Carson Wealth (CWM LLC)
MPC icon

Carson Wealth (CWM LLC)’s Marathon Petroleum MPC Stock Holding History

Carson Wealth (CWM LLC)’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 		$5.55M Sell
22,749
-1,367
-6% -$276K 0.01% 761
2025
Q4 		$3.92M Buy
24,116
+3,882
+19% +$726K 0.01% 873
2025
Q3 		$3.9M Buy
20,234
+220
+1% +$38.7K 0.01% 816
2025
Q2 		$3.33M Sell
20,014
-5,603
-22% -$840K 0.01% 732
2025
Q1 		$3.73M Buy
25,617
+1,591
+7% +$235K 0.01% 610
2024
Q4 		$3.35M Buy
24,026
+4,138
+21% +$632K 0.01% 583
2024
Q3 		$3.24M Buy
19,888
+3,399
+21% +$575K 0.01% 558
2024
Q2 		$2.86M Buy
16,489
+1,398
+9% +$260K 0.01% 547
2024
Q1 		$3.04M Buy
15,091
+978
+7% +$167K 0.01% 525
2023
Q4 		$2.09M Buy
14,113
+1,793
+15% +$266K 0.01% 569
2023
Q3 		$1.86M Sell
12,320
-764
-6% -$107K 0.01% 558
2023
Q2 		$1.53M Buy
13,084
+1,811
+16% +$211K 0.01% 584
2023
Q1 		$1.52M Buy
11,273
+589
+6% +$73.7K 0.01% 538
2022
Q4 		$1.24M Buy
10,684
+572
+6% +$65.2K 0.01% 554
2022
Q3 		$1M Sell
10,112
-5,657
-36% -$530K 0.01% 564
2022
Q2 		$1.3M Buy
15,769
+4,386
+39% +$410K 0.01% 502
2022
Q1 		$973K Buy
11,383
+162
+1% +$12.3K 0.01% 564
2021
Q4 		$718K Buy
+11,221
New +$721K 0.01% 642
2021
Q2 		$174K Hold
2,887
– – ﹤0.01% 948
2021
Q1 		$174K Hold
2,887
– – ﹤0.01% 948
2020
Q4 		$174K Hold
2,887
– – ﹤0.01% 948
2020
Q3 		$174K Hold
2,887
– – ﹤0.01% 948
2020
Q2 		$174K Hold
2,887
– – ﹤0.01% 948
2020
Q1 		$174K Hold
2,887
– – ﹤0.01% 948
2019
Q4 		$174K Hold
2,887
– – ﹤0.01% 948
2019
Q3 		$174K Hold
2,887
– – ﹤0.01% 948
2019
Q2 		$174K Hold
2,887
– – ﹤0.01% 948
2019
Q1 		$174K Sell
2,887
-6,534
-69% -$411K ﹤0.01% 948
2018
Q4 		$556K Sell
9,421
-708
-7% -$48.3K 0.01% 441
2018
Q3 		$810K Buy
10,129
+264
+3% +$20.9K 0.02% 337
2018
Q2 		$692K Buy
9,865
+95
+1% +$7.25K 0.02% 305
2018
Q1 		$714K Buy
9,770
+118
+1% +$8.12K 0.03% 255
2017
Q4 		$637K Sell
9,652
-344
-3% -$21.1K 0.03% 256
2017
Q3 		$561K Buy
9,996
+177
+2% +$9.49K 0.03% 239
2017
Q2 		$514K Sell
9,819
-999
-9% -$51.6K 0.03% 243
2017
Q1 		$547K Sell
10,818
-57
-0.5% -$2.84K 0.03% 225
2016
Q4 		$548K Buy
10,875
+168
+2% +$7.63K 0.03% 208
2016
Q3 		$435K Buy
10,707
+10,604
+10,295% +$430K 0.03% 211
2016
Q2 		$4K Buy
103
+1
+1% +$37 ﹤0.01% 658
2016
Q1 		$4K Buy
102
+1
+1% +$38 ﹤0.01% 626
2015
Q4 		$5K Hold
101
– – ﹤0.01% 522
2015
Q3 		$5K Buy
+101
New +$5.2K ﹤0.01% 502
2013
Q4 		– Sell
-100
Closed -$3K – 640
2013
Q3 		$3K Buy
+100
New +$3.52K ﹤0.01% 418

Other funds holding MPC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
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 $324B AUM 22.36% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 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 Wealth (CWM LLC)'s MPC Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Marathon Petroleum (MPC) stake by 5.7% in Q1 2026, selling an estimated $276K and leaving 22,749 shares worth $5.55M. The position accounts for 0.01% of the portfolio, ranked #761.

Carson Wealth (CWM LLC) first reported a position in MPC in Q3 2013 and has held it in 43 quarters since. 1,891 funds tracked by Wall St. Rank hold MPC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 22,749 shares of Marathon Petroleum worth $5.55M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 1,367 Marathon Petroleum shares in Q1 2026, an estimated $276K.
  • Marathon Petroleum made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #761 holding.
  • Carson Wealth (CWM LLC) first reported a position in Marathon Petroleum in Q3 2013 and has held it in 43 quarters since.
  • 1,891 funds tracked by Wall St. Rank held Marathon Petroleum as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.