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 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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

AIP

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

GIP

Greatmark Investment Partners Columbus, Georgia $906M AUM 16.08% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SWM

Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Amplius Wealth Advisors's MPC Position: Q2 2026 in Review

Amplius Wealth Advisors increased its Marathon Petroleum (MPC) stake by 0.45% in Q2 2026, buying an estimated $1.72K and bringing the position to 1,574 shares worth $402K. The position accounts for 0.03% of the portfolio, ranked #144.

Amplius Wealth Advisors first reported a position in MPC in Q4 2021 and has held it in 5 quarters since. The position peaked at $590K in Q3 2025. 575 funds tracked by Wall St. Rank hold MPC as of Q2 2026.

Amplius Wealth Advisors held 1,574 shares of Marathon Petroleum worth $402K as of Q2 2026.
Amplius Wealth Advisors bought 7 Marathon Petroleum shares in Q2 2026, an estimated $1.72K.
Marathon Petroleum made up 0.03% of Amplius Wealth Advisors's portfolio in Q2 2026, its #144 holding.
Amplius Wealth Advisors first reported a position in Marathon Petroleum in Q4 2021 and has held it in 5 quarters since.
Amplius Wealth Advisors's Marathon Petroleum position peaked at $590K in Q3 2025.
575 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2026.

Based on Amplius Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.