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BlackDiamond Wealth Management’s Marathon Petroleum MPC Stock Holding History

BlackDiamond 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
Q1 		$295K Sell
1,207
-30
-2% -$6.06K 0.14% 144
2025
Q4 		$253K Sell
1,237
-66
-5% -$12.3K 0.12% 166
2025
Q3 		$251K Sell
1,303
-179
-12% -$31.5K 0.14% 147
2025
Q2 		$252K Sell
1,482
-45
-3% -$6.75K 0.15% 134
2025
Q1 		$230K Sell
1,527
-299
-16% -$44.2K 0.16% 133
2024
Q4 		$255K Sell
1,826
-132
-7% -$20.1K 0.15% 133
2024
Q3 		$304K Buy
1,958
+290
+17% +$49K 0.18% 121
2024
Q2 		$290K Buy
1,668
+24
+1% +$4.46K 0.19% 109
2024
Q1 		$331K Sell
1,644
-114
-6% -$19.5K 0.24% 96
2023
Q4 		$301K Buy
1,758
+346
+25% +$51.4K 0.22% 99
2023
Q3 		$207K Buy
+1,412
New +$197K 0.19% 122
2022
Q1 		– Sell
-6,643
Closed -$425K – 117
2021
Q4 		$425K Buy
+6,643
New +$427K 0.49% 66

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

BlackDiamond Wealth Management's MPC Position: Q1 2026 in Review

BlackDiamond Wealth Management reduced its Marathon Petroleum (MPC) stake by 2.4% in Q1 2026, selling an estimated $6.06K and leaving 1,207 shares worth $295K. The position accounts for 0.14% of the portfolio, ranked #144.

BlackDiamond Wealth Management first reported a position in MPC in Q4 2021 and has held it in 12 quarters since. The position peaked at $425K in Q4 2021. 1,883 funds tracked by Wall St. Rank hold MPC as of Q1 2026.

  • BlackDiamond Wealth Management held 1,207 shares of Marathon Petroleum worth $295K as of Q1 2026.
  • BlackDiamond Wealth Management sold 30 Marathon Petroleum shares in Q1 2026, an estimated $6.06K.
  • Marathon Petroleum made up 0.14% of BlackDiamond Wealth Management's portfolio in Q1 2026, its #144 holding.
  • BlackDiamond Wealth Management first reported a position in Marathon Petroleum in Q4 2021 and has held it in 12 quarters since.
  • BlackDiamond Wealth Management's Marathon Petroleum position peaked at $425K in Q4 2021.
  • 1,883 funds tracked by Wall St. Rank held Marathon Petroleum as of Q1 2026.

Based on BlackDiamond Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.