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Beaird Harris Wealth Management’s Marathon Petroleum MPC Stock Holding History

Beaird Harris 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 		$4.3K Hold
17
– – ﹤0.01% 456
2026
Q1 		$4.11K Hold
17
– – ﹤0.01% 433
2025
Q4 		$2.74K Hold
17
– – ﹤0.01% 497
2025
Q3 		$3.24K Buy
17
+8
+89% +$1.41K ﹤0.01% 467
2025
Q2 		$1.53K Buy
+9
New +$1.35K ﹤0.01% 521
2024
Q3 		– Sell
-2,475
Closed -$429K – 643
2024
Q2 		$429K Hold
2,475
– – 0.04% 84
2024
Q1 		$499K Hold
2,475
– – 0.05% 72
2023
Q4 		$367K Hold
2,475
– – 0.04% 75
2023
Q3 		$375K Hold
2,475
– – 0.04% 68
2023
Q2 		$289K Hold
2,475
– – 0.03% 78
2023
Q1 		$334K Sell
2,475
-252
-9% -$31.5K 0.06% 66
2022
Q4 		$317K Buy
2,727
+171
+7% +$19.5K 0.06% 68
2022
Q3 		$254K Buy
2,556
+2,475
+3,056% +$232K 0.06% 70
2022
Q2 		$7K Sell
81
-2,475
-97% -$231K ﹤0.01% 278
2022
Q1 		$219K Buy
2,556
+81
+3% +$6.16K 0.08% 80
2021
Q4 		$158K Buy
+2,475
New +$159K 0.06% 123

Other funds holding MPC

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
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Beaird Harris Wealth Management's MPC Position: Q2 2026 in Review

Beaird Harris Wealth Management held its Marathon Petroleum (MPC) position steady in Q2 2026 at 17 shares worth $4.3K. The position accounts for ﹤0.01% of the portfolio, ranked #456.

Beaird Harris Wealth Management first reported a position in MPC in Q4 2021 and has held it in 16 quarters since. The position peaked at $499K in Q1 2024. 299 funds tracked by Wall St. Rank hold MPC as of Q2 2026.

  • Beaird Harris Wealth Management held 17 shares of Marathon Petroleum worth $4.3K as of Q2 2026.
  • Beaird Harris Wealth Management left its Marathon Petroleum share count unchanged in Q2 2026.
  • Marathon Petroleum made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #456 holding.
  • Beaird Harris Wealth Management first reported a position in Marathon Petroleum in Q4 2021 and has held it in 16 quarters since.
  • Beaird Harris Wealth Management's Marathon Petroleum position peaked at $499K in Q1 2024.
  • 299 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.