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CMH Wealth Management’s Marathon Petroleum MPC Stock Holding History

CMH 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
Q2 		– Sell
-2,229
Closed -$325K – 57
2025
Q1 		$325K Sell
2,229
-660
-23% -$97.7K 0.08% 49
2024
Q4 		$403K Sell
2,889
-38
-1% -$5.8K 0.09% 47
2024
Q3 		$477K Sell
2,927
-100
-3% -$16.9K 0.11% 47
2024
Q2 		$525K Buy
+3,027
New +$563K 0.13% 44
2020
Q1 		– Sell
-54,600
Closed -$3.29M – 54
2019
Q4 		$3.29M Sell
54,600
-1,785
-3% -$112K 1.69% 22
2019
Q3 		$3.42M Sell
56,385
-28,950
-34% -$1.53M 1.94% 15
2019
Q2 		$4.77M Buy
85,335
+56,020
+191% +$3.07M 2.8% 8
2019
Q1 		$1.75M Buy
+29,315
New +$1.84M 1.06% 43

Other funds holding MPC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

CMH Wealth Management's MPC Position: Q2 2025 in Review

CMH Wealth Management sold out of Marathon Petroleum (MPC) in Q2 2025, closing a stake of 2,229 shares — an estimated $325K sold.

CMH Wealth Management first reported a position in MPC in Q1 2019 and held it in 8 quarters. The position peaked at $4.77M in Q2 2019. 1,572 funds tracked by Wall St. Rank hold MPC as of Q2 2025.

  • CMH Wealth Management reported no remaining Marathon Petroleum position as of Q2 2025 after selling out during the quarter.
  • CMH Wealth Management sold 2,229 Marathon Petroleum shares in Q2 2025, an estimated $325K.
  • CMH Wealth Management first reported a position in Marathon Petroleum in Q1 2019 and held it in 8 quarters.
  • CMH Wealth Management's Marathon Petroleum position peaked at $4.77M in Q2 2019.
  • 1,572 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2025.

Based on CMH Wealth Management's 13F filing for Q2 2025, filed 11 Jul 2025.