MWM
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Modern Wealth Management’s Marathon Petroleum MPC Stock Holding History

Modern 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
Q1 		$649K Buy
2,725
+75
+3% +$15.1K 0.01% 521
2025
Q4 		$431K Buy
2,650
+65
+3% +$12.2K 0.01% 566
2025
Q3 		$498K Buy
2,585
+323
+14% +$56.8K 0.01% 506
2025
Q2 		$376K Sell
2,262
-232
-9% -$34.8K 0.01% 552
2025
Q1 		$363K Buy
2,494
+262
+12% +$38.8K 0.01% 479
2024
Q4 		$311K Sell
2,232
-15
-0.7% -$2.29K 0.01% 447
2024
Q3 		$366K Sell
2,247
-22
-1% -$3.72K 0.02% 303
2024
Q2 		$394K Buy
2,269
+111
+5% +$20.6K 0.03% 262
2024
Q1 		$435K Buy
2,158
+13
+0.6% +$2.22K 0.04% 186
2023
Q4 		$318K Buy
+2,145
New +$319K 0.04% 132

Other funds holding MPC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Modern Wealth Management's MPC Position: Q1 2026 in Review

Modern Wealth Management increased its Marathon Petroleum (MPC) stake by 2.8% in Q1 2026, buying an estimated $15.1K and bringing the position to 2,725 shares worth $649K. The position accounts for 0.01% of the portfolio, ranked #521.

Modern Wealth Management first reported a position in MPC in Q4 2023 and has held it in 10 quarters since. 1,882 funds tracked by Wall St. Rank hold MPC as of Q1 2026.

  • Modern Wealth Management held 2,725 shares of Marathon Petroleum worth $649K as of Q1 2026.
  • Modern Wealth Management bought 75 Marathon Petroleum shares in Q1 2026, an estimated $15.1K.
  • Marathon Petroleum made up 0.01% of Modern Wealth Management's portfolio in Q1 2026, its #521 holding.
  • Modern Wealth Management first reported a position in Marathon Petroleum in Q4 2023 and has held it in 10 quarters since.
  • 1,882 funds tracked by Wall St. Rank held Marathon Petroleum as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.