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Lifeworks Advisors’s Marathon Petroleum MPC Stock Holding History

Lifeworks 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 		$683K Sell
2,671
-25
-0.9% -$6.14K 0.07% 171
2026
Q1 		$658K Buy
2,696
+216
+9% +$43.6K 0.08% 164
2025
Q4 		$403K Buy
2,480
+535
+28% +$100K 0.05% 233
2025
Q3 		$375K Buy
1,945
+31
+2% +$5.45K 0.05% 234
2025
Q2 		$318K Buy
1,914
+135
+8% +$20.2K 0.05% 245
2025
Q1 		$259K Sell
1,779
-477
-21% -$70.6K 0.04% 259
2024
Q4 		$315K Buy
+2,256
New +$344K 0.06% 226

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

Lifeworks Advisors's MPC Position: Q2 2026 in Review

Lifeworks Advisors reduced its Marathon Petroleum (MPC) stake by 0.93% in Q2 2026, selling an estimated $6.14K and leaving 2,671 shares worth $683K. The position accounts for 0.07% of the portfolio, ranked #171.

Lifeworks Advisors first reported a position in MPC in Q4 2024 and has held it in 7 quarters since. 1,950 funds tracked by Wall St. Rank hold MPC as of Q2 2026.

  • Lifeworks Advisors held 2,671 shares of Marathon Petroleum worth $683K as of Q2 2026.
  • Lifeworks Advisors sold 25 Marathon Petroleum shares in Q2 2026, an estimated $6.14K.
  • Marathon Petroleum made up 0.07% of Lifeworks Advisors's portfolio in Q2 2026, its #171 holding.
  • Lifeworks Advisors first reported a position in Marathon Petroleum in Q4 2024 and has held it in 7 quarters since.
  • 1,950 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2026.

Based on Lifeworks Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.