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Exencial Wealth Advisors’s Marathon Petroleum MPC Stock Holding History

Exencial 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 		$307K Sell
1,255
-34
-3% -$6.87K 0.01% 477
2025
Q4 		$210K Buy
1,289
+31
+2% +$5.79K 0.01% 535
2025
Q3 		$242K Buy
+1,258
New +$221K 0.01% 484
2024
Q4 		– Sell
-1,297
Closed -$211K – 512
2024
Q3 		$211K Buy
+1,297
New +$219K 0.01% 479

Other funds holding MPC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Exencial Wealth Advisors reduced its Marathon Petroleum (MPC) stake by 2.6% in Q1 2026, selling an estimated $6.87K and leaving 1,255 shares worth $307K. The position accounts for 0.01% of the portfolio, ranked #477.

Exencial Wealth Advisors first reported a position in MPC in Q3 2024 and has held it in 4 quarters since. 1,893 funds tracked by Wall St. Rank hold MPC as of Q1 2026.

  • Exencial Wealth Advisors held 1,255 shares of Marathon Petroleum worth $307K as of Q1 2026.
  • Exencial Wealth Advisors sold 34 Marathon Petroleum shares in Q1 2026, an estimated $6.87K.
  • Marathon Petroleum made up 0.01% of Exencial Wealth Advisors's portfolio in Q1 2026, its #477 holding.
  • Exencial Wealth Advisors first reported a position in Marathon Petroleum in Q3 2024 and has held it in 4 quarters since.
  • 1,893 funds tracked by Wall St. Rank held Marathon Petroleum as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.