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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Summit Financial's MPC Position: Q1 2026 in Review

Summit Financial increased its Marathon Petroleum (MPC) stake by 2.5% in Q1 2026, buying an estimated $24.2K and bringing the position to 4,846 shares worth $1.18M. The position accounts for 0.02% of the portfolio, ranked #718.

Summit Financial first reported a position in MPC in Q1 2024 and has held it in 9 quarters since. 1,883 funds tracked by Wall St. Rank hold MPC as of Q1 2026.

  • Summit Financial held 4,846 shares of Marathon Petroleum worth $1.18M as of Q1 2026.
  • Summit Financial bought 120 Marathon Petroleum shares in Q1 2026, an estimated $24.2K.
  • Marathon Petroleum made up 0.02% of Summit Financial's portfolio in Q1 2026, its #718 holding.
  • Summit Financial first reported a position in Marathon Petroleum in Q1 2024 and has held it in 9 quarters since.
  • 1,883 funds tracked by Wall St. Rank held Marathon Petroleum as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.