SGI
MPC icon

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
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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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
MHC
Meyer Handelman Company Rye Brook, New York $3.53B AUM 30.49% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Summit Global Investments's MPC Position: Q2 2026 in Review

Summit Global Investments reduced its Marathon Petroleum (MPC) stake by 0.79% in Q2 2026, selling an estimated $5.4K and leaving 2,766 shares worth $707K. The position accounts for 0.04% of the portfolio, ranked #280.

Summit Global Investments first reported a position in MPC in Q1 2021 and has held it in 16 quarters since. The position peaked at $8.29M in Q1 2023. 903 funds tracked by Wall St. Rank hold MPC as of Q2 2026.

  • Summit Global Investments held 2,766 shares of Marathon Petroleum worth $707K as of Q2 2026.
  • Summit Global Investments sold 22 Marathon Petroleum shares in Q2 2026, an estimated $5.4K.
  • Marathon Petroleum made up 0.04% of Summit Global Investments's portfolio in Q2 2026, its #280 holding.
  • Summit Global Investments first reported a position in Marathon Petroleum in Q1 2021 and has held it in 16 quarters since.
  • Summit Global Investments's Marathon Petroleum position peaked at $8.29M in Q1 2023.
  • 903 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.