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Kingswood Wealth Advisors’s Marathon Petroleum MPC Stock Holding History

Kingswood 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 		$3.32M Buy
12,984
+66
+0.5% +$16.2K 0.13% 170
2026
Q1 		$3.15M Sell
12,918
-149
-1% -$30.1K 0.15% 157
2025
Q4 		$2.13M Buy
13,067
+8,594
+192% +$1.61M 0.1% 198
2025
Q3 		$862K Buy
4,473
+1,834
+69% +$323K 0.05% 333
2025
Q2 		$438K Sell
2,639
-1,097
-29% -$164K 0.03% 450
2025
Q1 		$545K Sell
3,736
-924
-20% -$137K 0.05% 368
2024
Q4 		$650K Sell
4,660
-2,980
-39% -$455K 0.05% 367
2024
Q3 		$1.25M Sell
7,640
-1,464
-16% -$247K 0.09% 251
2024
Q2 		$1.58M Buy
9,104
+594
+7% +$110K 0.14% 147
2024
Q1 		$1.71M Sell
8,510
-1,681
-16% -$287K 0.2% 124
2023
Q4 		$1.51M Buy
10,191
+1,252
+14% +$186K 0.17% 137
2023
Q3 		$1.35M Buy
8,939
+7,107
+388% +$991K 0.23% 115
2023
Q2 		$214K Buy
+1,832
New +$213K 0.07% 245

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

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

Kingswood Wealth Advisors increased its Marathon Petroleum (MPC) stake by 0.51% in Q2 2026, buying an estimated $16.2K and bringing the position to 12,984 shares worth $3.32M. The position accounts for 0.13% of the portfolio, ranked #170.

Kingswood Wealth Advisors first reported a position in MPC in Q2 2023 and has held it in 13 quarters since. 1,942 funds tracked by Wall St. Rank hold MPC as of Q2 2026.

  • Kingswood Wealth Advisors held 12,984 shares of Marathon Petroleum worth $3.32M as of Q2 2026.
  • Kingswood Wealth Advisors bought 66 Marathon Petroleum shares in Q2 2026, an estimated $16.2K.
  • Marathon Petroleum made up 0.13% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #170 holding.
  • Kingswood Wealth Advisors first reported a position in Marathon Petroleum in Q2 2023 and has held it in 13 quarters since.
  • 1,942 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.