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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
Q2 		$885K Buy
3,461
+736
+27% +$181K 0.01% 549
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

Modern Wealth Management increased its Marathon Petroleum (MPC) stake by 27% in Q2 2026, buying an estimated $181K and bringing the position to 3,461 shares worth $885K. The position accounts for 0.01% of the portfolio, ranked #549.

Modern Wealth Management first reported a position in MPC in Q4 2023 and has held it in 11 quarters since. 1,948 funds tracked by Wall St. Rank hold MPC as of Q2 2026.

  • Modern Wealth Management held 3,461 shares of Marathon Petroleum worth $885K as of Q2 2026.
  • Modern Wealth Management bought 736 Marathon Petroleum shares in Q2 2026, an estimated $181K.
  • Marathon Petroleum made up 0.01% of Modern Wealth Management's portfolio in Q2 2026, its #549 holding.
  • Modern Wealth Management first reported a position in Marathon Petroleum in Q4 2023 and has held it in 11 quarters since.
  • 1,948 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.