North Point Portfolio Managers’s Marathon Petroleum MPC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$15.5M	Sell	63,596 -12,071	-16%	-$2.44M	2.77%	13
2025 Q4	$12.3M	Buy	75,667 +327	+0.4%	+$61.1K	2.08%	26
2025 Q3	$14.5M	Sell	75,340 -758	-1%	-$133K	2.4%	19
2025 Q2	$12.6M	Sell	76,098 -979	-1%	-$147K	2.17%	23
2025 Q1	$11.2M	Buy	77,077 +923	+1%	+$137K	1.97%	28
2024 Q4	$10.6M	Sell	76,154 -2,019	-3%	-$308K	1.85%	32
2024 Q3	$12.7M	Sell	78,173 -185	-0.2%	-$31.3K	2.04%	27
2024 Q2	$13.6M	Sell	78,358 -39	-0%	-$7.25K	2.39%	18
2024 Q1	$15.8M	Sell	78,397 -104	-0.1%	-$17.8K	2.67%	15
2023 Q4	$11.6M	Sell	78,501 -951	-1%	-$141K	2.12%	27
2023 Q3	$12M	Sell	79,452 -32	-0%	-$4.46K	2.46%	21
2023 Q2	$9.27M	Sell	79,484 -24,395	-23%	-$2.84M	1.84%	31
2023 Q1	$14M	Buy	103,879 +2,016	+2%	+$252K	2.23%	22
2022 Q4	$11.9M	Buy	101,863 +1,991	+2%	+$227K	1.99%	28
2022 Q3	$9.92M	Buy	99,872 +369	+0.4%	+$34.5K	1.85%	28
2022 Q2	$8.18M	Buy	99,503 +192	+0.2%	+$18K	1.43%	37
2022 Q1	$8.49M	Buy	99,311 +1,267	+1%	+$96.3K	1.25%	37
2021 Q4	$6.27M	Sell	98,044 -3,057	-3%	-$196K	0.82%	40
2021 Q3	$6.25M	Sell	101,101 -1,235	-1%	-$71K	0.88%	40
2021 Q2	$6.18M	Sell	102,336 -915	-0.9%	-$53.6K	0.85%	40
2021 Q1	$5.52M	Buy	103,251 +4,127	+4%	+$208K	0.8%	40
2020 Q4	$4.1M	Sell	99,124 -14,801	-13%	-$531K	0.62%	40
2020 Q3	$3.34M	Sell	113,925 -20,031	-15%	-$704K	0.57%	40
2020 Q2	$5.01M	Buy	133,956 +6,959	+5%	+$224K	0.9%	38
2020 Q1	$3M	Sell	126,997 -2,614	-2%	-$120K	0.65%	40
2019 Q4	$7.81M	Sell	129,611 -8,667	-6%	-$542K	1.33%	38
2019 Q3	$8.4M	Sell	138,278 -3,151	-2%	-$166K	1.53%	35
2019 Q2	$7.9M	Sell	141,429 -30	-0%	-$1.64K	1.45%	37
2019 Q1	$8.47M	Buy	+141,459	New	+$8.9M	1.61%	36