MorganRosel Wealth Management’s Marathon Petroleum MPC Stock Holding History

MorganRosel 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	$593K	Sell	2,429 -2,035	-46%	-$411K	0.23%	71
2025 Q4	$726K	Buy	4,464 +2,170	+95%	+$406K	0.18%	76
2025 Q3	$442K	Hold	2,294	–	–	0.11%	89
2025 Q2	$381K	Hold	2,294	–	–	0.1%	91
2025 Q1	$334K	Sell	2,294 -40	-2%	-$5.92K	0.1%	90
2024 Q4	$326K	Hold	2,334	–	–	0.11%	92
2024 Q3	$380K	Sell	2,334 -6,350	-73%	-$1.07M	0.13%	85
2024 Q2	$1.51M	Buy	8,684 +1,558	+22%	+$290K	0.53%	32
2024 Q1	$1.44M	Buy	7,126 +4,768	+202%	+$815K	0.51%	33
2023 Q4	$350K	Hold	2,358	–	–	0.14%	78
2023 Q3	$357K	Sell	2,358 -6,943	-75%	-$968K	0.15%	80
2023 Q2	$1.08M	Sell	9,301 -3,261	-26%	-$379K	0.44%	36
2023 Q1	$1.69M	Buy	12,562 +231	+2%	+$28.9K	0.72%	26
2022 Q4	$1.44M	Buy	12,331 +10,037	+438%	+$1.14M	0.66%	26
2022 Q3	$228K	Buy	+2,294	New	+$215K	0.11%	86

Other funds holding MPC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

MorganRosel Wealth Management reduced its Marathon Petroleum (MPC) stake by 46% in Q1 2026, selling an estimated $411K and leaving 2,429 shares worth $593K. The position accounts for 0.23% of the portfolio, ranked #71.

MorganRosel Wealth Management first reported a position in MPC in Q3 2022 and has held it in 15 quarters since. The position peaked at $1.69M in Q1 2023. 1,882 funds tracked by Wall St. Rank hold MPC as of Q1 2026.

MorganRosel Wealth Management held 2,429 shares of Marathon Petroleum worth $593K as of Q1 2026.
MorganRosel Wealth Management sold 2,035 Marathon Petroleum shares in Q1 2026, an estimated $411K.
Marathon Petroleum made up 0.23% of MorganRosel Wealth Management's portfolio in Q1 2026, its #71 holding.
MorganRosel Wealth Management first reported a position in Marathon Petroleum in Q3 2022 and has held it in 15 quarters since.
MorganRosel Wealth Management's Marathon Petroleum position peaked at $1.69M in Q1 2023.
1,882 funds tracked by Wall St. Rank held Marathon Petroleum as of Q1 2026.

Based on MorganRosel Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.