Evermay Wealth Management’s Marathon Petroleum MPC Stock Holding History

Evermay Wealth Management’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	$37.3K	Buy	+146	New	+$35.8K	﹤0.01%	385
2024 Q4	–	Sell	-1,741	Closed	-$284K	–	602
2024 Q3	$284K	Hold	1,741	–	–	0.05%	164
2024 Q2	$302K	Hold	1,741	–	–	0.05%	164
2024 Q1	$351K	Sell	1,741 -3	-0.2%	-$513	0.05%	159
2023 Q4	$259K	Buy	1,744 +1,729	+11,527%	+$257K	0.05%	156
2023 Q3	$2.27K	Hold	15	–	–	﹤0.01%	495
2023 Q2	$1.75K	Buy	+15	New	+$1.74K	﹤0.01%	493

Other funds holding MPC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Evermay Wealth Management's MPC Position: Q2 2026 in Review

Evermay Wealth Management opened a new position in Marathon Petroleum (MPC) in Q2 2026: 146 shares worth $37.3K. The stake represents ﹤0.01% of the portfolio and ranks #385 among its holdings. This is a return to the name: Evermay Wealth Management previously reported a position in MPC as recently as Q3 2024.

Evermay Wealth Management first reported a position in MPC in Q2 2023 and has held it in 7 quarters since. The position peaked at $351K in Q1 2024. 1,950 funds tracked by Wall St. Rank hold MPC as of Q2 2026.

Evermay Wealth Management held 146 shares of Marathon Petroleum worth $37.3K as of Q2 2026.
Marathon Petroleum was a new Evermay Wealth Management position in Q2 2026.
Marathon Petroleum made up ﹤0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #385 holding.
Evermay Wealth Management first reported a position in Marathon Petroleum in Q2 2023 and has held it in 7 quarters since.
Evermay Wealth Management's Marathon Petroleum position peaked at $351K in Q1 2024.
1,950 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.