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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
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 $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

Carson Advisory's MPC Position: Q1 2026 in Review

Carson Advisory reduced its Marathon Petroleum (MPC) stake by 12% in Q1 2026, selling an estimated $33.9K and leaving 1,291 shares worth $315K. The position accounts for 0.16% of the portfolio, ranked #127.

Carson Advisory first reported a position in MPC in Q4 2021 and has held it in 18 quarters since. The position peaked at $358K in Q4 2021. 1,883 funds tracked by Wall St. Rank hold MPC as of Q1 2026.

  • Carson Advisory held 1,291 shares of Marathon Petroleum worth $315K as of Q1 2026.
  • Carson Advisory sold 168 Marathon Petroleum shares in Q1 2026, an estimated $33.9K.
  • Marathon Petroleum made up 0.16% of Carson Advisory's portfolio in Q1 2026, its #127 holding.
  • Carson Advisory first reported a position in Marathon Petroleum in Q4 2021 and has held it in 18 quarters since.
  • Carson Advisory's Marathon Petroleum position peaked at $358K in Q4 2021.
  • 1,883 funds tracked by Wall St. Rank held Marathon Petroleum as of Q1 2026.

Based on Carson Advisory's 13F filing for Q1 2026, filed 7 May 2026.