Summit Global Investments
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Summit Global Investments’s Marathon Petroleum MPC Stock Holding History

Summit Global Investments’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 		$1.07M Sell
2,696
-70
-3% -$24.2K 0.05% 205
2026
Q2 		$707K Sell
2,766
-22
-0.8% -$5.4K 0.04% 280
2026
Q1 		$681K Sell
2,788
-221
-7% -$44.6K 0.04% 272
2025
Q4 		$489K Sell
3,009
-1,588
-35% -$297K 0.03% 321
2025
Q3 		$886K Buy
+4,597
New +$808K 0.05% 216
2025
Q1 		– Sell
-2,969
Closed -$414K – 526
2024
Q4 		$414K Buy
2,969
+1,592
+116% +$243K 0.03% 398
2024
Q3 		$224K Sell
1,377
-29,995
-96% -$5.07M 0.01% 475
2024
Q2 		$5.44M Buy
+31,372
New +$5.83M 0.37% 56
2024
Q1 		– Sell
-2,036
Closed -$302K – 569
2023
Q4 		$302K Buy
2,036
+237
+13% +$35.2K 0.02% 428
2023
Q3 		$272K Buy
+1,799
New +$251K 0.02% 438
2023
Q2 		– Sell
-61,458
Closed -$8.29M – 593
2023
Q1 		$8.29M Sell
61,458
-2,541
-4% -$318K 0.64% 34
2022
Q4 		$7.45M Buy
63,999
+26,392
+70% +$3.01M 0.63% 36
2022
Q3 		$3.74M Buy
37,607
+10,578
+39% +$990K 0.35% 85
2022
Q2 		$2.22M Buy
27,029
+475
+2% +$44.4K 0.2% 119
2022
Q1 		$2.27M Buy
26,554
+4,084
+18% +$310K 0.17% 131
2021
Q4 		$1.44M Buy
+22,470
New +$1.44M 0.09% 190
2021
Q2 		– Sell
-35,398
Closed -$1.89M – 605
2021
Q1 		$1.89M Buy
+35,398
New +$1.79M 0.12% 129

Other funds holding MPC

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Summit Global Investments's MPC Position: Q3 2026 in Review

Summit Global Investments reduced its Marathon Petroleum (MPC) stake by 2.5% in Q3 2026, selling an estimated $24.2K and leaving 2,696 shares worth $1.07M. The position accounts for 0.05% of the portfolio, ranked #205.

Summit Global Investments first reported a position in MPC in Q1 2021 and has held it in 17 quarters since. The position peaked at $8.29M in Q1 2023. 1,404 funds tracked by Wall St. Rank hold MPC as of Q3 2026.

  • Summit Global Investments held 2,696 shares of Marathon Petroleum worth $1.07M as of Q3 2026.
  • Summit Global Investments sold 70 Marathon Petroleum shares in Q3 2026, an estimated $24.2K.
  • Marathon Petroleum made up 0.05% of Summit Global Investments's portfolio in Q3 2026, its #205 holding.
  • Summit Global Investments first reported a position in Marathon Petroleum in Q1 2021 and has held it in 17 quarters since.
  • Summit Global Investments's Marathon Petroleum position peaked at $8.29M in Q1 2023.
  • 1,404 funds tracked by Wall St. Rank held Marathon Petroleum as of Q3 2026.

Based on Summit Global Investments's 13F filing for Q3 2026, filed 28 Oct 2026.