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Summit Trail Advisors’s Marathon Petroleum MPC Stock Holding History

Summit Trail Advisors’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
Q1 		$6M Buy
24,560
+1,124
+5% +$227K 0.09% 131
2025
Q4 		$3.81M Sell
23,436
-1,020
-4% -$191K 0.07% 170
2025
Q3 		$4.71M Buy
24,456
+2,341
+11% +$412K 0.07% 151
2025
Q2 		$3.67M Buy
22,115
+2,346
+12% +$352K 0.06% 157
2025
Q1 		$2.88M Buy
19,769
+832
+4% +$123K 0.1% 68
2024
Q4 		$2.64M Buy
18,937
+4,508
+31% +$688K 0.1% 71
2024
Q3 		$2.35M Sell
14,429
-1,326
-8% -$224K 0.06% 145
2024
Q2 		$2.73M Sell
15,755
-4,252
-21% -$791K 0.07% 114
2024
Q1 		$4.03M Buy
20,007
+16,648
+496% +$2.85M 0.11% 78
2023
Q4 		$498K Sell
3,359
-53
-2% -$7.87K 0.02% 279
2023
Q3 		$516K Buy
3,412
+126
+4% +$17.6K 0.02% 264
2023
Q2 		$383K Buy
3,286
+897
+38% +$104K 0.01% 323
2023
Q1 		$322K Buy
2,389
+574
+32% +$71.8K 0.01% 308
2022
Q4 		$211K Buy
+1,815
New +$207K 0.01% 352
2018
Q2 		– Sell
-4,750
Closed -$359K – 593
2018
Q1 		$359K Buy
4,750
+114
+2% +$7.85K 0.06% 244
2017
Q4 		$330K Buy
+4,636
New +$284K 0.04% 298

Other funds holding MPC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Summit Trail Advisors's MPC Position: Q1 2026 in Review

Summit Trail Advisors increased its Marathon Petroleum (MPC) stake by 4.8% in Q1 2026, buying an estimated $227K and bringing the position to 24,560 shares worth $6M. The position accounts for 0.09% of the portfolio, ranked #131.

Summit Trail Advisors first reported a position in MPC in Q4 2017 and has held it in 16 quarters since. 1,882 funds tracked by Wall St. Rank hold MPC as of Q1 2026.

  • Summit Trail Advisors held 24,560 shares of Marathon Petroleum worth $6M as of Q1 2026.
  • Summit Trail Advisors bought 1,124 Marathon Petroleum shares in Q1 2026, an estimated $227K.
  • Marathon Petroleum made up 0.09% of Summit Trail Advisors's portfolio in Q1 2026, its #131 holding.
  • Summit Trail Advisors first reported a position in Marathon Petroleum in Q4 2017 and has held it in 16 quarters since.
  • 1,882 funds tracked by Wall St. Rank held Marathon Petroleum as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.