Heritage Wealth Management (Ohio)’s Marathon Petroleum MPC Stock Holding History

Heritage Wealth Management (Ohio)’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	$1.85M	Sell	7,219 -185	-2%	-$45.4K	0.46%	59
2026 Q1	$1.81M	Sell	7,404 -976	-12%	-$197K	0.9%	36
2025 Q4	$1.36M	Sell	8,380 -100	-1%	-$18.7K	0.38%	72
2025 Q3	$1.63M	Sell	8,480 -35	-0.4%	-$6.16K	0.48%	59
2025 Q2	$1.41M	Sell	8,515 -100	-1%	-$15K	0.46%	58
2025 Q1	$1.26M	Sell	8,615 -1,165	-12%	-$172K	0.43%	59
2024 Q4	$1.36M	Sell	9,780 -25	-0.3%	-$3.82K	0.45%	57
2024 Q3	$1.6M	Sell	9,805 -100	-1%	-$16.9K	0.52%	43
2024 Q2	$1.69M	Buy	+9,905	New	+$1.84M	0.57%	41

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 Management (Ohio)'s MPC Position: Q2 2026 in Review

Heritage Wealth Management (Ohio) reduced its Marathon Petroleum (MPC) stake by 2.5% in Q2 2026, selling an estimated $45.4K and leaving 7,219 shares worth $1.85M. The position accounts for 0.46% of the portfolio, ranked #59.

Heritage Wealth Management (Ohio) first reported a position in MPC in Q2 2024 and has held it in 9 quarters since. 1,942 funds tracked by Wall St. Rank hold MPC as of Q2 2026.

Heritage Wealth Management (Ohio) held 7,219 shares of Marathon Petroleum worth $1.85M as of Q2 2026.
Heritage Wealth Management (Ohio) sold 185 Marathon Petroleum shares in Q2 2026, an estimated $45.4K.
Marathon Petroleum made up 0.46% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #59 holding.
Heritage Wealth Management (Ohio) first reported a position in Marathon Petroleum in Q2 2024 and has held it in 9 quarters since.
1,942 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.