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Carson Advisory’s Marathon Petroleum MPC Stock Holding History

Carson Advisory’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 		$325K Sell
1,269
-22
-2% -$5.4K 0.15% 140
2026
Q1 		$315K Sell
1,291
-168
-12% -$33.9K 0.16% 127
2025
Q4 		$237K Sell
1,459
-28
-2% -$5.23K 0.12% 161
2025
Q3 		$287K Sell
1,487
-64
-4% -$11.3K 0.15% 129
2025
Q2 		$258K Sell
1,551
-9
-0.6% -$1.35K 0.16% 138
2025
Q1 		$227K Sell
1,560
-43
-3% -$6.36K 0.15% 144
2024
Q4 		$224K Buy
1,603
+18
+1% +$2.75K 0.16% 142
2024
Q3 		$258K Buy
1,585
+143
+10% +$24.2K 0.16% 143
2024
Q2 		$250K Buy
1,442
+175
+14% +$32.5K 0.18% 136
2024
Q1 		$255K Sell
1,267
-468
-27% -$80K 0.18% 134
2023
Q4 		$257K Sell
1,735
-48
-3% -$7.13K 0.2% 125
2023
Q3 		$270K Buy
1,783
+1
+0.1% +$139 0.24% 111
2023
Q2 		$208K Sell
1,782
-58
-3% -$6.74K 0.18% 145
2023
Q1 		$248K Sell
1,840
-298
-14% -$37.3K 0.22% 114
2022
Q4 		$249K Sell
2,138
-359
-14% -$40.9K 0.24% 105
2022
Q3 		$248K Buy
2,497
+7
+0.3% +$655 0.27% 94
2022
Q2 		$205K Sell
2,490
-1,626
-40% -$152K 0.23% 114
2022
Q1 		$352K Sell
4,116
-1,476
-26% -$112K 0.35% 75
2021
Q4 		$358K Buy
+5,592
New +$359K 0.36% 75

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 $3.37T AUM 44.26% 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

Carson Advisory's MPC Position: Q2 2026 in Review

Carson Advisory reduced its Marathon Petroleum (MPC) stake by 1.7% in Q2 2026, selling an estimated $5.4K and leaving 1,269 shares worth $325K. The position accounts for 0.15% of the portfolio, ranked #140.

Carson Advisory first reported a position in MPC in Q4 2021 and has held it in 19 quarters since. The position peaked at $358K in Q4 2021. 1,948 funds tracked by Wall St. Rank hold MPC as of Q2 2026.

  • Carson Advisory held 1,269 shares of Marathon Petroleum worth $325K as of Q2 2026.
  • Carson Advisory sold 22 Marathon Petroleum shares in Q2 2026, an estimated $5.4K.
  • Marathon Petroleum made up 0.15% of Carson Advisory's portfolio in Q2 2026, its #140 holding.
  • Carson Advisory first reported a position in Marathon Petroleum in Q4 2021 and has held it in 19 quarters since.
  • Carson Advisory's Marathon Petroleum position peaked at $358K in Q4 2021.
  • 1,948 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2026.

Based on Carson Advisory's 13F filing for Q2 2026, filed 11 Aug 2026.