EFG
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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
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

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Everhart Financial Group's MPC Position: Q2 2026 in Review

Everhart Financial Group increased its Marathon Petroleum (MPC) stake by 1.4% in Q2 2026, buying an estimated $19.6K and bringing the position to 5,842 shares worth $1.49M. The position accounts for 0.1% of the portfolio, ranked #109.

Everhart Financial Group first reported a position in MPC in Q1 2022 and has held it in 18 quarters since. 299 funds tracked by Wall St. Rank hold MPC as of Q2 2026.

  • Everhart Financial Group held 5,842 shares of Marathon Petroleum worth $1.49M as of Q2 2026.
  • Everhart Financial Group bought 80 Marathon Petroleum shares in Q2 2026, an estimated $19.6K.
  • Marathon Petroleum made up 0.1% of Everhart Financial Group's portfolio in Q2 2026, its #109 holding.
  • Everhart Financial Group first reported a position in Marathon Petroleum in Q1 2022 and has held it in 18 quarters since.
  • 299 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.