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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Summit Securities Group's MPC Position: Q3 2026 in Review

Summit Securities Group sold out of Marathon Petroleum (MPC) in Q3 2026, closing a stake of 68 shares — an estimated $17.4K sold.

Summit Securities Group first reported a position in MPC in Q3 2013 and held it in 29 quarters. The position peaked at $5.76M in Q3 2019. 1,311 funds tracked by Wall St. Rank hold MPC as of Q3 2026.

Summit Securities Group reported no remaining Marathon Petroleum position as of Q3 2026 after selling out during the quarter.
Summit Securities Group sold 68 Marathon Petroleum shares in Q3 2026, an estimated $17.4K.
Summit Securities Group first reported a position in Marathon Petroleum in Q3 2013 and held it in 29 quarters.
Summit Securities Group's Marathon Petroleum position peaked at $5.76M in Q3 2019.
1,311 funds tracked by Wall St. Rank held Marathon Petroleum as of Q3 2026.

Based on Summit Securities Group's 13F filing for Q3 2026, filed 5 Nov 2026.