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SWS Partners’s Marathon Petroleum MPC Stock Holding History

SWS Partners’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 		$3.56M Sell
13,912
-646
-4% -$159K 0.77% 41
2026
Q1 		$3.55M Buy
14,558
+1,281
+10% +$259K 0.88% 38
2025
Q4 		$2.16M Sell
13,277
-1,142
-8% -$213K 0.52% 72
2025
Q3 		$2.78M Buy
14,419
+768
+6% +$135K 0.68% 54
2025
Q2 		$2.27M Sell
13,651
-3,277
-19% -$491K 0.61% 57
2025
Q1 		$2.47M Sell
16,928
-649
-4% -$96K 0.81% 48
2024
Q4 		$2.45M Buy
17,577
+2,806
+19% +$428K 0.74% 51
2024
Q3 		$2.41M Sell
14,771
-4,841
-25% -$818K 0.77% 49
2024
Q2 		$3.4M Buy
19,612
+1,560
+9% +$290K 1.02% 33
2024
Q1 		$3.64M Sell
18,052
-2,669
-13% -$456K 1.09% 31
2023
Q4 		$3.07M Sell
20,721
-1,390
-6% -$206K 1% 34
2023
Q3 		$3.35M Sell
22,111
-3,647
-14% -$508K 1.24% 20
2023
Q2 		$3M Buy
25,758
+3,341
+15% +$388K 1.08% 28
2023
Q1 		$3.02M Sell
22,417
-3,549
-14% -$444K 1.13% 21
2022
Q4 		$3.02M Buy
25,966
+413
+2% +$47.1K 1.43% 15
2022
Q3 		$2.54M Sell
25,553
-1,380
-5% -$129K 1.18% 19
2022
Q2 		$2.21M Sell
26,933
-3,607
-12% -$337K 1.86% 17
2022
Q1 		$2.61M Buy
30,540
+2,332
+8% +$177K 1.71% 20
2021
Q4 		$1.8M Buy
28,208
+2,886
+11% +$185K 1.03% 54
2021
Q3 		$1.56M Sell
25,322
-2,303
-8% -$132K 0.97% 55
2021
Q2 		$1.67M Sell
27,625
-945
-3% -$55.4K 1.09% 45
2021
Q1 		$1.53M Sell
28,570
-1,284
-4% -$64.9K 1.05% 47
2020
Q4 		$1.24M Buy
29,854
+585
+2% +$21K 0.55% 74
2020
Q3 		$859K Buy
29,269
+5,262
+22% +$185K 0.43% 75
2020
Q2 		$917K Buy
+24,007
New +$771K 1.17% 40
2018
Q2 		– Sell
-311
Closed -$22K – 231
2018
Q1 		$22K Sell
311
-62
-17% -$4.27K 0.02% 208
2017
Q4 		$25K Buy
+373
New +$22.8K 0.02% 205

Other funds holding MPC

Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 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

SWS Partners's MPC Position: Q2 2026 in Review

SWS Partners reduced its Marathon Petroleum (MPC) stake by 4.4% in Q2 2026, selling an estimated $159K and leaving 13,912 shares worth $3.56M. The position accounts for 0.77% of the portfolio, ranked #41.

SWS Partners first reported a position in MPC in Q4 2017 and has held it in 27 quarters since. The position peaked at $3.64M in Q1 2024. 1,010 funds tracked by Wall St. Rank hold MPC as of Q2 2026.

  • SWS Partners held 13,912 shares of Marathon Petroleum worth $3.56M as of Q2 2026.
  • SWS Partners sold 646 Marathon Petroleum shares in Q2 2026, an estimated $159K.
  • Marathon Petroleum made up 0.77% of SWS Partners's portfolio in Q2 2026, its #41 holding.
  • SWS Partners first reported a position in Marathon Petroleum in Q4 2017 and has held it in 27 quarters since.
  • SWS Partners's Marathon Petroleum position peaked at $3.64M in Q1 2024.
  • 1,010 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2026.

Based on SWS Partners's 13F filing for Q2 2026, filed 3 Aug 2026.