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 Q3	$1.05M	Buy	2,660 +1,334	+101%	+$461K	0.16%	63
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

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Turtle Creek Wealth Advisors Dallas, Texas $1.98B AUM 28.66% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Encompass Wealth Advisors's MPC Position: Q3 2026 in Review

Encompass Wealth Advisors increased its Marathon Petroleum (MPC) stake by 101% in Q3 2026, buying an estimated $461K and bringing the position to 2,660 shares worth $1.05M. The position accounts for 0.16% of the portfolio, ranked #63.

Encompass Wealth Advisors first reported a position in MPC in Q1 2024 and has held it in 9 quarters since. 473 funds tracked by Wall St. Rank hold MPC as of Q3 2026.

Encompass Wealth Advisors held 2,660 shares of Marathon Petroleum worth $1.05M as of Q3 2026.
Encompass Wealth Advisors bought 1,334 Marathon Petroleum shares in Q3 2026, an estimated $461K.
Marathon Petroleum made up 0.16% of Encompass Wealth Advisors's portfolio in Q3 2026, its #63 holding.
Encompass Wealth Advisors first reported a position in Marathon Petroleum in Q1 2024 and has held it in 9 quarters since.
473 funds tracked by Wall St. Rank held Marathon Petroleum as of Q3 2026.

Based on Encompass Wealth Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.