FWM
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
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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Forteris Wealth Management's MPC Position: Q2 2026 in Review

Forteris Wealth Management held its Marathon Petroleum (MPC) position steady in Q2 2026 at 3,944 shares worth $1.01M. The position accounts for 0.82% of the portfolio, ranked #32.

Forteris Wealth Management first reported a position in MPC in Q4 2025 and has held it in 3 quarters since. 1,189 funds tracked by Wall St. Rank hold MPC as of Q2 2026.

  • Forteris Wealth Management held 3,944 shares of Marathon Petroleum worth $1.01M as of Q2 2026.
  • Forteris Wealth Management left its Marathon Petroleum share count unchanged in Q2 2026.
  • Marathon Petroleum made up 0.82% of Forteris Wealth Management's portfolio in Q2 2026, its #32 holding.
  • Forteris Wealth Management first reported a position in Marathon Petroleum in Q4 2025 and has held it in 3 quarters since.
  • 1,189 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2026.

Based on Forteris Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.