Measured Wealth Private Client Group’s Marathon Petroleum MPC Stock Holding History

Measured Wealth Private Client Group’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	$182K	Hold	711	–	–	0.04%	207
2026 Q1	$174K	Sell	711 -344	-33%	-$69.5K	0.05%	201
2025 Q4	$172K	Sell	1,055 -43	-4%	-$8.04K	0.05%	207
2025 Q3	$212K	Buy	+1,098	New	+$193K	0.06%	173
2024 Q4	–	Sell	-1,333	Closed	-$217K	–	191
2024 Q3	$217K	Sell	1,333 -401	-23%	-$67.8K	0.07%	170
2024 Q2	$301K	Sell	1,734 -352	-17%	-$65.5K	0.11%	149
2024 Q1	$420K	Buy	2,086 +136	+7%	+$23.3K	0.15%	111
2023 Q4	$289K	Sell	1,950 -290	-13%	-$43.1K	0.11%	139
2023 Q3	$339K	Sell	2,240 -1,746	-44%	-$243K	0.14%	111
2023 Q2	$465K	Sell	3,986 -2,025	-34%	-$235K	0.18%	96
2023 Q1	$810K	Buy	6,011 +1,836	+44%	+$230K	0.31%	45
2022 Q4	$486K	Buy	+4,175	New	+$476K	0.2%	68
2019 Q3	–	Sell	-3,774	Closed	-$211K	–	179
2019 Q2	$211K	Buy	+3,774	New	+$207K	0.12%	178
2018 Q4	–	Sell	-316	Closed	-$25K	–	466
2018 Q3	$25K	Buy	+316	New	+$25K	0.02%	488

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

Measured Wealth Private Client Group's MPC Position: Q2 2026 in Review

Measured Wealth Private Client Group held its Marathon Petroleum (MPC) position steady in Q2 2026 at 711 shares worth $182K. The position accounts for 0.04% of the portfolio, ranked #207.

Measured Wealth Private Client Group first reported a position in MPC in Q3 2018 and has held it in 14 quarters since. The position peaked at $810K in Q1 2023. 1,942 funds tracked by Wall St. Rank hold MPC as of Q2 2026.

Measured Wealth Private Client Group held 711 shares of Marathon Petroleum worth $182K as of Q2 2026.
Measured Wealth Private Client Group left its Marathon Petroleum share count unchanged in Q2 2026.
Marathon Petroleum made up 0.04% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #207 holding.
Measured Wealth Private Client Group first reported a position in Marathon Petroleum in Q3 2018 and has held it in 14 quarters since.
Measured Wealth Private Client Group's Marathon Petroleum position peaked at $810K in Q1 2023.
1,942 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.