Summit Securities Group’s Marathon Petroleum MPC Stock Holding History

Summit Securities Group’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
2022 Q2	–	Sell	-6,900	Closed	-$590K	–	1124
2022 Q1	$590K	Buy	+6,900	New	+$525K	0.07%	207
2020 Q1	–	Sell	-1,275	Closed	-$7.68M	–	408
2019 Q4	$7.68M	Buy	1,275 +1,205	+1,721%	+$75.4K	0.58%	41
2019 Q3	$425K	Sell	70 -930	-93%	-$49K	0.04%	223
2019 Q2	$5.59M	Buy	+1,000	New	+$54.7K	0.65%	30
2017 Q4	–	Sell	-39	Closed	-$219K	–	232
2017 Q3	$219K	Buy	+39	New	+$2.09K	0.04%	185
2015 Q4	–	Sell	-16	Closed	-$27K	–	386
2015 Q3	$27K	Buy	+16	New	+$823	0.02%	198
2015 Q1	–	Sell	-46	Closed	-$21K	–	551
2014 Q4	$21K	Buy	+46	New	+$2.02K	0.01%	392

Other funds holding MPC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Summit Securities Group's MPC Position: Q1 2026 in Review

Summit Securities Group reduced its Marathon Petroleum (MPC) stake by 89% in Q1 2026, selling an estimated $80K and leaving 49 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #633.

Summit Securities Group first reported a position in MPC in Q3 2013 and has held it in 28 quarters since. The position peaked at $5.76M in Q3 2019. 1,883 funds tracked by Wall St. Rank hold MPC as of Q1 2026.

Summit Securities Group held 49 shares of Marathon Petroleum worth $12K as of Q1 2026.
Summit Securities Group sold 396 Marathon Petroleum shares in Q1 2026, an estimated $80K.
Marathon Petroleum made up ﹤0.01% of Summit Securities Group's portfolio in Q1 2026, its #633 holding.
Summit Securities Group first reported a position in Marathon Petroleum in Q3 2013 and has held it in 28 quarters since.
Summit Securities Group's Marathon Petroleum position peaked at $5.76M in Q3 2019.
1,883 funds tracked by Wall St. Rank held Marathon Petroleum as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.