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Berry Wealth Group’s Marathon Petroleum MPC Stock Holding History

Berry Wealth Group’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 		$3.12M Buy
12,222
+2
+0% +$491 10.04% 3
2026
Q1 		$2.98M Sell
12,220
-303
-2% -$61.2K 11.15% 2
2025
Q4 		$2.04M Sell
12,523
-352
-3% -$65.8K 7.15% 6
2025
Q3 		$2.48M Sell
12,875
-14,535
-53% -$2.56M 8.1% 5
2025
Q2 		$4.55M Buy
27,410
+43
+0.2% +$6.45K 3.19% 8
2025
Q1 		$3.99M Sell
27,367
-1,439
-5% -$213K 3.12% 10
2024
Q4 		$4.02M Sell
28,806
-1,136
-4% -$173K 2.9% 9
2024
Q3 		$4.88M Sell
29,942
-6,794
-18% -$1.15M 3.5% 9
2024
Q2 		$6.37M Buy
36,736
+336
+0.9% +$62.5K 5.09% 6
2024
Q1 		$7.33M Sell
36,400
-4,379
-11% -$749K 6.09% 3
2023
Q4 		$6.05M Buy
+40,779
New +$6.06M 5.57% 4

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

Berry Wealth Group's MPC Position: Q2 2026 in Review

Berry Wealth Group increased its Marathon Petroleum (MPC) stake by 0.02% in Q2 2026, buying an estimated $491 and bringing the position to 12,222 shares worth $3.12M. The position accounts for 10.04% of the portfolio, ranked #3.

Berry Wealth Group first reported a position in MPC in Q4 2023 and has held it in 11 quarters since. The position peaked at $7.33M in Q1 2024. 1,948 funds tracked by Wall St. Rank hold MPC as of Q2 2026.

  • Berry Wealth Group held 12,222 shares of Marathon Petroleum worth $3.12M as of Q2 2026.
  • Berry Wealth Group bought 2 Marathon Petroleum shares in Q2 2026, an estimated $491.
  • Marathon Petroleum made up 10.04% of Berry Wealth Group's portfolio in Q2 2026, its #3 holding.
  • Berry Wealth Group first reported a position in Marathon Petroleum in Q4 2023 and has held it in 11 quarters since.
  • Berry Wealth Group's Marathon Petroleum position peaked at $7.33M in Q1 2024.
  • 1,948 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2026.

Based on Berry Wealth Group's 13F filing for Q2 2026, filed 12 Aug 2026.