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 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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

AIP

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

GIP

Greatmark Investment Partners Columbus, Georgia $906M AUM 16.08% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SWM

Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Sara-Bay Financial's MPC Position: Q2 2026 in Review

Sara-Bay Financial held its Marathon Petroleum (MPC) position steady in Q2 2026 at 3,114 shares worth $796K. The position accounts for 0.21% of the portfolio, ranked #40.

Sara-Bay Financial first reported a position in MPC in Q3 2021 and has held it in 19 quarters since. 575 funds tracked by Wall St. Rank hold MPC as of Q2 2026.

Sara-Bay Financial held 3,114 shares of Marathon Petroleum worth $796K as of Q2 2026.
Sara-Bay Financial left its Marathon Petroleum share count unchanged in Q2 2026.
Marathon Petroleum made up 0.21% of Sara-Bay Financial's portfolio in Q2 2026, its #40 holding.
Sara-Bay Financial first reported a position in Marathon Petroleum in Q3 2021 and has held it in 19 quarters since.
575 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2026.

Based on Sara-Bay Financial's 13F filing for Q2 2026, filed 17 Jul 2026.