AFW
MPC icon

Avantra Family Wealth’s Marathon Petroleum MPC Stock Holding History

Avantra Family Wealth’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 		$2.08M Sell
8,141
-1,569
-16% -$385K 1.33% 15
2026
Q1 		$2.37M Buy
9,710
+507
+6% +$102K 1.76% 9
2025
Q4 		$1.5M Buy
9,203
+219
+2% +$40.9K 1.09% 23
2025
Q3 		$1.73M Buy
8,984
+98
+1% +$17.2K 1.3% 14
2025
Q2 		$1.48M Buy
8,886
+141
+2% +$21.1K 1.22% 18
2025
Q1 		$1.27M Buy
8,745
+224
+3% +$33.1K 1.22% 12
2024
Q4 		$1.19M Buy
+8,521
New +$1.3M 1.11% 17

Other funds holding MPC

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
GIP
Greatmark Investment Partners Columbus, Georgia $906M AUM 16.08% 1-Year Est. Return
MSRPS
Maryland State Retirement & Pension System Baltimore, Maryland $5.84B AUM 38.19% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Avantra Family Wealth's MPC Position: Q2 2026 in Review

Avantra Family Wealth reduced its Marathon Petroleum (MPC) stake by 16% in Q2 2026, selling an estimated $385K and leaving 8,141 shares worth $2.08M. The position accounts for 1.33% of the portfolio, ranked #15.

Avantra Family Wealth first reported a position in MPC in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.37M in Q1 2026. 849 funds tracked by Wall St. Rank hold MPC as of Q2 2026.

  • Avantra Family Wealth held 8,141 shares of Marathon Petroleum worth $2.08M as of Q2 2026.
  • Avantra Family Wealth sold 1,569 Marathon Petroleum shares in Q2 2026, an estimated $385K.
  • Marathon Petroleum made up 1.33% of Avantra Family Wealth's portfolio in Q2 2026, its #15 holding.
  • Avantra Family Wealth first reported a position in Marathon Petroleum in Q4 2024 and has held it in 7 quarters since.
  • Avantra Family Wealth's Marathon Petroleum position peaked at $2.37M in Q1 2026.
  • 849 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2026.

Based on Avantra Family Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.