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NewEdge Wealth’s Marathon Petroleum MPC Stock Holding History

NewEdge Wealth’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 		$1.36M Sell
5,560
-3,738
-40% -$755K 0.02% 539
2025
Q4 		$1.51M Buy
9,298
+2,848
+44% +$532K 0.02% 525
2025
Q3 		$1.2M Buy
6,450
+3,047
+90% +$536K 0.02% 518
2025
Q2 		$550K Sell
3,403
-1,160
-25% -$174K 0.01% 689
2025
Q1 		$665K Sell
4,563
-153
-3% -$22.6K 0.01% 559
2024
Q4 		$658K Buy
4,716
+208
+5% +$31.8K 0.01% 574
2024
Q3 		$734K Buy
4,508
+59
+1% +$9.97K 0.01% 531
2024
Q2 		$772K Sell
4,449
-152
-3% -$28.3K 0.02% 458
2024
Q1 		$842K Buy
4,601
+61
+1% +$10.4K 0.02% 456
2023
Q4 		$674K Buy
4,540
+2
+0% +$297 0.02% 458
2023
Q3 		$687K Sell
4,538
-386
-8% -$53.8K 0.02% 417
2023
Q2 		$574K Sell
4,924
-295
-6% -$34.3K 0.02% 439
2023
Q1 		$704K Buy
5,219
+2,968
+132% +$371K 0.03% 364
2022
Q4 		$262K Sell
2,251
-228
-9% -$26K 0.01% 473
2022
Q3 		$246K Buy
+2,479
New +$232K 0.01% 461

Other funds holding MPC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

NewEdge Wealth's MPC Position: Q1 2026 in Review

NewEdge Wealth reduced its Marathon Petroleum (MPC) stake by 40% in Q1 2026, selling an estimated $755K and leaving 5,560 shares worth $1.36M. The position accounts for 0.02% of the portfolio, ranked #539.

NewEdge Wealth first reported a position in MPC in Q3 2022 and has held it in 15 quarters since. The position peaked at $1.51M in Q4 2025. 1,882 funds tracked by Wall St. Rank hold MPC as of Q1 2026.

  • NewEdge Wealth held 5,560 shares of Marathon Petroleum worth $1.36M as of Q1 2026.
  • NewEdge Wealth sold 3,738 Marathon Petroleum shares in Q1 2026, an estimated $755K.
  • Marathon Petroleum made up 0.02% of NewEdge Wealth's portfolio in Q1 2026, its #539 holding.
  • NewEdge Wealth first reported a position in Marathon Petroleum in Q3 2022 and has held it in 15 quarters since.
  • NewEdge Wealth's Marathon Petroleum position peaked at $1.51M in Q4 2025.
  • 1,882 funds tracked by Wall St. Rank held Marathon Petroleum as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.