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Forvis Mazars Wealth Advisors’s Marathon Petroleum MPC Stock Holding History

Forvis Mazars 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
Q2 		$851K Sell
3,328
-217
-6% -$53.3K 0.01% 242
2026
Q1 		$866K Sell
3,545
-159
-4% -$32.1K 0.02% 228
2025
Q4 		$602K Buy
3,704
+29
+0.8% +$5.42K 0.01% 262
2025
Q3 		$708K Sell
3,675
-239
-6% -$42K 0.01% 242
2025
Q2 		$650K Sell
3,914
-67
-2% -$10K 0.01% 249
2025
Q1 		$580K Sell
3,981
-64
-2% -$9.47K 0.01% 264
2024
Q4 		$564K Buy
4,045
+19
+0.5% +$2.9K 0.01% 294
2024
Q3 		$656K Buy
4,026
+52
+1% +$8.79K 0.02% 277
2024
Q2 		$689K Sell
3,974
-5
-0.1% -$930 0.02% 243
2024
Q1 		$802K Sell
3,979
-52
-1% -$8.89K 0.02% 234
2023
Q4 		$598K Sell
4,031
-262
-6% -$38.9K 0.02% 253
2023
Q3 		$650K Sell
4,293
-1,839
-30% -$256K 0.02% 238
2023
Q2 		$715K Buy
6,132
+1,893
+45% +$220K 0.02% 247
2023
Q1 		$572K Buy
4,239
+243
+6% +$30.4K 0.02% 253
2022
Q4 		$465K Sell
3,996
-198
-5% -$22.6K 0.02% 272
2022
Q3 		$417K Buy
4,194
+250
+6% +$23.4K 0.02% 276
2022
Q2 		$324K Buy
+3,944
New +$369K 0.01% 312
2020
Q1 		– Sell
-6,499
Closed -$392K – 300
2019
Q4 		$392K Buy
6,499
+410
+7% +$25.6K 0.03% 215
2019
Q3 		$370K Buy
6,089
+231
+4% +$12.2K 0.03% 207
2019
Q2 		$327K Buy
5,858
+237
+4% +$13K 0.03% 213
2019
Q1 		$336K Buy
+5,621
New +$354K 0.03% 200

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Forvis Mazars Wealth Advisors's MPC Position: Q2 2026 in Review

Forvis Mazars Wealth Advisors reduced its Marathon Petroleum (MPC) stake by 6.1% in Q2 2026, selling an estimated $53.3K and leaving 3,328 shares worth $851K. The position accounts for 0.01% of the portfolio, ranked #242.

Forvis Mazars Wealth Advisors first reported a position in MPC in Q1 2019 and has held it in 21 quarters since. The position peaked at $866K in Q1 2026. 1,942 funds tracked by Wall St. Rank hold MPC as of Q2 2026.

  • Forvis Mazars Wealth Advisors held 3,328 shares of Marathon Petroleum worth $851K as of Q2 2026.
  • Forvis Mazars Wealth Advisors sold 217 Marathon Petroleum shares in Q2 2026, an estimated $53.3K.
  • Marathon Petroleum made up 0.01% of Forvis Mazars Wealth Advisors's portfolio in Q2 2026, its #242 holding.
  • Forvis Mazars Wealth Advisors first reported a position in Marathon Petroleum in Q1 2019 and has held it in 21 quarters since.
  • Forvis Mazars Wealth Advisors's Marathon Petroleum position peaked at $866K in Q1 2026.
  • 1,942 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.