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

North Point Portfolio Managers’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	$15.6M	Sell	60,959 -2,637	-4%	-$647K	2.57%	15
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

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

North Point Portfolio Managers's MPC Position: Q2 2026 in Review

North Point Portfolio Managers reduced its Marathon Petroleum (MPC) stake by 4.1% in Q2 2026, selling an estimated $647K and leaving 60,959 shares worth $15.6M. The position accounts for 2.57% of the portfolio, ranked #15.

North Point Portfolio Managers first reported a position in MPC in Q1 2019 and has held it in 30 quarters since. The position peaked at $15.8M in Q1 2024. 1,945 funds tracked by Wall St. Rank hold MPC as of Q2 2026.

North Point Portfolio Managers held 60,959 shares of Marathon Petroleum worth $15.6M as of Q2 2026.
North Point Portfolio Managers sold 2,637 Marathon Petroleum shares in Q2 2026, an estimated $647K.
Marathon Petroleum made up 2.57% of North Point Portfolio Managers's portfolio in Q2 2026, its #15 holding.
North Point Portfolio Managers first reported a position in Marathon Petroleum in Q1 2019 and has held it in 30 quarters since.
North Point Portfolio Managers's Marathon Petroleum position peaked at $15.8M in Q1 2024.
1,945 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2026.

Based on North Point Portfolio Managers's 13F filing for Q2 2026, filed 31 Jul 2026.