Angeles Wealth Management
MPC icon

Angeles Wealth Management’s Marathon Petroleum MPC Stock Holding History

Angeles 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 		$925K Sell
2,339
-178
-7% -$61.5K 0.04% 165
2026
Q2 		$644K Buy
2,517
+609
+32% +$150K 0.03% 226
2026
Q1 		$466K Buy
1,908
+210
+12% +$42.4K 0.03% 242
2025
Q4 		$276K Buy
1,698
+260
+18% +$48.6K 0.02% 308
2025
Q3 		$277K Sell
1,438
-2
-0.1% -$352 0.02% 275
2025
Q2 		$239K Sell
1,440
-723
-33% -$108K 0.02% 296
2025
Q1 		$315K Buy
2,163
+56
+3% +$8.29K 0.03% 199
2024
Q4 		$294K Buy
2,107
+9
+0.4% +$1.37K 0.02% 217
2024
Q3 		$342K Sell
2,098
-359
-15% -$60.7K 0.03% 179
2024
Q2 		$426K Sell
2,457
-326
-12% -$60.6K 0.04% 137
2024
Q1 		$561K Buy
2,783
+576
+26% +$98.5K 0.06% 111
2023
Q4 		$327K Sell
2,207
-19
-0.9% -$2.82K 0.04% 143
2023
Q3 		$337K Sell
2,226
-1,231
-36% -$172K 0.05% 116
2023
Q2 		$403K Sell
3,457
-2,700
-44% -$314K 0.05% 119
2023
Q1 		$830K Buy
+6,157
New +$770K 0.12% 84

Other funds holding MPC

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 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
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
AHT
Amanah Holdings Trust London $1.79B AUM 618.88% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

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

Angeles Wealth Management reduced its Marathon Petroleum (MPC) stake by 7.1% in Q3 2026, selling an estimated $61.5K and leaving 2,339 shares worth $925K. The position accounts for 0.04% of the portfolio, ranked #165.

Angeles Wealth Management first reported a position in MPC in Q1 2023 and has held it in 15 quarters since. 1,236 funds tracked by Wall St. Rank hold MPC as of Q3 2026.

  • Angeles Wealth Management held 2,339 shares of Marathon Petroleum worth $925K as of Q3 2026.
  • Angeles Wealth Management sold 178 Marathon Petroleum shares in Q3 2026, an estimated $61.5K.
  • Marathon Petroleum made up 0.04% of Angeles Wealth Management's portfolio in Q3 2026, its #165 holding.
  • Angeles Wealth Management first reported a position in Marathon Petroleum in Q1 2023 and has held it in 15 quarters since.
  • 1,236 funds tracked by Wall St. Rank held Marathon Petroleum as of Q3 2026.

Based on Angeles Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.