Syverson Strege & Co MPC — MARATHON PETE CORP

Ownership history in Syverson Strege & Co  ·  16 quarters on record

AI Ownership Summary

Syverson Strege & Co reported MARATHON PETE CORP (MPC) in 16 quarterly 13F filings from 2025 Q2 through 2026 Q3. Peak portfolio weight reached 0.2% in 2026 Q3. The latest visible filing shows MPC at 0.20% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MPC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Syverson Strege & Co's position in MARATHON PETE 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 0.20% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.2% 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
2025 Q2 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 Syverson Strege & Co 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 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 REDUCED — — — 2,357 -3 -0.1% 0.20% $932K 2026-11-02 $430.39
2026 Q2 REDUCED — — — 2,360 -55 -2.3% 0.13% $603K 2026-08-06 $298.43
2026 Q1 REDUCED — — — 2,415 -12 -0.5% 0.14% $590K 2026-05-04 $250.89
2025 Q4 REDUCED 5.0% +50.9% ❌ 2,427 -128 -5.0% 0.09% $395K 2026-02-09 $201.92
2025 Q3 REDUCED — — — 2,555 -124 -4.6% 0.12% $492K 2025-12-01 $193.89
2025 Q2 ADDED — — — 2,679 +2,549 +1960.8% 0.11% $445K 2025-08-04 $164.29
10 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Syverson Strege & Co and MPC

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

How long has Syverson Strege & Co reported owning MPC?

Syverson Strege & Co reported MPC across 6 quarterly 13F filings, from 2025 Q2 through 2026 Q3.

What was the largest reported MPC position in Syverson Strege & Co's portfolio?

The largest reported portfolio weight for MPC was 0.20% in 2026 Q3.

What is the latest reported MPC position on this page?

The most recent filing on this page is 2026 Q3, when Syverson Strege & Co reported 2,357 shares, equal to 0.20% of portfolio, with an estimated market value of $932K.

What does the chart on this MPC ownership page compare?

The chart compares Syverson Strege & Co'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.

How well did Syverson Strege & Co time their MPC position?

Based on 13F filing dates vs. subsequent MPC price moves, Syverson Strege & Co correctly timed 7 out of 13 reported position changes (54%). The annualised alpha on MPC relative to SPY over the holding period was +57.8%.

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