United Advisor Group’s Marathon Petroleum MPC Stock Holding History

United Advisor Group’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	$1.4M	Buy	3,537 +1,962	+125%	+$678K	0.13%	172
2026 Q2	$403K	Sell	1,575 -6,605	-81%	-$1.62M	0.04%	361
2026 Q1	$2M	Sell	8,180 -189	-2%	-$38.2K	0.25%	109
2025 Q4	$1.36M	Buy	8,369 +518	+7%	+$96.8K	0.17%	146
2025 Q3	$1.51M	Buy	7,851 +24	+0.3%	+$4.22K	0.2%	114
2025 Q2	$1.3M	Buy	7,827 +304	+4%	+$45.6K	0.22%	109
2025 Q1	$1.1M	Buy	+7,523	New	+$1.11M	0.22%	108

Other funds holding MPC

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

United Advisor Group's MPC Position: Q3 2026 in Review

United Advisor Group increased its Marathon Petroleum (MPC) stake by 125% in Q3 2026, buying an estimated $678K and bringing the position to 3,537 shares worth $1.4M. The position accounts for 0.13% of the portfolio, ranked #172.

United Advisor Group first reported a position in MPC in Q1 2025 and has held it in 7 quarters since. The position peaked at $2M in Q1 2026. 1,311 funds tracked by Wall St. Rank hold MPC as of Q3 2026.

United Advisor Group held 3,537 shares of Marathon Petroleum worth $1.4M as of Q3 2026.
United Advisor Group bought 1,962 Marathon Petroleum shares in Q3 2026, an estimated $678K.
Marathon Petroleum made up 0.13% of United Advisor Group's portfolio in Q3 2026, its #172 holding.
United Advisor Group first reported a position in Marathon Petroleum in Q1 2025 and has held it in 7 quarters since.
United Advisor Group's Marathon Petroleum position peaked at $2M in Q1 2026.
1,311 funds tracked by Wall St. Rank held Marathon Petroleum as of Q3 2026.

Based on United Advisor Group's 13F filing for Q3 2026, filed 3 Nov 2026.