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Phoenix Financial’s Marathon Petroleum MPC Stock Holding History

Phoenix Financial’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 		– Sell
-993
Closed -$242K – 559
2026
Q1 		$242K Buy
+993
New +$201K ﹤0.01% 428
2024
Q3 		– Sell
-1,216
Closed -$211K – 394
2024
Q2 		$211K Sell
1,216
-15
-1% -$2.79K ﹤0.01% 319
2024
Q1 		$248K Buy
1,231
+15
+1% +$2.56K ﹤0.01% 354
2023
Q4 		$203K Buy
+1,216
New +$181K ﹤0.01% 299
2023
Q3 		– Sell
-23,756
Closed -$2.77M – 352
2023
Q2 		$2.77M Buy
+23,756
New +$2.76M 0.06% 132
2020
Q1 		– Sell
-200,000
Closed -$12M – 320
2019
Q4 		$12M Buy
+200,000
New +$12.5M 0.5% 76

Other funds holding MPC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Phoenix Financial's MPC Position: Q2 2026 in Review

Phoenix Financial sold out of Marathon Petroleum (MPC) in Q2 2026, closing a stake of 993 shares — an estimated $242K sold.

Phoenix Financial first reported a position in MPC in Q4 2019 and held it in 6 quarters. The position peaked at $12M in Q4 2019. 1,942 funds tracked by Wall St. Rank hold MPC as of Q2 2026.

  • Phoenix Financial reported no remaining Marathon Petroleum position as of Q2 2026 after selling out during the quarter.
  • Phoenix Financial sold 993 Marathon Petroleum shares in Q2 2026, an estimated $242K.
  • Phoenix Financial first reported a position in Marathon Petroleum in Q4 2019 and held it in 6 quarters.
  • Phoenix Financial's Marathon Petroleum position peaked at $12M in Q4 2019.
  • 1,942 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.