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 Q2	$293K	Sell	915 -292	-24%	-$71.7K	0.12%	171
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

BlackDiamond Wealth Management's MPC Position: Q2 2026 in Review

BlackDiamond Wealth Management reduced its Marathon Petroleum (MPC) stake by 24% in Q2 2026, selling an estimated $71.7K and leaving 915 shares worth $293K. The position accounts for 0.12% of the portfolio, ranked #171.

BlackDiamond Wealth Management first reported a position in MPC in Q4 2021 and has held it in 13 quarters since. The position peaked at $425K in Q4 2021. 1,948 funds tracked by Wall St. Rank hold MPC as of Q2 2026.

BlackDiamond Wealth Management held 915 shares of Marathon Petroleum worth $293K as of Q2 2026.
BlackDiamond Wealth Management sold 292 Marathon Petroleum shares in Q2 2026, an estimated $71.7K.
Marathon Petroleum made up 0.12% of BlackDiamond Wealth Management's portfolio in Q2 2026, its #171 holding.
BlackDiamond Wealth Management first reported a position in Marathon Petroleum in Q4 2021 and has held it in 13 quarters since.
BlackDiamond Wealth Management's Marathon Petroleum position peaked at $425K in Q4 2021.
1,948 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2026.

Based on BlackDiamond Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.