CLA (CliftonLarsonAllen) Wealth Advisors’s Marathon Petroleum MPC Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’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	$3.42M	Buy	13,372 +2,320	+21%	+$570K	0.04%	122
2026 Q1	$2.7M	Sell	11,052 -136	-1%	-$27.5K	0.04%	126
2025 Q4	$1.82M	Buy	+11,188	New	+$2.09M	0.03%	138
2021 Q4	–	Sell	-9,845	Closed	-$609K	–	250
2021 Q3	$609K	Buy	9,845 +37	+0.4%	+$2.13K	0.02%	200
2021 Q2	$593K	Buy	+9,808	New	+$575K	0.02%	206
2021 Q1	–	Sell	-10,544	Closed	-$436K	–	172
2020 Q4	$436K	Buy	10,544 +400	+4%	+$14.4K	0.02%	151
2020 Q3	$298K	Sell	10,144 -28	-0.3%	-$984	0.02%	148
2020 Q2	$380K	Buy	+10,172	New	+$327K	0.02%	146
2019 Q4	$648K	Buy	10,751 +63	+0.6%	+$3.94K	0.05%	128
2019 Q3	$649K	Buy	+10,688	New	+$563K	0.06%	117
2019 Q2	–	Sell	-10,399	Closed	-$622K	–	110
2019 Q1	$622K	Buy	+10,399	New	+$654K	0.07%	87
2018 Q3	–	Sell	-10,351	Closed	-$726K	–	128
2018 Q2	$726K	Buy	+10,351	New	+$791K	0.07%	96
2015 Q3	–	Sell	-9,568	Closed	-$501K	–	144
2015 Q2	$501K	Buy	+9,568	New	+$487K	0.1%	107

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

CLA (CliftonLarsonAllen) Wealth Advisors's MPC Position: Q2 2026 in Review

CLA (CliftonLarsonAllen) Wealth Advisors increased its Marathon Petroleum (MPC) stake by 21% in Q2 2026, buying an estimated $570K and bringing the position to 13,372 shares worth $3.42M. The position accounts for 0.04% of the portfolio, ranked #122.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in MPC in Q2 2015 and has held it in 13 quarters since. 1,942 funds tracked by Wall St. Rank hold MPC as of Q2 2026.

CLA (CliftonLarsonAllen) Wealth Advisors held 13,372 shares of Marathon Petroleum worth $3.42M as of Q2 2026.
CLA (CliftonLarsonAllen) Wealth Advisors bought 2,320 Marathon Petroleum shares in Q2 2026, an estimated $570K.
Marathon Petroleum made up 0.04% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #122 holding.
CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Marathon Petroleum in Q2 2015 and has held it in 13 quarters since.
1,942 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2026.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.