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Beverly Hills Private Wealth’s Marathon Petroleum MPC Stock Holding History

Beverly Hills Private Wealth’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 		$1.31M Hold
5,107
– – 0.25% 92
2026
Q1 		$1.25M Sell
5,107
-1,561
-23% -$315K 0.21% 117
2025
Q4 		$1.08M Hold
6,668
– – 0.19% 120
2025
Q3 		$1.29M Sell
6,668
-107
-2% -$18.8K 0.23% 111
2025
Q2 		$1.13M Buy
6,775
+36
+0.5% +$5.4K 0.21% 119
2025
Q1 		$982K Buy
6,739
+84
+1% +$12.4K 0.19% 124
2024
Q4 		$928K Buy
6,655
+76
+1% +$11.6K 0.19% 127
2024
Q3 		$1.07M Buy
6,579
+61
+0.9% +$10.3K 0.22% 120
2024
Q2 		$1.13M Buy
6,518
+1
+0% +$186 0.25% 101
2024
Q1 		$1.31M Buy
6,517
+89
+1% +$15.2K 0.3% 87
2023
Q4 		$954K Sell
6,428
-978
-13% -$145K 0.25% 94
2023
Q3 		$1.12M Hold
7,406
– – 0.33% 78
2023
Q2 		$1.02M Buy
7,406
+66
+0.9% +$7.67K 0.17% 133
2023
Q1 		$990K Buy
+7,340
New +$918K 0.31% 85

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

Beverly Hills Private Wealth's MPC Position: Q2 2026 in Review

Beverly Hills Private Wealth held its Marathon Petroleum (MPC) position steady in Q2 2026 at 5,107 shares worth $1.31M. The position accounts for 0.25% of the portfolio, ranked #92.

Beverly Hills Private Wealth first reported a position in MPC in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.31M in Q1 2024. 1,942 funds tracked by Wall St. Rank hold MPC as of Q2 2026.

  • Beverly Hills Private Wealth held 5,107 shares of Marathon Petroleum worth $1.31M as of Q2 2026.
  • Beverly Hills Private Wealth left its Marathon Petroleum share count unchanged in Q2 2026.
  • Marathon Petroleum made up 0.25% of Beverly Hills Private Wealth's portfolio in Q2 2026, its #92 holding.
  • Beverly Hills Private Wealth first reported a position in Marathon Petroleum in Q1 2023 and has held it in 14 quarters since.
  • Beverly Hills Private Wealth's Marathon Petroleum position peaked at $1.31M in Q1 2024.
  • 1,942 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.