Unify Financial Advisors
MPC icon

Unify Financial Advisors’s Marathon Petroleum MPC Stock Holding History

Unify Financial Advisors’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
Q3 		$627K Hold
1,585
– – 0.57% 49
2026
Q2 		$405K Hold
1,585
– – 0.37% 61
2026
Q1 		$387K Buy
1,585
+5
+0.3% +$1.01K 0.4% 65
2025
Q4 		$257K Buy
+1,580
New +$295K 0.27% 78

Other funds holding MPC

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Unify Financial Advisors's MPC Position: Q3 2026 in Review

Unify Financial Advisors held its Marathon Petroleum (MPC) position steady in Q3 2026 at 1,585 shares worth $627K. The position accounts for 0.57% of the portfolio, ranked #49.

Unify Financial Advisors first reported a position in MPC in Q4 2025 and has held it in 4 quarters since. 1,519 funds tracked by Wall St. Rank hold MPC as of Q3 2026.

  • Unify Financial Advisors held 1,585 shares of Marathon Petroleum worth $627K as of Q3 2026.
  • Unify Financial Advisors left its Marathon Petroleum share count unchanged in Q3 2026.
  • Marathon Petroleum made up 0.57% of Unify Financial Advisors's portfolio in Q3 2026, its #49 holding.
  • Unify Financial Advisors first reported a position in Marathon Petroleum in Q4 2025 and has held it in 4 quarters since.
  • 1,519 funds tracked by Wall St. Rank held Marathon Petroleum as of Q3 2026.

Based on Unify Financial Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.