United Asset Strategies’s Marathon Petroleum MPC Stock Holding History

United Asset Strategies’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	–	Sell	-907	Closed	-$221K	–	267
2026 Q1	$221K	Buy	+907	New	+$183K	0.02%	246
2024 Q2	–	Sell	-1,000	Closed	-$202K	–	239
2024 Q1	$202K	Buy	+1,000	New	+$171K	0.02%	228
2020 Q1	–	Sell	-26,735	Closed	-$1.61M	–	203
2019 Q4	$1.61M	Buy	26,735 +2,391	+10%	+$150K	0.31%	79
2019 Q3	$1.48M	Buy	24,344 +2,088	+9%	+$110K	0.32%	83
2019 Q2	$1.24M	Buy	22,256 +2,149	+11%	+$118K	0.29%	85
2019 Q1	$1.2M	Sell	20,107 -4,834	-19%	-$304K	0.28%	87
2018 Q4	$1.47M	Buy	+24,941	New	+$1.7M	0.4%	69
2016 Q4	–	Sell	-5,115	Closed	-$208K	–	156
2016 Q3	$208K	Sell	5,115 -101,821	-95%	-$4.13M	0.07%	130
2016 Q2	$4.06M	Buy	106,936 +12,003	+13%	+$441K	1.52%	27
2016 Q1	$3.53M	Buy	94,933 +80,574	+561%	+$3.06M	1.57%	21
2015 Q4	$744K	Buy	14,359 +1,192	+9%	+$62.4K	0.32%	73
2015 Q3	$610K	Sell	13,167 -33,144	-72%	-$1.71M	0.28%	74
2015 Q2	$2.42M	Buy	46,311 +23,129	+100%	+$1.18M	1.08%	36
2015 Q1	$1.14M	Buy	+23,182	New	+$1.11M	0.53%	56

Other funds holding MPC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

United Asset Strategies's MPC Position: Q2 2026 in Review

United Asset Strategies sold out of Marathon Petroleum (MPC) in Q2 2026, closing a stake of 907 shares — an estimated $221K sold.

United Asset Strategies first reported a position in MPC in Q1 2015 and held it in 14 quarters. The position peaked at $4.06M in Q2 2016. 1,189 funds tracked by Wall St. Rank hold MPC as of Q2 2026.

United Asset Strategies reported no remaining Marathon Petroleum position as of Q2 2026 after selling out during the quarter.
United Asset Strategies sold 907 Marathon Petroleum shares in Q2 2026, an estimated $221K.
United Asset Strategies first reported a position in Marathon Petroleum in Q1 2015 and held it in 14 quarters.
United Asset Strategies's Marathon Petroleum position peaked at $4.06M in Q2 2016.
1,189 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2026.

Based on United Asset Strategies's 13F filing for Q2 2026, filed 13 Jul 2026.