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Synergy Investment Management’s Marathon Petroleum MPC Stock Holding History

Synergy Investment 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 		$50.3K Buy
195
+194
+19,400% +$47.6K 0.01% 383
2026
Q1 		$244 Buy
+1
New +$202 ﹤0.01% 876
2025
Q1 		– Sell
-174
Closed -$24.3K – 642
2024
Q4 		$24.3K Buy
+174
New +$26.6K 0.01% 302

Other funds holding MPC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

Synergy Investment Management increased its Marathon Petroleum (MPC) stake by 19,400% in Q2 2026, buying an estimated $47.6K and bringing the position to 195 shares worth $50.3K. The position accounts for 0.01% of the portfolio, ranked #383.

Synergy Investment Management first reported a position in MPC in Q4 2024 and has held it in 3 quarters since. 1,940 funds tracked by Wall St. Rank hold MPC as of Q2 2026.

  • Synergy Investment Management held 195 shares of Marathon Petroleum worth $50.3K as of Q2 2026.
  • Synergy Investment Management bought 194 Marathon Petroleum shares in Q2 2026, an estimated $47.6K.
  • Marathon Petroleum made up 0.01% of Synergy Investment Management's portfolio in Q2 2026, its #383 holding.
  • Synergy Investment Management first reported a position in Marathon Petroleum in Q4 2024 and has held it in 3 quarters since.
  • 1,940 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.