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MGB Wealth Management’s Marathon Petroleum MPC Stock Holding History

MGB Wealth Management’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
Q4 		$2.52M Buy
15,485
+11
+0.1% +$2.06K 0.72% 27
2025
Q3 		$2.99M Sell
15,474
-741
-5% -$130K 0.84% 20
2025
Q2 		$2.7M Sell
16,215
-1,066
-6% -$160K 0.89% 21
2025
Q1 		$2.52M Sell
17,281
-34
-0.2% -$5.03K 0.91% 22
2024
Q4 		$2.41M Sell
17,315
-4,830
-22% -$737K 0.75% 26
2024
Q3 		$3.61M Sell
22,145
-1,309
-6% -$221K 1.31% 9
2024
Q2 		$3.88M Buy
23,454
+94
+0.4% +$17.5K 1.45% 11
2024
Q1 		$4.7M Buy
23,360
+785
+3% +$134K 1.91% 9
2023
Q4 		$3.35M Buy
+22,575
New +$3.35M 1.68% 9

Other funds holding MPC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

MGB Wealth Management's MPC Position: Q4 2025 in Review

MGB Wealth Management increased its Marathon Petroleum (MPC) stake by 0.07% in Q4 2025, buying an estimated $2.06K and bringing the position to 15,485 shares worth $2.52M. The position accounts for 0.72% of the portfolio, ranked #27.

MGB Wealth Management first reported a position in MPC in Q4 2023 and has held it in 9 quarters since. The position peaked at $4.7M in Q1 2024. 1,678 funds tracked by Wall St. Rank hold MPC as of Q4 2025.

  • MGB Wealth Management held 15,485 shares of Marathon Petroleum worth $2.52M as of Q4 2025.
  • MGB Wealth Management bought 11 Marathon Petroleum shares in Q4 2025, an estimated $2.06K.
  • Marathon Petroleum made up 0.72% of MGB Wealth Management's portfolio in Q4 2025, its #27 holding.
  • MGB Wealth Management first reported a position in Marathon Petroleum in Q4 2023 and has held it in 9 quarters since.
  • MGB Wealth Management's Marathon Petroleum position peaked at $4.7M in Q1 2024.
  • 1,678 funds tracked by Wall St. Rank held Marathon Petroleum as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.