Montecito Bank & Trust MPC — MARATHON PETROLEUM CORP

Ownership history in Montecito Bank & Trust  ·  1 quarter on record

AI Ownership Summary

Montecito Bank & Trust reported MARATHON PETROLEUM CORP (MPC) in 1 quarterly 13F filing from 2026 Q3 through 2026 Q3. Peak portfolio weight reached 0.05% in 2026 Q3. The latest visible filing shows MPC at 0.05% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MPC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Montecito Bank & Trust's position in MARATHON PETROLEUM CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

MPC was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.05% in 2026 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q3 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Montecito Bank & Trust held MPC — position size vs. price
% of Fund (quarterly)    MPC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 1 quarter  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 INITIATED — — — 762 — — 0.05% $301K 2026-10-01 $420.15

FAQ About Montecito Bank & Trust and MPC

These are the practical questions this page is built to answer before you even open the full history table.

How long has Montecito Bank & Trust reported owning MPC?

Montecito Bank & Trust reported MPC across 1 quarterly 13F filings, from 2026 Q3 through 2026 Q3.

What was the largest reported MPC position in Montecito Bank & Trust's portfolio?

The largest reported portfolio weight for MPC was 0.05% in 2026 Q3.

What is the latest reported MPC position on this page?

The most recent filing on this page is 2026 Q3, when Montecito Bank & Trust reported 762 shares, equal to 0.05% of portfolio, with an estimated market value of $301K.

What does the chart on this MPC ownership page compare?

The chart compares Montecito Bank & Trust's quarterly MPC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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