ET
MPC icon

Equitable Trust’s Marathon Petroleum MPC Stock Holding History

Equitable Trust’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 		$916K Sell
2,316
-3
-0.1% -$1.04K 0.04% 243
2026
Q2 		$593K Sell
2,319
-318
-12% -$78.1K 0.02% 301
2026
Q1 		$644K Buy
2,637
+42
+2% +$8.48K 0.03% 280
2025
Q4 		$422K Hold
2,595
– – 0.02% 341
2025
Q3 		$500K Sell
2,595
-275
-10% -$48.4K 0.02% 319
2025
Q2 		$477K Sell
2,870
-253
-8% -$37.9K 0.02% 314
2025
Q1 		$455K Hold
3,123
– – 0.03% 324
2024
Q4 		$436K Sell
3,123
-2,022
-39% -$309K 0.02% 344
2024
Q3 		$838K Buy
5,145
+3,500
+213% +$592K 0.05% 233
2024
Q2 		$285K Hold
1,645
– – 0.02% 386
2024
Q1 		$331K Sell
1,645
-11,858
-88% -$2.03M 0.02% 365
2023
Q4 		$2M Hold
13,503
– – 0.15% 122
2023
Q3 		$2.04M Buy
13,503
+1,032
+8% +$144K 0.17% 111
2023
Q2 		$1.45M Sell
12,471
-39
-0.3% -$4.53K 0.11% 140
2023
Q1 		$1.69M Sell
12,510
-50
-0.4% -$6.26K 0.13% 131
2022
Q4 		$1.46M Buy
12,560
+7,961
+173% +$907K 0.12% 151
2022
Q3 		$456K Buy
4,599
+963
+26% +$90.1K 0.04% 260
2022
Q2 		$299K Buy
+3,636
New +$340K 0.02% 323
2021
Q2 		– Sell
-5,006
Closed -$268K – 374
2021
Q1 		$268K Buy
5,006
+68
+1% +$3.43K 0.02% 310
2020
Q4 		$204K Buy
+4,938
New +$177K 0.02% 349
2020
Q1 		– Sell
-5,430
Closed -$327K – 323
2019
Q4 		$327K Sell
5,430
-175
-3% -$10.9K 0.03% 238
2019
Q3 		$340K Buy
5,605
+175
+3% +$9.22K 0.04% 222
2019
Q2 		$303K Hold
5,430
– – 0.03% 239
2019
Q1 		$325K Sell
5,430
-455
-8% -$28.6K 0.04% 230
2018
Q4 		$347K Hold
5,885
– – 0.05% 211
2018
Q3 		$470K Hold
5,885
– – 0.05% 208
2018
Q2 		$413K Buy
+5,885
New +$449K 0.05% 211

Other funds holding MPC

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
PensionDanmark
PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Turtle Creek Wealth Advisors
Turtle Creek Wealth Advisors Dallas, Texas $1.98B AUM 28.66% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
NPPM
North Point Portfolio Managers Orange Village, Ohio $595M AUM 14.89% 1-Year Est. Return

Equitable Trust's MPC Position: Q3 2026 in Review

Equitable Trust reduced its Marathon Petroleum (MPC) stake by 0.13% in Q3 2026, selling an estimated $1.04K and leaving 2,316 shares worth $916K. The position accounts for 0.04% of the portfolio, ranked #243.

Equitable Trust first reported a position in MPC in Q2 2018 and has held it in 27 quarters since. The position peaked at $2.04M in Q3 2023. 392 funds tracked by Wall St. Rank hold MPC as of Q3 2026.

  • Equitable Trust held 2,316 shares of Marathon Petroleum worth $916K as of Q3 2026.
  • Equitable Trust sold 3 Marathon Petroleum shares in Q3 2026, an estimated $1.04K.
  • Marathon Petroleum made up 0.04% of Equitable Trust's portfolio in Q3 2026, its #243 holding.
  • Equitable Trust first reported a position in Marathon Petroleum in Q2 2018 and has held it in 27 quarters since.
  • Equitable Trust's Marathon Petroleum position peaked at $2.04M in Q3 2023.
  • 392 funds tracked by Wall St. Rank held Marathon Petroleum as of Q3 2026.

Based on Equitable Trust's 13F filing for Q3 2026, filed 13 Oct 2026.