Invera Wealth Advisors’s Marathon Petroleum MPC Stock Holding History

Invera 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
2026 Q2	$1.17M	Sell	4,562 -501	-10%	-$123K	0.63%	44
2026 Q1	$1.24M	Sell	5,063 -64	-1%	-$12.9K	0.79%	40
2025 Q4	$834K	Sell	5,127 -141	-3%	-$26.4K	0.53%	58
2025 Q3	$1.02M	Sell	5,268 -8	-0.2%	-$1.41K	0.63%	53
2025 Q2	$876K	Sell	5,276 -51	-1%	-$7.64K	0.57%	58
2025 Q1	$776K	Sell	5,327 -186	-3%	-$27.5K	0.5%	67
2024 Q4	$851K	Buy	5,513 +86	+2%	+$13.1K	0.84%	33
2024 Q3	$836K	Buy	5,427 +99	+2%	+$16.7K	0.83%	32
2024 Q2	$875K	Sell	5,328 -427	-7%	-$79.4K	0.9%	29
2024 Q1	$1.12M	Sell	5,755 -767	-12%	-$131K	0.95%	35
2023 Q4	$968K	Buy	+6,522	New	+$969K	0.61%	58

Other funds holding MPC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Invera Wealth Advisors's MPC Position: Q2 2026 in Review

Invera Wealth Advisors reduced its Marathon Petroleum (MPC) stake by 9.9% in Q2 2026, selling an estimated $123K and leaving 4,562 shares worth $1.17M. The position accounts for 0.63% of the portfolio, ranked #44.

Invera Wealth Advisors first reported a position in MPC in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.24M in Q1 2026. 1,948 funds tracked by Wall St. Rank hold MPC as of Q2 2026.

Invera Wealth Advisors held 4,562 shares of Marathon Petroleum worth $1.17M as of Q2 2026.
Invera Wealth Advisors sold 501 Marathon Petroleum shares in Q2 2026, an estimated $123K.
Marathon Petroleum made up 0.63% of Invera Wealth Advisors's portfolio in Q2 2026, its #44 holding.
Invera Wealth Advisors first reported a position in Marathon Petroleum in Q4 2023 and has held it in 11 quarters since.
Invera Wealth Advisors's Marathon Petroleum position peaked at $1.24M in Q1 2026.
1,948 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2026.

Based on Invera Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.