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
2022 Q3	–	Sell	-12,400	Closed	-$279K	–	355
2022 Q2	$279K	Buy	+12,400	New	+$1.16M	0.01%	331

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

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. 1,952 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.
1,952 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.