Beaird Harris Wealth Management
MPC icon

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
Q3 		$6.65K Hold
17
– – ﹤0.01% 417
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 		$1.54K 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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Beaird Harris Wealth Management's MPC Position: Q3 2026 in Review

Beaird Harris Wealth Management held its Marathon Petroleum (MPC) position steady in Q3 2026 at 17 shares worth $6.65K. The position accounts for ﹤0.01% of the portfolio, ranked #417.

Beaird Harris Wealth Management first reported a position in MPC in Q4 2021 and has held it in 17 quarters since. The position peaked at $499K in Q1 2024. 1,972 funds tracked by Wall St. Rank hold MPC as of Q3 2026.

  • Beaird Harris Wealth Management held 17 shares of Marathon Petroleum worth $6.65K as of Q3 2026.
  • Beaird Harris Wealth Management left its Marathon Petroleum share count unchanged in Q3 2026.
  • Marathon Petroleum made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q3 2026, its #417 holding.
  • Beaird Harris Wealth Management first reported a position in Marathon Petroleum in Q4 2021 and has held it in 17 quarters since.
  • Beaird Harris Wealth Management's Marathon Petroleum position peaked at $499K in Q1 2024.
  • 1,972 funds tracked by Wall St. Rank held Marathon Petroleum as of Q3 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q3 2026, filed 13 Nov 2026.