Caliber Wealth Management (Kansas)’s Marathon Petroleum MPC Stock Holding History

Caliber Wealth Management (Kansas)’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	$5.32M	Buy	20,802 +149	+0.7%	+$36.6K	0.51%	35
2026 Q1	$5.04M	Buy	20,653 +248	+1%	+$50.1K	0.55%	34
2025 Q4	$3.32M	Sell	20,405 -1,452	-7%	-$271K	0.36%	55
2025 Q3	$4.21M	Sell	21,857 -2,552	-10%	-$449K	0.47%	43
2025 Q2	$4.05M	Buy	24,409 +1,436	+6%	+$215K	0.44%	47
2025 Q1	$3.35M	Buy	+22,973	New	+$3.4M	0.46%	52

Other funds holding MPC

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

AIP

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

GIP

Greatmark Investment Partners Columbus, Georgia $906M AUM 16.08% 1-Year Est. Return

Caliber Wealth Management (Kansas)'s MPC Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) increased its Marathon Petroleum (MPC) stake by 0.72% in Q2 2026, buying an estimated $36.6K and bringing the position to 20,802 shares worth $5.32M. The position accounts for 0.51% of the portfolio, ranked #35.

Caliber Wealth Management (Kansas) first reported a position in MPC in Q1 2025 and has held it in 6 quarters since. 858 funds tracked by Wall St. Rank hold MPC as of Q2 2026.

Caliber Wealth Management (Kansas) held 20,802 shares of Marathon Petroleum worth $5.32M as of Q2 2026.
Caliber Wealth Management (Kansas) bought 149 Marathon Petroleum shares in Q2 2026, an estimated $36.6K.
Marathon Petroleum made up 0.51% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #35 holding.
Caliber Wealth Management (Kansas) first reported a position in Marathon Petroleum in Q1 2025 and has held it in 6 quarters since.
858 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.