Diversify Advisory Services’s Marathon Petroleum MPC Stock Holding History

Diversify Advisory Services’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 Q1	–	Sell	-4,512	Closed	-$792K	–	616
2025 Q4	$792K	Buy	4,512 +570	+14%	+$107K	0.03%	459
2025 Q3	$772K	Buy	3,942 +719	+22%	+$126K	0.03%	434
2025 Q2	$513K	Buy	3,223 +50	+2%	+$7.5K	0.02%	528
2025 Q1	$439K	Buy	3,173 +147	+5%	+$21.8K	0.03%	387
2024 Q4	$431K	Sell	3,026 -78	-3%	-$11.9K	0.02%	393
2024 Q3	$491K	Sell	3,104 -172	-5%	-$29.1K	0.03%	379
2024 Q2	$534K	Sell	3,276 -1,613	-33%	-$300K	0.03%	374
2024 Q1	$999K	Buy	+4,889	New	+$836K	0.06%	253

Other funds holding MPC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Diversify Advisory Services's MPC Position: Q1 2026 in Review

Diversify Advisory Services sold out of Marathon Petroleum (MPC) in Q1 2026, closing a stake of 4,512 shares — an estimated $792K sold.

Diversify Advisory Services first reported a position in MPC in Q1 2024 and held it in 8 quarters. The position peaked at $999K in Q1 2024. 1,882 funds tracked by Wall St. Rank hold MPC as of Q1 2026.

Diversify Advisory Services reported no remaining Marathon Petroleum position as of Q1 2026 after selling out during the quarter.
Diversify Advisory Services sold 4,512 Marathon Petroleum shares in Q1 2026, an estimated $792K.
Diversify Advisory Services first reported a position in Marathon Petroleum in Q1 2024 and held it in 8 quarters.
Diversify Advisory Services's Marathon Petroleum position peaked at $999K in Q1 2024.
1,882 funds tracked by Wall St. Rank held Marathon Petroleum as of Q1 2026.

Based on Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.