Wakefield Asset Management’s Marathon Petroleum MPC Stock Holding History

Wakefield Asset 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	$5.83M	Buy	23,890 +62	+0.3%	+$12.5K	1.55%	6
2025 Q4	$3.88M	Sell	23,828 -21	-0.1%	-$3.92K	1.05%	32
2025 Q3	$4.6M	Sell	23,849 -1,371	-5%	-$241K	1.25%	17
2025 Q2	$4.19M	Buy	25,220 +23,813	+1,692%	+$3.57M	1.17%	17
2025 Q1	$205K	Buy	+1,407	New	+$208K	0.06%	196
2024 Q4	–	Sell	-19,416	Closed	-$3.16M	–	164
2024 Q3	$3.16M	Sell	19,416 -76	-0.4%	-$12.8K	1.03%	38
2024 Q2	$3.38M	Sell	19,492 -2,602	-12%	-$484K	1.18%	29
2024 Q1	$4.45M	Sell	22,094 -1,051	-5%	-$180K	1.54%	8
2023 Q4	$3.43M	Buy	23,145 +4,850	+27%	+$720K	1.27%	22
2023 Q3	$2.77M	Buy	+18,295	New	+$2.55M	1.25%	19
2023 Q2	–	Sell	-20,158	Closed	-$2.72M	–	173
2023 Q1	$2.72M	Buy	+20,158	New	+$2.52M	1.13%	28

Other funds holding MPC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wakefield Asset Management's MPC Position: Q1 2026 in Review

Wakefield Asset Management increased its Marathon Petroleum (MPC) stake by 0.26% in Q1 2026, buying an estimated $12.5K and bringing the position to 23,890 shares worth $5.83M. The position accounts for 1.55% of the portfolio, ranked #6.

Wakefield Asset Management first reported a position in MPC in Q1 2023 and has held it in 11 quarters since. 1,882 funds tracked by Wall St. Rank hold MPC as of Q1 2026.

Wakefield Asset Management held 23,890 shares of Marathon Petroleum worth $5.83M as of Q1 2026.
Wakefield Asset Management bought 62 Marathon Petroleum shares in Q1 2026, an estimated $12.5K.
Marathon Petroleum made up 1.55% of Wakefield Asset Management's portfolio in Q1 2026, its #6 holding.
Wakefield Asset Management first reported a position in Marathon Petroleum in Q1 2023 and has held it in 11 quarters since.
1,882 funds tracked by Wall St. Rank held Marathon Petroleum as of Q1 2026.

Based on Wakefield Asset Management's 13F filing for Q1 2026, filed 12 May 2026.