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Marshall & Sterling Wealth Advisors’s Marathon Petroleum MPC Stock Holding History

Marshall & Sterling 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 		$22.2K Hold
87
– – 0.01% 202
2026
Q1 		$21.1K Buy
87
+1
+1% +$202 0.01% 196
2025
Q4 		$14K Sell
86
-6
-7% -$1.12K 0.01% 214
2025
Q3 		$17.7K Hold
92
– – 0.01% 281
2025
Q2 		$15.2K Buy
92
+1
+1% +$150 0.01% 282
2025
Q1 		$13.2K Sell
91
-59
-39% -$8.73K 0.01% 283
2024
Q4 		$20.8K Buy
+150
New +$22.9K 0.01% 190

Other funds holding MPC

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
ANRF
Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's MPC Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors held its Marathon Petroleum (MPC) position steady in Q2 2026 at 87 shares worth $22.2K. The position accounts for 0.01% of the portfolio, ranked #202.

Marshall & Sterling Wealth Advisors first reported a position in MPC in Q4 2024 and has held it in 7 quarters since. 439 funds tracked by Wall St. Rank hold MPC as of Q2 2026.

  • Marshall & Sterling Wealth Advisors held 87 shares of Marathon Petroleum worth $22.2K as of Q2 2026.
  • Marshall & Sterling Wealth Advisors left its Marathon Petroleum share count unchanged in Q2 2026.
  • Marathon Petroleum made up 0.01% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #202 holding.
  • Marshall & Sterling Wealth Advisors first reported a position in Marathon Petroleum in Q4 2024 and has held it in 7 quarters since.
  • 439 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.