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Financial Advocates Investment Management’s Marathon Petroleum MPC Stock Holding History

Financial Advocates Investment 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
2025
Q3 		$229K Sell
1,190
-647
-35% -$114K 0.13% 98
2025
Q2 		$305K Sell
1,837
-493
-21% -$73.9K 0.02% 495
2025
Q1 		$339K Sell
2,330
-230
-9% -$34K 0.02% 529
2024
Q4 		$357K Buy
2,560
+110
+4% +$16.8K 0.02% 554
2024
Q3 		$399K Buy
2,450
+52
+2% +$8.79K 0.02% 527
2024
Q2 		$416K Buy
2,398
+1,280
+114% +$238K 0.03% 477
2024
Q1 		$225K Buy
+1,118
New +$191K 0.01% 687
2022
Q2 		– Sell
-2,784
Closed -$238K – 750
2022
Q1 		$238K Buy
+2,784
New +$212K 0.02% 640
2021
Q2 		– Sell
-12,949
Closed -$693K – 803
2021
Q1 		$693K Buy
12,949
+609
+5% +$30.8K 0.05% 405
2020
Q4 		$510K Sell
12,340
-59
-0.5% -$2.12K 0.03% 444
2020
Q3 		$364K Buy
12,399
+834
+7% +$29.3K 0.03% 435
2020
Q2 		$432K Buy
+11,565
New +$372K 0.04% 390

Other funds holding MPC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Financial Advocates Investment Management's MPC Position: Q3 2025 in Review

Financial Advocates Investment Management reduced its Marathon Petroleum (MPC) stake by 35% in Q3 2025, selling an estimated $114K and leaving 1,190 shares worth $229K. The position accounts for 0.13% of the portfolio, ranked #98.

Financial Advocates Investment Management first reported a position in MPC in Q2 2020 and has held it in 12 quarters since. The position peaked at $693K in Q1 2021. 1,659 funds tracked by Wall St. Rank hold MPC as of Q3 2025.

  • Financial Advocates Investment Management held 1,190 shares of Marathon Petroleum worth $229K as of Q3 2025.
  • Financial Advocates Investment Management sold 647 Marathon Petroleum shares in Q3 2025, an estimated $114K.
  • Marathon Petroleum made up 0.13% of Financial Advocates Investment Management's portfolio in Q3 2025, its #98 holding.
  • Financial Advocates Investment Management first reported a position in Marathon Petroleum in Q2 2020 and has held it in 12 quarters since.
  • Financial Advocates Investment Management's Marathon Petroleum position peaked at $693K in Q1 2021.
  • 1,659 funds tracked by Wall St. Rank held Marathon Petroleum as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.