Heritage Wealth Advisors’s Marathon Petroleum MPC Stock Holding History

Heritage 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	$2.3K	Hold	9	–	–	﹤0.01%	627
2026 Q1	$2.2K	Buy	+9	New	+$1.82K	﹤0.01%	620
2021 Q4	–	Sell	-80	Closed	-$4.95K	–	547
2021 Q3	$4.95K	Hold	80	–	–	﹤0.01%	474
2021 Q2	$4.83K	Sell	80 -1,484	-95%	-$87K	﹤0.01%	483
2021 Q1	$83.7K	Hold	1,564	–	–	0.01%	279
2020 Q4	$65K	Buy	1,564 +1,479	+1,740%	+$53.1K	﹤0.01%	298
2020 Q3	$2.49K	Buy	+85	New	+$2.99K	﹤0.01%	445
2020 Q2	–	Sell	-34	Closed	-$803	–	447
2020 Q1	$803	Sell	34 -1,161	-97%	-$53.5K	﹤0.01%	430
2019 Q4	$72K	Buy	1,195 +661	+124%	+$41.4K	0.01%	270
2019 Q3	$32K	Hold	534	–	–	﹤0.01%	316
2019 Q2	$29.8K	Hold	534	–	–	﹤0.01%	303
2019 Q1	$32K	Hold	534	–	–	0.01%	259
2018 Q4	$31K	Hold	534	–	–	0.01%	230
2018 Q3	$42K	Buy	+534	New	+$42.2K	0.01%	209

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

Heritage Wealth Advisors's MPC Position: Q2 2026 in Review

Heritage Wealth Advisors held its Marathon Petroleum (MPC) position steady in Q2 2026 at 9 shares worth $2.3K. The position accounts for ﹤0.01% of the portfolio, ranked #627.

Heritage Wealth Advisors first reported a position in MPC in Q3 2018 and has held it in 14 quarters since. The position peaked at $83.7K in Q1 2021. 1,942 funds tracked by Wall St. Rank hold MPC as of Q2 2026.

Heritage Wealth Advisors held 9 shares of Marathon Petroleum worth $2.3K as of Q2 2026.
Heritage Wealth Advisors left its Marathon Petroleum share count unchanged in Q2 2026.
Marathon Petroleum made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #627 holding.
Heritage Wealth Advisors first reported a position in Marathon Petroleum in Q3 2018 and has held it in 14 quarters since.
Heritage Wealth Advisors's Marathon Petroleum position peaked at $83.7K in Q1 2021.
1,942 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.