Forteris Wealth Management
MPC icon

Forteris Wealth Management’s Marathon Petroleum MPC Stock Holding History

Forteris 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
Q3 		$1.55M Sell
3,911
-33
-0.8% -$11.4K 1.28% 28
2026
Q2 		$1.01M Hold
3,944
– – 0.82% 32
2026
Q1 		$963K Buy
3,944
+44
+1% +$8.88K 0.92% 30
2025
Q4 		$634K Buy
+3,900
New +$729K 0.62% 38

Other funds holding MPC

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Forteris Wealth Management's MPC Position: Q3 2026 in Review

Forteris Wealth Management reduced its Marathon Petroleum (MPC) stake by 0.84% in Q3 2026, selling an estimated $11.4K and leaving 3,911 shares worth $1.55M. The position accounts for 1.28% of the portfolio, ranked #28.

Forteris Wealth Management first reported a position in MPC in Q4 2025 and has held it in 4 quarters since. 1,972 funds tracked by Wall St. Rank hold MPC as of Q3 2026.

  • Forteris Wealth Management held 3,911 shares of Marathon Petroleum worth $1.55M as of Q3 2026.
  • Forteris Wealth Management sold 33 Marathon Petroleum shares in Q3 2026, an estimated $11.4K.
  • Marathon Petroleum made up 1.28% of Forteris Wealth Management's portfolio in Q3 2026, its #28 holding.
  • Forteris Wealth Management first reported a position in Marathon Petroleum in Q4 2025 and has held it in 4 quarters since.
  • 1,972 funds tracked by Wall St. Rank held Marathon Petroleum as of Q3 2026.

Based on Forteris Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.