Moss Adams Wealth Advisors’s Marathon Petroleum MPC Stock Holding History

Moss Adams Wealth Advisors’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	$319K	Buy	+1,305	New	+$264K	0.02%	197
2025 Q4	–	Sell	-1,144	Closed	-$221K	–	276
2025 Q3	$221K	Buy	+1,144	New	+$201K	0.02%	233
2024 Q4	–	Sell	-1,285	Closed	-$209K	–	216
2024 Q3	$209K	Buy	1,285 +108	+9%	+$18.3K	0.02%	190
2024 Q2	$204K	Buy	1,177 +159	+16%	+$29.6K	0.03%	167
2024 Q1	$205K	Buy	+1,018	New	+$174K	0.03%	145

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

Moss Adams Wealth Advisors's MPC Position: Q1 2026 in Review

Moss Adams Wealth Advisors opened a new position in Marathon Petroleum (MPC) in Q1 2026: 1,305 shares worth $319K. The stake represents 0.02% of the portfolio and ranks #197 among its holdings. This is a return to the name: Moss Adams Wealth Advisors previously reported a position in MPC as recently as Q3 2025.

Moss Adams Wealth Advisors first reported a position in MPC in Q1 2024 and has held it in 5 quarters since. 1,883 funds tracked by Wall St. Rank hold MPC as of Q1 2026.

Moss Adams Wealth Advisors held 1,305 shares of Marathon Petroleum worth $319K as of Q1 2026.
Marathon Petroleum was a new Moss Adams Wealth Advisors position in Q1 2026.
Marathon Petroleum made up 0.02% of Moss Adams Wealth Advisors's portfolio in Q1 2026, its #197 holding.
Moss Adams Wealth Advisors first reported a position in Marathon Petroleum in Q1 2024 and has held it in 5 quarters since.
1,883 funds tracked by Wall St. Rank held Marathon Petroleum as of Q1 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.