Institute for Wealth Management’s Marathon Petroleum MPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.93M | Sell |
11,455
-138
| -1% | -$33.9K | 0.26% | 76 |
|
|
2026
Q1 | $2.83M | Sell |
11,593
-198
| -2% | -$40K | 0.3% | 73 |
|
|
2025
Q4 | $1.92M | Sell |
11,791
-317
| -3% | -$59.3K | 0.2% | 107 |
|
|
2025
Q3 | $2.33M | Sell |
12,108
-58
| -0.5% | -$10.2K | 0.24% | 86 |
|
|
2025
Q2 | $2.02M | Buy |
12,166
+1
| +0% | +$150 | 0.23% | 96 |
|
|
2025
Q1 | $1.77M | Hold |
12,165
| – | – | 0.23% | 104 |
|
|
2024
Q4 | $1.7M | Sell |
12,165
-265
| -2% | -$40.5K | 0.21% | 103 |
|
|
2024
Q3 | $2.02M | Sell |
12,430
-89
| -0.7% | -$15K | 0.26% | 87 |
|
|
2024
Q2 | $2.17M | Buy |
12,519
+319
| +3% | +$59.3K | 0.29% | 73 |
|
|
2024
Q1 | $2.46M | Buy |
12,200
+38
| +0.3% | +$6.5K | 0.32% | 62 |
|
|
2023
Q4 | $1.8M | Hold |
12,162
| – | – | 0.29% | 80 |
|
|
2023
Q3 | $1.84M | Sell |
12,162
-44
| -0.4% | -$6.13K | 0.33% | 75 |
|
|
2023
Q2 | $1.42M | Hold |
12,206
| – | – | 0.24% | 105 |
|
|
2023
Q1 | $1.65M | Sell |
12,206
-76
| -0.6% | -$9.51K | 0.31% | 79 |
|
|
2022
Q4 | $1.43M | Sell |
12,282
-66
| -0.5% | -$7.52K | 0.3% | 90 |
|
|
2022
Q3 | $1.23M | Sell |
12,348
-9
| -0.1% | -$843 | 0.28% | 98 |
|
|
2022
Q2 | $1.02M | Sell |
12,357
-43
| -0.3% | -$4.02K | 0.2% | 127 |
|
|
2022
Q1 | $1.06M | Sell |
12,400
-160
| -1% | -$12.2K | 0.17% | 151 |
|
|
2021
Q4 | $804K | Sell |
12,560
-66
| -0.5% | -$4.24K | 0.13% | 190 |
|
|
2021
Q3 | $780K | Hold |
12,626
| – | – | 0.14% | 186 |
|
|
2021
Q2 | $763K | Hold |
12,626
| – | – | 0.13% | 189 |
|
|
2021
Q1 | $675K | Sell |
12,626
-950
| -7% | -$48K | 0.13% | 201 |
|
|
2020
Q4 | $562K | Sell |
13,576
-632
| -4% | -$22.7K | 0.11% | 225 |
|
|
2020
Q3 | $417K | Sell |
14,208
-438
| -3% | -$15.4K | 0.1% | 259 |
|
|
2020
Q2 | $547K | Sell |
14,646
-961
| -6% | -$30.9K | 0.13% | 211 |
|
|
2020
Q1 | $369K | Sell |
15,607
-5,181
| -25% | -$239K | 0.11% | 242 |
|
|
2019
Q4 | $1.25M | Buy |
20,788
+77
| +0.4% | +$4.82K | 0.28% | 94 |
|
|
2019
Q3 | $1.26M | Sell |
20,711
-35
| -0.2% | -$1.84K | 0.32% | 88 |
|
|
2019
Q2 | $1.16M | Sell |
20,746
-161
| -0.8% | -$8.81K | 0.26% | 115 |
|
|
2019
Q1 | $1.25M | Sell |
20,907
-684
| -3% | -$43K | 0.27% | 98 |
|
|
2018
Q4 | $1.27M | Buy |
21,591
+7,221
| +50% | +$493K | 0.52% | 48 |
|
|
2018
Q3 | $1.22M | Sell |
14,370
-87
| -0.6% | -$6.88K | 0.41% | 86 |
|
|
2018
Q2 | $1.01M | Sell |
14,457
-70
| -0.5% | -$5.35K | 0.32% | 109 |
|
|
2018
Q1 | $1.09M | Sell |
14,527
-771
| -5% | -$53.1K | 0.32% | 111 |
|
|
2017
Q4 | $1.01M | Buy |
15,298
+181
| +1% | +$11.1K | 0.23% | 128 |
|
|
2017
Q3 | $849K | Buy |
15,117
+100
| +0.7% | +$5.36K | 0.28% | 127 |
|
|
2017
Q2 | $782K | Buy |
+15,017
| New | +$776K | 0.22% | 149 |
|
Other funds holding MPC
Institute for Wealth Management's MPC Position: Q2 2026 in Review
Institute for Wealth Management reduced its Marathon Petroleum (MPC) stake by 1.2% in Q2 2026, selling an estimated $33.9K and leaving 11,455 shares worth $2.93M. The position accounts for 0.26% of the portfolio, ranked #76.
Institute for Wealth Management first reported a position in MPC in Q2 2017 and has held it in 37 quarters since. 1,942 funds tracked by Wall St. Rank hold MPC as of Q2 2026.
- Institute for Wealth Management held 11,455 shares of Marathon Petroleum worth $2.93M as of Q2 2026.
- Institute for Wealth Management sold 138 Marathon Petroleum shares in Q2 2026, an estimated $33.9K.
- Marathon Petroleum made up 0.26% of Institute for Wealth Management's portfolio in Q2 2026, its #76 holding.
- Institute for Wealth Management first reported a position in Marathon Petroleum in Q2 2017 and has held it in 37 quarters since.
- 1,942 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2026.
Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.