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 Q3	$1.4M	Hold	3,549	–	–	0.16%	80
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

DLA

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

NPPM

North Point Portfolio Managers Orange Village, Ohio $595M AUM 14.89% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Chapin Davis Baltimore, Maryland $520M AUM 117.57% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Capital Advisors Wealth Management's MPC Position: Q3 2026 in Review

Capital Advisors Wealth Management held its Marathon Petroleum (MPC) position steady in Q3 2026 at 3,549 shares worth $1.4M. The position accounts for 0.16% of the portfolio, ranked #80.

Capital Advisors Wealth Management first reported a position in MPC in Q2 2022 and has held it in 18 quarters since. 106 funds tracked by Wall St. Rank hold MPC as of Q3 2026.

Capital Advisors Wealth Management held 3,549 shares of Marathon Petroleum worth $1.4M as of Q3 2026.
Capital Advisors Wealth Management left its Marathon Petroleum share count unchanged in Q3 2026.
Marathon Petroleum made up 0.16% of Capital Advisors Wealth Management's portfolio in Q3 2026, its #80 holding.
Capital Advisors Wealth Management first reported a position in Marathon Petroleum in Q2 2022 and has held it in 18 quarters since.
106 funds tracked by Wall St. Rank held Marathon Petroleum as of Q3 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.