Encompass Wealth Advisors’s Marathon Petroleum MPC Stock Holding History

Encompass Wealth Advisors’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	$339K	Hold	1,326	–	–	0.1%	82
2026 Q1	$324K	Buy	1,326 +60	+5%	+$12.1K	0.11%	75
2025 Q4	$206K	Hold	1,266	–	–	0.07%	100
2025 Q3	$244K	Hold	1,266	–	–	0.08%	97
2025 Q2	$210K	Buy	+1,266	New	+$190K	0.08%	101
2024 Q4	–	Sell	-1,262	Closed	-$206K	–	122
2024 Q3	$206K	Hold	1,262	–	–	0.05%	221
2024 Q2	$219K	Hold	1,262	–	–	0.06%	211
2024 Q1	$254K	Buy	+1,262	New	+$216K	0.07%	210

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

Encompass Wealth Advisors's MPC Position: Q2 2026 in Review

Encompass Wealth Advisors held its Marathon Petroleum (MPC) position steady in Q2 2026 at 1,326 shares worth $339K. The position accounts for 0.1% of the portfolio, ranked #82.

Encompass Wealth Advisors first reported a position in MPC in Q1 2024 and has held it in 8 quarters since. 1,948 funds tracked by Wall St. Rank hold MPC as of Q2 2026.

Encompass Wealth Advisors held 1,326 shares of Marathon Petroleum worth $339K as of Q2 2026.
Encompass Wealth Advisors left its Marathon Petroleum share count unchanged in Q2 2026.
Marathon Petroleum made up 0.1% of Encompass Wealth Advisors's portfolio in Q2 2026, its #82 holding.
Encompass Wealth Advisors first reported a position in Marathon Petroleum in Q1 2024 and has held it in 8 quarters since.
1,948 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2026.

Based on Encompass Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.