Avantax Advisory Services’s Marathon Petroleum MPC Stock Holding History

Avantax Advisory Services’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
2025 Q2	$2.94M	Sell	17,685 -1,096	-6%	-$164K	0.02%	625
2025 Q1	$2.74M	Buy	18,781 +1,286	+7%	+$190K	0.02%	615
2024 Q4	$2.44M	Sell	17,495 -751	-4%	-$115K	0.02%	625
2024 Q3	$2.97M	Sell	18,246 -13,161	-42%	-$2.22M	0.02%	548
2024 Q2	$5.45M	Buy	31,407 +7,808	+33%	+$1.45M	0.04%	346
2024 Q1	$4.76M	Buy	23,599 +288	+1%	+$49.3K	0.04%	317
2023 Q4	$3.46M	Buy	23,311 +2,025	+10%	+$301K	0.03%	356
2023 Q3	$3.22M	Buy	21,286 +3,515	+20%	+$490K	0.04%	343
2023 Q2	$2.07M	Sell	17,771 -19	-0.1%	-$2.21K	0.02%	441
2023 Q1	$2.4M	Buy	17,790 +4,295	+32%	+$537K	0.03%	391
2022 Q4	$1.57M	Buy	13,495 +3,428	+34%	+$391K	0.02%	488
2022 Q3	$1M	Sell	10,067 -1,111	-10%	-$104K	0.02%	560
2022 Q2	$919K	Buy	11,178 +641	+6%	+$59.9K	0.01%	573
2022 Q1	$899K	Buy	10,537 +1,335	+15%	+$101K	0.01%	574
2021 Q4	$589K	Buy	9,202 +752	+9%	+$48.3K	0.01%	706
2021 Q3	$524K	Buy	8,450 +50	+0.6%	+$2.88K	0.01%	709
2021 Q2	$509K	Hold	8,400	–	–	0.01%	705
2021 Q1	$451K	Buy	8,400 +652	+8%	+$32.9K	0.01%	653
2020 Q4	$322K	Sell	7,748 -18,722	-71%	-$672K	0.01%	695
2020 Q3	$778K	Buy	26,470 +13,357	+102%	+$469K	0.01%	624
2020 Q2	$493K	Sell	13,113 -8,337	-39%	-$268K	0.01%	485
2020 Q1	$506K	Sell	21,450 -3,817	-15%	-$176K	0.02%	436
2019 Q4	$1.53M	Buy	25,267 +503	+2%	+$31.5K	0.04%	260
2019 Q3	$1.51M	Sell	24,764 -516	-2%	-$27.2K	0.06%	156
2019 Q2	$1.41M	Buy	25,280 +2,356	+10%	+$129K	0.06%	152
2019 Q1	$1.37M	Buy	22,924 +3,793	+20%	+$239K	0.07%	144
2018 Q4	$1.13M	Buy	+19,131	New	+$1.31M	0.19%	118

Other funds holding MPC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Avantax Advisory Services's MPC Position: Q2 2025 in Review

Avantax Advisory Services reduced its Marathon Petroleum (MPC) stake by 5.8% in Q2 2025, selling an estimated $164K and leaving 17,685 shares worth $2.94M. The position accounts for 0.02% of the portfolio, ranked #625.

Avantax Advisory Services first reported a position in MPC in Q4 2018 and has held it in 27 quarters since. The position peaked at $5.45M in Q2 2024. 1,568 funds tracked by Wall St. Rank hold MPC as of Q2 2025.

Avantax Advisory Services held 17,685 shares of Marathon Petroleum worth $2.94M as of Q2 2025.
Avantax Advisory Services sold 1,096 Marathon Petroleum shares in Q2 2025, an estimated $164K.
Marathon Petroleum made up 0.02% of Avantax Advisory Services's portfolio in Q2 2025, its #625 holding.
Avantax Advisory Services first reported a position in Marathon Petroleum in Q4 2018 and has held it in 27 quarters since.
Avantax Advisory Services's Marathon Petroleum position peaked at $5.45M in Q2 2024.
1,568 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.