Copia Wealth Management’s Marathon Petroleum MPC Stock Holding History

Copia 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
2026 Q2	$166K	Buy	651 +21	+3%	+$5.16K	0.1%	124
2026 Q1	$154K	Hold	630	–	–	0.11%	122
2025 Q4	$102K	Hold	630	–	–	0.07%	140
2025 Q3	$121K	Hold	630	–	–	0.09%	127
2025 Q2	$105K	Hold	630	–	–	0.09%	122
2025 Q1	$91.8K	Hold	630	–	–	0.08%	125
2024 Q4	$87.9K	Buy	+630	New	+$96.2K	0.08%	117

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

Copia Wealth Management's MPC Position: Q2 2026 in Review

Copia Wealth Management increased its Marathon Petroleum (MPC) stake by 3.3% in Q2 2026, buying an estimated $5.16K and bringing the position to 651 shares worth $166K. The position accounts for 0.1% of the portfolio, ranked #124.

Copia Wealth Management first reported a position in MPC in Q4 2024 and has held it in 7 quarters since. 1,942 funds tracked by Wall St. Rank hold MPC as of Q2 2026.

Copia Wealth Management held 651 shares of Marathon Petroleum worth $166K as of Q2 2026.
Copia Wealth Management bought 21 Marathon Petroleum shares in Q2 2026, an estimated $5.16K.
Marathon Petroleum made up 0.1% of Copia Wealth Management's portfolio in Q2 2026, its #124 holding.
Copia Wealth Management first reported a position in Marathon Petroleum in Q4 2024 and has held it in 7 quarters since.
1,942 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.