Avidian Wealth Enterprises’s Marathon Petroleum MPC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$3.56M Sell
13,916
-70
-0.5% -$17.2K 0.1% 135
2026
Q1
$3.42M Sell
13,986
-132
-0.9% -$26.7K 0.11% 132
2025
Q4
$2.3M Buy
14,118
+43
+0.3% +$8.04K 0.08% 127
2025
Q3
$2.71M Buy
14,075
+92
+0.7% +$16.2K 0.1% 111
2025
Q2
$2.32M Buy
13,983
+262
+2% +$39.3K 0.09% 113
2025
Q1
$2M Buy
13,721
+50
+0.4% +$7.4K 0.09% 125
2024
Q4
$1.91M Buy
13,671
+3,243
+31% +$495K 0.09% 128
2024
Q3
$1.7M Sell
10,428
-1,007
-9% -$170K 0.08% 137
2024
Q2
$1.98M Buy
11,435
+3,619
+46% +$673K 0.08% 116
2024
Q1
$1.57M Buy
7,816
+96
+1% +$16.4K 0.08% 127
2023
Q4
$1.15M Hold
7,720
0.07% 155
2023
Q3
$1.17M Sell
7,720
-73
-0.9% -$10.2K 0.08% 145
2023
Q2
$909K Sell
7,793
-1,588
-17% -$185K 0.06% 191
2023
Q1
$1.26M Buy
9,381
+19
+0.2% +$2.38K 0.07% 174
2022
Q4
$1.09M Buy
9,362
+22
+0.2% +$2.51K 0.07% 165
2022
Q3
$928K Sell
9,340
-582
-6% -$54.5K 0.07% 157
2022
Q2
$816K Buy
9,922
+507
+5% +$47.4K 0.06% 188
2022
Q1
$805K Buy
9,415
+858
+10% +$65.2K 0.05% 226
2021
Q4
$548K Buy
8,557
+2,655
+45% +$171K 0.03% 281
2021
Q3
$365K Buy
5,902
+2
+0% +$115 0.03% 266
2021
Q2
$356K Sell
5,900
-149
-2% -$8.73K 0.03% 281
2021
Q1
$324K Buy
6,049
+3
+0% +$152 0.03% 277
2020
Q4
$250K Buy
+6,046
New +$217K 0.02% 277
2020
Q1
Sell
-4,806
Closed -$290K 238
2019
Q4
$290K Sell
4,806
-104
-2% -$6.51K 0.04% 182
2019
Q3
$298K Sell
4,910
-375
-7% -$19.8K 0.05% 149
2019
Q2
$295K Buy
5,285
+119
+2% +$6.51K 0.07% 106
2019
Q1
$309K Sell
5,166
-238
-4% -$15K 0.07% 93
2018
Q4
$319K Buy
5,404
+568
+12% +$38.8K 0.11% 61
2018
Q3
$387K Buy
4,836
+14
+0.3% +$1.11K 0.12% 68
2018
Q2
$338K Hold
4,822
0.11% 67
2018
Q1
$353K Sell
4,822
-165
-3% -$11.4K 0.12% 63
2017
Q4
$329K Buy
4,987
+165
+3% +$10.1K 0.09% 72
2017
Q3
$270K Sell
4,822
-46
-0.9% -$2.47K 0.1% 70
2017
Q2
$255K Buy
4,868
+46
+1% +$2.38K 0.11% 69
2017
Q1
$244K Buy
+4,822
New +$240K 0.09% 70

Other funds holding MPC

Avidian Wealth Enterprises's MPC Position: Q2 2026 in Review

Avidian Wealth Enterprises reduced its Marathon Petroleum (MPC) stake by 0.5% in Q2 2026, selling an estimated $17.2K and leaving 13,916 shares worth $3.56M. The position accounts for 0.1% of the portfolio, ranked #135.

Avidian Wealth Enterprises first reported a position in MPC in Q1 2017 and has held it in 35 quarters since. 1,942 funds tracked by Wall St. Rank hold MPC as of Q2 2026.

  • Avidian Wealth Enterprises held 13,916 shares of Marathon Petroleum worth $3.56M as of Q2 2026.
  • Avidian Wealth Enterprises sold 70 Marathon Petroleum shares in Q2 2026, an estimated $17.2K.
  • Marathon Petroleum made up 0.1% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #135 holding.
  • Avidian Wealth Enterprises first reported a position in Marathon Petroleum in Q1 2017 and has held it in 35 quarters since.
  • 1,942 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.