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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Asset Advisory Services's MPC Position: Q1 2026 in Review

Capital Asset Advisory Services reduced its Marathon Petroleum (MPC) stake by 0.3% in Q1 2026, selling an estimated $1.61K and leaving 2,627 shares worth $562K. The position accounts for 0.02% of the portfolio, ranked #177.

Capital Asset Advisory Services first reported a position in MPC in Q3 2018 and has held it in 21 quarters since. The position peaked at $627K in Q1 2024. 1,883 funds tracked by Wall St. Rank hold MPC as of Q1 2026.

  • Capital Asset Advisory Services held 2,627 shares of Marathon Petroleum worth $562K as of Q1 2026.
  • Capital Asset Advisory Services sold 8 Marathon Petroleum shares in Q1 2026, an estimated $1.61K.
  • Marathon Petroleum made up 0.02% of Capital Asset Advisory Services's portfolio in Q1 2026, its #177 holding.
  • Capital Asset Advisory Services first reported a position in Marathon Petroleum in Q3 2018 and has held it in 21 quarters since.
  • Capital Asset Advisory Services's Marathon Petroleum position peaked at $627K in Q1 2024.
  • 1,883 funds tracked by Wall St. Rank held Marathon Petroleum as of Q1 2026.

Based on Capital Asset Advisory Services's 13F filing for Q1 2026, filed 24 Apr 2026.