Invera Wealth Advisors
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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
Q3 		$1.68M Sell
4,260
-302
-7% -$104K 0.87% 32
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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
AHT
Amanah Holdings Trust London $1.79B AUM 618.88% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Meyer Handelman Company
Meyer Handelman Company Rye Brook, New York $3.49B AUM 26.82% 1-Year Est. Return
Hosking Partners
Hosking Partners London, United Kingdom $2.81B AUM 67.07% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Greatmark Investment Partners
Greatmark Investment Partners Columbus, Georgia $931M AUM 15.38% 1-Year Est. Return

Invera Wealth Advisors's MPC Position: Q3 2026 in Review

Invera Wealth Advisors reduced its Marathon Petroleum (MPC) stake by 6.6% in Q3 2026, selling an estimated $104K and leaving 4,260 shares worth $1.68M. The position accounts for 0.87% of the portfolio, ranked #32.

Invera Wealth Advisors first reported a position in MPC in Q4 2023 and has held it in 12 quarters since. 857 funds tracked by Wall St. Rank hold MPC as of Q3 2026.

  • Invera Wealth Advisors held 4,260 shares of Marathon Petroleum worth $1.68M as of Q3 2026.
  • Invera Wealth Advisors sold 302 Marathon Petroleum shares in Q3 2026, an estimated $104K.
  • Marathon Petroleum made up 0.87% of Invera Wealth Advisors's portfolio in Q3 2026, its #32 holding.
  • Invera Wealth Advisors first reported a position in Marathon Petroleum in Q4 2023 and has held it in 12 quarters since.
  • 857 funds tracked by Wall St. Rank held Marathon Petroleum as of Q3 2026.

Based on Invera Wealth Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.