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Perigon Wealth Management’s Marathon Petroleum MPC Stock Holding History

Perigon 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 		$766K Buy
2,997
+137
+5% +$33.6K 0.01% 692
2026
Q1 		$698K Buy
2,860
+57
+2% +$11.5K 0.01% 650
2025
Q4 		$456K Sell
2,803
-106
-4% -$19.8K 0.01% 843
2025
Q3 		$561K Sell
2,909
-126
-4% -$22.2K 0.01% 694
2025
Q2 		$504K Buy
3,035
+27
+0.9% +$4.05K 0.01% 673
2025
Q1 		$438K Hold
3,008
– – 0.01% 675
2024
Q4 		$456K Sell
3,008
-714
-19% -$109K 0.01% 667
2024
Q3 		$606K Sell
3,722
-74
-2% -$12.5K 0.02% 560
2024
Q2 		$658K Buy
3,796
+245
+7% +$45.6K 0.02% 466
2024
Q1 		$716K Buy
3,551
+428
+14% +$73.2K 0.02% 452
2023
Q4 		$463K Sell
3,123
-482
-13% -$71.6K 0.02% 519
2023
Q3 		$546K Sell
3,605
-2
-0.1% -$279 0.02% 429
2023
Q2 		$421K Buy
3,607
+491
+16% +$57.1K 0.02% 507
2023
Q1 		$420K Sell
3,116
-76
-2% -$9.51K 0.02% 433
2022
Q4 		$371K Buy
3,192
+1,086
+52% +$124K 0.02% 465
2022
Q3 		$209K Buy
+2,106
New +$197K 0.02% 530
2021
Q1 		– Sell
-909
Closed -$38K – 825
2020
Q4 		$38K Buy
+909
New +$32.6K ﹤0.01% 828
2018
Q2 		– Sell
-360
Closed -$26K – 474
2018
Q1 		$26K Buy
360
+5
+1% +$344 0.01% 396
2017
Q4 		$23K Buy
355
+165
+87% +$10.1K 0.01% 394
2017
Q3 		$11K Hold
190
– – ﹤0.01% 502
2017
Q2 		$10K Hold
190
– – ﹤0.01% 498
2017
Q1 		$10K Hold
190
– – ﹤0.01% 526
2016
Q4 		$10K Hold
190
– – ﹤0.01% 559
2016
Q3 		$8K Hold
190
– – ﹤0.01% 510
2016
Q2 		$7K Buy
+190
New +$6.98K ﹤0.01% 386

Other funds holding MPC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Perigon Wealth Management's MPC Position: Q2 2026 in Review

Perigon Wealth Management increased its Marathon Petroleum (MPC) stake by 4.8% in Q2 2026, buying an estimated $33.6K and bringing the position to 2,997 shares worth $766K. The position accounts for 0.01% of the portfolio, ranked #692.

Perigon Wealth Management first reported a position in MPC in Q2 2016 and has held it in 25 quarters since. 1,942 funds tracked by Wall St. Rank hold MPC as of Q2 2026.

  • Perigon Wealth Management held 2,997 shares of Marathon Petroleum worth $766K as of Q2 2026.
  • Perigon Wealth Management bought 137 Marathon Petroleum shares in Q2 2026, an estimated $33.6K.
  • Marathon Petroleum made up 0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #692 holding.
  • Perigon Wealth Management first reported a position in Marathon Petroleum in Q2 2016 and has held it in 25 quarters since.
  • 1,942 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.