Congress Wealth Management’s Marathon Petroleum MPC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$430K Buy
2,588
+434
+20% +$65.1K ﹤0.01% 969
2025
Q1
$315K Sell
2,154
-427
-17% -$63.2K ﹤0.01% 926
2024
Q4
$360K Buy
+2,581
New +$394K ﹤0.01% 723
2024
Q2
Sell
-1,077
Closed -$217K 730
2024
Q1
$217K Sell
1,077
-1,754
-62% -$300K ﹤0.01% 563
2023
Q4
$420K Buy
+2,831
New +$420K 0.01% 490

Other funds holding MPC

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

Congress Wealth Management increased its Marathon Petroleum (MPC) stake by 20% in Q2 2025, buying an estimated $65.1K and bringing the position to 2,588 shares worth $430K. The position accounts for ﹤0.01% of the portfolio, ranked #969.

Congress Wealth Management first reported a position in MPC in Q4 2023 and has held it in 5 quarters since. 1,572 funds tracked by Wall St. Rank hold MPC as of Q2 2025.

  • Congress Wealth Management held 2,588 shares of Marathon Petroleum worth $430K as of Q2 2025.
  • Congress Wealth Management bought 434 Marathon Petroleum shares in Q2 2025, an estimated $65.1K.
  • Marathon Petroleum made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #969 holding.
  • Congress Wealth Management first reported a position in Marathon Petroleum in Q4 2023 and has held it in 5 quarters since.
  • 1,572 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.