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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Evergreen Wealth Solutions's MPC Position: Q1 2026 in Review

Evergreen Wealth Solutions increased its Marathon Petroleum (MPC) stake by 90% in Q1 2026, buying an estimated $428K and bringing the position to 4,491 shares worth $1.1M. The position accounts for 0.08% of the portfolio, ranked #150.

Evergreen Wealth Solutions first reported a position in MPC in Q4 2025 and has held it in 2 quarters since. 1,883 funds tracked by Wall St. Rank hold MPC as of Q1 2026.

  • Evergreen Wealth Solutions held 4,491 shares of Marathon Petroleum worth $1.1M as of Q1 2026.
  • Evergreen Wealth Solutions bought 2,122 Marathon Petroleum shares in Q1 2026, an estimated $428K.
  • Marathon Petroleum made up 0.08% of Evergreen Wealth Solutions's portfolio in Q1 2026, its #150 holding.
  • Evergreen Wealth Solutions first reported a position in Marathon Petroleum in Q4 2025 and has held it in 2 quarters since.
  • 1,883 funds tracked by Wall St. Rank held Marathon Petroleum as of Q1 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q1 2026, filed 15 May 2026.