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Thomist Capital Management’s Marathon Petroleum MPC Stock Holding History

Thomist Capital 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
Q1 		– Sell
-96,100
Closed -$15.7M – 82
2025
Q4 		$15.7M Buy
+96,100
New +$18M 3.34% 7
2025
Q2 		– Sell
-44,000
Closed -$6.34M – 57
2025
Q1 		$6.34M Buy
+44,000
New +$6.51M 2.5% 17
2024
Q3 		– Sell
-215,618
Closed -$35.7M – 35
2024
Q2 		$35.7M Buy
215,618
+109,822
+104% +$20.4M 12.75% 3
2024
Q1 		$21.3M Buy
105,796
+75,177
+246% +$12.9M 8.76% 3
2023
Q4 		$4.5M Sell
30,619
-62,108
-67% -$9.22M 1.99% 19
2023
Q3 		$14M Sell
92,727
-23,261
-20% -$3.24M 8.71% 4
2023
Q2 		$13.5M Buy
+115,988
New +$13.5M 8.46% 5
2023
Q1 		– Sell
-202,555
Closed -$23.6M – 31
2022
Q4 		$23.6M Buy
202,555
+96,753
+91% +$11M 11.61% 1
2022
Q3 		$10.5M Buy
105,802
+55,802
+112% +$5.22M 7.85% 4
2022
Q2 		$4.11M Sell
50,000
-68,799
-58% -$6.43M 2.87% 13
2022
Q1 		$10.2M Buy
+118,799
New +$9.03M 5.39% 6

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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Thomist Capital Management's MPC Position: Q1 2026 in Review

Thomist Capital Management sold out of Marathon Petroleum (MPC) in Q1 2026, closing a stake of 96,100 shares — an estimated $15.7M sold.

Thomist Capital Management first reported a position in MPC in Q1 2022 and held it in 11 quarters. The position peaked at $35.7M in Q2 2024. 1,892 funds tracked by Wall St. Rank hold MPC as of Q1 2026.

  • Thomist Capital Management reported no remaining Marathon Petroleum position as of Q1 2026 after selling out during the quarter.
  • Thomist Capital Management sold 96,100 Marathon Petroleum shares in Q1 2026, an estimated $15.7M.
  • Thomist Capital Management first reported a position in Marathon Petroleum in Q1 2022 and held it in 11 quarters.
  • Thomist Capital Management's Marathon Petroleum position peaked at $35.7M in Q2 2024.
  • 1,892 funds tracked by Wall St. Rank held Marathon Petroleum as of Q1 2026.

Based on Thomist Capital Management's 13F filing for Q1 2026, filed 15 May 2026.