Valeo Financial Advisors’s Marathon Petroleum MPC Stock Holding History

Valeo 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 Q2	–	Sell	-100	Closed	-$24.4K	–	865
2026 Q1	$24.4K	Buy	+100	New	+$20.2K	﹤0.01%	738
2022 Q1	–	Sell	-100	Closed	-$6K	–	670
2021 Q4	$6K	Hold	100	–	–	﹤0.01%	592
2021 Q3	$6K	Hold	100	–	–	﹤0.01%	580
2021 Q2	$6K	Hold	100	–	–	﹤0.01%	516
2021 Q1	$5K	Hold	100	–	–	﹤0.01%	1571
2020 Q4	$4K	Hold	100	–	–	﹤0.01%	1423
2020 Q3	$3K	Hold	100	–	–	﹤0.01%	1354
2020 Q2	$4K	Sell	100 -500	-83%	-$16.1K	﹤0.01%	1599
2020 Q1	$15K	Buy	+600	New	+$27.6K	﹤0.01%	958
2019 Q4	–	Sell	-200	Closed	-$12K	–	1679
2019 Q3	$12K	Buy	+200	New	+$10.5K	﹤0.01%	981

Other funds holding MPC

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

AIP

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SWM

Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

ANRF

Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return

Valeo Financial Advisors's MPC Position: Q2 2026 in Review

Valeo Financial Advisors increased its Marathon Petroleum (MPC) stake by 3% in Q2 2026, buying an estimated $51.8K and bringing the position to 7,254 shares worth $1.85M. The position accounts for 0.04% of the portfolio, ranked #195.

Valeo Financial Advisors first reported a position in MPC in Q3 2017 and has held it in 36 quarters since. 440 funds tracked by Wall St. Rank hold MPC as of Q2 2026.

Valeo Financial Advisors held 7,254 shares of Marathon Petroleum worth $1.85M as of Q2 2026.
Valeo Financial Advisors bought 211 Marathon Petroleum shares in Q2 2026, an estimated $51.8K.
Marathon Petroleum made up 0.04% of Valeo Financial Advisors's portfolio in Q2 2026, its #195 holding.
Valeo Financial Advisors first reported a position in Marathon Petroleum in Q3 2017 and has held it in 36 quarters since.
440 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.