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JGP Wealth Management’s Marathon Petroleum MPC Stock Holding History

JGP Wealth Management’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 		$311K Hold
1,218
– – 0.03% 188
2026
Q1 		$297K Buy
+1,218
New +$246K 0.03% 179
2025
Q4 		– Sell
-1,095
Closed -$211K – 240
2025
Q3 		$211K Buy
+1,095
New +$193K 0.02% 201

Other funds holding MPC

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
GIP
Greatmark Investment Partners Columbus, Georgia $906M AUM 16.08% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PCM
Polaris Capital Management Boston, Massachusetts $1.06B AUM 40.82% 1-Year Est. Return
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return

JGP Wealth Management's MPC Position: Q2 2026 in Review

JGP Wealth Management held its Marathon Petroleum (MPC) position steady in Q2 2026 at 1,218 shares worth $311K. The position accounts for 0.03% of the portfolio, ranked #188.

JGP Wealth Management first reported a position in MPC in Q3 2025 and has held it in 3 quarters since. 628 funds tracked by Wall St. Rank hold MPC as of Q2 2026.

  • JGP Wealth Management held 1,218 shares of Marathon Petroleum worth $311K as of Q2 2026.
  • JGP Wealth Management left its Marathon Petroleum share count unchanged in Q2 2026.
  • Marathon Petroleum made up 0.03% of JGP Wealth Management's portfolio in Q2 2026, its #188 holding.
  • JGP Wealth Management first reported a position in Marathon Petroleum in Q3 2025 and has held it in 3 quarters since.
  • 628 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2026.

Based on JGP Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.