Capital Advisors Wealth Management’s Marathon Petroleum MPC Stock Holding History

Capital Advisors 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	$907K	Sell	3,549 -13	-0.4%	-$3.19K	0.11%	108
2026 Q1	$870K	Sell	3,562 -36	-1%	-$7.27K	0.12%	100
2025 Q4	$585K	Buy	3,598 +16	+0.4%	+$2.99K	0.08%	118
2025 Q3	$690K	Sell	3,582 -80	-2%	-$14.1K	0.1%	105
2025 Q2	$608K	Buy	3,662 +17	+0.5%	+$2.55K	0.1%	102
2025 Q1	$531K	Buy	3,645 +281	+8%	+$41.6K	0.09%	98
2024 Q4	$469K	Buy	3,364 +19	+0.6%	+$2.9K	0.08%	97
2024 Q3	$545K	Sell	3,345 -791	-19%	-$134K	0.1%	88
2024 Q2	$717K	Buy	4,136 +269	+7%	+$50K	0.14%	71
2024 Q1	$779K	Buy	3,867 +17	+0.4%	+$2.91K	0.16%	63
2023 Q4	$571K	Buy	3,850 +22	+0.6%	+$3.27K	0.13%	75
2023 Q3	$579K	Sell	3,828 -496	-11%	-$69.1K	0.15%	74
2023 Q2	$504K	Buy	4,324 +24	+0.6%	+$2.79K	0.13%	81
2023 Q1	$580K	Sell	4,300 -26	-0.6%	-$3.25K	0.16%	73
2022 Q4	$504K	Buy	4,326 +25	+0.6%	+$2.85K	0.15%	70
2022 Q3	$427K	Buy	4,301 +22	+0.5%	+$2.06K	0.14%	77
2022 Q2	$352K	Buy	+4,279	New	+$400K	0.11%	81

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

Capital Advisors Wealth Management's MPC Position: Q2 2026 in Review

Capital Advisors Wealth Management reduced its Marathon Petroleum (MPC) stake by 0.36% in Q2 2026, selling an estimated $3.19K and leaving 3,549 shares worth $907K. The position accounts for 0.11% of the portfolio, ranked #108.

Capital Advisors Wealth Management first reported a position in MPC in Q2 2022 and has held it in 17 quarters since. 1,942 funds tracked by Wall St. Rank hold MPC as of Q2 2026.

Capital Advisors Wealth Management held 3,549 shares of Marathon Petroleum worth $907K as of Q2 2026.
Capital Advisors Wealth Management sold 13 Marathon Petroleum shares in Q2 2026, an estimated $3.19K.
Marathon Petroleum made up 0.11% of Capital Advisors Wealth Management's portfolio in Q2 2026, its #108 holding.
Capital Advisors Wealth Management first reported a position in Marathon Petroleum in Q2 2022 and has held it in 17 quarters since.
1,942 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.