GeoWealth Management’s Marathon Petroleum MPC Stock Holding History

GeoWealth 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	$733K	Buy	2,867 +448	+19%	+$110K	0.02%	403
2026 Q1	$591K	Buy	+2,419	New	+$488K	0.02%	438
2025 Q3	–	Sell	-590	Closed	-$98K	–	1047
2025 Q2	$98K	Buy	590 +19	+3%	+$2.85K	﹤0.01%	822
2025 Q1	$83.2K	Sell	571 -1,527	-73%	-$226K	﹤0.01%	823
2024 Q4	$293K	Sell	2,098 -216	-9%	-$33K	0.01%	635
2024 Q3	$377K	Sell	2,314 -1,083	-32%	-$183K	0.01%	532
2024 Q2	$589K	Buy	3,397 +519	+18%	+$96.5K	0.03%	390
2024 Q1	$580K	Sell	2,878 -2,247	-44%	-$384K	0.02%	402
2023 Q4	$760K	Buy	5,125 +4,061	+382%	+$603K	0.06%	252
2023 Q3	$162K	Buy	1,064 +72	+7%	+$10K	0.02%	304
2023 Q2	$116K	Sell	992 -25	-2%	-$2.91K	0.01%	277
2023 Q1	$138K	Buy	+1,017	New	+$127K	0.02%	227

Other funds holding MPC

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

GeoWealth Management's MPC Position: Q2 2026 in Review

GeoWealth Management increased its Marathon Petroleum (MPC) stake by 19% in Q2 2026, buying an estimated $110K and bringing the position to 2,867 shares worth $733K. The position accounts for 0.02% of the portfolio, ranked #403.

GeoWealth Management first reported a position in MPC in Q1 2023 and has held it in 12 quarters since. The position peaked at $760K in Q4 2023. 1,942 funds tracked by Wall St. Rank hold MPC as of Q2 2026.

GeoWealth Management held 2,867 shares of Marathon Petroleum worth $733K as of Q2 2026.
GeoWealth Management bought 448 Marathon Petroleum shares in Q2 2026, an estimated $110K.
Marathon Petroleum made up 0.02% of GeoWealth Management's portfolio in Q2 2026, its #403 holding.
GeoWealth Management first reported a position in Marathon Petroleum in Q1 2023 and has held it in 12 quarters since.
GeoWealth Management's Marathon Petroleum position peaked at $760K in Q4 2023.
1,942 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.