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Capital Asset Advisory Services’s Marathon Petroleum MPC Stock Holding History

Capital Asset Advisory Services’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 		$641K Sell
2,508
-119
-5% -$29.2K 0.02% 172
2026
Q1 		$562K Sell
2,627
-8
-0.3% -$1.61K 0.02% 177
2025
Q4 		$449K Sell
2,635
-44
-2% -$8.22K 0.02% 188
2025
Q3 		$516K Sell
2,679
-6
-0.2% -$1.05K 0.02% 166
2025
Q2 		$456K Buy
2,685
+180
+7% +$27K 0.02% 176
2025
Q1 		$371K Sell
2,505
-283
-10% -$41.9K 0.02% 199
2024
Q4 		$398K Sell
2,788
-7
-0.3% -$1.07K 0.02% 213
2024
Q3 		$447K Sell
2,795
-47
-2% -$7.94K 0.02% 195
2024
Q2 		$463K Sell
2,842
-19
-0.7% -$3.53K 0.03% 188
2024
Q1 		$627K Sell
2,861
-29
-1% -$4.96K 0.04% 169
2023
Q4 		$429K Sell
2,890
-348
-11% -$51.7K 0.03% 207
2023
Q3 		$481K Buy
3,238
+281
+10% +$39.2K 0.03% 196
2023
Q2 		$350K Buy
2,957
+31
+1% +$3.6K 0.02% 233
2023
Q1 		$395K Sell
2,926
-102
-3% -$12.8K 0.03% 225
2022
Q4 		$352K Buy
3,028
+121
+4% +$13.8K 0.03% 248
2022
Q3 		$289K Sell
2,907
-176
-6% -$16.5K 0.04% 247
2022
Q2 		$253K Sell
3,083
-76
-2% -$7.11K 0.03% 340
2022
Q1 		$270K Buy
+3,159
New +$240K 0.03% 344
2021
Q3 		– Sell
-4,106
Closed -$248K – 732
2021
Q2 		$248K Sell
4,106
-273
-6% -$16K 0.03% 394
2021
Q1 		$234K Sell
4,379
-258
-6% -$13K 0.03% 385
2020
Q4 		$192K Buy
+4,637
New +$166K 0.03% 347
2018
Q4 		– Sell
-2,630
Closed -$210K – 109
2018
Q3 		$210K Buy
+2,630
New +$208K 0.18% 102

Other funds holding MPC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Capital Asset Advisory Services's MPC Position: Q2 2026 in Review

Capital Asset Advisory Services reduced its Marathon Petroleum (MPC) stake by 4.5% in Q2 2026, selling an estimated $29.2K and leaving 2,508 shares worth $641K. The position accounts for 0.02% of the portfolio, ranked #172.

Capital Asset Advisory Services first reported a position in MPC in Q3 2018 and has held it in 22 quarters since. 1,952 funds tracked by Wall St. Rank hold MPC as of Q2 2026.

  • Capital Asset Advisory Services held 2,508 shares of Marathon Petroleum worth $641K as of Q2 2026.
  • Capital Asset Advisory Services sold 119 Marathon Petroleum shares in Q2 2026, an estimated $29.2K.
  • Marathon Petroleum made up 0.02% of Capital Asset Advisory Services's portfolio in Q2 2026, its #172 holding.
  • Capital Asset Advisory Services first reported a position in Marathon Petroleum in Q3 2018 and has held it in 22 quarters since.
  • 1,952 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2026.

Based on Capital Asset Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.