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Recurrent Investment Advisors’s Marathon Petroleum MPC Stock Holding History

Recurrent Investment Advisors’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 		$21.9M Sell
85,799
-95,159
-53% -$23.4M 1.36% 22
2026
Q1 		$44.2M Sell
180,958
-100,673
-36% -$20.3M 2.66% 19
2025
Q4 		$45.8M Buy
281,631
+769
+0.3% +$144K 3.39% 14
2025
Q3 		$54.1M Buy
280,862
+311
+0.1% +$54.7K 4.15% 10
2025
Q2 		$46.6M Buy
280,551
+96,152
+52% +$14.4M 3.77% 15
2025
Q1 		$26.9M Buy
184,399
+9,334
+5% +$1.38M 2.28% 18
2024
Q4 		$24.4M Buy
175,065
+23,878
+16% +$3.64M 2.24% 18
2024
Q3 		$24.6M Buy
151,187
+2,034
+1% +$344K 2.45% 17
2024
Q2 		$25.9M Sell
149,153
-24,625
-14% -$4.58M 2.72% 17
2024
Q1 		$35M Sell
173,778
-932
-0.5% -$159K 4.06% 13
2023
Q4 		$25.9M Sell
174,710
-61,476
-26% -$9.13M 3.8% 15
2023
Q3 		$35.7M Sell
236,186
-21,380
-8% -$2.98M 5.25% 8
2023
Q2 		$30M Buy
257,566
+27,375
+12% +$3.18M 5.08% 6
2023
Q1 		$31M Buy
230,191
+6,350
+3% +$795K 6.14% 5
2022
Q4 		$26.1M Buy
223,841
+2,000
+0.9% +$228K 5.56% 7
2022
Q3 		$22M Buy
221,841
+15,472
+7% +$1.45M 5.95% 3
2022
Q2 		$17M Sell
206,369
-680
-0.3% -$63.6K 5.14% 8
2022
Q1 		$17.7M Sell
207,049
-7,000
-3% -$532K 5.62% 5
2021
Q4 		$13.7M Buy
214,049
+3,000
+1% +$193K 5.52% 5
2021
Q3 		$13M Buy
211,049
+23,519
+13% +$1.35M 5.73% 5
2021
Q2 		$11.3M Buy
187,530
+29,085
+18% +$1.71M 5.71% 6
2021
Q1 		$8.47M Buy
158,445
+4,983
+3% +$252K 5.36% 7
2020
Q4 		$6.35M Buy
153,462
+5,074
+3% +$182K 4.71% 7
2020
Q3 		$4.35M Sell
148,388
-6,599
-4% -$232K 4.64% 9
2020
Q2 		$5.79M Buy
154,987
+77,344
+100% +$2.49M 5.45% 6
2020
Q1 		$1.83M Buy
77,643
+31,683
+69% +$1.46M 3.44% 15
2019
Q4 		$2.77M Buy
+45,960
New +$2.88M 3.53% 13

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

Recurrent Investment Advisors's MPC Position: Q2 2026 in Review

Recurrent Investment Advisors reduced its Marathon Petroleum (MPC) stake by 53% in Q2 2026, selling an estimated $23.4M and leaving 85,799 shares worth $21.9M. The position accounts for 1.36% of the portfolio, ranked #22.

Recurrent Investment Advisors first reported a position in MPC in Q4 2019 and has held it in 27 quarters since. The position peaked at $54.1M in Q3 2025. 1,948 funds tracked by Wall St. Rank hold MPC as of Q2 2026.

  • Recurrent Investment Advisors held 85,799 shares of Marathon Petroleum worth $21.9M as of Q2 2026.
  • Recurrent Investment Advisors sold 95,159 Marathon Petroleum shares in Q2 2026, an estimated $23.4M.
  • Marathon Petroleum made up 1.36% of Recurrent Investment Advisors's portfolio in Q2 2026, its #22 holding.
  • Recurrent Investment Advisors first reported a position in Marathon Petroleum in Q4 2019 and has held it in 27 quarters since.
  • Recurrent Investment Advisors's Marathon Petroleum position peaked at $54.1M in Q3 2025.
  • 1,948 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2026.

Based on Recurrent Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.