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Modera Wealth Management’s Marathon Petroleum MPC Stock Holding History

Modera 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
2026
Q2 		$478K Buy
1,870
+1
+0.1% +$246 0.01% 467
2026
Q1 		$456K Buy
1,869
+289
+18% +$58.4K 0.01% 449
2025
Q4 		$257K Buy
+1,580
New +$295K ﹤0.01% 578
2022
Q1 		– Sell
-5,705
Closed -$365K – 509
2021
Q4 		$365K Buy
+5,705
New +$367K 0.01% 351

Other funds holding MPC

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Modera Wealth Management's MPC Position: Q2 2026 in Review

Modera Wealth Management increased its Marathon Petroleum (MPC) stake by 0.05% in Q2 2026, buying an estimated $246 and bringing the position to 1,870 shares worth $478K. The position accounts for 0.01% of the portfolio, ranked #467.

Modera Wealth Management first reported a position in MPC in Q4 2021 and has held it in 4 quarters since. 1,189 funds tracked by Wall St. Rank hold MPC as of Q2 2026.

  • Modera Wealth Management held 1,870 shares of Marathon Petroleum worth $478K as of Q2 2026.
  • Modera Wealth Management bought 1 Marathon Petroleum share in Q2 2026, an estimated $246.
  • Marathon Petroleum made up 0.01% of Modera Wealth Management's portfolio in Q2 2026, its #467 holding.
  • Modera Wealth Management first reported a position in Marathon Petroleum in Q4 2021 and has held it in 4 quarters since.
  • 1,189 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.