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Heartwood Wealth Advisors’s Marathon Petroleum MPC Stock Holding History

Heartwood 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
2025
Q4 		– Sell
-63
Closed -$12.1K – 452
2025
Q3 		$12.1K Buy
+63
New +$11.1K ﹤0.01% 375

Other funds holding MPC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Heartwood Wealth Advisors's MPC Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Marathon Petroleum (MPC) in Q4 2025, closing a stake of 63 shares — an estimated $12.1K sold.

Heartwood Wealth Advisors first reported a position in MPC in Q3 2025 and held it in 1 quarter. The position peaked at $12.1K in Q3 2025. 1,677 funds tracked by Wall St. Rank hold MPC as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining Marathon Petroleum position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 63 Marathon Petroleum shares in Q4 2025, an estimated $12.1K.
  • Heartwood Wealth Advisors first reported a position in Marathon Petroleum in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's Marathon Petroleum position peaked at $12.1K in Q3 2025.
  • 1,677 funds tracked by Wall St. Rank held Marathon Petroleum as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.