MPC Marathon Petroleum COMM

Ownership history in WENDELL DAVID ASSOCIATES INC  ·  58 quarters on record

AI Ownership Summary

WENDELL DAVID ASSOCIATES INC reported Marathon Petroleum COMM (MPC) in 58 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.58% in 2024 Q1. The latest visible filing shows MPC at 1.27% 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 WENDELL DAVID ASSOCIATES INC's position in Marathon Petroleum COMM, 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
2025 Q4

MPC was reported at 1.27% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.58% in 2024 Q1

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

Time in book
Holding Window
2023 Q4 to 2025 Q4

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 WENDELL DAVID ASSOCIATES INC held MPC — position size vs. price
% of Fund (quarterly)    MPC price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 76,713 +100 +0.1% 1.27% $12.5M 2026-02-14 (Est.) $202.25
2025 Q3 UNCHANGED 76,613 0% 1.46% $14.8M 2025-10-30 $193.68
2025 Q2 ADDED 76,613 +66 +0.1% 1.28% $12.7M 2025-07-29 $172.72
2025 Q1 REDUCED 76,547 -1,223 -1.6% 1.11% $11.2M 2025-04-18 $125.04
2024 Q4 ADDED 77,770 +110 +0.1% 1.07% $10.8M 2025-01-17 $148.64
2024 Q3 ADDED 77,660 +263 +0.3% 1.21% $12.7M 2024-10-21 $151.86
2024 Q2 UNCHANGED 77,397 0% 1.37% $13.4M 2024-07-22 $159.79
2024 Q1 UNCHANGED 77,397 0% 1.58% $15.6M 2024-04-22 $190.05
2023 Q4 REDUCED 77,397 -250 -0.3% 1.24% $11.5M 2024-01-22 $147.33
49 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About WENDELL DAVID ASSOCIATES INC and MPC

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

How long has WENDELL DAVID ASSOCIATES INC reported owning MPC?

WENDELL DAVID ASSOCIATES INC reported MPC across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported MPC position in WENDELL DAVID ASSOCIATES INC's portfolio?

The largest reported portfolio weight for MPC was 1.58% in 2024 Q1.

What is the latest reported MPC position on this page?

The most recent filing on this page is 2025 Q4, when WENDELL DAVID ASSOCIATES INC reported 76,713 shares, equal to 1.27% of portfolio, with an estimated market value of $12.5M.

What does the chart on this MPC ownership page compare?

The chart compares WENDELL DAVID ASSOCIATES INC'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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