Consilium Wealth Advisory
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Consilium Wealth Advisory’s Marathon Petroleum MPC Stock Holding History

Consilium Wealth Advisory’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
Q3 		$1.61M Buy
4,068
+77
+2% +$26.6K 0.48% 42
2026
Q2 		$1.02M Buy
3,991
+48
+1% +$11.8K 0.3% 51
2026
Q1 		$963K Buy
+3,943
New +$796K 0.33% 47

Other funds holding MPC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
AHT
Amanah Holdings Trust London $1.79B AUM 618.88% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $33.5B AUM 25.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Consilium Wealth Advisory's MPC Position: Q3 2026 in Review

Consilium Wealth Advisory increased its Marathon Petroleum (MPC) stake by 1.9% in Q3 2026, buying an estimated $26.6K and bringing the position to 4,068 shares worth $1.61M. The position accounts for 0.48% of the portfolio, ranked #42.

Consilium Wealth Advisory first reported a position in MPC in Q1 2026 and has held it in 3 quarters since. 1,158 funds tracked by Wall St. Rank hold MPC as of Q3 2026.

  • Consilium Wealth Advisory held 4,068 shares of Marathon Petroleum worth $1.61M as of Q3 2026.
  • Consilium Wealth Advisory bought 77 Marathon Petroleum shares in Q3 2026, an estimated $26.6K.
  • Marathon Petroleum made up 0.48% of Consilium Wealth Advisory's portfolio in Q3 2026, its #42 holding.
  • Consilium Wealth Advisory first reported a position in Marathon Petroleum in Q1 2026 and has held it in 3 quarters since.
  • 1,158 funds tracked by Wall St. Rank held Marathon Petroleum as of Q3 2026.

Based on Consilium Wealth Advisory's 13F filing for Q3 2026, filed 14 Oct 2026.