IWP
MPC icon

Invenio Wealth Partners’s Marathon Petroleum MPC Stock Holding History

Invenio Wealth Partners’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
-1,444
Closed -$201K – 101
2024
Q4 		$201K Hold
1,444
– – 0.08% 98
2024
Q3 		$235K Hold
1,444
– – 0.1% 91
2024
Q2 		$251K Hold
1,444
– – 0.12% 86
2024
Q1 		$291K Hold
1,444
– – 0.16% 73
2023
Q4 		$214K Hold
1,444
– – 0.15% 90
2023
Q3 		$219K Buy
+1,444
New +$201K 0.2% 77

Other funds holding MPC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Invenio Wealth Partners's MPC Position: Q1 2025 in Review

Invenio Wealth Partners sold out of Marathon Petroleum (MPC) in Q1 2025, closing a stake of 1,444 shares — an estimated $201K sold.

Invenio Wealth Partners first reported a position in MPC in Q3 2023 and held it in 6 quarters. The position peaked at $291K in Q1 2024. 1,561 funds tracked by Wall St. Rank hold MPC as of Q1 2025.

  • Invenio Wealth Partners reported no remaining Marathon Petroleum position as of Q1 2025 after selling out during the quarter.
  • Invenio Wealth Partners sold 1,444 Marathon Petroleum shares in Q1 2025, an estimated $201K.
  • Invenio Wealth Partners first reported a position in Marathon Petroleum in Q3 2023 and held it in 6 quarters.
  • Invenio Wealth Partners's Marathon Petroleum position peaked at $291K in Q1 2024.
  • 1,561 funds tracked by Wall St. Rank held Marathon Petroleum as of Q1 2025.

Based on Invenio Wealth Partners's 13F filing for Q1 2025, filed 13 May 2025.