Lowe Wealth Advisors’s Marathon Petroleum MPC Stock Holding History

Lowe 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
2025 Q3	$268K	Sell	1,391 -30	-2%	-$5.28K	0.1%	54
2025 Q2	$236K	Hold	1,421	–	–	0.09%	53
2025 Q1	$207K	Hold	1,421	–	–	0.09%	51
2024 Q4	$198K	Hold	1,421	–	–	0.08%	54
2024 Q3	$231K	Sell	1,421 -15	-1%	-$2.54K	0.1%	48
2024 Q2	$249K	Hold	1,436	–	–	0.11%	43
2024 Q1	$289K	Sell	1,436 -25	-2%	-$4.28K	0.13%	40
2023 Q4	$217K	Sell	1,461 -250	-15%	-$37.1K	0.11%	50
2023 Q3	$259K	Hold	1,711	–	–	0.14%	43
2023 Q2	$200K	Sell	1,711 -370	-18%	-$43K	0.1%	52
2023 Q1	$281K	Sell	2,081 -535	-20%	-$66.9K	0.15%	40
2022 Q4	$304K	Hold	2,616	–	–	0.17%	38
2022 Q3	$260K	Sell	2,616 -224	-8%	-$21K	0.15%	39
2022 Q2	$233K	Sell	2,840 -656	-19%	-$61.3K	0.13%	41
2022 Q1	$299K	Sell	3,496 -164	-4%	-$12.5K	0.14%	40
2021 Q4	$234K	Buy	3,660 +60	+2%	+$3.86K	0.1%	43
2021 Q3	$223K	Buy	3,600 +1,000	+38%	+$57.5K	0.11%	42
2021 Q2	$157K	Buy	2,600 +2,500	+2,500%	+$147K	0.08%	50
2021 Q1	$5K	Hold	100	–	–	﹤0.01%	207
2020 Q4	$4K	Hold	100	–	–	﹤0.01%	213
2020 Q3	$3K	Sell	100 -20	-17%	-$703	﹤0.01%	222
2020 Q2	$4K	Hold	120	–	–	﹤0.01%	199
2020 Q1	$3K	Buy	+120	New	+$5.53K	﹤0.01%	216
2018 Q4	–	Sell	-76	Closed	-$6K	–	285
2018 Q3	$6K	Buy	+76	New	+$6.01K	﹤0.01%	172
2015 Q4	–	Sell	-26	Closed	-$1K	–	245
2015 Q3	$1K	Hold	26	–	–	﹤0.01%	216
2015 Q2	$1K	Hold	26	–	–	﹤0.01%	214
2015 Q1	$1K	Buy	+26	New	+$1.25K	﹤0.01%	212

Other funds holding MPC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Lowe Wealth Advisors's MPC Position: Q3 2025 in Review

Lowe Wealth Advisors reduced its Marathon Petroleum (MPC) stake by 2.1% in Q3 2025, selling an estimated $5.28K and leaving 1,391 shares worth $268K. The position accounts for 0.1% of the portfolio, ranked #54.

Lowe Wealth Advisors first reported a position in MPC in Q1 2015 and has held it in 27 quarters since. The position peaked at $304K in Q4 2022. 1,662 funds tracked by Wall St. Rank hold MPC as of Q3 2025.

Lowe Wealth Advisors held 1,391 shares of Marathon Petroleum worth $268K as of Q3 2025.
Lowe Wealth Advisors sold 30 Marathon Petroleum shares in Q3 2025, an estimated $5.28K.
Marathon Petroleum made up 0.1% of Lowe Wealth Advisors's portfolio in Q3 2025, its #54 holding.
Lowe Wealth Advisors first reported a position in Marathon Petroleum in Q1 2015 and has held it in 27 quarters since.
Lowe Wealth Advisors's Marathon Petroleum position peaked at $304K in Q4 2022.
1,662 funds tracked by Wall St. Rank held Marathon Petroleum as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.