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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Encompass Wealth Advisors's MPC Position: Q1 2026 in Review

Encompass Wealth Advisors increased its Marathon Petroleum (MPC) stake by 4.7% in Q1 2026, buying an estimated $12.1K and bringing the position to 1,326 shares worth $324K. The position accounts for 0.11% of the portfolio, ranked #75.

Encompass Wealth Advisors first reported a position in MPC in Q1 2024 and has held it in 7 quarters since. 1,882 funds tracked by Wall St. Rank hold MPC as of Q1 2026.

  • Encompass Wealth Advisors held 1,326 shares of Marathon Petroleum worth $324K as of Q1 2026.
  • Encompass Wealth Advisors bought 60 Marathon Petroleum shares in Q1 2026, an estimated $12.1K.
  • Marathon Petroleum made up 0.11% of Encompass Wealth Advisors's portfolio in Q1 2026, its #75 holding.
  • Encompass Wealth Advisors first reported a position in Marathon Petroleum in Q1 2024 and has held it in 7 quarters since.
  • 1,882 funds tracked by Wall St. Rank held Marathon Petroleum as of Q1 2026.

Based on Encompass Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.