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IVC Wealth Advisors’s Marathon Petroleum MPC Stock Holding History

IVC 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 		$653K Buy
2,555
+8
+0.3% +$1.96K 0.25% 73
2026
Q1 		$622K Sell
2,547
-28
-1% -$5.65K 0.27% 74
2025
Q4 		$419K Sell
2,575
-4
-0.2% -$748 0.18% 102
2025
Q3 		$497K Buy
2,579
+16
+0.6% +$2.81K 0.22% 84
2025
Q2 		$426K Sell
2,563
-72
-3% -$10.8K 0.21% 90
2025
Q1 		$384K Buy
2,635
+117
+5% +$17.3K 0.21% 97
2024
Q4 		$351K Sell
2,518
-11
-0.4% -$1.68K 0.2% 99
2024
Q3 		$412K Buy
2,529
+60
+2% +$10.1K 0.23% 93
2024
Q2 		$428K Sell
2,469
-26
-1% -$4.84K 0.24% 93
2024
Q1 		$503K Sell
2,495
-16
-0.6% -$2.74K 0.29% 80
2023
Q4 		$373K Sell
2,511
-8
-0.3% -$1.19K 0.23% 96
2023
Q3 		$381K Buy
2,519
+37
+1% +$5.16K 0.25% 95
2023
Q2 		$289K Sell
2,482
-22
-0.9% -$2.56K 0.18% 114
2023
Q1 		$338K Sell
2,504
-327
-12% -$40.9K 0.24% 97
2022
Q4 		$330K Sell
2,831
-189
-6% -$21.5K 0.24% 99
2022
Q3 		$300K Buy
3,020
+144
+5% +$13.5K 0.24% 101
2022
Q2 		$236K Buy
2,876
+24
+0.8% +$2.24K 0.18% 120
2022
Q1 		$244K Sell
2,852
-294
-9% -$22.4K 0.16% 130
2021
Q4 		$201K Buy
+3,146
New +$202K 0.13% 134

Other funds holding MPC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

IVC Wealth Advisors increased its Marathon Petroleum (MPC) stake by 0.31% in Q2 2026, buying an estimated $1.96K and bringing the position to 2,555 shares worth $653K. The position accounts for 0.25% of the portfolio, ranked #73.

IVC Wealth Advisors first reported a position in MPC in Q4 2021 and has held it in 19 quarters since. 1,942 funds tracked by Wall St. Rank hold MPC as of Q2 2026.

  • IVC Wealth Advisors held 2,555 shares of Marathon Petroleum worth $653K as of Q2 2026.
  • IVC Wealth Advisors bought 8 Marathon Petroleum shares in Q2 2026, an estimated $1.96K.
  • Marathon Petroleum made up 0.25% of IVC Wealth Advisors's portfolio in Q2 2026, its #73 holding.
  • IVC Wealth Advisors first reported a position in Marathon Petroleum in Q4 2021 and has held it in 19 quarters since.
  • 1,942 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2026.

Based on IVC Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.