PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Marathon Petroleum MPC Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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	$35.5K	Hold	138	–	–	0.01%	361
2026 Q1	$33.8K	Sell	138 -37	-21%	-$7.47K	0.01%	333
2025 Q4	$28.6K	Buy	175 +1	+0.6%	+$187	0.01%	361
2025 Q3	$33.7K	Buy	+174	New	+$30.6K	0.01%	324
2025 Q2	–	Sell	-185	Closed	-$27K	–	520
2025 Q1	$27K	Buy	185 +1	+0.5%	+$148	0.01%	316
2024 Q4	$25.7K	Buy	184 +94	+104%	+$14.3K	0.01%	319
2024 Q3	$14.7K	Buy	+90	New	+$15.2K	0.01%	283

Other funds holding MPC

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s MPC Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held its Marathon Petroleum (MPC) position steady in Q2 2026 at 138 shares worth $35.5K. The position accounts for 0.01% of the portfolio, ranked #361.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in MPC in Q3 2024 and has held it in 7 quarters since. 1,189 funds tracked by Wall St. Rank hold MPC as of Q2 2026.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 138 shares of Marathon Petroleum worth $35.5K as of Q2 2026.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. left its Marathon Petroleum share count unchanged in Q2 2026.
Marathon Petroleum made up 0.01% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #361 holding.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Marathon Petroleum in Q3 2024 and has held it in 7 quarters since.
1,189 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.