Amplius Wealth Advisors
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Amplius Wealth Advisors’s Marathon Petroleum MPC Stock Holding History

Amplius Wealth 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 		$707K Buy
1,788
+214
+14% +$74K 0.05% 104
2026
Q2 		$402K Buy
1,574
+7
+0.4% +$1.72K 0.03% 144
2026
Q1 		$383K Hold
1,567
– – 0.03% 130
2025
Q4 		$255K Sell
1,567
-1,493
-49% -$279K 0.02% 150
2025
Q3 		$590K Buy
+3,060
New +$538K 0.05% 97
2022
Q1 		– Sell
-359
Closed -$22K – 624
2021
Q4 		$22K Buy
+359
New +$23.1K ﹤0.01% 453

Other funds holding MPC

AHT
Amanah Holdings Trust London $1.79B AUM 618.88% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Hosking Partners
Hosking Partners London, United Kingdom $2.81B AUM 67.07% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 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

Amplius Wealth Advisors's MPC Position: Q3 2026 in Review

Amplius Wealth Advisors increased its Marathon Petroleum (MPC) stake by 14% in Q3 2026, buying an estimated $74K and bringing the position to 1,788 shares worth $707K. The position accounts for 0.05% of the portfolio, ranked #104.

Amplius Wealth Advisors first reported a position in MPC in Q4 2021 and has held it in 6 quarters since. 622 funds tracked by Wall St. Rank hold MPC as of Q3 2026.

  • Amplius Wealth Advisors held 1,788 shares of Marathon Petroleum worth $707K as of Q3 2026.
  • Amplius Wealth Advisors bought 214 Marathon Petroleum shares in Q3 2026, an estimated $74K.
  • Marathon Petroleum made up 0.05% of Amplius Wealth Advisors's portfolio in Q3 2026, its #104 holding.
  • Amplius Wealth Advisors first reported a position in Marathon Petroleum in Q4 2021 and has held it in 6 quarters since.
  • 622 funds tracked by Wall St. Rank held Marathon Petroleum as of Q3 2026.

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