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EverSource Wealth Advisors’s Marathon Petroleum MPC Stock Holding History

EverSource Wealth Advisors’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 		$3.45M Buy
14,135
+5,022
+55% +$1.01M 0.11% 153
2025
Q4 		$1.48M Buy
9,113
+722
+9% +$135K 0.05% 253
2025
Q3 		$1.62M Buy
8,391
+13
+0.2% +$2.29K 0.06% 206
2025
Q2 		$1.39M Buy
8,378
+401
+5% +$60.1K 0.06% 213
2025
Q1 		$1.16M Buy
7,977
+179
+2% +$26.5K 0.06% 220
2024
Q4 		$1.09M Buy
7,798
+545
+8% +$83.2K 0.06% 233
2024
Q3 		$1.18M Buy
7,253
+88
+1% +$14.9K 0.07% 195
2024
Q2 		$1.27M Buy
7,165
+61
+0.9% +$11.3K 0.08% 183
2024
Q1 		$1.29M Buy
7,104
+631
+10% +$108K 0.1% 158
2023
Q4 		$960K Buy
6,473
+94
+1% +$14K 0.09% 167
2023
Q3 		$965K Sell
6,379
-44
-0.7% -$6.13K 0.1% 158
2023
Q2 		$749K Buy
6,423
+37
+0.6% +$4.3K 0.08% 190
2023
Q1 		$861K Sell
6,386
-296
-4% -$37K 0.11% 153
2022
Q4 		$778K Sell
6,682
-242
-3% -$27.6K 0.12% 143
2022
Q3 		$688K Buy
6,924
+5,857
+549% +$548K 0.16% 126
2022
Q2 		$88K Buy
1,067
+593
+125% +$55.4K 0.02% 415
2022
Q1 		$41K Sell
474
-384
-45% -$29.2K 0.01% 501
2021
Q4 		$55K Buy
+858
New +$55.1K 0.02% 413

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

EverSource Wealth Advisors's MPC Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Marathon Petroleum (MPC) stake by 55% in Q1 2026, buying an estimated $1.01M and bringing the position to 14,135 shares worth $3.45M. The position accounts for 0.11% of the portfolio, ranked #153.

EverSource Wealth Advisors first reported a position in MPC in Q4 2021 and has held it in 18 quarters since. 1,882 funds tracked by Wall St. Rank hold MPC as of Q1 2026.

  • EverSource Wealth Advisors held 14,135 shares of Marathon Petroleum worth $3.45M as of Q1 2026.
  • EverSource Wealth Advisors bought 5,022 Marathon Petroleum shares in Q1 2026, an estimated $1.01M.
  • Marathon Petroleum made up 0.11% of EverSource Wealth Advisors's portfolio in Q1 2026, its #153 holding.
  • EverSource Wealth Advisors first reported a position in Marathon Petroleum in Q4 2021 and has held it in 18 quarters since.
  • 1,882 funds tracked by Wall St. Rank held Marathon Petroleum as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.