Sara-Bay Financial’s Marathon Petroleum MPC Stock Holding History

Sara-Bay 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
2026 Q3	$1.24M	Buy	3,129 +15	+0.5%	+$5.19K	0.32%	30
2026 Q2	$796K	Hold	3,114	–	–	0.21%	40
2026 Q1	$760K	Sell	3,114 -318	-9%	-$64.2K	0.23%	35
2025 Q4	$562K	Sell	3,432 -311	-8%	-$58.1K	0.17%	48
2025 Q3	$721K	Buy	3,743 +1,000	+36%	+$176K	0.2%	39
2025 Q2	$456K	Hold	2,743	–	–	0.16%	51
2025 Q1	$395K	Sell	2,743 -1,000	-27%	-$148K	0.17%	59
2024 Q4	$508K	Hold	3,743	–	–	0.19%	53
2024 Q3	$610K	Sell	3,743 -597	-14%	-$101K	0.22%	52
2024 Q2	$753K	Buy	4,340 +1,000	+30%	+$186K	0.31%	35
2024 Q1	$683K	Sell	3,340 -160	-5%	-$27.4K	0.31%	41
2023 Q4	$519K	Hold	3,500	–	–	0.25%	48
2023 Q3	$530K	Hold	3,500	–	–	0.27%	42
2023 Q2	$408K	Buy	+3,500	New	+$407K	0.2%	59
2023 Q1	–	Sell	-3,500	Closed	-$407K	–	83
2022 Q4	$407K	Hold	3,500	–	–	0.23%	55
2022 Q3	$348K	Hold	3,500	–	–	0.19%	55
2022 Q2	$289K	Hold	3,500	–	–	0.14%	69
2022 Q1	$299K	Hold	3,500	–	–	0.12%	67
2021 Q4	$224K	Hold	3,500	–	–	0.07%	76
2021 Q3	$216K	Buy	+3,500	New	+$201K	0.08%	70

Other funds holding MPC

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Sara-Bay Financial's MPC Position: Q3 2026 in Review

Sara-Bay Financial increased its Marathon Petroleum (MPC) stake by 0.48% in Q3 2026, buying an estimated $5.19K and bringing the position to 3,129 shares worth $1.24M. The position accounts for 0.32% of the portfolio, ranked #30.

Sara-Bay Financial first reported a position in MPC in Q3 2021 and has held it in 20 quarters since. 1,972 funds tracked by Wall St. Rank hold MPC as of Q3 2026.

Sara-Bay Financial held 3,129 shares of Marathon Petroleum worth $1.24M as of Q3 2026.
Sara-Bay Financial bought 15 Marathon Petroleum shares in Q3 2026, an estimated $5.19K.
Marathon Petroleum made up 0.32% of Sara-Bay Financial's portfolio in Q3 2026, its #30 holding.
Sara-Bay Financial first reported a position in Marathon Petroleum in Q3 2021 and has held it in 20 quarters since.
1,972 funds tracked by Wall St. Rank held Marathon Petroleum as of Q3 2026.

Based on Sara-Bay Financial's 13F filing for Q3 2026, filed 21 Oct 2026.