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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Berry Wealth Group's MPC Position: Q1 2026 in Review

Berry Wealth Group reduced its Marathon Petroleum (MPC) stake by 2.4% in Q1 2026, selling an estimated $61.2K and leaving 12,220 shares worth $2.98M. The position accounts for 11.15% of the portfolio, ranked #2.

Berry Wealth Group first reported a position in MPC in Q4 2023 and has held it in 10 quarters since. The position peaked at $7.33M in Q1 2024. 1,882 funds tracked by Wall St. Rank hold MPC as of Q1 2026.

  • Berry Wealth Group held 12,220 shares of Marathon Petroleum worth $2.98M as of Q1 2026.
  • Berry Wealth Group sold 303 Marathon Petroleum shares in Q1 2026, an estimated $61.2K.
  • Marathon Petroleum made up 11.15% of Berry Wealth Group's portfolio in Q1 2026, its #2 holding.
  • Berry Wealth Group first reported a position in Marathon Petroleum in Q4 2023 and has held it in 10 quarters since.
  • Berry Wealth Group's Marathon Petroleum position peaked at $7.33M in Q1 2024.
  • 1,882 funds tracked by Wall St. Rank held Marathon Petroleum as of Q1 2026.

Based on Berry Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.