Everhart Financial Group
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Everhart Financial Group’s Marathon Petroleum MPC Stock Holding History

Everhart Financial Group’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 		$2.3M Sell
5,821
-21
-0.4% -$7.26K 0.14% 72
2026
Q2 		$1.49M Buy
5,842
+80
+1% +$19.6K 0.1% 109
2026
Q1 		$1.41M Buy
5,762
+348
+6% +$70.3K 0.12% 116
2025
Q4 		$880K Sell
5,414
-265
-5% -$49.5K 0.08% 175
2025
Q3 		$1.09M Buy
5,679
+774
+16% +$136K 0.11% 129
2025
Q2 		$815K Sell
4,905
-274
-5% -$41.1K 0.09% 150
2025
Q1 		$755K Buy
5,179
+777
+18% +$115K 0.1% 141
2024
Q4 		$614K Sell
4,402
-1,657
-27% -$253K 0.13% 157
2024
Q3 		$987K Buy
6,059
+219
+4% +$37K 0.22% 104
2024
Q2 		$1.01M Buy
5,840
+198
+4% +$36.8K 0.26% 72
2024
Q1 		$1.14M Buy
5,642
+1,628
+41% +$278K 0.33% 57
2023
Q4 		$596K Sell
4,014
-50
-1% -$7.42K 0.21% 96
2023
Q3 		$615K Buy
4,064
+174
+4% +$24.3K 0.26% 81
2023
Q2 		$454K Sell
3,890
-1,697
-30% -$197K 0.19% 105
2023
Q1 		$753K Buy
5,587
+319
+6% +$39.9K 0.34% 60
2022
Q4 		$613K Buy
5,268
+186
+4% +$21.2K 0.31% 71
2022
Q3 		$505K Buy
5,082
+271
+6% +$25.4K 0.28% 72
2022
Q2 		$395K Buy
4,811
+2,299
+92% +$215K 0.24% 97
2022
Q1 		$215K Buy
+2,512
New +$191K 0.12% 121

Other funds holding MPC

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Everhart Financial Group's MPC Position: Q3 2026 in Review

Everhart Financial Group reduced its Marathon Petroleum (MPC) stake by 0.36% in Q3 2026, selling an estimated $7.26K and leaving 5,821 shares worth $2.3M. The position accounts for 0.14% of the portfolio, ranked #72.

Everhart Financial Group first reported a position in MPC in Q1 2022 and has held it in 19 quarters since. 1,972 funds tracked by Wall St. Rank hold MPC as of Q3 2026.

  • Everhart Financial Group held 5,821 shares of Marathon Petroleum worth $2.3M as of Q3 2026.
  • Everhart Financial Group sold 21 Marathon Petroleum shares in Q3 2026, an estimated $7.26K.
  • Marathon Petroleum made up 0.14% of Everhart Financial Group's portfolio in Q3 2026, its #72 holding.
  • Everhart Financial Group first reported a position in Marathon Petroleum in Q1 2022 and has held it in 19 quarters since.
  • 1,972 funds tracked by Wall St. Rank held Marathon Petroleum as of Q3 2026.

Based on Everhart Financial Group's 13F filing for Q3 2026, filed 8 Oct 2026.