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Sowell Financial Services’s Marathon Petroleum MPC Stock Holding History

Sowell Financial Services’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 		$1.37M Sell
5,377
-1,835
-25% -$450K 0.04% 391
2026
Q1 		$1.76M Sell
7,212
-420
-6% -$84.8K 0.07% 318
2025
Q4 		$1.24M Sell
7,632
-149
-2% -$27.9K 0.05% 385
2025
Q3 		$1.5M Sell
7,781
-1,654
-18% -$291K 0.06% 341
2025
Q2 		$1.57M Sell
9,435
-1,004
-10% -$151K 0.06% 315
2025
Q1 		$1.52M Buy
+10,439
New +$1.54M 0.07% 292
2024
Q3 		– Sell
-13,303
Closed -$2.31M – 566
2024
Q2 		$2.31M Sell
13,303
-259
-2% -$48.2K 0.11% 187
2024
Q1 		$2.73M Buy
13,562
+387
+3% +$66.2K 0.13% 173
2023
Q4 		$1.96M Sell
13,175
-472
-3% -$70.1K 0.11% 213
2023
Q3 		$2.06M Buy
13,647
+3,613
+36% +$504K 0.13% 177
2023
Q2 		$1.17M Buy
10,034
+3,245
+48% +$377K 0.07% 321
2023
Q1 		$915K Buy
+6,789
New +$849K 0.07% 309
2021
Q2 		– Sell
-8,124
Closed -$483K – 1884
2021
Q1 		$483K Buy
8,124
+3,997
+97% +$202K 0.02% 650
2020
Q4 		$171K Buy
4,127
+2,534
+159% +$90.9K 0.01% 910
2020
Q3 		$47K Buy
1,593
+381
+31% +$13.4K ﹤0.01% 1236
2020
Q2 		$45K Sell
1,212
-332
-22% -$10.7K ﹤0.01% 1187
2020
Q1 		$36K Sell
1,544
-3,205
-67% -$148K ﹤0.01% 1161
2019
Q4 		$286K Buy
4,749
+2,702
+132% +$169K 0.02% 602
2019
Q3 		$124K Buy
+2,047
New +$108K 0.01% 777
2018
Q4 		– Sell
-8,209
Closed -$656K – 503
2018
Q3 		$656K Buy
+8,209
New +$649K 0.1% 163

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

Sowell Financial Services's MPC Position: Q2 2026 in Review

Sowell Financial Services reduced its Marathon Petroleum (MPC) stake by 25% in Q2 2026, selling an estimated $450K and leaving 5,377 shares worth $1.37M. The position accounts for 0.04% of the portfolio, ranked #391.

Sowell Financial Services first reported a position in MPC in Q3 2018 and has held it in 20 quarters since. The position peaked at $2.73M in Q1 2024. 1,942 funds tracked by Wall St. Rank hold MPC as of Q2 2026.

  • Sowell Financial Services held 5,377 shares of Marathon Petroleum worth $1.37M as of Q2 2026.
  • Sowell Financial Services sold 1,835 Marathon Petroleum shares in Q2 2026, an estimated $450K.
  • Marathon Petroleum made up 0.04% of Sowell Financial Services's portfolio in Q2 2026, its #391 holding.
  • Sowell Financial Services first reported a position in Marathon Petroleum in Q3 2018 and has held it in 20 quarters since.
  • Sowell Financial Services's Marathon Petroleum position peaked at $2.73M in Q1 2024.
  • 1,942 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.