Symphony Financial Services’s Marathon Petroleum MPC Stock Holding History

Symphony Financial Services’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	$242K	Buy	945 +3	+0.3%	+$737	0.11%	91
2026 Q1	$230K	Buy	+942	New	+$190K	0.12%	92
2025 Q4	–	Sell	-1,257	Closed	-$242K	–	103
2025 Q3	$242K	Buy	1,257 +5	+0.4%	+$879	0.13%	85
2025 Q2	$208K	Buy	+1,252	New	+$188K	0.12%	81
2025 Q1	–	Sell	-1,443	Closed	-$201K	–	89
2024 Q4	$201K	Buy	1,443 +8	+0.6%	+$1.22K	0.16%	77
2024 Q3	$234K	Buy	1,435 +7	+0.5%	+$1.18K	0.2%	70
2024 Q2	$239K	Buy	+1,428	New	+$266K	0.21%	72

Other funds holding MPC

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return

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

AIP

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

GIP

Greatmark Investment Partners Columbus, Georgia $906M AUM 16.08% 1-Year Est. Return

MSRPS

Maryland State Retirement & Pension System Baltimore, Maryland $5.84B AUM 38.19% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Symphony Financial Services's MPC Position: Q2 2026 in Review

Symphony Financial Services increased its Marathon Petroleum (MPC) stake by 0.32% in Q2 2026, buying an estimated $737 and bringing the position to 945 shares worth $242K. The position accounts for 0.11% of the portfolio, ranked #91.

Symphony Financial Services first reported a position in MPC in Q2 2024 and has held it in 7 quarters since. The position peaked at $242K in Q3 2025. 849 funds tracked by Wall St. Rank hold MPC as of Q2 2026.

Symphony Financial Services held 945 shares of Marathon Petroleum worth $242K as of Q2 2026.
Symphony Financial Services bought 3 Marathon Petroleum shares in Q2 2026, an estimated $737.
Marathon Petroleum made up 0.11% of Symphony Financial Services's portfolio in Q2 2026, its #91 holding.
Symphony Financial Services first reported a position in Marathon Petroleum in Q2 2024 and has held it in 7 quarters since.
Symphony Financial Services's Marathon Petroleum position peaked at $242K in Q3 2025.
849 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2026.

Based on Symphony Financial Services's 13F filing for Q2 2026, filed 22 Jul 2026.