Bay Harbor Wealth Management’s Marathon Petroleum MPC Stock Holding History

Bay Harbor 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 Q2	$144K	Buy	563 +510	+962%	+$125K	0.03%	82
2026 Q1	$12.9K	Buy	53 +18	+51%	+$3.63K	﹤0.01%	185
2025 Q4	$5.69K	Buy	35 +13	+59%	+$2.43K	﹤0.01%	264
2025 Q3	$4.24K	Buy	22 +3	+16%	+$528	﹤0.01%	225
2025 Q2	$3.16K	Buy	19 +13	+217%	+$1.95K	﹤0.01%	225
2025 Q1	$874	Sell	6 -385	-98%	-$57K	﹤0.01%	317
2024 Q4	$54.5K	Buy	391 +18	+5%	+$2.75K	0.02%	98
2024 Q3	$60.8K	Sell	373 -13	-3%	-$2.2K	0.02%	96
2024 Q2	$67K	Sell	386 -1	-0.3%	-$186	0.02%	91
2024 Q1	$78K	Sell	387 -3	-0.8%	-$513	0.03%	85
2023 Q4	$57.9K	Buy	390 +11	+3%	+$1.63K	0.02%	96
2023 Q3	$57.4K	Buy	379 +4	+1%	+$558	0.02%	89
2023 Q2	$43.7K	Sell	375 -28	-7%	-$3.25K	0.02%	99
2023 Q1	$54.3K	Buy	+403	New	+$50.4K	0.02%	90
2020 Q1	–	Sell	-398	Closed	-$24K	–	384
2019 Q4	$24K	Sell	398 -49	-11%	-$3.06K	0.01%	193
2019 Q3	$27K	Sell	447 -28	-6%	-$1.48K	0.02%	195
2019 Q2	$27K	Sell	475 -35	-7%	-$1.92K	0.02%	202
2019 Q1	$31K	Buy	+510	New	+$32.1K	0.02%	201

Other funds holding MPC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Bay Harbor Wealth Management's MPC Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its Marathon Petroleum (MPC) stake by 962% in Q2 2026, buying an estimated $125K and bringing the position to 563 shares worth $144K. The position accounts for 0.03% of the portfolio, ranked #82.

Bay Harbor Wealth Management first reported a position in MPC in Q1 2019 and has held it in 18 quarters since. 1,942 funds tracked by Wall St. Rank hold MPC as of Q2 2026.

Bay Harbor Wealth Management held 563 shares of Marathon Petroleum worth $144K as of Q2 2026.
Bay Harbor Wealth Management bought 510 Marathon Petroleum shares in Q2 2026, an estimated $125K.
Marathon Petroleum made up 0.03% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #82 holding.
Bay Harbor Wealth Management first reported a position in Marathon Petroleum in Q1 2019 and has held it in 18 quarters since.
1,942 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.