Accurate Wealth Management
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Accurate Wealth Management’s Marathon Petroleum MPC Stock Holding History

Accurate Wealth Management’s Portfolio MPC Stock Details MPC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$587K Sell
1,230
-1,321
-52% -$457K 0.05% 344
2026
Q2 		$724K Sell
2,551
-31
-1% -$7.61K 0.07% 275
2026
Q1 		$575K Sell
2,582
-39
-1% -$7.88K 0.07% 287
2025
Q4 		$462K Sell
2,621
-103
-4% -$19.3K 0.06% 315
2025
Q3 		$499K Sell
2,724
-112
-4% -$19.7K 0.07% 290
2025
Q2 		$517K Buy
2,836
+130
+5% +$19.5K 0.08% 259
2025
Q1 		$334K Sell
2,706
-57
-2% -$8.44K 0.06% 261
2024
Q4 		$393K Sell
2,763
-442
-14% -$67.5K 0.08% 240
2024
Q3 		$503K Sell
3,205
-6
-0.2% -$1.01K 0.1% 195
2024
Q2 		$535K Buy
3,211
+80
+3% +$14.9K 0.13% 157
2024
Q1 		$615K Sell
3,131
-63
-2% -$10.8K 0.18% 126
2023
Q4 		$496K Sell
3,194
-323
-9% -$48K 0.15% 136
2023
Q3 		$532K Sell
3,517
-50
-1% -$6.97K 0.17% 131
2023
Q2 		$422K Buy
3,567
+257
+8% +$29.9K 0.13% 159
2023
Q1 		$434K Buy
3,310
+2,187
+195% +$274K 0.15% 147
2022
Q4 		$131K Buy
+1,123
New +$128K 0.05% 265

Other funds holding MPC

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Accurate Wealth Management's MPC Position: Q3 2026 in Review

Accurate Wealth Management reduced its Marathon Petroleum (MPC) stake by 52% in Q3 2026, selling an estimated $457K and leaving 1,230 shares worth $587K. The position accounts for 0.05% of the portfolio, ranked #344.

Accurate Wealth Management first reported a position in MPC in Q4 2022 and has held it in 16 quarters since. The position peaked at $724K in Q2 2026. 1,311 funds tracked by Wall St. Rank hold MPC as of Q3 2026.

  • Accurate Wealth Management held 1,230 shares of Marathon Petroleum worth $587K as of Q3 2026.
  • Accurate Wealth Management sold 1,321 Marathon Petroleum shares in Q3 2026, an estimated $457K.
  • Marathon Petroleum made up 0.05% of Accurate Wealth Management's portfolio in Q3 2026, its #344 holding.
  • Accurate Wealth Management first reported a position in Marathon Petroleum in Q4 2022 and has held it in 16 quarters since.
  • Accurate Wealth Management's Marathon Petroleum position peaked at $724K in Q2 2026.
  • 1,311 funds tracked by Wall St. Rank held Marathon Petroleum as of Q3 2026.

Based on Accurate Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.