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Cornerstone Wealth Management’s Marathon Petroleum MPC Stock Holding History

Cornerstone 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
Q3 		$1.07M Sell
2,697
-49
-2% -$16.9K 0.04% 327
2026
Q2 		$702K Hold
2,746
– – 0.03% 409
2026
Q1 		$670K Buy
2,746
+133
+5% +$26.9K 0.03% 384
2025
Q4 		$425K Sell
2,613
-120
-4% -$22.4K 0.02% 466
2025
Q3 		$527K Buy
2,733
+1
+0% +$176 0.03% 405
2025
Q2 		$454K Hold
2,732
– – 0.03% 408
2025
Q1 		$398K Buy
2,732
+20
+0.7% +$2.96K 0.03% 418
2024
Q4 		$378K Sell
2,712
-470
-15% -$71.7K 0.03% 417
2024
Q3 		$518K Buy
3,182
+1
+0% +$169 0.04% 348
2024
Q2 		$552K Buy
3,181
+201
+7% +$37.4K 0.04% 314
2024
Q1 		$601K Buy
2,980
+221
+8% +$37.8K 0.05% 301
2023
Q4 		$409K Buy
2,759
+4
+0.1% +$594 0.04% 357
2023
Q3 		$417K Buy
2,755
+27
+1% +$3.76K 0.04% 347
2023
Q2 		$318K Buy
2,728
+719
+36% +$83.6K 0.03% 389
2023
Q1 		$271K Buy
+2,009
New +$251K 0.03% 391
2022
Q3 		$270K Buy
2,718
+174
+7% +$16.3K 0.03% 368
2022
Q2 		$209K Buy
+2,544
New +$238K 0.02% 420
2019
Q2 		– Sell
-4,040
Closed -$376K – 457
2019
Q1 		$376K Buy
+4,040
New +$254K 0.05% 327

Other funds holding MPC

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Cornerstone Wealth Management's MPC Position: Q3 2026 in Review

Cornerstone Wealth Management reduced its Marathon Petroleum (MPC) stake by 1.8% in Q3 2026, selling an estimated $16.9K and leaving 2,697 shares worth $1.07M. The position accounts for 0.04% of the portfolio, ranked #327.

Cornerstone Wealth Management first reported a position in MPC in Q1 2019 and has held it in 18 quarters since. 1,519 funds tracked by Wall St. Rank hold MPC as of Q3 2026.

  • Cornerstone Wealth Management held 2,697 shares of Marathon Petroleum worth $1.07M as of Q3 2026.
  • Cornerstone Wealth Management sold 49 Marathon Petroleum shares in Q3 2026, an estimated $16.9K.
  • Marathon Petroleum made up 0.04% of Cornerstone Wealth Management's portfolio in Q3 2026, its #327 holding.
  • Cornerstone Wealth Management first reported a position in Marathon Petroleum in Q1 2019 and has held it in 18 quarters since.
  • 1,519 funds tracked by Wall St. Rank held Marathon Petroleum as of Q3 2026.

Based on Cornerstone Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.