AMBIA
MPC icon

Allen Mooney & Barnes Investment Advisors’s Marathon Petroleum MPC Stock Holding History

Allen Mooney & Barnes Investment Advisors’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 		$424K Buy
1,072
+56
+6% +$19.4K 0.06% 107
2026
Q2 		$260K Sell
1,016
-1,605
-61% -$394K 0.04% 137
2026
Q1 		$640K Buy
2,621
+5
+0.2% +$1.01K 0.09% 91
2025
Q4 		$425K Buy
2,616
+6
+0.2% +$1.12K 0.06% 111
2025
Q3 		$503K Buy
2,610
+5
+0.2% +$879 0.08% 102
2025
Q2 		$433K Buy
2,605
+6
+0.2% +$899 0.07% 111
2025
Q1 		$379K Buy
2,599
+8
+0.3% +$1.18K 0.06% 113
2024
Q4 		$362K Buy
2,591
+1,009
+64% +$154K 0.06% 117
2024
Q3 		$258K Buy
1,582
+3
+0.2% +$507 0.04% 136
2024
Q2 		$274K Sell
1,579
-518
-25% -$96.3K 0.05% 136
2024
Q1 		$445K Buy
2,097
+21
+1% +$3.59K 0.09% 114
2023
Q4 		$308K Hold
2,076
– – 0.06% 129
2023
Q3 		$314K Buy
2,076
+5
+0.2% +$697 0.07% 116
2023
Q2 		$242K Buy
2,071
+14
+0.7% +$1.63K 0.05% 130
2023
Q1 		$277K Buy
2,057
+6
+0.3% +$751 0.07% 115
2022
Q4 		$239K Buy
2,051
+7
+0.3% +$798 0.06% 120
2022
Q3 		$203K Buy
+2,044
New +$191K 0.05% 127

Other funds holding MPC

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
TCWA
Turtle Creek Wealth Advisors Dallas, Texas $1.98B AUM 28.66% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
NPPM
North Point Portfolio Managers Orange Village, Ohio $595M AUM 14.89% 1-Year Est. Return
WPIC
White Pine Investment Company Livonia, Michigan $480M AUM 15.28% 1-Year Est. Return

Allen Mooney & Barnes Investment Advisors's MPC Position: Q3 2026 in Review

Allen Mooney & Barnes Investment Advisors increased its Marathon Petroleum (MPC) stake by 5.5% in Q3 2026, buying an estimated $19.4K and bringing the position to 1,072 shares worth $424K. The position accounts for 0.06% of the portfolio, ranked #107.

Allen Mooney & Barnes Investment Advisors first reported a position in MPC in Q3 2022 and has held it in 17 quarters since. The position peaked at $640K in Q1 2026. 335 funds tracked by Wall St. Rank hold MPC as of Q3 2026.

  • Allen Mooney & Barnes Investment Advisors held 1,072 shares of Marathon Petroleum worth $424K as of Q3 2026.
  • Allen Mooney & Barnes Investment Advisors bought 56 Marathon Petroleum shares in Q3 2026, an estimated $19.4K.
  • Marathon Petroleum made up 0.06% of Allen Mooney & Barnes Investment Advisors's portfolio in Q3 2026, its #107 holding.
  • Allen Mooney & Barnes Investment Advisors first reported a position in Marathon Petroleum in Q3 2022 and has held it in 17 quarters since.
  • Allen Mooney & Barnes Investment Advisors's Marathon Petroleum position peaked at $640K in Q1 2026.
  • 335 funds tracked by Wall St. Rank held Marathon Petroleum as of Q3 2026.

Based on Allen Mooney & Barnes Investment Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.