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Baker Tilly Wealth Management’s Marathon Petroleum MPC Stock Holding History

Baker Tilly 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
Q3 		$933K Sell
2,360
-271
-10% -$93.7K 0.18% 100
2026
Q2 		$673K Buy
2,631
+23
+0.9% +$5.65K 0.14% 139
2026
Q1 		$637K Sell
2,608
-18
-0.7% -$3.63K 0.15% 132
2025
Q4 		$427K Buy
2,626
+20
+0.8% +$3.74K 0.11% 177
2025
Q3 		$502K Buy
2,606
+380
+17% +$66.8K 0.11% 148
2025
Q2 		$370K Buy
2,226
+60
+3% +$8.99K 0.13% 163
2025
Q1 		$316K Buy
2,166
+278
+15% +$41.1K 0.12% 179
2024
Q4 		$263K Sell
1,888
-331
-15% -$50.5K 0.1% 202
2024
Q3 		$361K Sell
2,219
-56
-2% -$9.46K 0.16% 152
2024
Q2 		$395K Sell
2,275
-2,904
-56% -$540K 0.16% 155
2024
Q1 		$1.04M Sell
5,179
-1,144
-18% -$196K 0.19% 116
2023
Q4 		$938K Sell
6,323
-3
-0% -$446 0.15% 145
2023
Q3 		$957K Sell
6,326
-321
-5% -$44.7K 0.16% 134
2023
Q2 		$775K Buy
6,647
+164
+3% +$19.1K 0.08% 249
2023
Q1 		$874K Sell
6,483
-2,304
-26% -$288K 0.1% 220
2022
Q4 		$1.02M Sell
8,787
-383
-4% -$43.6K 0.13% 182
2022
Q3 		$911K Buy
9,170
+235
+3% +$22K 0.12% 179
2022
Q2 		$735K Buy
8,935
+908
+11% +$84.9K 0.1% 222
2022
Q1 		$686K Buy
8,027
+438
+6% +$33.3K 0.08% 263
2021
Q4 		$486K Buy
7,589
+1,099
+17% +$70.6K 0.05% 352
2021
Q3 		$401K Buy
6,490
+1,426
+28% +$82K 0.05% 364
2021
Q2 		$306K Buy
5,064
+137
+3% +$8.03K 0.05% 393
2021
Q1 		$264K Buy
+4,927
New +$249K 0.05% 389

Other funds holding MPC

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
NPPM
North Point Portfolio Managers Orange Village, Ohio $595M AUM 14.89% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
CD
Chapin Davis Baltimore, Maryland $520M AUM 117.57% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Baker Tilly Wealth Management's MPC Position: Q3 2026 in Review

Baker Tilly Wealth Management reduced its Marathon Petroleum (MPC) stake by 10% in Q3 2026, selling an estimated $93.7K and leaving 2,360 shares worth $933K. The position accounts for 0.18% of the portfolio, ranked #100.

Baker Tilly Wealth Management first reported a position in MPC in Q1 2021 and has held it in 23 quarters since. The position peaked at $1.04M in Q1 2024. 106 funds tracked by Wall St. Rank hold MPC as of Q3 2026.

  • Baker Tilly Wealth Management held 2,360 shares of Marathon Petroleum worth $933K as of Q3 2026.
  • Baker Tilly Wealth Management sold 271 Marathon Petroleum shares in Q3 2026, an estimated $93.7K.
  • Marathon Petroleum made up 0.18% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #100 holding.
  • Baker Tilly Wealth Management first reported a position in Marathon Petroleum in Q1 2021 and has held it in 23 quarters since.
  • Baker Tilly Wealth Management's Marathon Petroleum position peaked at $1.04M in Q1 2024.
  • 106 funds tracked by Wall St. Rank held Marathon Petroleum as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.