Summit Street Capital Management’s Marathon Petroleum MPC Stock Holding History

Summit Street Capital Management’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	$25M	Sell	97,758 -7,387	-7%	-$1.81M	3.51%	13
2026 Q1	$25.7M	Hold	105,145	–	–	3.63%	11
2025 Q4	$17.1M	Sell	105,145 -19,473	-16%	-$3.64M	2.69%	22
2025 Q3	$24M	Sell	124,618 -31,579	-20%	-$5.55M	3.29%	17
2025 Q2	$25.9M	Buy	156,197 +14,943	+11%	+$2.24M	4.28%	7
2025 Q1	$20.6M	Hold	141,254	–	–	3.43%	18
2024 Q4	$19.7M	Buy	141,254 +88,610	+168%	+$13.5M	3.09%	19
2024 Q3	$8.58M	Hold	52,644	–	–	3.06%	18
2024 Q2	$9.13M	Hold	52,644	–	–	3.34%	13
2024 Q1	$10.6M	Hold	52,644	–	–	4.07%	5
2023 Q4	$7.81M	Hold	52,644	–	–	3.31%	12
2023 Q3	$7.97M	Hold	52,644	–	–	3.55%	7
2023 Q2	$6.14M	Hold	52,644	–	–	2.89%	21
2023 Q1	$7.1M	Hold	52,644	–	–	3.77%	2
2022 Q4	$6.13M	Hold	52,644	–	–	3.87%	9
2022 Q3	$5.23M	Sell	52,644 -17,350	-25%	-$1.62M	3.63%	9
2022 Q2	$5.75M	Sell	69,994 -18,285	-21%	-$1.71M	3.78%	9
2022 Q1	$7.55M	Hold	88,279	–	–	4.56%	3
2021 Q4	$5.65M	Hold	88,279	–	–	3.52%	10
2021 Q3	$5.46M	Hold	88,279	–	–	3.63%	6
2021 Q2	$5.33M	Hold	88,279	–	–	3.42%	10
2021 Q1	$4.72M	Hold	88,279	–	–	3.06%	17
2020 Q4	$3.65M	Hold	88,279	–	–	2.73%	17
2020 Q3	$2.59M	Hold	88,279	–	–	2.29%	21
2020 Q2	$3.3M	Hold	88,279	–	–	2.77%	14
2020 Q1	$2.08M	Buy	+88,279	New	+$4.07M	2.26%	26
2015 Q2	–	Sell	-64,698	Closed	-$3.31M	–	39
2015 Q1	$3.31M	Hold	64,698	–	–	2.96%	13
2014 Q4	$2.92M	Buy	+64,698	New	+$2.85M	2.87%	12

Other funds holding MPC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Summit Street Capital Management's MPC Position: Q2 2026 in Review

Summit Street Capital Management reduced its Marathon Petroleum (MPC) stake by 7% in Q2 2026, selling an estimated $1.81M and leaving 97,758 shares worth $25M. The position accounts for 3.51% of the portfolio, ranked #13.

Summit Street Capital Management first reported a position in MPC in Q4 2014 and has held it in 28 quarters since. The position peaked at $25.9M in Q2 2025. 1,948 funds tracked by Wall St. Rank hold MPC as of Q2 2026.

Summit Street Capital Management held 97,758 shares of Marathon Petroleum worth $25M as of Q2 2026.
Summit Street Capital Management sold 7,387 Marathon Petroleum shares in Q2 2026, an estimated $1.81M.
Marathon Petroleum made up 3.51% of Summit Street Capital Management's portfolio in Q2 2026, its #13 holding.
Summit Street Capital Management first reported a position in Marathon Petroleum in Q4 2014 and has held it in 28 quarters since.
Summit Street Capital Management's Marathon Petroleum position peaked at $25.9M in Q2 2025.
1,948 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2026.

Based on Summit Street Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.