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Kathleen S. Wright Associates’s Marathon Petroleum MPC Stock Holding History

Kathleen S. Wright Associates’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
2025
Q3 		$12.1K Hold
63
– – ﹤0.01% 206
2025
Q2 		$10.5K Hold
63
– – ﹤0.01% 217
2025
Q1 		$9.18K Hold
63
– – ﹤0.01% 221
2024
Q4 		$8.79K Buy
+63
New +$9.62K ﹤0.01% 225

Other funds holding MPC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Kathleen S. Wright Associates's MPC Position: Q3 2025 in Review

Kathleen S. Wright Associates held its Marathon Petroleum (MPC) position steady in Q3 2025 at 63 shares worth $12.1K. The position accounts for ﹤0.01% of the portfolio, ranked #206.

Kathleen S. Wright Associates first reported a position in MPC in Q4 2024 and has held it in 4 quarters since. 1,657 funds tracked by Wall St. Rank hold MPC as of Q3 2025.

  • Kathleen S. Wright Associates held 63 shares of Marathon Petroleum worth $12.1K as of Q3 2025.
  • Kathleen S. Wright Associates left its Marathon Petroleum share count unchanged in Q3 2025.
  • Marathon Petroleum made up ﹤0.01% of Kathleen S. Wright Associates's portfolio in Q3 2025, its #206 holding.
  • Kathleen S. Wright Associates first reported a position in Marathon Petroleum in Q4 2024 and has held it in 4 quarters since.
  • 1,657 funds tracked by Wall St. Rank held Marathon Petroleum as of Q3 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2025, filed 10 Oct 2025.