Poehling Capital Management’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
Q2 | $6.17M | Sell |
24,149
-71
| -0.3% | -$17.4K | 1.32% | 22 |
|
|
2026
Q1 | $5.91M | Sell |
24,220
-112
| -0.5% | -$22.6K | 1.25% | 23 |
|
|
2025
Q4 | $3.96M | Sell |
24,332
-105
| -0.4% | -$19.6K | 0.81% | 39 |
|
|
2025
Q3 | $4.71M | Sell |
24,437
-20
| -0.1% | -$3.52K | 0.99% | 32 |
|
|
2025
Q2 | $4.06M | Hold |
24,457
| – | – | 0.95% | 34 |
|
|
2025
Q1 | $3.56M | Sell |
24,457
-112
| -0.5% | -$16.6K | 0.9% | 33 |
|
|
2024
Q4 | $3.43M | Sell |
24,569
-100
| -0.4% | -$15.3K | 0.84% | 33 |
|
|
2024
Q3 | $4.02M | Sell |
24,669
-28
| -0.1% | -$4.73K | 1.03% | 30 |
|
|
2024
Q2 | $4.28M | Sell |
24,697
-140
| -0.6% | -$26K | 1.17% | 24 |
|
|
2024
Q1 | $5M | Sell |
24,837
-9
| -0% | -$1.54K | 1.34% | 24 |
|
|
2023
Q4 | $3.69M | Buy |
24,846
+25
| +0.1% | +$3.71K | 1.17% | 25 |
|
|
2023
Q3 | $3.76M | Sell |
24,821
-18,557
| -43% | -$2.59M | 1.31% | 26 |
|
|
2023
Q2 | $5.06M | Sell |
43,378
-1,200
| -3% | -$140K | 1.71% | 20 |
|
|
2023
Q1 | $6.01M | Sell |
44,578
-430
| -1% | -$53.8K | 2.03% | 15 |
|
|
2022
Q4 | $5.24M | Sell |
45,008
-9,827
| -18% | -$1.12M | 1.96% | 16 |
|
|
2022
Q3 | $5.45M | Sell |
54,835
-29,249
| -35% | -$2.74M | 2.28% | 17 |
|
|
2022
Q2 | $6.91M | Sell |
84,084
-10,634
| -11% | -$994K | 2.6% | 9 |
|
|
2022
Q1 | $8.1M | Sell |
94,718
-16,651
| -15% | -$1.27M | 2.5% | 7 |
|
|
2021
Q4 | $7.13M | Sell |
111,369
-318
| -0.3% | -$20.4K | 2.3% | 12 |
|
|
2021
Q3 | $6.9M | Sell |
111,687
-2,929
| -3% | -$168K | 2.33% | 10 |
|
|
2021
Q2 | $6.92M | Sell |
114,616
-1,342
| -1% | -$78.7K | 2.21% | 8 |
|
|
2021
Q1 | $6.2M | Sell |
115,958
-1,891
| -2% | -$95.5K | 2.17% | 7 |
|
|
2020
Q4 | $4.87M | Sell |
117,849
-3,012
| -2% | -$108K | 1.93% | 10 |
|
|
2020
Q3 | $3.55M | Buy |
120,861
+12,771
| +12% | +$449K | 1.82% | 11 |
|
|
2020
Q2 | $4.04M | Buy |
108,090
+31,532
| +41% | +$1.01M | 2.17% | 10 |
|
|
2020
Q1 | $1.81M | Buy |
76,558
+26,850
| +54% | +$1.24M | 1.32% | 23 |
|
|
2019
Q4 | $3M | Buy |
49,708
+2,770
| +6% | +$173K | 1.96% | 11 |
|
|
2019
Q3 | $2.85M | Sell |
46,938
-1,958
| -4% | -$103K | 2.09% | 12 |
|
|
2019
Q2 | $2.73M | Buy |
48,896
+6,053
| +14% | +$331K | 1.83% | 14 |
|
|
2019
Q1 | $2.56M | Buy |
42,843
+15,359
| +56% | +$966K | 1.87% | 14 |
|
|
2018
Q4 | $1.62M | Buy |
27,484
+9,799
| +55% | +$669K | 1.56% | 18 |
|
|
2018
Q3 | $1.41M | Buy |
17,685
+7,285
| +70% | +$576K | 1% | 35 |
|
|
2018
Q2 | $730K | Sell |
10,400
-7,475
| -42% | -$571K | 0.64% | 44 |
|
|
2018
Q1 | $1.31M | Sell |
17,875
-310
| -2% | -$21.3K | 1.06% | 33 |
|
|
2017
Q4 | $1.2M | Buy |
+18,185
| New | +$1.11M | 1.02% | 36 |
|
Other funds holding MPC
Poehling Capital Management's MPC Position: Q2 2026 in Review
Poehling Capital Management reduced its Marathon Petroleum (MPC) stake by 0.29% in Q2 2026, selling an estimated $17.4K and leaving 24,149 shares worth $6.17M. The position accounts for 1.32% of the portfolio, ranked #22.
Poehling Capital Management first reported a position in MPC in Q4 2017 and has held it in 35 quarters since. The position peaked at $8.1M in Q1 2022. 1,942 funds tracked by Wall St. Rank hold MPC as of Q2 2026.
- Poehling Capital Management held 24,149 shares of Marathon Petroleum worth $6.17M as of Q2 2026.
- Poehling Capital Management sold 71 Marathon Petroleum shares in Q2 2026, an estimated $17.4K.
- Marathon Petroleum made up 1.32% of Poehling Capital Management's portfolio in Q2 2026, its #22 holding.
- Poehling Capital Management first reported a position in Marathon Petroleum in Q4 2017 and has held it in 35 quarters since.
- Poehling Capital Management's Marathon Petroleum position peaked at $8.1M in Q1 2022.
- 1,942 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2026.
Based on Poehling Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.