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Sage Mountain Advisors’s Marathon Petroleum MPC Stock Holding History

Sage Mountain 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 		$440K Buy
+1,720
New +$422K 0.03% 150
2026
Q1 		– Sell
-2,311
Closed -$376K – 465
2025
Q4 		$376K Sell
2,311
-2,853
-55% -$533K 0.02% 335
2025
Q3 		$995K Buy
5,164
+2,904
+128% +$511K 0.06% 163
2025
Q2 		$375K Buy
2,260
+442
+24% +$66.3K 0.02% 287
2025
Q1 		$265K Buy
1,818
+114
+7% +$16.9K 0.02% 327
2024
Q4 		$238K Buy
1,704
+13
+0.8% +$1.98K 0.02% 339
2024
Q3 		$276K Buy
1,691
+67
+4% +$11.3K 0.02% 304
2024
Q2 		$282K Buy
1,624
+195
+14% +$36.3K 0.03% 265
2024
Q1 		$288K Buy
1,429
+39
+3% +$6.67K 0.03% 247
2023
Q4 		$206K Sell
1,390
-7
-0.5% -$1.04K 0.02% 262
2023
Q3 		$211K Buy
+1,397
New +$195K 0.03% 239

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

Sage Mountain Advisors's MPC Position: Q2 2026 in Review

Sage Mountain Advisors opened a new position in Marathon Petroleum (MPC) in Q2 2026: 1,720 shares worth $440K. The stake represents 0.03% of the portfolio and ranks #150 among its holdings. This is a return to the name: Sage Mountain Advisors previously reported a position in MPC as recently as Q4 2025.

Sage Mountain Advisors first reported a position in MPC in Q3 2023 and has held it in 11 quarters since. The position peaked at $995K in Q3 2025. 1,940 funds tracked by Wall St. Rank hold MPC as of Q2 2026.

  • Sage Mountain Advisors held 1,720 shares of Marathon Petroleum worth $440K as of Q2 2026.
  • Marathon Petroleum was a new Sage Mountain Advisors position in Q2 2026.
  • Marathon Petroleum made up 0.03% of Sage Mountain Advisors's portfolio in Q2 2026, its #150 holding.
  • Sage Mountain Advisors first reported a position in Marathon Petroleum in Q3 2023 and has held it in 11 quarters since.
  • Sage Mountain Advisors's Marathon Petroleum position peaked at $995K in Q3 2025.
  • 1,940 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2026.

Based on Sage Mountain Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.