Polymer 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
$405K Sell
1,583
-2,417
-60% -$593K 0.05% 455
2026
Q1
$977K Sell
4,000
-13,258
-77% -$2.68M 0.1% 216
2025
Q4
$2.81M Buy
17,258
+14,090
+445% +$2.63M 0.29% 69
2025
Q3
$611K Buy
+3,168
New +$557K 0.06% 373

Other funds holding MPC

Polymer Capital Management's MPC Position: Q2 2026 in Review

Polymer Capital Management reduced its Marathon Petroleum (MPC) stake by 60% in Q2 2026, selling an estimated $593K and leaving 1,583 shares worth $405K. The position accounts for 0.05% of the portfolio, ranked #455.

Polymer Capital Management first reported a position in MPC in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.81M in Q4 2025. 1,942 funds tracked by Wall St. Rank hold MPC as of Q2 2026.

  • Polymer Capital Management held 1,583 shares of Marathon Petroleum worth $405K as of Q2 2026.
  • Polymer Capital Management sold 2,417 Marathon Petroleum shares in Q2 2026, an estimated $593K.
  • Marathon Petroleum made up 0.05% of Polymer Capital Management's portfolio in Q2 2026, its #455 holding.
  • Polymer Capital Management first reported a position in Marathon Petroleum in Q3 2025 and has held it in 4 quarters since.
  • Polymer Capital Management's Marathon Petroleum position peaked at $2.81M in Q4 2025.
  • 1,942 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2026.

Based on Polymer Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.