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Arete Wealth Advisors’s Marathon Petroleum MPC Stock Holding History

Arete 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
Q1 		– Sell
-4,406
Closed -$716K – 578
2025
Q4 		$716K Buy
4,406
+1,353
+44% +$253K 0.04% 353
2025
Q3 		$588K Sell
3,053
-65
-2% -$11.4K 0.04% 391
2025
Q2 		$518K Sell
3,118
-775
-20% -$116K 0.04% 399
2025
Q1 		$567K Sell
3,893
-1,503
-28% -$222K 0.04% 352
2024
Q4 		$752K Buy
5,396
+1,467
+37% +$224K 0.05% 311
2024
Q3 		$638K Sell
3,929
-214
-5% -$36.2K 0.05% 313
2024
Q2 		$717K Buy
+4,143
New +$771K 0.06% 306
2024
Q1 		– Sell
-2,745
Closed -$407K – 594
2023
Q4 		$407K Buy
2,745
+339
+14% +$50.3K 0.03% 464
2023
Q3 		$364K Sell
2,406
-3,737
-61% -$521K 0.06% 302
2023
Q2 		$716K Sell
6,143
-833
-12% -$96.8K 0.06% 287
2023
Q1 		$941K Buy
6,976
+1,068
+18% +$134K 0.08% 225
2022
Q4 		$688M Sell
5,908
-4,103
-41% -$468K 0.06% 266
2022
Q3 		$994K Buy
10,011
+7,358
+277% +$689K 0.1% 180
2022
Q2 		$218K Sell
2,653
-306
-10% -$28.6K 0.02% 413
2022
Q1 		$253K Buy
+2,959
New +$225K 0.02% 419
2019
Q4 		– Sell
-7,159
Closed -$435K – 413
2019
Q3 		$435K Sell
7,159
-917
-11% -$48.3K 0.08% 233
2019
Q2 		$451K Buy
8,076
+1,634
+25% +$89.4K 0.09% 235
2019
Q1 		$386K Sell
6,442
-425
-6% -$26.7K 0.08% 253
2018
Q4 		$405K Buy
+6,867
New +$469K 0.1% 219
2018
Q2 		– Sell
-2,777
Closed -$203K – 378
2018
Q1 		$203K Sell
2,777
-7,148
-72% -$492K 0.07% 300
2017
Q4 		$655K Sell
9,925
-14
-0.1% -$857 0.21% 130
2017
Q3 		$557K Buy
9,939
+11
+0.1% +$590 0.22% 142
2017
Q2 		$520K Sell
9,928
-36
-0.4% -$1.86K 0.24% 117
2017
Q1 		$504K Buy
+9,964
New +$496K 0.22% 105

Other funds holding MPC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Arete Wealth Advisors's MPC Position: Q1 2026 in Review

Arete Wealth Advisors sold out of Marathon Petroleum (MPC) in Q1 2026, closing a stake of 4,406 shares — an estimated $716K sold.

Arete Wealth Advisors first reported a position in MPC in Q1 2017 and held it in 24 quarters. The position peaked at $688M in Q4 2022. 1,882 funds tracked by Wall St. Rank hold MPC as of Q1 2026.

  • Arete Wealth Advisors reported no remaining Marathon Petroleum position as of Q1 2026 after selling out during the quarter.
  • Arete Wealth Advisors sold 4,406 Marathon Petroleum shares in Q1 2026, an estimated $716K.
  • Arete Wealth Advisors first reported a position in Marathon Petroleum in Q1 2017 and held it in 24 quarters.
  • Arete Wealth Advisors's Marathon Petroleum position peaked at $688M in Q4 2022.
  • 1,882 funds tracked by Wall St. Rank held Marathon Petroleum as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.