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Mowery & Schoenfeld Wealth Management’s Marathon Petroleum MPC Stock Holding History

Mowery & Schoenfeld 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 		$2.05K Hold
8
– – ﹤0.01% 327
2026
Q1 		$1.95K Sell
8
-11
-58% -$2.22K ﹤0.01% 321
2025
Q4 		$3.09K Buy
19
+11
+138% +$2.06K ﹤0.01% 372
2025
Q3 		$1.54K Hold
8
– – ﹤0.01% 343
2025
Q2 		$1.33K Hold
8
– – ﹤0.01% 348
2025
Q1 		$1.17K Sell
8
-1
-11% -$148 ﹤0.01% 407
2024
Q4 		$1.26K Buy
+9
New +$1.37K ﹤0.01% 436

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's MPC Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management held its Marathon Petroleum (MPC) position steady in Q2 2026 at 8 shares worth $2.05K. The position accounts for ﹤0.01% of the portfolio, ranked #327.

Mowery & Schoenfeld Wealth Management first reported a position in MPC in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.09K in Q4 2025. 1,354 funds tracked by Wall St. Rank hold MPC as of Q2 2026.

  • Mowery & Schoenfeld Wealth Management held 8 shares of Marathon Petroleum worth $2.05K as of Q2 2026.
  • Mowery & Schoenfeld Wealth Management left its Marathon Petroleum share count unchanged in Q2 2026.
  • Marathon Petroleum made up ﹤0.01% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #327 holding.
  • Mowery & Schoenfeld Wealth Management first reported a position in Marathon Petroleum in Q4 2024 and has held it in 7 quarters since.
  • Mowery & Schoenfeld Wealth Management's Marathon Petroleum position peaked at $3.09K in Q4 2025.
  • 1,354 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.