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Evergreen Wealth Solutions’s Marathon Petroleum MPC Stock Holding History

Evergreen Wealth Solutions’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 		$1.65M Buy
4,628
+137
+3% +$33.6K 0.09% 151
2026
Q1 		$1.1M Buy
4,491
+2,122
+90% +$428K 0.08% 150
2025
Q4 		$385K Buy
+2,369
New +$443K 0.05% 141

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

Evergreen Wealth Solutions's MPC Position: Q2 2026 in Review

Evergreen Wealth Solutions increased its Marathon Petroleum (MPC) stake by 3.1% in Q2 2026, buying an estimated $33.6K and bringing the position to 4,628 shares worth $1.65M. The position accounts for 0.09% of the portfolio, ranked #151.

Evergreen Wealth Solutions first reported a position in MPC in Q4 2025 and has held it in 3 quarters since. 1,949 funds tracked by Wall St. Rank hold MPC as of Q2 2026.

  • Evergreen Wealth Solutions held 4,628 shares of Marathon Petroleum worth $1.65M as of Q2 2026.
  • Evergreen Wealth Solutions bought 137 Marathon Petroleum shares in Q2 2026, an estimated $33.6K.
  • Marathon Petroleum made up 0.09% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #151 holding.
  • Evergreen Wealth Solutions first reported a position in Marathon Petroleum in Q4 2025 and has held it in 3 quarters since.
  • 1,949 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2026.

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