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Summit Financial’s Marathon Petroleum MPC Stock Holding History

Summit 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 		$1.38M Buy
5,380
+534
+11% +$131K 0.02% 738
2026
Q1 		$1.18M Buy
4,846
+120
+3% +$24.2K 0.02% 718
2025
Q4 		$769K Sell
4,726
-136
-3% -$25.4K 0.01% 746
2025
Q3 		$937K Sell
4,862
-571
-11% -$100K 0.01% 675
2025
Q2 		$902K Buy
5,433
+335
+7% +$50.2K 0.02% 428
2025
Q1 		$743K Buy
5,098
+1,522
+43% +$225K 0.02% 430
2024
Q4 		$499K Buy
3,576
+564
+19% +$86.1K 0.02% 451
2024
Q3 		$491K Buy
3,012
+75
+3% +$12.7K 0.02% 377
2024
Q2 		$510K Buy
2,937
+1,674
+133% +$311K 0.02% 322
2024
Q1 		$254K Buy
+1,263
New +$216K 0.02% 341

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

Summit Financial's MPC Position: Q2 2026 in Review

Summit Financial increased its Marathon Petroleum (MPC) stake by 11% in Q2 2026, buying an estimated $131K and bringing the position to 5,380 shares worth $1.38M. The position accounts for 0.02% of the portfolio, ranked #738.

Summit Financial first reported a position in MPC in Q1 2024 and has held it in 10 quarters since. 1,952 funds tracked by Wall St. Rank hold MPC as of Q2 2026.

  • Summit Financial held 5,380 shares of Marathon Petroleum worth $1.38M as of Q2 2026.
  • Summit Financial bought 534 Marathon Petroleum shares in Q2 2026, an estimated $131K.
  • Marathon Petroleum made up 0.02% of Summit Financial's portfolio in Q2 2026, its #738 holding.
  • Summit Financial first reported a position in Marathon Petroleum in Q1 2024 and has held it in 10 quarters since.
  • 1,952 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.