Evercore Wealth Management’s Marathon Petroleum MPC Stock Holding History

Evercore Wealth Management’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	$723K	Hold	2,828	–	–	0.01%	255
2026 Q1	$691K	Sell	2,828 -37	-1%	-$7.47K	0.01%	248
2025 Q4	$466K	Hold	2,865	–	–	0.01%	297
2025 Q3	$552K	Hold	2,865	–	–	0.01%	280
2025 Q2	$476K	Hold	2,865	–	–	0.01%	287
2025 Q1	$417K	Hold	2,865	–	–	0.01%	294
2024 Q4	$400K	Hold	2,865	–	–	0.01%	302
2024 Q3	$467K	Sell	2,865 -1,900	-40%	-$321K	0.01%	285
2024 Q2	$827K	Sell	4,765 -300	-6%	-$55.8K	0.01%	229
2024 Q1	$1.02M	Hold	5,065	–	–	0.02%	214
2023 Q4	$751K	Buy	5,065 +137	+3%	+$20.3K	0.01%	239
2023 Q3	$746K	Hold	4,928	–	–	0.01%	231
2023 Q2	$575K	Hold	4,928	–	–	0.01%	266
2023 Q1	$664K	Sell	4,928 -226	-4%	-$28.3K	0.01%	245
2022 Q4	$600K	Buy	5,154 +103	+2%	+$11.7K	0.01%	255
2022 Q3	$502K	Hold	5,051	–	–	0.01%	254
2022 Q2	$415K	Hold	5,051	–	–	0.01%	279
2022 Q1	$432K	Hold	5,051	–	–	0.01%	300
2021 Q4	$323K	Hold	5,051	–	–	0.01%	343
2021 Q3	$312K	Hold	5,051	–	–	0.01%	356
2021 Q2	$305K	Sell	5,051 -55	-1%	-$3.22K	0.01%	362
2021 Q1	$273K	Sell	5,106 -1,555	-23%	-$78.5K	0.01%	378
2020 Q4	$275K	Buy	+6,661	New	+$239K	0.01%	372
2020 Q1	–	Sell	-38,852	Closed	-$2.34M	–	389
2019 Q4	$2.34M	Sell	38,852 -10,737	-22%	-$672K	0.06%	144
2019 Q3	$3.01M	Buy	49,589 +951	+2%	+$50.1K	0.09%	123
2019 Q2	$2.72M	Sell	48,638 -530	-1%	-$29K	0.08%	128
2019 Q1	$2.94M	Buy	49,168 +11,146	+29%	+$701K	0.09%	116
2018 Q4	$2.24M	Buy	38,022 +18,086	+91%	+$1.23M	0.08%	125
2018 Q3	$1.59M	Sell	19,936 -2,190	-10%	-$173K	0.05%	167
2018 Q2	$1.55M	Buy	22,126 +5,114	+30%	+$391K	0.05%	161
2018 Q1	$1.24M	Buy	17,012 +12,500	+277%	+$861K	0.05%	166
2017 Q4	$298K	Hold	4,512	–	–	0.01%	307
2017 Q3	$253K	Sell	4,512 -20	-0.4%	-$1.07K	0.01%	335
2017 Q2	$237K	Sell	4,532 -43	-0.9%	-$2.22K	0.01%	341
2017 Q1	$231K	Buy	4,575 +273	+6%	+$13.6K	0.01%	345
2016 Q4	$216K	Sell	4,302 -2,110	-33%	-$95.8K	0.01%	351
2016 Q3	$260K	Sell	6,412 -1,317	-17%	-$53.4K	0.01%	328
2016 Q2	$293K	Buy	7,729 +221	+3%	+$8.12K	0.01%	304
2016 Q1	$280K	Sell	7,508 -84	-1%	-$3.19K	0.01%	308
2015 Q4	$394K	Buy	7,592 +3,172	+72%	+$166K	0.02%	277
2015 Q3	$204K	Sell	4,420 -4,160	-48%	-$214K	0.01%	375
2015 Q2	$448K	Sell	8,580 -1,108	-11%	-$56.4K	0.02%	290
2015 Q1	$497K	Sell	9,688 -934	-9%	-$44.9K	0.02%	280
2014 Q4	$480K	Sell	10,622 -50,082	-83%	-$2.2M	0.02%	245
2014 Q3	$2.57M	Buy	60,704 +580	+1%	+$24.6K	0.13%	125
2014 Q2	$2.35M	Sell	60,124 -3,436	-5%	-$152K	0.12%	129
2014 Q1	$2.77M	Buy	63,560 +22,360	+54%	+$980K	0.16%	119
2013 Q4	$1.89M	Buy	41,200 +40,000	+3,333%	+$1.54M	0.1%	140
2013 Q3	$39K	Hold	1,200	–	–	﹤0.01%	595
2013 Q2	$42K	Buy	+1,200	New	+$47.9K	﹤0.01%	586

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

Evercore Wealth Management's MPC Position: Q2 2026 in Review

Evercore Wealth Management held its Marathon Petroleum (MPC) position steady in Q2 2026 at 2,828 shares worth $723K. The position accounts for 0.01% of the portfolio, ranked #255.

Evercore Wealth Management first reported a position in MPC in Q2 2013 and has held it in 50 quarters since. The position peaked at $3.01M in Q3 2019. 1,942 funds tracked by Wall St. Rank hold MPC as of Q2 2026.

Evercore Wealth Management held 2,828 shares of Marathon Petroleum worth $723K as of Q2 2026.
Evercore Wealth Management left its Marathon Petroleum share count unchanged in Q2 2026.
Marathon Petroleum made up 0.01% of Evercore Wealth Management's portfolio in Q2 2026, its #255 holding.
Evercore Wealth Management first reported a position in Marathon Petroleum in Q2 2013 and has held it in 50 quarters since.
Evercore Wealth Management's Marathon Petroleum position peaked at $3.01M in Q3 2019.
1,942 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2026.

Based on Evercore Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.