Integrated Wealth Concepts’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
$4.01M Buy
15,701
+2,782
+22% +$683K 0.02% 673
2026
Q1
$3.15M Buy
12,919
+9,975
+339% +$2.01M 0.03% 587
2025
Q4
$479K Sell
2,944
-9,609
-77% -$1.8M 0.01% 1118
2025
Q3
$2.42M Sell
12,553
-2,590
-17% -$455K 0.02% 599
2025
Q2
$2.52M Buy
15,143
+2,681
+22% +$402K 0.03% 547
2025
Q1
$1.82M Sell
12,462
-3,142
-20% -$465K 0.02% 603
2024
Q4
$2.18M Buy
15,604
+6,423
+70% +$980K 0.03% 527
2024
Q3
$1.5M Sell
9,181
-351
-4% -$59.3K 0.02% 645
2024
Q2
$1.65M Buy
9,532
+188
+2% +$35K 0.02% 578
2024
Q1
$1.88M Buy
9,344
+736
+9% +$126K 0.03% 541
2023
Q4
$1.28M Sell
8,608
-643
-7% -$95.5K 0.02% 628
2023
Q3
$1.4M Buy
9,251
+49
+0.5% +$6.83K 0.02% 567
2023
Q2
$1.07M Buy
9,202
+3,202
+53% +$372K 0.02% 650
2023
Q1
$809K Buy
6,000
+4,045
+207% +$506K 0.02% 693
2022
Q4
$228K Buy
+1,955
New +$223K 0.01% 899

Other funds holding MPC

Integrated Wealth Concepts's MPC Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Marathon Petroleum (MPC) stake by 22% in Q2 2026, buying an estimated $683K and bringing the position to 15,701 shares worth $4.01M. The position accounts for 0.02% of the portfolio, ranked #673.

Integrated Wealth Concepts first reported a position in MPC in Q4 2022 and has held it in 15 quarters since. 1,942 funds tracked by Wall St. Rank hold MPC as of Q2 2026.

  • Integrated Wealth Concepts held 15,701 shares of Marathon Petroleum worth $4.01M as of Q2 2026.
  • Integrated Wealth Concepts bought 2,782 Marathon Petroleum shares in Q2 2026, an estimated $683K.
  • Marathon Petroleum made up 0.02% of Integrated Wealth Concepts's portfolio in Q2 2026, its #673 holding.
  • Integrated Wealth Concepts first reported a position in Marathon Petroleum in Q4 2022 and has held it in 15 quarters since.
  • 1,942 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.