AE Wealth Management’s Marathon Petroleum MPC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$2.25M Sell
9,207
-65
-0.7% -$13.1K 0.01% 612
2025
Q4
$1.51M Sell
9,272
-703
-7% -$131K 0.01% 692
2025
Q3
$1.92M Sell
9,975
-719
-7% -$126K 0.01% 578
2025
Q2
$1.78M Sell
10,694
-1,458
-12% -$219K 0.01% 560
2025
Q1
$1.77M Sell
12,152
-12,520
-51% -$1.85M 0.01% 556
2024
Q4
$3.44M Sell
24,672
-7,805
-24% -$1.19M 0.03% 417
2024
Q3
$5.29M Buy
32,477
+5,271
+19% +$891K 0.05% 321
2024
Q2
$4.72M Buy
27,206
+17,657
+185% +$3.28M 0.05% 338
2024
Q1
$1.92M Sell
9,549
-30,175
-76% -$5.16M 0.02% 499
2023
Q4
$6.38M Sell
39,724
-18,190
-31% -$2.7M 0.03% 523
2023
Q3
$8.76M Sell
57,914
-7,536
-12% -$1.05M 0.05% 409
2023
Q2
$7.63M Sell
65,450
-128,857
-66% -$15M 0.05% 432
2023
Q1
$26.2M Buy
194,307
+5,155
+3% +$645K 0.17% 143
2022
Q4
$22M Buy
189,152
+24,563
+15% +$2.8M 0.16% 155
2022
Q3
$16.3M Buy
164,589
+138,271
+525% +$12.9M 0.13% 168
2022
Q2
$2.16M Sell
26,318
-37,135
-59% -$3.47M 0.02% 643
2022
Q1
$5.42M Buy
63,453
+28,209
+80% +$2.14M 0.04% 417
2021
Q4
$2.25M Buy
35,244
+15,435
+78% +$992K 0.02% 663
2021
Q3
$1.22M Buy
19,809
+1,345
+7% +$77.3K 0.01% 808
2021
Q2
$1.12M Sell
18,464
-3,875
-17% -$227K 0.01% 798
2021
Q1
$1.2M Buy
22,339
+5,113
+30% +$258K 0.01% 719
2020
Q4
$712K Sell
17,226
-4,279
-20% -$154K 0.01% 833
2020
Q3
$631K Sell
21,505
-1,938
-8% -$68.1K 0.01% 784
2020
Q2
$876K Buy
23,443
+2,940
+14% +$94.5K 0.01% 669
2020
Q1
$484K Sell
20,503
-20,592
-50% -$949K 0.01% 697
2019
Q4
$2.48M Buy
41,095
+4,107
+11% +$257K 0.05% 298
2019
Q3
$2.25M Buy
36,988
+8,650
+31% +$456K 0.06% 252
2019
Q2
$1.58M Buy
28,338
+14,372
+103% +$787K 0.05% 288
2019
Q1
$836K Buy
13,966
+6,266
+81% +$394K 0.06% 233
2018
Q4
$454K Sell
7,700
-4,326
-36% -$295K 0.08% 263
2018
Q3
$962K Buy
12,026
+4,391
+58% +$347K 0.05% 223
2018
Q2
$536K Buy
7,635
+2,723
+55% +$208K 0.04% 247
2018
Q1
$359K Buy
4,912
+1,295
+36% +$89.2K 0.03% 295
2017
Q4
$239K Buy
+3,617
New +$221K 0.02% 366

Other funds holding MPC

AE Wealth Management's MPC Position: Q1 2026 in Review

AE Wealth Management reduced its Marathon Petroleum (MPC) stake by 0.7% in Q1 2026, selling an estimated $13.1K and leaving 9,207 shares worth $2.25M. The position accounts for 0.01% of the portfolio, ranked #612.

AE Wealth Management first reported a position in MPC in Q4 2017 and has held it in 34 quarters since. The position peaked at $26.2M in Q1 2023. 1,882 funds tracked by Wall St. Rank hold MPC as of Q1 2026.

  • AE Wealth Management held 9,207 shares of Marathon Petroleum worth $2.25M as of Q1 2026.
  • AE Wealth Management sold 65 Marathon Petroleum shares in Q1 2026, an estimated $13.1K.
  • Marathon Petroleum made up 0.01% of AE Wealth Management's portfolio in Q1 2026, its #612 holding.
  • AE Wealth Management first reported a position in Marathon Petroleum in Q4 2017 and has held it in 34 quarters since.
  • AE Wealth Management's Marathon Petroleum position peaked at $26.2M in Q1 2023.
  • 1,882 funds tracked by Wall St. Rank held Marathon Petroleum as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.