Liberty Wealth Management’s Marathon Petroleum MPC Stock Holding History

Liberty 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	$321K	Hold	1,314	–	–	0.04%	194
2026 Q1	$321K	Buy	1,314 +1	+0.1%	+$202	0.04%	194
2025 Q4	$214K	Hold	1,313	–	–	0.03%	237
2025 Q3	$253K	Buy	1,313 +15	+1%	+$2.64K	0.04%	206
2025 Q2	$216K	Buy	+1,298	New	+$195K	0.03%	216
2024 Q2	–	Sell	-1,147	Closed	-$231K	–	240
2024 Q1	$231K	Buy	+1,147	New	+$196K	0.05%	168
2021 Q4	–	Sell	-683	Closed	-$42K	–	748
2021 Q3	$42K	Buy	683 +1	+0.1%	+$58	0.02%	461
2021 Q2	$41K	Buy	682 +3	+0.4%	+$176	0.02%	360
2021 Q1	$29K	Hold	679	–	–	0.01%	389
2020 Q4	$29K	Sell	679 -1,091	-62%	-$39.2K	0.01%	386
2020 Q3	$52K	Buy	1,770 +22	+1%	+$773	0.03%	227
2020 Q2	$65K	Buy	1,748 +16	+0.9%	+$514	0.05%	196
2020 Q1	$41K	Buy	1,732 +1,058	+157%	+$48.7K	0.04%	234
2019 Q4	$41K	Buy	674 +123	+22%	+$7.7K	0.03%	285
2019 Q3	$33K	Hold	551	–	–	0.03%	309
2019 Q2	$31K	Hold	551	–	–	0.03%	334
2019 Q1	$32K	Hold	551	–	–	0.02%	277
2018 Q4	$32K	Buy	+551	New	+$37.6K	0.02%	253

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

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

Liberty Wealth Management held its Marathon Petroleum (MPC) position steady in Q2 2026 at 1,314 shares worth $321K. The position accounts for 0.04% of the portfolio, ranked #194.

Liberty Wealth Management first reported a position in MPC in Q4 2018 and has held it in 18 quarters since. 1,942 funds tracked by Wall St. Rank hold MPC as of Q2 2026.

Liberty Wealth Management held 1,314 shares of Marathon Petroleum worth $321K as of Q2 2026.
Liberty Wealth Management left its Marathon Petroleum share count unchanged in Q2 2026.
Marathon Petroleum made up 0.04% of Liberty Wealth Management's portfolio in Q2 2026, its #194 holding.
Liberty Wealth Management first reported a position in Marathon Petroleum in Q4 2018 and has held it in 18 quarters since.
1,942 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2026.

Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.