Cliff Asness’s MPC Holdings & Trades

First Buy
Q4 2012
Duration Held
52 Quarters
Largest Add
Q4 2018
+3.5 M Shares
Current Position
428,615 Shares
$82.61 M Value

Cliff Asness's MPC Position Overview

Cliff Asness (via Aqr Capital Management LLC) currently holds 428,615 shares of Marathon Petroleum Corporation (MPC) worth $82.61 M, representing 0.05% of the portfolio. First purchased in 2012-Q4, this long-term strategic position has been held for 52 quarters.

Based on 13F filings since 2013, Cliff Asness has maintained a long-term strategic position in MPC, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2018, adding 3.5 M shares. Largest reduction occurred in Q1 2019, reducing 3.46 M shares.

Analysis based on 13F filings available since 2013 Q2

Cliff Asness's Marathon Petroleum Corporation (MPC) Holding Value Over Time

Track share changes against reported price movement

Quarterly Marathon Petroleum Corporation (MPC) Trades by Cliff Asness

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q4 2012 +466,884 Add 0.00% 466,882 $31.50
Q2 2013 +444,068 Add 0.00% 444,066 $35.53
Q3 2013 +609,564 Add 137.27% 1.05 M $32.16
Q4 2013 +599,858 Add 56.93% 1.65 M $45.86
Q1 2014 -142,008 Reduce 8.59% 1.51 M $43.52
Q2 2014 +441,364 Add 29.20% 1.95 M $39.03
Q3 2014 +787,478 Add 40.32% 2.74 M $42.34
Q4 2014 +1.31 M Add 47.82% 4.05 M $45.13
Q1 2015 +1.11 M Add 27.48% 5.16 M $51.20
Q2 2015 +1.89 M Add 36.68% 7.06 M $52.31
Q3 2015 +1.09 M Add 15.38% 8.14 M $46.33
Q4 2015 -353,803 Reduce 4.34% 7.79 M $51.84
Q1 2016 -660,381 Reduce 8.48% 7.13 M $37.18
Q2 2016 -2.32 M Reduce 32.50% 4.81 M $37.96
Q3 2016 -1.8 M Reduce 37.46% 3.01 M $40.59
Q4 2016 +190,698 Add 6.34% 3.2 M $50.35
Q1 2017 -498,022 Reduce 15.56% 2.7 M $50.54
Q2 2017 +486,483 Add 18.00% 3.19 M $52.33
Q3 2017 -107,732 Reduce 3.38% 3.08 M $56.08
Q4 2017 +158,805 Add 5.15% 3.24 M $65.98
Q1 2018 +149,993 Add 4.63% 3.39 M $73.11
Q2 2018 +779,328 Add 22.99% 4.17 M $70.88
Q3 2018 -203,584 Reduce 4.88% 3.97 M $79.97
Q4 2018 +3.5 M Add 88.23% 7.47 M $59.01
Q1 2019 -3.46 M Reduce 46.37% 4 M $59.80
Q2 2019 -3.4 M Reduce 85.04% 599,089 $55.88
Q3 2019 -98,532 Reduce 16.45% 500,557 $60.75
Q4 2019 +1.01 M Add 201.66% 1.51 M $59.99
Q1 2020 -671,916 Reduce 44.50% 838,080 $23.62
Q2 2020 -493,000 Reduce 58.82% 345,080 $35.04
Q3 2020 -277,522 Reduce 80.42% 67,558 $29.34
Q4 2020 -6,436 Reduce 9.53% 61,122 $41.36
Q1 2021 -19,486 Reduce 31.88% 41,636 $53.49
Q2 2021 +86,017 Add 206.59% 127,653 $60.42
Q3 2021 -104,536 Reduce 81.89% 23,117 $61.82
Q4 2021 +58,752 Add 254.15% 81,869 $63.99
Q1 2022 +229,529 Add 280.36% 311,398 $85.50
Q2 2022 +337,096 Add 108.25% 648,494 $82.21
Q3 2022 +650,355 Add 100.29% 1.3 M $99.33
Q4 2022 +174,979 Add 13.47% 1.47 M $116.12
Q1 2023 -37,925 Reduce 2.57% 1.44 M $133.34
Q2 2023 +106,450 Add 7.41% 1.54 M $115.99
Q3 2023 +82,576 Add 5.35% 1.62 M $151.34
Q4 2023 -172,588 Reduce 10.62% 1.45 M $148.36
Q1 2024 -435,153 Reduce 29.96% 1.02 M $199.07
Q2 2024 +180,213 Add 17.72% 1.2 M $173.03
Q3 2024 -368,238 Reduce 30.75% 829,163 $162.44
Q4 2024 +210,514 Add 25.39% 1.04 M $138.26
Q1 2025 -41,447 Reduce 3.99% 998,230 $144.84
Q2 2025 -463,687 Reduce 46.45% 534,543 $166.11
Q3 2025 -105,928 Reduce 19.82% 428,615 $192.74

Cliff Asness's Marathon Petroleum Corporation Investment FAQs

Cliff Asness first purchased Marathon Petroleum Corporation (MPC) in Q4 2012, acquiring 466,882 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Cliff Asness has held Marathon Petroleum Corporation (MPC) for 52 quarters since Q4 2012.

Cliff Asness's largest addition to Marathon Petroleum Corporation (MPC) was in Q4 2018, adding 7,465,171 shares worth $440.52 M.

According to the latest 13F filing for Q3 2025, Cliff Asness's firm, Aqr Capital Management LLC, owns 428,615 shares of Marathon Petroleum Corporation (MPC), valued at approximately $82.61 M.

As of the Q3 2025 filing, Marathon Petroleum Corporation (MPC) represents approximately 0.05% of Cliff Asness's publicly disclosed stock portfolio, making it one of their key holdings.

Cliff Asness's peak holding in Marathon Petroleum Corporation (MPC) was 8,143,600 shares, as reported at the end of Q3 2015.