Circle Wealth Management’s Marathon Petroleum MPC Stock Holding History

Circle 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	$399K	Hold	1,562	–	–	0.01%	205
2026 Q1	$381K	Hold	1,562	–	–	0.01%	218
2025 Q4	$254K	Buy	1,562 +10	+0.6%	+$1.87K	﹤0.01%	222
2025 Q3	$299K	Hold	1,552	–	–	0.01%	193
2025 Q2	$258K	Hold	1,552	–	–	0.01%	204
2025 Q1	$226K	Hold	1,552	–	–	0.01%	210
2024 Q4	$217K	Hold	1,552	–	–	﹤0.01%	210
2024 Q3	$253K	Hold	1,552	–	–	0.01%	206
2024 Q2	$269K	Sell	1,552 -521	-25%	-$96.9K	0.01%	202
2024 Q1	$418K	Hold	2,073	–	–	0.01%	154
2023 Q4	$308K	Sell	2,073 -63	-3%	-$9.36K	0.01%	166
2023 Q3	$323K	Buy	+2,136	New	+$298K	0.01%	163

Other funds holding MPC

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

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

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

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

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

Circle Wealth Management held its Marathon Petroleum (MPC) position steady in Q2 2026 at 1,562 shares worth $399K. The position accounts for 0.01% of the portfolio, ranked #205.

Circle Wealth Management first reported a position in MPC in Q3 2023 and has held it in 12 quarters since. The position peaked at $418K in Q1 2024. 1,948 funds tracked by Wall St. Rank hold MPC as of Q2 2026.

Circle Wealth Management held 1,562 shares of Marathon Petroleum worth $399K as of Q2 2026.
Circle Wealth Management left its Marathon Petroleum share count unchanged in Q2 2026.
Marathon Petroleum made up 0.01% of Circle Wealth Management's portfolio in Q2 2026, its #205 holding.
Circle Wealth Management first reported a position in Marathon Petroleum in Q3 2023 and has held it in 12 quarters since.
Circle Wealth Management's Marathon Petroleum position peaked at $418K in Q1 2024.
1,948 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2026.

Based on Circle Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.