Synergy Asset Management’s Marathon Petroleum MPC Stock Holding History

Synergy Asset 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	$1.33M	Buy	5,214 +2,399	+85%	+$589K	0.13%	104
2026 Q1	$687K	Buy	+2,815	New	+$568K	0.07%	131
2025 Q1	–	Sell	-24	Closed	-$3.91K	–	548
2024 Q4	$3.91K	Buy	+24	New	+$3.66K	﹤0.01%	598
2022 Q4	–	Sell	-11,308	Closed	-$1.12M	–	126
2022 Q3	$1.12M	Buy	+11,308	New	+$1.06M	0.3%	51
2022 Q1	–	Sell	-4,822	Closed	-$308K	–	115
2021 Q4	$308K	Buy	4,822 +582	+14%	+$37.4K	0.07%	75
2021 Q3	$262K	Buy	+4,240	New	+$244K	0.06%	86

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

Synergy Asset Management's MPC Position: Q2 2026 in Review

Synergy Asset Management increased its Marathon Petroleum (MPC) stake by 85% in Q2 2026, buying an estimated $589K and bringing the position to 5,214 shares worth $1.33M. The position accounts for 0.13% of the portfolio, ranked #104.

Synergy Asset Management first reported a position in MPC in Q3 2021 and has held it in 6 quarters since. 1,942 funds tracked by Wall St. Rank hold MPC as of Q2 2026.

Synergy Asset Management held 5,214 shares of Marathon Petroleum worth $1.33M as of Q2 2026.
Synergy Asset Management bought 2,399 Marathon Petroleum shares in Q2 2026, an estimated $589K.
Marathon Petroleum made up 0.13% of Synergy Asset Management's portfolio in Q2 2026, its #104 holding.
Synergy Asset Management first reported a position in Marathon Petroleum in Q3 2021 and has held it in 6 quarters since.
1,942 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2026.

Based on Synergy Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.