HMV Wealth Advisors
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HMV Wealth Advisors’s Marathon Petroleum MPC Stock Holding History

HMV 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
Q3 		$2.24M Hold
5,673
– – 0.85% 26
2026
Q2 		$1.45M Sell
5,673
-135
-2% -$33.1K 0.56% 30
2026
Q1 		$1.42M Sell
5,808
-15
-0.3% -$3.03K 0.67% 25
2025
Q4 		$947K Hold
5,823
– – 0.47% 32
2025
Q3 		$1.12M Sell
5,823
-144
-2% -$25.3K 0.62% 32
2025
Q2 		$991K Hold
5,967
– – 0.65% 31
2025
Q1 		$869K Hold
5,967
– – 0.69% 35
2024
Q4 		$832K Buy
+5,967
New +$911K 0.83% 34

Other funds holding MPC

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
AHT
Amanah Holdings Trust London $1.79B AUM 618.88% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $33.5B AUM 25.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Meyer Handelman Company
Meyer Handelman Company Rye Brook, New York $3.49B AUM 26.82% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

HMV Wealth Advisors's MPC Position: Q3 2026 in Review

HMV Wealth Advisors held its Marathon Petroleum (MPC) position steady in Q3 2026 at 5,673 shares worth $2.24M. The position accounts for 0.85% of the portfolio, ranked #26.

HMV Wealth Advisors first reported a position in MPC in Q4 2024 and has held it in 8 quarters since. 1,076 funds tracked by Wall St. Rank hold MPC as of Q3 2026.

  • HMV Wealth Advisors held 5,673 shares of Marathon Petroleum worth $2.24M as of Q3 2026.
  • HMV Wealth Advisors left its Marathon Petroleum share count unchanged in Q3 2026.
  • Marathon Petroleum made up 0.85% of HMV Wealth Advisors's portfolio in Q3 2026, its #26 holding.
  • HMV Wealth Advisors first reported a position in Marathon Petroleum in Q4 2024 and has held it in 8 quarters since.
  • 1,076 funds tracked by Wall St. Rank held Marathon Petroleum as of Q3 2026.

Based on HMV Wealth Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.