XML Financial’s Marathon Petroleum MPC Stock Holding History

XML Financial’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	$204K	Buy	+517	New	+$179K	0.01%	430
2023 Q1	–	Sell	-31,300	Closed	-$3.64M	–	342
2022 Q4	$3.64M	Sell	31,300 -30,675	-49%	-$3.5M	0.46%	67
2022 Q3	$6.16M	Buy	+61,975	New	+$5.8M	0.85%	41
2022 Q2	–	Sell	-62,280	Closed	-$5.32M	–	296
2022 Q1	$5.32M	Hold	62,280	–	–	0.63%	51
2021 Q4	$3.98M	Sell	62,280 -98	-0.2%	-$6.3K	0.48%	65
2021 Q3	$3.86M	Buy	+62,378	New	+$3.59M	0.51%	60

Other funds holding MPC

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $111B AUM 30.48% 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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

XML Financial's MPC Position: Q3 2026 in Review

XML Financial opened a new position in Marathon Petroleum (MPC) in Q3 2026: 517 shares worth $204K. The stake represents 0.01% of the portfolio and ranks #430 among its holdings. This is a return to the name: XML Financial previously reported a position in MPC as recently as Q4 2022.

XML Financial first reported a position in MPC in Q3 2021 and has held it in 6 quarters since. The position peaked at $6.16M in Q3 2022. 1,690 funds tracked by Wall St. Rank hold MPC as of Q3 2026.

XML Financial held 517 shares of Marathon Petroleum worth $204K as of Q3 2026.
Marathon Petroleum was a new XML Financial position in Q3 2026.
Marathon Petroleum made up 0.01% of XML Financial's portfolio in Q3 2026, its #430 holding.
XML Financial first reported a position in Marathon Petroleum in Q3 2021 and has held it in 6 quarters since.
XML Financial's Marathon Petroleum position peaked at $6.16M in Q3 2022.
1,690 funds tracked by Wall St. Rank held Marathon Petroleum as of Q3 2026.

Based on XML Financial's 13F filing for Q3 2026, filed 29 Oct 2026.