JFS Wealth Advisors’s Marathon Petroleum MPC Stock Holding History

JFS 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	$172K	Buy	673 +18	+3%	+$4.42K	0.01%	355
2026 Q1	$160K	Sell	655 -57	-8%	-$11.5K	0.01%	352
2025 Q4	$116K	Buy	712 +50	+8%	+$9.35K	0.01%	386
2025 Q3	$128K	Hold	662	–	–	0.01%	376
2025 Q2	$110K	Sell	662 -12	-2%	-$1.8K	0.01%	362
2025 Q1	$98.2K	Sell	674 -23	-3%	-$3.4K	0.01%	370
2024 Q4	$97.2K	Sell	697 -1	-0.1%	-$153	0.01%	364
2024 Q3	$114K	Sell	698 -52	-7%	-$8.79K	0.01%	348
2024 Q2	$130K	Sell	750 -4	-0.5%	-$744	0.01%	279
2024 Q1	$152K	Hold	754	–	–	0.01%	266
2023 Q4	$112K	Buy	754 +32	+4%	+$4.75K	0.01%	287
2023 Q3	$109K	Hold	722	–	–	0.01%	268
2023 Q2	$84.2K	Sell	722 -2	-0.3%	-$233	0.01%	297
2023 Q1	$97.6K	Sell	724 -13	-2%	-$1.63K	0.01%	278
2022 Q4	$85.8K	Buy	737 +11	+2%	+$1.25K	0.01%	294
2022 Q3	$72K	Buy	726 +350	+93%	+$32.8K	0.01%	321
2022 Q2	$31K	Buy	376 +125	+50%	+$11.7K	﹤0.01%	495
2022 Q1	$21K	Buy	251 +29	+13%	+$2.21K	﹤0.01%	595
2021 Q4	$14K	Buy	222 +74	+50%	+$4.75K	﹤0.01%	635
2021 Q3	$9K	Buy	148 +58	+64%	+$3.34K	﹤0.01%	658
2021 Q2	$5K	Buy	+90	New	+$5.28K	﹤0.01%	494
2020 Q4	–	Sell	-1,111	Closed	-$33K	–	610
2020 Q3	$33K	Hold	1,111	–	–	0.01%	274
2020 Q2	$42K	Hold	1,111	–	–	0.01%	245
2020 Q1	$26K	Sell	1,111 -11	-1%	-$507	0.01%	257
2019 Q4	$68K	Hold	1,122	–	–	0.02%	220
2019 Q3	$68K	Buy	1,122 +11	+1%	+$580	0.02%	221
2019 Q2	$62K	Hold	1,111	–	–	0.02%	226
2019 Q1	$67K	Hold	1,111	–	–	0.02%	212
2018 Q4	$66K	Hold	1,111	–	–	0.02%	203
2018 Q3	$89K	Hold	1,111	–	–	0.02%	204
2018 Q2	$78K	Hold	1,111	–	–	0.02%	210
2018 Q1	$81K	Hold	1,111	–	–	0.02%	209
2017 Q4	$73K	Hold	1,111	–	–	0.02%	224
2017 Q3	$62K	Hold	1,111	–	–	0.02%	223
2017 Q2	$58K	Hold	1,111	–	–	0.02%	212
2017 Q1	$56K	Hold	1,111	–	–	0.02%	217
2016 Q4	$56K	Hold	1,111	–	–	0.02%	217
2016 Q3	$45K	Sell	1,111 -4,600	-81%	-$187K	0.01%	249
2016 Q2	$217K	Buy	5,711 +4,600	+414%	+$169K	0.06%	145
2016 Q1	$41K	Hold	1,111	–	–	0.01%	250
2015 Q4	$58K	Hold	1,111	–	–	0.02%	235
2015 Q3	$51K	Buy	+1,111	New	+$57.2K	0.02%	211
2014 Q4	–	Sell	-2,506	Closed	-$106K	–	533
2014 Q3	$106K	Buy	2,506 +1,394	+125%	+$59.2K	0.02%	122
2014 Q2	$43K	Buy	+1,112	New	+$49.2K	0.01%	204

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

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

JFS Wealth Advisors increased its Marathon Petroleum (MPC) stake by 2.7% in Q2 2026, buying an estimated $4.42K and bringing the position to 673 shares worth $172K. The position accounts for 0.01% of the portfolio, ranked #355.

JFS Wealth Advisors first reported a position in MPC in Q2 2014 and has held it in 44 quarters since. The position peaked at $217K in Q2 2016. 1,942 funds tracked by Wall St. Rank hold MPC as of Q2 2026.

JFS Wealth Advisors held 673 shares of Marathon Petroleum worth $172K as of Q2 2026.
JFS Wealth Advisors bought 18 Marathon Petroleum shares in Q2 2026, an estimated $4.42K.
Marathon Petroleum made up 0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #355 holding.
JFS Wealth Advisors first reported a position in Marathon Petroleum in Q2 2014 and has held it in 44 quarters since.
JFS Wealth Advisors's Marathon Petroleum position peaked at $217K in Q2 2016.
1,942 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.