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Asset One Wealth Management’s Marathon Petroleum MPC Stock Holding History

Asset One 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
Q2 		$2.33M Sell
7,778
-2,632
-25% -$646K 0.25% 106
2026
Q1 		$2.29M Sell
10,410
-6,866
-40% -$1.39M 0.25% 106
2025
Q4 		$3.06M Buy
+17,276
New +$3.23M 0.42% 74

Other funds holding MPC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Asset One Wealth Management's MPC Position: Q2 2026 in Review

Asset One Wealth Management reduced its Marathon Petroleum (MPC) stake by 25% in Q2 2026, selling an estimated $646K and leaving 7,778 shares worth $2.33M. The position accounts for 0.25% of the portfolio, ranked #106.

Asset One Wealth Management first reported a position in MPC in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.06M in Q4 2025. 1,942 funds tracked by Wall St. Rank hold MPC as of Q2 2026.

  • Asset One Wealth Management held 7,778 shares of Marathon Petroleum worth $2.33M as of Q2 2026.
  • Asset One Wealth Management sold 2,632 Marathon Petroleum shares in Q2 2026, an estimated $646K.
  • Marathon Petroleum made up 0.25% of Asset One Wealth Management's portfolio in Q2 2026, its #106 holding.
  • Asset One Wealth Management first reported a position in Marathon Petroleum in Q4 2025 and has held it in 3 quarters since.
  • Asset One Wealth Management's Marathon Petroleum position peaked at $3.06M in Q4 2025.
  • 1,942 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2026.

Based on Asset One Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.