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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invera Wealth Advisors's MPC Position: Q1 2026 in Review

Invera Wealth Advisors reduced its Marathon Petroleum (MPC) stake by 1.2% in Q1 2026, selling an estimated $12.9K and leaving 5,063 shares worth $1.24M. The position accounts for 0.79% of the portfolio, ranked #40.

Invera Wealth Advisors first reported a position in MPC in Q4 2023 and has held it in 10 quarters since. 1,882 funds tracked by Wall St. Rank hold MPC as of Q1 2026.

  • Invera Wealth Advisors held 5,063 shares of Marathon Petroleum worth $1.24M as of Q1 2026.
  • Invera Wealth Advisors sold 64 Marathon Petroleum shares in Q1 2026, an estimated $12.9K.
  • Marathon Petroleum made up 0.79% of Invera Wealth Advisors's portfolio in Q1 2026, its #40 holding.
  • Invera Wealth Advisors first reported a position in Marathon Petroleum in Q4 2023 and has held it in 10 quarters since.
  • 1,882 funds tracked by Wall St. Rank held Marathon Petroleum as of Q1 2026.

Based on Invera Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.