What Recent 13F Filers Reveal About MPC Investment Trends

The latest batch of SEC filings tells an interesting story: among the 26 most recent 13F submissions covering the 12/31/2025 reporting period, Marathon Petroleum Corp. (MPC) captured the attention of 11 fund filers. When multiple asset managers converge on the same holding, it’s worth digging deeper to understand what’s driving this collective interest. Holdings Channel’s analysis of these recent filers provides insights into how professional investors are positioning themselves around energy sector assets.

Before analyzing the specific data from these recent filers, it’s crucial to understand an important limitation: 13F filings only capture long positions. Fund managers frequently employ more complex strategies—such as shorting calls while maintaining a small long position for trading flexibility—that appear bullish in 13F reports but mask bearish intentions. This incomplete picture means that while individual filer positions can be misleading, examining aggregate trends across multiple filers from period to period becomes significantly more revealing.

The Latest Fund Filers’ MPC Holdings Show Clear Appetite

Among this recent batch of 26 filers, the data reveals a mixed but generally positive picture for MPC:

• Souders Financial Advisors: Newly initiated a position, adding 3,184 shares worth $518,000
• AlphaStar Capital Management LLC: Another new entry, acquiring 1,765 shares valued at $287,000
• Woodard & Co. Asset Management Group Inc.: Expanded existing holdings by 1,412 shares (though the dollar value declined to -$188,000, reflecting price movements)
• Montag A & Associates Inc.: Increased position by 153 shares
• Sachetta LLC: Made a modest addition of 2 shares

On the reduction side, CENTRAL TRUST Co trimmed its position by 563 shares, while Oak Harbor Wealth Partners LLC cut holdings by 288 shares.

Counting across these filers, 4 of the 11 increased their existing MPC stakes from 09/30/2025 to 12/31/2025, while 3 decreased positions. Two filers initiated new positions, signaling fresh conviction in the stock.

Understanding 13F Filings: What These Filer Reports Don’t Tell Us

The significance of 13F data extends beyond individual filer decisions. Across all filers tracked by Holdings Channel—examining 2,930 total submissions for the 12/31/2025 period—a broader pattern emerges. The aggregate MPC share count held by all hedge fund filers expanded from 50,405,794 shares (as of 09/30/2025) to 50,747,963 shares (as of 12/31/2025). This represents an increase of 342,169 shares, or approximately 0.68% growth in aggregate holdings among the universe of filers.

This systematic increase, though modest in percentage terms, suggests that professional filers are not reducing their energy sector exposure but rather cautiously building positions. The fact that new money entered alongside existing positions being maintained indicates deliberate conviction rather than passive index rebalancing.

Tracking Aggregate Positions: How Fund Filers Are Moving

When examining the top holders of MPC among the recent filers:

1. Vanguard Group Inc.: 38,291,917 shares (dominant position)
2. US Bancorp DE: 1,607,011 shares
3. UBS Group AG: 1,268,871 shares

The concentration in Vanguard’s portfolio illustrates that large-scale institutional filers still regard Marathon Petroleum as a meaningful holding within energy allocations. The secondary positions held by US Bancorp and UBS reflect diversified approaches to energy sector exposure among major institutional filers.

Marathon Petroleum Attracts Top-Tier Fund Filers

The pattern of behavior by these recent filers—from established mega-cap managers maintaining significant positions to mid-size filers initiating new entries—paints a picture of a stock that continues to command attention from professional investors. While any single filer’s actions might reflect idiosyncratic factors, the convergence of multiple filers on the same stock warrants closer examination.

The quarterly comparison between 09/30/2025 and 12/31/2025 13F filings demonstrates that MPC has successfully retained and even slightly expanded its appeal among sophisticated institutional managers. For investors tracking how the hedge fund community allocates capital, monitoring such filer trends provides a valuable lens into potential opportunities that merit further independent research and due diligence.