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Client 1st Advisory Group’s Marathon Petroleum MPC Stock Holding History

Client 1st Advisory Group’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 		$275K Buy
1,075
+31
+3% +$7.61K 0.07% 119
2026
Q1 		$255K Buy
+1,044
New +$211K 0.08% 115
2025
Q4 		– Sell
-1,044
Closed -$201K – 147
2025
Q3 		$201K Buy
+1,044
New +$184K 0.07% 132
2024
Q3 		– Sell
-1,215
Closed -$211K – 125
2024
Q2 		$211K Buy
1,215
+24
+2% +$4.46K 0.09% 111
2024
Q1 		$240K Buy
+1,191
New +$204K 0.11% 103

Other funds holding MPC

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Client 1st Advisory Group's MPC Position: Q2 2026 in Review

Client 1st Advisory Group increased its Marathon Petroleum (MPC) stake by 3% in Q2 2026, buying an estimated $7.61K and bringing the position to 1,075 shares worth $275K. The position accounts for 0.07% of the portfolio, ranked #119.

Client 1st Advisory Group first reported a position in MPC in Q1 2024 and has held it in 5 quarters since. 368 funds tracked by Wall St. Rank hold MPC as of Q2 2026.

  • Client 1st Advisory Group held 1,075 shares of Marathon Petroleum worth $275K as of Q2 2026.
  • Client 1st Advisory Group bought 31 Marathon Petroleum shares in Q2 2026, an estimated $7.61K.
  • Marathon Petroleum made up 0.07% of Client 1st Advisory Group's portfolio in Q2 2026, its #119 holding.
  • Client 1st Advisory Group first reported a position in Marathon Petroleum in Q1 2024 and has held it in 5 quarters since.
  • 368 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2026.

Based on Client 1st Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.