Diversify Wealth Management’s Marathon Petroleum MPC Stock Holding History

Diversify 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	$2.11M	Buy	6,766 +1,354	+25%	+$332K	0.04%	394
2026 Q1	$1.31M	Buy	5,412 +3,073	+131%	+$620K	0.02%	506
2025 Q4	$411K	Sell	2,339 -208	-8%	-$38.9K	0.02%	481
2025 Q3	$499K	Sell	2,547 -368	-13%	-$64.7K	0.03%	378
2025 Q2	$464K	Sell	2,915 -319	-10%	-$47.8K	0.03%	382
2025 Q1	$447K	Sell	3,234 -375	-10%	-$55.5K	0.03%	371
2024 Q4	$513K	Sell	3,609 -181	-5%	-$27.6K	0.04%	347
2024 Q3	$583K	Buy	3,790 +492	+15%	+$83.2K	0.06%	292
2024 Q2	$534K	Buy	+3,298	New	+$613K	0.07%	258

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

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

Diversify Wealth Management increased its Marathon Petroleum (MPC) stake by 25% in Q2 2026, buying an estimated $332K and bringing the position to 6,766 shares worth $2.11M. The position accounts for 0.04% of the portfolio, ranked #394.

Diversify Wealth Management first reported a position in MPC in Q2 2024 and has held it in 9 quarters since. 1,942 funds tracked by Wall St. Rank hold MPC as of Q2 2026.

Diversify Wealth Management held 6,766 shares of Marathon Petroleum worth $2.11M as of Q2 2026.
Diversify Wealth Management bought 1,354 Marathon Petroleum shares in Q2 2026, an estimated $332K.
Marathon Petroleum made up 0.04% of Diversify Wealth Management's portfolio in Q2 2026, its #394 holding.
Diversify Wealth Management first reported a position in Marathon Petroleum in Q2 2024 and has held it in 9 quarters since.
1,942 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.