Geneos Wealth Management’s Marathon Petroleum MPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $725K | Sell |
2,835
-100
| -3% | -$24.6K | 0.01% | 620 |
|
|
2026
Q1 | $717K | Buy |
2,935
+207
| +8% | +$41.8K | 0.02% | 588 |
|
|
2025
Q4 | $444K | Hold |
2,728
| – | – | 0.01% | 698 |
|
|
2025
Q3 | $526K | Sell |
2,728
-1,848
| -40% | -$325K | 0.01% | 635 |
|
|
2025
Q2 | $760K | Buy |
4,576
+481
| +12% | +$72.1K | 0.02% | 598 |
|
|
2025
Q1 | $597K | Buy |
4,095
+400
| +11% | +$59.2K | 0.02% | 572 |
|
|
2024
Q4 | $515K | Sell |
3,695
-639
| -15% | -$97.5K | 0.02% | 578 |
|
|
2024
Q3 | $706K | Buy |
4,334
+1,251
| +41% | +$211K | 0.03% | 478 |
|
|
2024
Q2 | $535K | Buy |
3,083
+1,127
| +58% | +$210K | 0.02% | 479 |
|
|
2024
Q1 | $394K | Sell |
1,956
-30
| -2% | -$5.13K | 0.02% | 551 |
|
|
2023
Q4 | $295K | Sell |
1,986
-1,667
| -46% | -$248K | 0.01% | 581 |
|
|
2023
Q3 | $553K | Sell |
3,653
-51,663
| -93% | -$7.2M | 0.03% | 447 |
|
|
2023
Q2 | $6.45M | Buy |
55,316
+9,119
| +20% | +$1.06M | 0.34% | 65 |
|
|
2023
Q1 | $6.23M | Sell |
46,197
-12,824
| -22% | -$1.6M | 0.38% | 58 |
|
|
2022
Q4 | $6.87M | Buy |
59,021
+8,323
| +16% | +$949K | 0.42% | 45 |
|
|
2022
Q3 | $5.04M | Sell |
50,698
-8,861
| -15% | -$830K | 0.35% | 67 |
|
|
2022
Q2 | $5.03M | Buy |
59,559
+224
| +0.4% | +$20.9K | 0.25% | 97 |
|
|
2022
Q1 | $5.07M | Sell |
59,335
-14,046
| -19% | -$1.07M | 0.22% | 109 |
|
|
2021
Q4 | $4.7M | Sell |
73,381
-25,140
| -26% | -$1.62M | 0.18% | 129 |
|
|
2021
Q3 | $6.27M | Sell |
98,521
-349
| -0.4% | -$20.1K | 0.24% | 97 |
|
|
2021
Q2 | $6.04M | Sell |
98,870
-4,391
| -4% | -$257K | 0.24% | 96 |
|
|
2021
Q1 | $5.75M | Sell |
103,261
-1,088
| -1% | -$55K | 0.16% | 151 |
|
|
2020
Q4 | $5.6M | Sell |
104,349
-8,448
| -7% | -$303K | 0.22% | 106 |
|
|
2020
Q3 | $3.23M | Sell |
112,797
-21,022
| -16% | -$739K | 0.17% | 143 |
|
|
2020
Q2 | $4.74M | Buy |
133,819
+3,820
| +3% | +$123K | 0.26% | 91 |
|
|
2020
Q1 | $3.01M | Buy |
129,999
+29,243
| +29% | +$1.35M | 0.2% | 117 |
|
|
2019
Q4 | $6.08M | Buy |
100,756
+5,120
| +5% | +$320K | 0.32% | 78 |
|
|
2019
Q3 | $5.97M | Buy |
95,636
+4,814
| +5% | +$254K | 0.36% | 68 |
|
|
2019
Q2 | $5.08M | Buy |
90,822
+5,692
| +7% | +$311K | 0.31% | 81 |
|
|
2019
Q1 | $5.09M | Buy |
85,130
+757
| +0.9% | +$47.6K | 0.34% | 75 |
|
|
2018
Q4 | $4.92M | Sell |
84,373
-202
| -0.2% | -$13.8K | 0.36% | 63 |
|
|
2018
Q3 | $6.76M | Sell |
84,575
-6,846
| -7% | -$541K | 0.45% | 44 |
|
|
2018
Q2 | $6.42M | Buy |
91,421
+1,960
| +2% | +$150K | 0.5% | 46 |
|
|
2018
Q1 | $6.54M | Buy |
89,461
+208
| +0.2% | +$14.3K | 0.57% | 41 |
|
|
2017
Q4 | $5.89M | Buy |
89,253
+474
| +0.5% | +$29K | 0.53% | 43 |
|
|
2017
Q3 | $4.98M | Sell |
88,779
-3,961
| -4% | -$212K | 0.5% | 49 |
|
|
2017
Q2 | $4.87M | Buy |
92,740
+10,761
| +13% | +$556K | 0.5% | 49 |
|
|
2017
Q1 | $4.16M | Buy |
81,979
+17,517
| +27% | +$872K | 0.43% | 58 |
|
|
2016
Q4 | $3.25M | Buy |
64,462
+14,283
| +28% | +$648K | 0.43% | 60 |
|
|
2016
Q3 | $2.04M | Buy |
50,179
+37,711
| +302% | +$1.53M | 0.28% | 92 |
|
|
2016
Q2 | $489K | Sell |
12,468
-1,086
| -8% | -$39.9K | 0.07% | 243 |
|
|
2016
Q1 | $493K | Buy |
+13,554
| New | +$515K | 0.08% | 240 |
|
Other funds holding MPC
Geneos Wealth Management's MPC Position: Q2 2026 in Review
Geneos Wealth Management reduced its Marathon Petroleum (MPC) stake by 3.4% in Q2 2026, selling an estimated $24.6K and leaving 2,835 shares worth $725K. The position accounts for 0.01% of the portfolio, ranked #620.
Geneos Wealth Management first reported a position in MPC in Q1 2016 and has held it in 42 quarters since. The position peaked at $6.87M in Q4 2022. 1,942 funds tracked by Wall St. Rank hold MPC as of Q2 2026.
- Geneos Wealth Management held 2,835 shares of Marathon Petroleum worth $725K as of Q2 2026.
- Geneos Wealth Management sold 100 Marathon Petroleum shares in Q2 2026, an estimated $24.6K.
- Marathon Petroleum made up 0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #620 holding.
- Geneos Wealth Management first reported a position in Marathon Petroleum in Q1 2016 and has held it in 42 quarters since.
- Geneos Wealth Management's Marathon Petroleum position peaked at $6.87M in Q4 2022.
- 1,942 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2026.
Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.