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Balboa Wealth Partners’s Marathon Petroleum MPC Stock Holding History

Balboa Wealth Partners’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 		$471K Buy
1,841
+173
+10% +$42.5K 0.06% 249
2026
Q1 		$407K Buy
1,668
+82
+5% +$16.6K 0.07% 240
2025
Q4 		$258K Sell
1,586
-550
-26% -$103K 0.04% 324
2025
Q3 		$412K Buy
+2,136
New +$376K 0.07% 214
2024
Q4 		– Sell
-1,996
Closed -$325K – 369
2024
Q3 		$325K Buy
+1,996
New +$337K 0.08% 180
2024
Q2 		– Sell
-1,914
Closed -$386K – 325
2024
Q1 		$386K Buy
+1,914
New +$327K 0.11% 136
2023
Q1 		– Sell
-1,770
Closed -$206K – 314
2022
Q4 		$206K Buy
+1,770
New +$202K 0.09% 206

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

Balboa Wealth Partners's MPC Position: Q2 2026 in Review

Balboa Wealth Partners increased its Marathon Petroleum (MPC) stake by 10% in Q2 2026, buying an estimated $42.5K and bringing the position to 1,841 shares worth $471K. The position accounts for 0.06% of the portfolio, ranked #249.

Balboa Wealth Partners first reported a position in MPC in Q4 2022 and has held it in 7 quarters since. 1,942 funds tracked by Wall St. Rank hold MPC as of Q2 2026.

  • Balboa Wealth Partners held 1,841 shares of Marathon Petroleum worth $471K as of Q2 2026.
  • Balboa Wealth Partners bought 173 Marathon Petroleum shares in Q2 2026, an estimated $42.5K.
  • Marathon Petroleum made up 0.06% of Balboa Wealth Partners's portfolio in Q2 2026, its #249 holding.
  • Balboa Wealth Partners first reported a position in Marathon Petroleum in Q4 2022 and has held it in 7 quarters since.
  • 1,942 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.