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Icon Wealth Advisors’s Marathon Petroleum MPC Stock Holding History

Icon 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
Q1 		– Sell
-1,212
Closed -$169K – 517
2024
Q4 		$169K Buy
+1,212
New +$185K 0.01% 408

Other funds holding MPC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Icon Wealth Advisors's MPC Position: Q1 2025 in Review

Icon Wealth Advisors sold out of Marathon Petroleum (MPC) in Q1 2025, closing a stake of 1,212 shares — an estimated $169K sold.

Icon Wealth Advisors first reported a position in MPC in Q4 2024 and held it in 1 quarter. The position peaked at $169K in Q4 2024. 1,555 funds tracked by Wall St. Rank hold MPC as of Q1 2025.

  • Icon Wealth Advisors reported no remaining Marathon Petroleum position as of Q1 2025 after selling out during the quarter.
  • Icon Wealth Advisors sold 1,212 Marathon Petroleum shares in Q1 2025, an estimated $169K.
  • Icon Wealth Advisors first reported a position in Marathon Petroleum in Q4 2024 and held it in 1 quarter.
  • Icon Wealth Advisors's Marathon Petroleum position peaked at $169K in Q4 2024.
  • 1,555 funds tracked by Wall St. Rank held Marathon Petroleum as of Q1 2025.

Based on Icon Wealth Advisors's 13F filing for Q1 2025, filed 15 May 2025.