -432	-6%	-$32.8K	0.04%	175
2021 Q4	$465K	Hold	7,264	–	–	0.03%	197
2021 Q3	$449K	Hold	7,264	–	–	0.03%	193
2021 Q2	$439K	Hold	7,264	–	–	0.03%	194
2021 Q1	$389K	Hold	7,264	–	–	0.03%	201
2020 Q4	$300K	Sell	7,264 -368	-5%	-$13.2K	0.03%	204
2020 Q3	$224K	Hold	7,632	–	–	0.02%	219
2020 Q2	$285K	Sell	7,632 -1,000	-12%	-$32.1K	0.03%	197
2020 Q1	$204K	Sell	8,632 -37,880	-81%	-$1.75M	0.02%	212
2019 Q4	$2.8M	Hold	46,512	–	–	0.27%	84
2019 Q3	$2.83M	Sell	46,512 -5,150	-10%	-$271K	0.3%	82
2019 Q2	$2.89M	Sell	51,662 -10,336	-17%	-$566K	0.31%	81
2019 Q1	$3.71M	Buy	61,998 +24,671	+66%	+$1.55M	0.39%	70
2018 Q4	$2.2M	Buy	37,327 +29,495	+377%	+$2.01M	0.27%	86
2018 Q3	$626K	Hold	7,832	–	–	0.06%	154
2018 Q2	$549K	Hold	7,832	–	–	0.06%	162
2018 Q1	$573K	Sell	7,832 -332	-4%	-$22.9K	0.06%	157
2017 Q4	$539K	Hold	8,164	–	–	0.06%	161
2017 Q3	$458K	Hold	8,164	–	–	0.05%	170
2017 Q2	$427K	Hold	8,164	–	–	0.05%	178
2017 Q1	$413K	Hold	8,164	–	–	0.05%	188
2016 Q4	$411K	Hold	8,164	–	–	0.05%	182
2016 Q3	$331K	Hold	8,164	–	–	0.04%	210
2016 Q2	$310K	Hold	8,164	–	–	0.04%	219
2016 Q1	$304K	Hold	8,164	–	–	0.04%	213
2015 Q4	$423K	Hold	8,164	–	–	0.05%	188
2015 Q3	$378K	Hold	8,164	–	–	0.05%	190
2015 Q2	$427K	Hold	8,164	–	–	0.05%	190
2015 Q1	$418K	Hold	8,164	–	–	0.04%	193
2014 Q4	$368K	Hold	8,164	–	–	0.04%	204
2014 Q3	$346K	Hold	8,164	–	–	0.03%	208
2014 Q2	$319K	Sell	8,164 -722	-8%	-$31.9K	0.03%	211
2014 Q1	$387K	Hold	8,886	–	–	0.04%	182
2013 Q4	$408K	Sell	8,886 -276	-3%	-$10.6K	0.04%	174
2013 Q3	$295K	Hold	9,162	–	–	0.03%	206
2013 Q2	$326K	Buy	+9,162	New	+$366K	0.04%	194

Other funds holding MPC

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SWM

Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Neville Rodie & Shaw's MPC Position: Q2 2026 in Review

Neville Rodie & Shaw reduced its Marathon Petroleum (MPC) stake by 4% in Q2 2026, selling an estimated $66.3K and leaving 6,444 shares worth $1.65M. The position accounts for 0.11% of the portfolio, ranked #104.

Neville Rodie & Shaw first reported a position in MPC in Q2 2013 and has held it in 53 quarters since. The position peaked at $3.71M in Q1 2019. 399 funds tracked by Wall St. Rank hold MPC as of Q2 2026.

Neville Rodie & Shaw held 6,444 shares of Marathon Petroleum worth $1.65M as of Q2 2026.
Neville Rodie & Shaw sold 270 Marathon Petroleum shares in Q2 2026, an estimated $66.3K.
Marathon Petroleum made up 0.11% of Neville Rodie & Shaw's portfolio in Q2 2026, its #104 holding.
Neville Rodie & Shaw first reported a position in Marathon Petroleum in Q2 2013 and has held it in 53 quarters since.
Neville Rodie & Shaw's Marathon Petroleum position peaked at $3.71M in Q1 2019.
399 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2026.

Based on Neville Rodie & Shaw's 13F filing for Q2 2026, filed 6 Jul 2026.