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Centric Wealth Management’s Marathon Petroleum MPC Stock Holding History

Centric 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
2026
Q2 		$2.8M Hold
11,096
– – 0.44% 68
2026
Q1 		$2.8M Sell
11,096
-348
-3% -$70.3K 0.56% 66
2025
Q4 		$2.02M Sell
11,444
-1,285
-10% -$240K 0.43% 70
2025
Q3 		$2.48M Sell
12,729
-565
-4% -$99.4K 0.55% 65
2025
Q2 		$2.14M Sell
13,294
-1,168
-8% -$175K 0.51% 67
2025
Q1 		$2.11M Sell
14,462
-2,704
-16% -$400K 0.55% 66
2024
Q4 		$2.39M Sell
17,166
-13,039
-43% -$1.99M 0.65% 46
2024
Q3 		$4.69M Sell
30,205
-33
-0.1% -$5.58K 1.25% 18
2024
Q2 		$5.22M Buy
30,238
+861
+3% +$160K 1.5% 11
2024
Q1 		$5.34M Buy
29,377
+757
+3% +$129K 1.7% 8
2023
Q4 		$4.9M Buy
28,620
+757
+3% +$112K 1.61% 12
2023
Q3 		$4.22M Sell
27,863
-1,186
-4% -$165K 1.76% 9
2023
Q2 		$3.42M Buy
29,049
+444
+2% +$51.6K 1.37% 14
2023
Q1 		$3.86M Buy
28,605
+208
+0.7% +$26K 1.67% 7
2022
Q4 		$3.31M Buy
28,397
+386
+1% +$44K 1.68% 7
2022
Q3 		$2.78M Buy
+28,011
New +$2.62M 1.11% 17

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

Centric Wealth Management's MPC Position: Q2 2026 in Review

Centric Wealth Management held its Marathon Petroleum (MPC) position steady in Q2 2026 at 11,096 shares worth $2.8M. The position accounts for 0.44% of the portfolio, ranked #68.

Centric Wealth Management first reported a position in MPC in Q3 2022 and has held it in 16 quarters since. The position peaked at $5.34M in Q1 2024. 1,942 funds tracked by Wall St. Rank hold MPC as of Q2 2026.

  • Centric Wealth Management held 11,096 shares of Marathon Petroleum worth $2.8M as of Q2 2026.
  • Centric Wealth Management left its Marathon Petroleum share count unchanged in Q2 2026.
  • Marathon Petroleum made up 0.44% of Centric Wealth Management's portfolio in Q2 2026, its #68 holding.
  • Centric Wealth Management first reported a position in Marathon Petroleum in Q3 2022 and has held it in 16 quarters since.
  • Centric Wealth Management's Marathon Petroleum position peaked at $5.34M in Q1 2024.
  • 1,942 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2026.

Based on Centric Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.