MW
MPC icon

Marcum Wealth’s Marathon Petroleum MPC Stock Holding History

Marcum Wealth’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
Q1 		$428K Sell
2,940
-406
-12% -$60.1K 0.04% 210
2024
Q4 		$467K Sell
3,346
-436
-12% -$66.6K 0.04% 208
2024
Q3 		$616K Sell
3,782
-58
-2% -$9.8K 0.06% 165
2024
Q2 		$666K Sell
3,840
-12
-0.3% -$2.23K 0.07% 146
2024
Q1 		$776K Buy
3,852
+997
+35% +$170K 0.08% 133
2023
Q4 		$424K Sell
2,855
-80
-3% -$11.9K 0.05% 204
2023
Q3 		$444K Sell
2,935
-2,019
-41% -$281K 0.05% 192
2023
Q2 		$578K Sell
4,954
-39
-0.8% -$4.53K 0.07% 150
2023
Q1 		$673K Buy
4,993
+1,985
+66% +$248K 0.08% 137
2022
Q4 		$350K Sell
3,008
-3,262
-52% -$372K 0.05% 217
2022
Q3 		$623K Buy
6,270
+110
+2% +$10.3K 0.09% 133
2022
Q2 		$506K Sell
6,160
-2,716
-31% -$254K 0.08% 156
2022
Q1 		$759K Sell
8,876
-930
-9% -$70.7K 0.1% 125
2021
Q4 		$627K Buy
9,806
+3,910
+66% +$251K 0.09% 150
2021
Q3 		$364K Sell
5,896
-130
-2% -$7.48K 0.06% 207
2021
Q2 		$364K Sell
6,026
-15
-0.2% -$879 0.06% 192
2021
Q1 		$323K Buy
+6,041
New +$305K 0.05% 210

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
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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Marcum Wealth's MPC Position: Q1 2025 in Review

Marcum Wealth reduced its Marathon Petroleum (MPC) stake by 12% in Q1 2025, selling an estimated $60.1K and leaving 2,940 shares worth $428K. The position accounts for 0.04% of the portfolio, ranked #210.

Marcum Wealth first reported a position in MPC in Q1 2021 and has held it in 17 quarters since. The position peaked at $776K in Q1 2024. 1,556 funds tracked by Wall St. Rank hold MPC as of Q1 2025.

  • Marcum Wealth held 2,940 shares of Marathon Petroleum worth $428K as of Q1 2025.
  • Marcum Wealth sold 406 Marathon Petroleum shares in Q1 2025, an estimated $60.1K.
  • Marathon Petroleum made up 0.04% of Marcum Wealth's portfolio in Q1 2025, its #210 holding.
  • Marcum Wealth first reported a position in Marathon Petroleum in Q1 2021 and has held it in 17 quarters since.
  • Marcum Wealth's Marathon Petroleum position peaked at $776K in Q1 2024.
  • 1,556 funds tracked by Wall St. Rank held Marathon Petroleum as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.