Aprio Wealth Management
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Aprio Wealth Management’s Marathon Petroleum MPC Stock Holding History

Aprio 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 		$1.54M Buy
3,884
+452
+13% +$156K 0.07% 173
2026
Q2 		$878K Buy
3,432
+75
+2% +$18.4K 0.04% 256
2026
Q1 		$820K Buy
3,357
+186
+6% +$37.6K 0.04% 240
2025
Q4 		$516K Buy
3,171
+208
+7% +$38.9K 0.03% 314
2025
Q3 		$571K Buy
2,963
+84
+3% +$14.8K 0.06% 199
2025
Q2 		$478K Buy
+2,879
New +$432K 0.05% 192
2024
Q4 		– Sell
-1,281
Closed -$209K – 321
2024
Q3 		$209K Buy
1,281
+8
+0.6% +$1.35K 0.03% 262
2024
Q2 		$221K Sell
1,273
-24
-2% -$4.46K 0.04% 228
2024
Q1 		$261K Buy
+1,297
New +$222K 0.05% 180

Other funds holding MPC

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

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

Aprio Wealth Management increased its Marathon Petroleum (MPC) stake by 13% in Q3 2026, buying an estimated $156K and bringing the position to 3,884 shares worth $1.54M. The position accounts for 0.07% of the portfolio, ranked #173.

Aprio Wealth Management first reported a position in MPC in Q1 2024 and has held it in 9 quarters since. 1,519 funds tracked by Wall St. Rank hold MPC as of Q3 2026.

  • Aprio Wealth Management held 3,884 shares of Marathon Petroleum worth $1.54M as of Q3 2026.
  • Aprio Wealth Management bought 452 Marathon Petroleum shares in Q3 2026, an estimated $156K.
  • Marathon Petroleum made up 0.07% of Aprio Wealth Management's portfolio in Q3 2026, its #173 holding.
  • Aprio Wealth Management first reported a position in Marathon Petroleum in Q1 2024 and has held it in 9 quarters since.
  • 1,519 funds tracked by Wall St. Rank held Marathon Petroleum as of Q3 2026.

Based on Aprio Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.