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EP Wealth Advisors’s Marathon Petroleum MPC Stock Holding History

EP 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 		$5.63M Buy
22,038
+3,376
+18% +$829K 0.02% 362
2026
Q1 		$4.56M Sell
18,662
-1,374
-7% -$277K 0.02% 330
2025
Q4 		$3.26M Buy
+20,036
New +$3.75M 0.02% 352
2025
Q2 		$5.56M Buy
33,446
+12,700
+61% +$1.9M 0.04% 249
2025
Q1 		$3.02M Sell
20,746
-568
-3% -$84.1K 0.02% 296
2024
Q4 		$2.97M Buy
21,314
+2,143
+11% +$327K 0.02% 289
2024
Q3 		$3.12M Buy
19,171
+3,534
+23% +$597K 0.03% 275
2024
Q2 		$2.71M Buy
15,637
+373
+2% +$69.4K 0.03% 241
2024
Q1 		$3.08M Sell
15,264
-96
-0.6% -$16.4K 0.04% 219
2023
Q4 		$2.28M Sell
15,360
-1,719
-10% -$255K 0.03% 238
2023
Q3 		$2.58M Buy
17,079
+14,658
+605% +$2.04M 0.04% 216
2023
Q2 		$2M Sell
2,421
-23,488
-91% -$2.73M 0.03% 239
2023
Q1 		$1.91M Buy
25,909
+11,050
+74% +$1.38M 0.03% 226
2022
Q4 		$1.73M Sell
14,859
-252
-2% -$28.7K 0.03% 228
2022
Q3 		$1.5M Buy
15,111
+7,866
+109% +$736K 0.03% 206
2022
Q2 		$596K Buy
7,245
+233
+3% +$21.8K 0.01% 338
2022
Q1 		$600K Buy
7,012
+65
+0.9% +$4.94K 0.01% 344
2021
Q4 		$445K Buy
6,947
+2,593
+60% +$167K 0.01% 380
2021
Q3 		$269K Buy
4,354
+320
+8% +$18.4K 0.01% 452
2021
Q2 		$244K Buy
4,034
+54
+1% +$3.17K 0.01% 485
2021
Q1 		$213K Sell
3,980
-4,148
-51% -$210K 0.01% 468
2020
Q4 		$336K Buy
+8,128
New +$292K 0.01% 330
2020
Q2 		– Sell
-42,658
Closed -$1.01M – 382
2020
Q1 		$1.01M Sell
42,658
-151,094
-78% -$6.96M 0.05% 165
2019
Q4 		$11.7M Buy
193,752
+2,066
+1% +$129K 0.48% 46
2019
Q3 		$11.6M Buy
191,686
+25,248
+15% +$1.33M 0.58% 40
2019
Q2 		$9.3M Buy
166,438
+8,799
+6% +$482K 0.58% 40
2019
Q1 		$9.44M Buy
157,639
+9,534
+6% +$600K 0.91% 35
2018
Q4 		$8.74M Buy
+148,105
New +$10.1M 0.67% 36

Other funds holding MPC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

EP Wealth Advisors increased its Marathon Petroleum (MPC) stake by 18% in Q2 2026, buying an estimated $829K and bringing the position to 22,038 shares worth $5.63M. The position accounts for 0.02% of the portfolio, ranked #362.

EP Wealth Advisors first reported a position in MPC in Q4 2018 and has held it in 28 quarters since. The position peaked at $11.7M in Q4 2019. 1,952 funds tracked by Wall St. Rank hold MPC as of Q2 2026.

  • EP Wealth Advisors held 22,038 shares of Marathon Petroleum worth $5.63M as of Q2 2026.
  • EP Wealth Advisors bought 3,376 Marathon Petroleum shares in Q2 2026, an estimated $829K.
  • Marathon Petroleum made up 0.02% of EP Wealth Advisors's portfolio in Q2 2026, its #362 holding.
  • EP Wealth Advisors first reported a position in Marathon Petroleum in Q4 2018 and has held it in 28 quarters since.
  • EP Wealth Advisors's Marathon Petroleum position peaked at $11.7M in Q4 2019.
  • 1,952 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.