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Independent Solutions Wealth Management’s Marathon Petroleum MPC Stock Holding History

Independent Solutions Wealth Management’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 		$2.76M Buy
10,814
+194
+2% +$47.6K 0.36% 82
2026
Q1 		$2.59M Buy
10,620
+855
+9% +$173K 0.38% 73
2025
Q4 		$1.59M Buy
9,765
+34
+0.3% +$6.36K 0.29% 95
2025
Q3 		$1.88M Buy
9,731
+741
+8% +$130K 0.33% 90
2025
Q2 		$1.49M Buy
8,990
+502
+6% +$75.3K 0.29% 97
2025
Q1 		$1.24M Sell
8,488
-360
-4% -$53.3K 0.28% 98
2024
Q4 		$1.23M Buy
8,848
+7,586
+601% +$1.16M 0.27% 102
2024
Q3 		$206K Buy
1,262
+10
+0.8% +$1.69K 0.05% 160
2024
Q2 		$217K Sell
1,252
-67
-5% -$12.5K 0.05% 160
2024
Q1 		$266K Buy
+1,319
New +$226K 0.06% 151
2023
Q4 		– Sell
-1,467
Closed -$222K – 191
2023
Q3 		$222K Sell
1,467
-3,665
-71% -$511K 0.06% 183
2023
Q2 		$598K Sell
5,132
-646
-11% -$75.1K 0.15% 116
2023
Q1 		$779K Sell
5,778
-2,154
-27% -$270K 0.23% 95
2022
Q4 		$923K Sell
7,932
-437
-5% -$49.8K 0.28% 87
2022
Q3 		$831K Sell
8,369
-13
-0.2% -$1.22K 0.27% 83
2022
Q2 		$689K Buy
8,382
+4,132
+97% +$386K 0.21% 96
2022
Q1 		$363K Buy
4,250
+679
+19% +$51.6K 0.09% 160
2021
Q4 		$229K Buy
3,571
+16
+0.5% +$1.03K 0.05% 207
2021
Q3 		$220K Hold
3,555
– – 0.05% 202
2021
Q2 		$215K Buy
+3,555
New +$208K 0.05% 200

Other funds holding MPC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Independent Solutions Wealth Management's MPC Position: Q2 2026 in Review

Independent Solutions Wealth Management increased its Marathon Petroleum (MPC) stake by 1.8% in Q2 2026, buying an estimated $47.6K and bringing the position to 10,814 shares worth $2.76M. The position accounts for 0.36% of the portfolio, ranked #82.

Independent Solutions Wealth Management first reported a position in MPC in Q2 2021 and has held it in 20 quarters since. 1,942 funds tracked by Wall St. Rank hold MPC as of Q2 2026.

  • Independent Solutions Wealth Management held 10,814 shares of Marathon Petroleum worth $2.76M as of Q2 2026.
  • Independent Solutions Wealth Management bought 194 Marathon Petroleum shares in Q2 2026, an estimated $47.6K.
  • Marathon Petroleum made up 0.36% of Independent Solutions Wealth Management's portfolio in Q2 2026, its #82 holding.
  • Independent Solutions Wealth Management first reported a position in Marathon Petroleum in Q2 2021 and has held it in 20 quarters since.
  • 1,942 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.