Peterson Wealth Advisors
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Peterson Wealth Advisors’s Marathon Petroleum MPC Stock Holding History

Peterson 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 		$355K Sell
898
-2
-0.2% -$691 0.04% 88
2026
Q2 		$230K Buy
900
+3
+0.3% +$737 0.03% 111
2026
Q1 		$219K Buy
+897
New +$181K 0.03% 105

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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Peterson Wealth Advisors's MPC Position: Q3 2026 in Review

Peterson Wealth Advisors reduced its Marathon Petroleum (MPC) stake by 0.22% in Q3 2026, selling an estimated $691 and leaving 898 shares worth $355K. The position accounts for 0.04% of the portfolio, ranked #88.

Peterson Wealth Advisors first reported a position in MPC in Q1 2026 and has held it in 3 quarters since. 1,404 funds tracked by Wall St. Rank hold MPC as of Q3 2026.

  • Peterson Wealth Advisors held 898 shares of Marathon Petroleum worth $355K as of Q3 2026.
  • Peterson Wealth Advisors sold 2 Marathon Petroleum shares in Q3 2026, an estimated $691.
  • Marathon Petroleum made up 0.04% of Peterson Wealth Advisors's portfolio in Q3 2026, its #88 holding.
  • Peterson Wealth Advisors first reported a position in Marathon Petroleum in Q1 2026 and has held it in 3 quarters since.
  • 1,404 funds tracked by Wall St. Rank held Marathon Petroleum as of Q3 2026.

Based on Peterson Wealth Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.