CarsonAllaria Wealth Management’s Marathon Petroleum MPC Stock Holding History

CarsonAllaria Wealth Management’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
2025 Q3	–	Sell	-234	Closed	-$39K	–	237
2025 Q2	$39K	Hold	234	–	–	0.02%	147
2025 Q1	$34.2K	Hold	234	–	–	0.02%	155
2024 Q4	$32.7K	Buy	234 +1	+0.4%	+$153	0.02%	159
2024 Q3	$38.1K	Hold	233	–	–	0.02%	147
2024 Q2	$40.5K	Buy	233 +1	+0.4%	+$186	0.02%	136
2024 Q1	$46.9K	Buy	232 +174	+300%	+$29.8K	0.03%	132
2023 Q4	$8.65K	Hold	58	–	–	0.01%	225
2023 Q3	$8.78K	Buy	+58	New	+$8.09K	0.01%	218

Other funds holding MPC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

CarsonAllaria Wealth Management's MPC Position: Q3 2025 in Review

CarsonAllaria Wealth Management sold out of Marathon Petroleum (MPC) in Q3 2025, closing a stake of 234 shares — an estimated $39K sold.

CarsonAllaria Wealth Management first reported a position in MPC in Q3 2023 and held it in 8 quarters. The position peaked at $46.9K in Q1 2024. 1,662 funds tracked by Wall St. Rank hold MPC as of Q3 2025.

CarsonAllaria Wealth Management reported no remaining Marathon Petroleum position as of Q3 2025 after selling out during the quarter.
CarsonAllaria Wealth Management sold 234 Marathon Petroleum shares in Q3 2025, an estimated $39K.
CarsonAllaria Wealth Management first reported a position in Marathon Petroleum in Q3 2023 and held it in 8 quarters.
CarsonAllaria Wealth Management's Marathon Petroleum position peaked at $46.9K in Q1 2024.
1,662 funds tracked by Wall St. Rank held Marathon Petroleum as of Q3 2025.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.