Marathon Petroleum Corporation
MX ˙ BMV ˙ US56585A1025
SecurityMX:MPC / Marathon Petroleum Corporation
InstitutionGoelzer Investment Management, Inc.
Latest Disclosed Ownership8,834 shares
Latest Disclosed Value $ 2,157,087
Goelzer Investment Management, Inc. reports 120.02% increase in ownership of MPC / Marathon Petroleum Corporation

On April 9, 2026 - Goelzer Investment Management, Inc. filed a 13F-HR form disclosing ownership of 8,834 shares of Marathon Petroleum Corporation (MX:MPC) valued at $2,157,087 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 4,015 shares of Marathon Petroleum Corporation. This represents a change in shares of 120.02% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-09 2026-03-31 13F MARATHON PETE COM 56585A102 8,834 4,819 120.02 2,157 230.83 0.1043
2026-01-14 2025-12-31 13F MARATHON PETE COM 56585A102 4,015 1,956 95.00 653 64.65 0.0303
2025-10-14 2025-09-30 13F MARATHON PETE COM 56585A102 2,059 190 10.17 397 27.74 0.0210
2025-07-09 2025-06-30 13F MARATHON PETE COM 56585A102 1,869 115 6.56 310 21.57 0.0170
2025-04-29 2025-03-31 13F/A-1 MARATHON PETE COM 56585A102 1,754 -100 -5.39 256 -1.16 0.0148
2025-04-23 2025-03-31 13F MARATHON PETE COM 56585A102 1,854 0 259 0.0152
2025-01-21 2024-12-31 13F MARATHON PETE COM 56585A102 1,854 0 0.00 259 -14.57 0.0150
2024-10-04 2024-09-30 13F MARATHON PETE COM 56585A102 1,854 0 0.00 302 -5.92 0.0166
2024-08-09 2024-06-30 13F MARATHON PETE COM 56585A102 1,854 -1,250 -40.27 322 -48.64 0.0180
2024-05-02 2024-03-31 13F MARATHON PETE COM 56585A102 3,104 1,000 47.53 625 100.32 0.0354
2024-02-08 2023-12-31 13F MARATHON PETE COM 56585A102 2,104 -200 -8.68 312 -10.34 0.0201
2023-11-13 2023-09-30 13F MARATHON PETE COM 56585A102 2,304 -282 -10.90 349 15.61 0.0245
2023-07-27 2023-06-30 13F MARATHON PETE COM 56585A102 2,586 0 0.00 302 -13.51 0.0255
2023-04-28 2023-03-31 13F MARATHON PETE COM 56585A102 2,586 -250 -8.82 349 5.45 0.0303
2023-01-20 2022-12-31 13F MARATHON PETE COM 56585A102 2,836 0 0.00 330 17.02 0.0283
2022-11-14 2022-09-30 13F MARATHON PETE COM 56585A102 2,836 -600 -17.46 282 0.00 0.0282
2022-08-01 2022-06-30 13F MARATHON PETE COM 56585A102 3,436 0 0.00 282 -4.08 0.0272
2022-05-10 2022-03-31 13F MARATHON PETE COM 56585A102 3,436 -2,251 -39.58 294 -19.23 0.0254
2022-02-11 2021-12-31 13F MARATHON PETE COM 56585A102 5,687 -282 -4.72 364 -1.36 0.0297
2021-10-29 2021-09-30 13F MARATHON PETE COM 56585A102 5,969 -279 -4.47 369 -2.38 0.0323
2021-08-12 2021-06-30 13F MARATHON PETE COM 56585A102 6,248 -56,514 -90.04 378 -88.74 0.0314
2021-05-06 2021-03-31 13F MARATHON PETE COM 56585A102 62,762 -2,733 -4.17 3,357 23.92 0.2957
2021-02-12 2020-12-31 13F MARATHON PETE COM 56585A102 65,495 -11,699 -15.16 2,709 19.60 0.2494
2020-10-27 2020-09-30 13F MARATHON PETE COM 56585A102 77,194 -3,596 -4.45 2,265 -25.00 0.2095
2020-08-12 2020-06-30 13F MARATHON PETE COM 56585A102 80,790 50,310 165.06 3,020 319.44 0.2908
2020-05-07 2020-03-31 13F MARATHON PETE COM 56585A102 30,480 623 2.09 720 -59.98 0.0821
2020-02-07 2019-12-31 13F MARATHON PETE COM 56585A102 29,857 -739 -2.42 1,799 -3.23 0.1543
2019-11-06 2019-09-30 13F MARATHON PETE COM 56585A102 30,596 313 1.03 1,859 9.87 0.1702
2019-07-29 2019-06-30 13F MARATHON PETE COM 56585A102 30,283 589 1.98 1,692 -4.78 0.1559
2019-05-03 2019-03-31 13F MARATHON PETE COM 56585A102 29,694 1,262 4.44 1,777 5.90 0.1683
2019-01-25 2018-12-31 13F MARATHON PETE COM 56585A102 28,432 17,347 156.49 1,678 89.39 0.2149
2018-11-13 2018-09-30 13F MARATHON PETE COM 56585A102 11,085 11,085 886 0.0988
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.