New Wave Wealth Advisors
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New Wave Wealth Advisors’s Marathon Petroleum MPC Stock Holding History

New Wave 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
Q3 		$3.52M Sell
7,371
-1,692
-19% -$585K 0.92% 30
2026
Q2 		$2.32M Buy
9,063
+6,609
+269% +$1.62M 0.63% 40
2026
Q1 		$599K Buy
+2,454
New +$496K 0.21% 86
2025
Q4 		– Sell
-1,051
Closed -$203K – 192
2025
Q3 		$203K Buy
+1,051
New +$185K 0.08% 164
2025
Q1 		– Sell
-23
Closed -$3.21K – 462
2024
Q4 		$3.21K Buy
+23
New +$3.51K ﹤0.01% 494

Other funds holding MPC

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

New Wave Wealth Advisors's MPC Position: Q3 2026 in Review

New Wave Wealth Advisors reduced its Marathon Petroleum (MPC) stake by 19% in Q3 2026, selling an estimated $585K and leaving 7,371 shares worth $3.52M. The position accounts for 0.92% of the portfolio, ranked #30.

New Wave Wealth Advisors first reported a position in MPC in Q4 2024 and has held it in 5 quarters since. 1,359 funds tracked by Wall St. Rank hold MPC as of Q3 2026.

  • New Wave Wealth Advisors held 7,371 shares of Marathon Petroleum worth $3.52M as of Q3 2026.
  • New Wave Wealth Advisors sold 1,692 Marathon Petroleum shares in Q3 2026, an estimated $585K.
  • Marathon Petroleum made up 0.92% of New Wave Wealth Advisors's portfolio in Q3 2026, its #30 holding.
  • New Wave Wealth Advisors first reported a position in Marathon Petroleum in Q4 2024 and has held it in 5 quarters since.
  • 1,359 funds tracked by Wall St. Rank held Marathon Petroleum as of Q3 2026.

Based on New Wave Wealth Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.