Waterloo Capital’s Marathon Petroleum MPC Stock Holding History

Waterloo Capital’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	$230K	Sell	901 -963	-52%	-$236K	0.01%	516
2026 Q1	$455K	Buy	+1,864	New	+$376K	0.03%	324
2025 Q4	–	Sell	-1,102	Closed	-$212K	–	482
2025 Q3	$212K	Sell	1,102 -111	-9%	-$19.5K	0.02%	433
2025 Q2	$202K	Buy	+1,213	New	+$182K	0.02%	448
2024 Q2	–	Sell	-1,306	Closed	-$263K	–	378
2024 Q1	$263K	Buy	+1,306	New	+$223K	0.03%	307
2023 Q2	–	Sell	-2,146	Closed	-$289K	–	246
2023 Q1	$289K	Buy	+2,146	New	+$269K	0.09%	135

Other funds holding MPC

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Waterloo Capital's MPC Position: Q2 2026 in Review

Waterloo Capital reduced its Marathon Petroleum (MPC) stake by 52% in Q2 2026, selling an estimated $236K and leaving 901 shares worth $230K. The position accounts for 0.01% of the portfolio, ranked #516.

Waterloo Capital first reported a position in MPC in Q1 2023 and has held it in 6 quarters since. The position peaked at $455K in Q1 2026. 1,952 funds tracked by Wall St. Rank hold MPC as of Q2 2026.

Waterloo Capital held 901 shares of Marathon Petroleum worth $230K as of Q2 2026.
Waterloo Capital sold 963 Marathon Petroleum shares in Q2 2026, an estimated $236K.
Marathon Petroleum made up 0.01% of Waterloo Capital's portfolio in Q2 2026, its #516 holding.
Waterloo Capital first reported a position in Marathon Petroleum in Q1 2023 and has held it in 6 quarters since.
Waterloo Capital's Marathon Petroleum position peaked at $455K in Q1 2026.
1,952 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2026.

Based on Waterloo Capital's 13F filing for Q2 2026, filed 29 Jul 2026.