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Evergreen Private Wealth’s Marathon Petroleum MPC Stock Holding History

Evergreen Private Wealth’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
2025
Q4 		– Sell
-25
Closed -$4.82K – 167
2025
Q3 		$4.82K Hold
25
– – ﹤0.01% 177
2025
Q2 		$4.15K Buy
+25
New +$3.75K ﹤0.01% 196

Other funds holding MPC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Evergreen Private Wealth's MPC Position: Q4 2025 in Review

Evergreen Private Wealth sold out of Marathon Petroleum (MPC) in Q4 2025, closing a stake of 25 shares — an estimated $4.82K sold.

Evergreen Private Wealth first reported a position in MPC in Q2 2025 and held it in 2 quarters. The position peaked at $4.82K in Q3 2025. 1,678 funds tracked by Wall St. Rank hold MPC as of Q4 2025.

  • Evergreen Private Wealth reported no remaining Marathon Petroleum position as of Q4 2025 after selling out during the quarter.
  • Evergreen Private Wealth sold 25 Marathon Petroleum shares in Q4 2025, an estimated $4.82K.
  • Evergreen Private Wealth first reported a position in Marathon Petroleum in Q2 2025 and held it in 2 quarters.
  • Evergreen Private Wealth's Marathon Petroleum position peaked at $4.82K in Q3 2025.
  • 1,678 funds tracked by Wall St. Rank held Marathon Petroleum as of Q4 2025.

Based on Evergreen Private Wealth's 13F filing for Q4 2025, filed 28 Jan 2026.